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Is Tesla Apple? Is Elon Musk Steve Jobs?

This article is Part 11 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Throughout my analysis, I have compared the Model 3 to the iPhone, Tesla to Apple, and Elon Musk to Steve Jobs. What I am struggling with is this: Can Tesla become as […]

Is Tesla Theranos?

This article is Part 10 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Tesla bears – a lot of them are people I respect; some of them are my dear friends – would point out that there is yet another side to Musk, the (fraudulent) […]

Why We Don’t Own Tesla stock (and no, we’re not bears)

I wrote the following article as part one of a two-part conclusion to my 37-page Tesla and EV industry analysis. (You can get complete analysis as an email series, PDF, EPUB or Kindle ebook here or email at [email protected], or you can listen to it as an audio book; Part 1 here & Part 2 here). Listen on: iTunes | Google Podcasts | Online If you had put a […]

Autopilot: Musk’s Wishful Thinking or Tesla’s Greatest Advantage?

This article is Part 8 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. When you buy a Model 3 today, it comes with the Autopilot feature; you can pay $6,000 for Full Self-Driving package. Let’s start with Autopilot. Tesla has another, more appropriate name for […]

Tribalism in Investing Might Leave You Broke

I wrote the following article as part two of a two-part conclusion to my 37-page Tesla and EV industry analysis. (You can get complete analysis as an email series, PDF, EPUB or Kindle ebook here or email at [email protected], or you can listen to it as an audio book; Part 1 here & Part 2 here). I have to confess that this is my […]

Why the Survival and Dominance of Car Manufacturers is Far from Certain

This article is Part 6 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. What you really should have done in 1905 or so, when you saw what was going to happen with the auto is you should have gone short horses. There were 20 million […]

Are Electric Cars Good for the Environment?

This article is Part 5 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. My wife loves driving the Model 3, not for all the selfish reasons I like to drive it (it is fast and quite the iPad on wheels) but because she feels she […]

Tesla’s Risky Gamble & The Future of Lithium-Ion Batteries

This article is Part 4 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. The main character in an ICE car is the engine. Car companies spent billions of dollars to make it do more with less, and they are running into decreasing marginal returns. They […]