As seen on:

Here is what our readers say:

"You are one of the most interesting, talented writers I know" A.G.
"Thanks for your ideas and advice over the last few years" D.M.
"I look forward to your emails. They are among the very few that pass my screen." J.C.
"The world needs more of voices like yours" B.W.
"I don't know anyone else that writes like you, shares market points of view like you, and makes things seem personal and approachable!" J.C.
"Thanks for your ideas and advice over the last few years." D.M.

Tesla’s Stock Price Discounts Temporal Wormhole into the Future

Listen on: iTunes | Google Podcasts | Online Tesla’s market capitalization just crossed $300 billion. It’s the largest car maker in the world, even larger than Toyota, which produced almost nine million cars in 2019 and had a market capitalization of $200 billion. Tesla market cap implies that the market believes that its production will go up more than 20-fold […]

Why The Survival Of Traditional Carmakers Is Far From Certain

This article is a small part of a 11-part analysis of Tesla, Elon Musk, and the EV industry by value investor Vitaliy Katsenelson. You can get complete analysis as an email series, PDF, EPUB or Kindle ebook here or email at [email protected]  Let’s go back to June 2008, when Apple introduced the iPhone 3G and Nokia was still the world’s largest phone maker. […]