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Vitaliy Katsenelson Contrarian Edge © 2019
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Tesla

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 […]

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 Gasoline Car to the EV is Like the Horse to the Car

This article is Part 2 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. Read Part 1 here. The complexity of the traditional ICE car is mind-boggling. There are several thousand moving parts that are interconnected by belts and gears and need to be constantly oiled and cooled. Air must be continuously […]

Tesla, Elon Musk and the EV Revolution

“The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function.” – F. Scott Fitzgerald  You really don’t know the company until you buy the stock. It has happened to me a few times. We did hundreds of hours […]

The Double Trap For Tesla Investors Predicting The Future

The iPhone was an enormous gamble, as its pushed the limits of then-available technology – the microprocessor, screen, battery, and wireless capability were beyond what seemed possible in 2007. Undoubtably, if Apple hadn’t created the iPhone, someone else would have created a similar device later. But when? There is no way to know, but the […]