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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 […]
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) […]
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 […]
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 […]
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 […]
“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 […]
Here’s a big question I’d be asking if I owned Tesla stock: What happened to 345,000 reservations? When Tesla’s Model 3 was released, it was supposed to be a $35,000 car. Four hundred thousand people, including yours truly, put down a $1,000 deposit to reserve their spots in line so they could get their hands on […]
I put a $1,000 deposit on a Tesla Model 3 the day it was announced. At the time I thought of the Model 3 as a smaller, cheaper version of the Model S. So a few days ago I stopped by a Tesla store to check out the Model 3. I was at the store […]
Tesla is an uninvestable stock for me, not just because of its high valuation but also because it fails our fairly basic quality test, which I shamelessly borrowed from Warren Buffett: Would I still buy this stock if right after the purchase the stock market were to close for ten years? If you are a big Tesla […]
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 […]
