It seems that every year I think we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. Index funds became the blunt instrument of choice in an always-rising market. But you don’t have to be a stock market junkie to notice the pervasive feeling of euphoria.
Tag:
Tesla
I have a problem with both value- and growth investing demagogues. While value demagogues tend to believe any company that trades at a P/E above the market average is too frothy, growth demagogues claim that price doesn’t matter.
Though originally written in 2020, this article still rings true today. Tesla’s market capitalization just crossed $300 billion. It’s the largest car maker in the world, even larger than Toyota,…
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…
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…
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…
After writing a 37-page opus on Tesla, I am often asked what I think of Tesla stock. Although I am a very enthusiastic Model 3 owner, I can equally see both sides of the argument around Tesla as an investment. This makes me neither bullish nor bearish, but someone who can foresee distinctly different paths for Tesla the company and Tesla the stock.
This article is Part 9 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Elon Musk is unlike any leader we’ve…
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,…
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…