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, Elon Musk and the EV Revolution

An analysis of what’s in store for the man, the company, and the industry by a value investor and newly-minted Tesla owner.
for $8.99 Or get it as a free email series here

    You'll be able to read the analysis as a PDF,
    eBook, or an 11-part email series.

    What you’ll learn:
    • Why EVs are not just a new type of car, but a paradigm shift for the industry
    • How Elon’s dreams finance Tesla’s growth, but the company’s future success might not be in his hands
    • Why the survival of ICE auto makers may not be as certain as it seems
    • Tesla’s Autopilot: Elon’s wishful thinking of Tesla’s greatest advantage?
    • How EV range anxiety will give way to a new gold rush
    • Bulls vs bears on Tesla: who has it right?
    • Is Tesla the new Apple or the new Theranos?
    • Bonus: Are EVs green & what’s the future of oil?

    “I LOVE everything you write, but even benchmarked against your own lofty standards, this is a Magnum Opus that taught me more than I can adequately express!”


    “One night I planned to read the first chapter, but it sucked me in and I couldn't stop reading until I finished the whole analysis.”


    “A fascinating read, especially with how the stock has performed since you wrote this.”


    “I was thoroughly impressed with the depth of your research, you provide insights I would never (not even close) have come by on my own.”


    “An excellent, credible [work] backed up by what is clearly comprehensive research.”