Tesla: Now That's More Like It
China's CBIRC has quietly made a big correction in Tesla's August Model Y insured sales which eliminated the huge discrepancy between results...
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Weekly Innovation Review (WIRE) #53
At 90, William Shatner became the oldest person to ever reach space, telling Blue Origin’s Jeff Bezos “what you have given me is the most profound...
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LG Corp: SoTP Valuation Analysis Update + Four Key Catalysts
In this insight, we provide an updated SoTP valuation analysis on LG Corp. Our base case valuation analysis suggests an implied price of 131,911...
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LG Energy Solution - The Biggest IPO in 2021 in Korea?
In this insight, we provide an update on the LG Energy Solution IPO. There are increasing signs that the IPO of LG Energy Solution could get...
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Tesla Reports Record Q3 Deliveries; Blow Out Quarter Secured
Q3 deliveries topped 241,000, trouncing market consensus & my best case estimate. It was an easy comp vs weak results last yr on new model & market...
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