Tesla--German Competitors Have Robust FCF and the Bond Market Is Bearish on Tesla's Survival
Our Smartkarma colleagues at ANTYA Investments Inc. ("ANTYA") published two reports last week that had some flawed numbers regarding German...
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Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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Tesla Inc. – Long Tesla & Short Global Automakers
Elon Musk will be buying another $20 million in Tesla stock in addition to a $25 million investment he made a few months ago. It is rumoured that...
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Tesla--Supply Management Hell & Tales from an Anonymous Supplier We Know
Bloomberg reported last Thursday that the man overseeing Tesla's supply chain, Liam O'Connor, resigned. This is the fifth executive departure at...
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What Tesla Can Learn From Navistar About Arrogant Management, Serious Mistakes, and Survival
Tesla Motors (TSLA US) has become disturbingly troubled, mostly because of serious mistakes which seem to be increasing. Navistar International...
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