Tesla Motors

1H22 Obex Research Short Portfolio

Equity Bottom-Up
190 Views, 11 Jan 2022 02:04
EXECUTIVE SUMMARY
  • Tesla is a short. We know. You can't short it. But it is a short.
  • We continue to look for businesses that overearned and pulled in growth during the pandemic...some more recently identified examples: CHWY, ROKU
  • Spotify remains one of our top short ideas, bad business model, and now increasing competition from alternative listening services. 
detail (5-minute read)
WHAT’S TRENDING
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)

I have over 18 years’ experience in investing in the TMT and Consumer sectors, almost entirely on the buyside. Started a... 

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