Automotive

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PREMIUM: Tesla – a car company(?)

2022-06-21T19:23:12+02:00

Use the podcast player below to listen to our discussion on Tesla and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 February 2022) Tesla is about the storyboard, not the scoreboard. The recent financial results are important of course, but Tesla bulls are in this stock because of what the future might hold. Generally, Tesla bears avoid or even short it because they believe the stock price is far too high relative to its likely prospects. One debate has certainly been put to bed: Tesla is a proper automotive manufacturer and is capable of scaling its [...]

PREMIUM: Tesla – a car company(?)2022-06-21T19:23:12+02:00

PREMIUM: Ford – the EV dark horse

2022-06-21T19:24:53+02:00

Use the podcast player below to listen to our discussion on Ford and its Q3’21 result, which accompanies the detailed write-up below: (Date of report: 1 December 2021) "And we'll have fun fun fun 'til her Daddy takes the T-bird away" sang The Beach Boys in 1964. For classic car enthusiasts, the 60s represented a wonderful time in the world of motoring. Ford was right in the thick of that culture, with models like the Thunderbird and Mustang. At Le Mans, the GT40 racecars were making history by beating Ferrari. That was then and this is now. The motoring industry is [...]

PREMIUM: Ford – the EV dark horse2022-06-21T19:24:53+02:00
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