Toyota: Priced for Perfection


With the hype around battery electric vehicles seemingly evaporating and sales forecasts being called into question, Toyota emerges as a global giant that foresaw this happening. Although they haven’t completely ignored battery EVs, Toyota’s focus has been on hybrids. This seems to have been the right decision. It hasn’t all been smooth sailing though, with the recent reputational crisis at Daihatsu as a perfect example of the risks in this market. Has the Toyota share price gotten too far ahead of itself, with hype swinging the other way?

Toyota: Priced for Perfection2024-04-03T10:17:44+02:00

Magic Markets Ep160: Tesla and Volkswagen


From shoes to cars – in this weeks podcast, we tackle Tesla and Volkswagen. After some important debate on whether Tesla makes ugly cars or not, we got serious about the financial performance. In the interests of a more balanced view, Tesla-permabear The Finance Ghost stayed away from that company and let Mohammed Nalla cover the Cult of Musk. In Volkswagen, our resident ghost explained that the EV theme is still coming through strongly in this company, which is a good and a bad thing. Join us for all in the insights!

Magic Markets Ep160: Tesla and Volkswagen2024-02-01T02:24:51+02:00

PREMIUM: Tesla – a car company(?)


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


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