Ford Motor Co - Investment Thesis
Ford reported another mixed results with revenues falling below market expectations on account of the continued semiconductor shortage affecting...
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Rivian Automotive IPO Preview
Rivian Automotive Inc (RIVN US), which is considered one of the leading trucks & SUVs related EV manufacturers globally, is getting ready to...
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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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Weekly Innovation Review (WIRE) #51
Samsung (005930.KS) and Harvard University have published new research outlining the vision of copying the brain’s neuron...
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Short Xinyi Glass (868) Vs Long Flat Glass (6865)
Xinyi Glass’ 60% revenue from Float Glass may decrease by 25-50% and the price multiple should be lower too. Going long Flat Glass rides the growth...
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