Tesla: (Not) Speaking of Demand Cliffs... Does That Apply to Capital Raises as Well?
The Tesla Motors (TSLA US) earnings call yesterday was rather interesting, not for the information that was intentionally disclosed, because there...
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Tesla (TSLA): Impressions from 1Q Earnings Call - One Offs Behind the Earnings Miss
For once there was no drama at Tesla's quarterly earnings conference call with a well-behaved CEO Elon Musk which made it seem almost conventional,...
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Tesla "Autonomy Day" Takes Investors For Another Ride
Tesla Motors (TSLA US) "Autonomy Day" event yesterday started more than 40 minutes late and lasted more than four hours. Worse, we had heard most...
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The Week that Was in ASEAN@Smartkarma - Indonesia's Elections, Floor Tiles, and Smartphones
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Discover Singapore: Alliance Mineral; Supplies High Quality Lithium to EV; Buy at 2x 2020 EV/EBITDA
Alliance Mineral Assets (AMS SP) is a dual-listed (SGX/ASX) lithium producer in Australia. Last year the company saw its share price fall by 61%...
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