Tesla – Fully Self-Driven, but Badly And Not Into the S&P
Tesla was not included in the S&P 500 in its latest revision with the S&P committee instead choosing to include the much smaller Etsy,...
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TMT Weekly: 3 Things that Stood Out The Week of 9/4/2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
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Tesla – A Comparison With Enron
As Tesla chooses the “unusual” option of conducting equity financing through an At The Market offering we think it is an apt time to take a trip...
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U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
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Xpeng IPO (Valuation): Positive EV Momentum But Priced High
In Xpeng: Following Lixiang’s IPO Plan, we covered Xpeng’’s background, its business model, growth prospects, comparing it with peers Tesla, Nio...
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