Panasonic's Old School Investor Day
Panasonic (6752 JP) held their investor day earlier this week and the market seemed to like it, as the shares went to a 52-week high. Panasonic’s...
150 Views
China – Tesla to Have a Tough Year in China for 2017 – HK Success to End - Part II
China sales to fall in 2017 - What can we learn from the success in Hong Kong Model X looks like a failure in China - too expensive for an...
214 Views
China - Tesla Dealership Visit in Beijing a Disappointment - Tough Year for Tesla in China PART I
Model X looks like a failure so far in China - too expensive for an SUV. Dealerships are not very good compared to other luxury brands. Tesla...
499 Views
Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
147 Views
TSLA China Shipment and Delivery Slowed in Q1 2017
In Q1 2017, 4,755 units of Tesla cars were shipped to China, representing a 257% increase year-over-year. However, only ~ 1623 units were...
218 Views