Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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Tesla Inc. – Long Tesla & Short Global Automakers
Elon Musk will be buying another $20 million in Tesla stock in addition to a $25 million investment he made a few months ago. It is rumoured that...
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Tesla--Supply Management Hell & Tales from an Anonymous Supplier We Know
Bloomberg reported last Thursday that the man overseeing Tesla's supply chain, Liam O'Connor, resigned. This is the fifth executive departure at...
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What Tesla Can Learn From Navistar About Arrogant Management, Serious Mistakes, and Survival
Tesla Motors (TSLA US) has become disturbingly troubled, mostly because of serious mistakes which seem to be increasing. Navistar International...
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Tesla's Sales & Quality Problems May Jeopardize 2H Profit Goals
Models S & X Sales Declines Could Lead to Q3 Losses: Tesla's start to Q3 appears to be quite bad. Models S & X sales globally (ex-China)...
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