Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Outpacing Delivery Expectations Sends Shares Soaring. Is Tesla the Most Undervalued AI Name?

Tesla's Q2 Revenue Up 2% to $25.5B but Misses Earnings Expectations; Stock Drops 8%

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Equity Bottom-Up

<ul>
<li>Despite achieving significant milestones, Elon Musk's $56 billion compensation package was voided in January 2024 due to a flawed approval process, ruled a Delaware judge.</li>
<li>Tesla's shareholders voted to reinstate Musk's package in June 2024, but the lawsuit continues, and the contract's future remains uncertain.</li>
<li>Tesla faces challenges with slow EV sales growth, rising competition, and the need for lower-cost models, which may impact stock performance despite Musk's ongoing leadership.</li>
</ul>


Despite achieving significant milestones, Elon Musk's $56 billion compensation package was voided in January 2024 due to a flawed approval process, ruled a Delaware judge.
Tesla's shareholders voted to reinstate Musk's package in June 2024, but the lawsuit continues, and the contract's future remains uncertain.
Tesla faces challenges with slow EV sales growth, rising competition, and the need for lower-cost models, which may impact stock performance despite Musk's ongoing leadership.


Elon Wins $56B Package Re-Vote and Shift to Texas. Now What for Tesla?