I received intense follow-up on the two articles I wrote about Tesla (TSLA), the first one countering the bear arguments of the stock and the second one attempting to value the company. Most of the intense arguments hinged on the assumption that the auto industry will not stand still as Tesla marches forward and by the time the Tesla Gen III launches, it will have intense competition from the rest of the auto industry. While that is possible and something that I would really appreciate at a personal level, the state of innovation in the auto industry indicates otherwise.

Read the full article at Seeking Alpha – State Of Innovation In The Auto Industry And The Allure Of Tesla

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