How Much Infrastructure Is Required For EVs?

Every time I post an article on Seeking Alpha about the growth of electric vehicles, I get a bunch of posts from naysayers that it will require major upgrades to the grid. However, none of that is likely true. There probably needs to be little to no change in infrastructure and here’s a look at…

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Game Over for the ICE Compact Luxury Sedan

I’ve said that the Tesla Model 3 will be an existential crisis for the auto industry as soon as reservations opened. My charts from a few months later, showed exactly that happening with the BMW 3 series. Now that the Model 3 deliveries have started and all the details have emerged, here is how the…

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My Articles at Seeking Alpha in the Last Month

Over Thanksgiving weekend I was busy writing articles at Seeking Alpha and submitted three of them. I missed being called names and arguing with random folks online. Here are some highlights: State Of The Top 4 Solar Module Makers Attack Of The Tesla Killers? Hats off to the editor that came up with that title…

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Upcoming Chinese Solar Stock Earnings

I believe that the top solar module makers – Trina Solar (TSL), Canadian Solar (CSIQ), Jinko Solar (JKS) and JA Solar (JASO) (who is the manufacturer of the panels on my roof) are all severely undervalued. Canadian Solar pre-announced better than guided shipments and margin. Here is my take on the others at Seeking Alpha:…

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Tesla Earnings: All About 2016

Early AM today, Seeking Alpha published my take on Tesla’s earnings. To summarize, Q4 was a miss but this year is expected to be great as customer deposits for buying Tesla’s kept growing and reached a record $284 million and guidance was great. The much anticipated Model 3 unveil is on March 31. Since I…

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Disney Earnings: Opportunity To Buy

I just published an article on Seeking Alpha with a detailed look at Disney’s earnings. This is my first coverage of Disney and I rate it a buy. To summarize, I think Disney earnings were fantastic, the market is crazy and the trend is likely to continue. Read my article on Seeking Alpha for more…

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My Tesla Analysis at SeekingAlpha

In the last few weeks, I’ve looked at the impact of Tesla’s launch of the 70D on their battery consumption: More Proof That Tesla Is Conserving Batteries Genius Of The Tesla 70D: Sell More Cars, Use Fewer Batteries I’ve also just looked at the Tesla Energy Storage offerings: The Tesla Storage Battery Big Picture

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