Can Tesla’s Semi Truck Be Profitable?

Seeking Alpha just published my article “Can Tesla’s Semi Truck Be Profitable?“. I look at the surprisingly low price of Tesla’s truck and break down what it would take to make the truck profitable. Also look at how Tesla can provide “MegaCharging” for only 7c/kWh guaranteed. I’m expecting the usual litany of comments calling me…

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The Rise Of Tesla Stock And Big Auto’s Lack Of Focus

What is driving Tesla Stock Higher Now? Three recent news items are responsible for driving Tesla’s (TSLA) stock higher in the last few days: 1. Chinese Website – Tesla opened a Chinese website where they are taking $40,000 deposits for the Model S. This is equivalent to the Signature deposits so it is possible that the Model…

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Analyzing The Logic Of Tesla Bears 2 – Valuing Tesla

In my previous article Analyzing The Logic Of Tesla Bears, I presented a takedown of Tesla (TSLA) bears’ objections to the growth story. And with this one I will attempt to summarize additional key objections to my previous analysis and also a simple method to come up with a valuation for Tesla extending some thoughts…

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Analyzing The Logic of Tesla Bears

Looking at Seeking Alpha articles negative on Tesla (TSLA) over the last few weeks and the intense commentary generated has been entertaining to say the least. I will not argue that for the current state of affairs Tesla is not overvalued. What I will try to do is present a take-down of most arguments from…

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A Second Chance to Buy Intuitive Surgical

This article also appeared on The Motley Fool. On Feb. 28, a few minutes before closing, a single research paper sent Intuitive Surgical (NASDAQ: ISRG) tanking from the $570ish range to under $500. The widely circulated paper concluded that overall outcomes in hysterectomies using Intuitive’s Da Vinci robot were no better than laparoscopic surgery — and…

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