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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Investing In India – ETFs

This article also appeared at The Motley Fool. India is one of the major emerging market economies. The Indian stock market is well established and the roots of the Bombay Stock Exchange (BSE) go all the way back to the mid 1800s, making it the oldest in Asia. It is the 10th largest stock exchange…

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Rethinking Apple and Amazon – All About The Cash

This article also appeared on The Motley Fool. Apple (NASDAQ: AAPL) and Amazon (NASDAQ: AMZN) could not be more different in their corporate philosophies regarding profits and cash. Amazon spends almost every dime it earns, keeping the net profit down as close to zero as possible. Apple, on the other hand, keeps most of it…

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