More of my Tesla Coverage at Seeking Alpha

Seeking Alpha just published my article comparing GM’s recall handling to Tesla’s and also comparing Prius sales in Japan to Tesla’s current “peak deliveries” problem. My previous article at Seeking Alpha covered Tesla’s fight to sell cars directly. Disclosure: Long Tesla

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My Recent Tesla Coverage at Seeking Alpha

In case you missed it, in the last few weeks I’ve covered Tesla in some more detail with the most recent being an analysis of what Tesla does beyond being just an auto company. Before that I covered Supercharging – how supercharging can be profitable and how supercharging keeps Tesla ahead of the pack. Disclosure:…

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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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