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My Tesla Conviction
pinny shisgal
Aug 25, 20232 min read
VinFast IPO... Will it follow Lucid and Rivian valuation of quick inflation and deflation?
08.25.2023 Vinfast, a Vietnamese young EV company just Spac'd (VFS) on 08.15.23 at $10, but started trading at $22 and ended the first...
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pinny shisgal
Apr 22, 20233 min read
Are the Tesla price cuts actually helping Legacy ICE survive?
04.22.23 Here we go again... The Brilliant take of Adam Jonas. Adam Jonas is a Brilliant Analyst from Morgan Stanley. He has been...
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pinny shisgal
Apr 22, 20231 min read
Worm Capital - "The Tesla Decade", a recommended deep Tesla Long term Conviction
04.22.23 Arne Alsin, CEO and Founder of Worm Capital, a hedge fund concentrated on Disruption, has been bullish on TSLA for a while, at...
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pinny shisgal
Apr 21, 20232 min read
Owning TSLA now is like owning AAPL in 2007 or even 2003
04.21.23 Arne Alsin, CEO and Founder of Worm Capital, a hedge fund concentrated on Disruption, has been bullish on TSLA for a while, at...
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pinny shisgal
Apr 21, 20231 min read
ARK Invest New TSLA 2027 PT -$2000
04.21.23 Cathie Wood, CEO of ArkInvest: "TSLA - The most Important Ivestment Opportunity of our lifetime" Today Ark Invest rolled out...
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pinny shisgal
Apr 20, 20233 min read
TSLA after Q1 earnings - Disappointing or a Long-term Opportunity?
04.20.23 Tesla stock is down 10% right now at $163. The obvious reason is the reaction to decreased margins in Q1, 24% lower YoY and...
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pinny shisgal
Apr 19, 20233 min read
Do we need to care about Tesla Q1 or even 2023 margin decline?
04.19.23 Don't know what will Q1 margins be. But as always, I would say, you should not care. Tesla is in the process of a "Hardcore...
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pinny shisgal
Apr 19, 20231 min read
Tesla reduced prices again in the US on all model Y and on Model 3 SR
04.19.23 Tesla reduced Model Y's entire US line by $3k. Model Y, 279m, 4680 batteries, AWD, is now $47k ($39.5k after rebate). Model Y...
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pinny shisgal
Apr 15, 20234 min read
טסלה מכניסה $5000 פחות על מודל 3 בהשוואה ל 2021 ומחירה בישראל אחרי מיסים רק כ10% יותר ממחירה בארה"ב
04.15.23 טסלה הורידה את מחירי המודל 3 בישראל, בעוד מדינות באירופה, סינגפור, הונגקונג ועוד, לרמתם הנמוכה מאז אמצע 2021. המודל 3 הבסיסית...
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pinny shisgal
Apr 13, 20231 min read
New Model 3 Highland refreshed Facia?
04.13.2023 Tesla has been driving around for weeks now, some camouflaged Model 3 with covered Front and back. Yesterday, a picture...
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pinny shisgal
Apr 12, 20234 min read
Can the CyberTruck get 300 miles with a 100kwh battery? From a Ford lightning owner's perspective.
April 12, 2023 Cybertruck is coming this year, finally. Against all odds and against many skeptics. A few big questions remain so far,...
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pinny shisgal
Apr 9, 20233 min read
BYD update
March 30, 2023 BYD is the Second largest BEV manufacturer in the world. It is often stated to be the largest, but that is not accurate,...
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pinny shisgal
Apr 9, 20232 min read
Rivian update
March 30, 2023 RIVN stock was sharply up yesterday, over 10%, and more today. What happened? Is it fundamental? I have a very positive...
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pinny shisgal
Apr 9, 20231 min read
GM and Ford have much less to lose than Tesla?
March 27, 2023 "Dan Nathan from CNBC... GM will be around in 100 years, but Tesla is not so sure. Tesla has more to lose as a leader, as...
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pinny shisgal
Apr 9, 20231 min read
Is Ford coming for Tesla?
March 27, 2023 Ford (F) CEO Jim Farley sent a clear message to Tesla (TSLA) investors: "Your profit margins will not stay so lofty in...
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