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 least since 2017.
Full Interview transcript, if you are really eager to read more about his conviction...
https://static1.squarespace.com/static/60c24f91684d920cb6097d4e/t/62d2310dc4c1847abbeb2e81/1657942290214/Worm+Capital+-+Q2+2022+Investor+Letter+-+Final.pdf
Nothing new, but might be easier for some to accept, coming from an established, educated, successful, well presented, "Authority".
In a few words...
They have a deep conviction in Tesla's growth and dominance in the next 10 years at least.
He compares owning TSLA now as owning APPL in 2007 or even 2003.
If you like podcasts,
You might benefit from listening to Eric Markowitz, Head of research at Worm Capital, from May, 2022. (You will probably want to jump a few minutes ahead to skip Sponsor messages). It is 1.5 hours.
This podcast follows a paper Worm capital published in April 2022.
https://podcasters.spotify.com/pod/show/valuehive/episodes/Eric-Markowitz-Tesla--Inc--TSLA-Deep-Dive-w-Worm-Capital-e1i52ga
They have a similar view on TSLA and investing as Cathie Wood from ARK Invest (and me of course).
Worm Capital have a Non traditional, $1250 PT for the end of 2024 roughly $4T market cap, up from nearly $0.5T today, up from around $1T in April 2022 when written.
The following paper is by far, the most detailed, well put, graphically presented Conviction of TSLA I have seen before, by Worm Capital.
Squarespace
https://static1.squarespace.com › ...PDF
The Tesla Decade - Squarespace
Will be interesting to visit this post back in 2030😂.
#Tesla #TSLA #WormCapital #ArkInvest
留言