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Establish A Small Position In Tesla: Here is Why
Whitney Tilson’s email to investors discussing his analyst Kevin DeCamp’s views on Tesla’s future. Q3 2020 hedge fund letters, conferences and more In my December 29 e-mail, I shared my analyst Kevin DeCamp's essay on his 100-bagger with Tesla (TSLA). It's a great story with many important insights, but it didn't include Kevin's views on the stock today and what the future holds for Tesla... so I asked him to write a follow-up essay, which you can read below. I continue to believe that the stock is too richly valued to buy, but I would never short such an open-ended situation. Enjoy! Best rega...
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Disney’s Competitive Advantage Is Its Intellectual Property
During his recent interview with Tobias, Alex @TSOH_Investing discussed Disney’s Competitive Advantage Is Its IP. Here’s an excerpt from the interview:Q3 2020 hedge fund letters, conferences and moreDisney's Competitive Advantage Is Its IPTobias: Let’s talk about some of the other names you’ve got in there. Disney, you said you got that in the Fox spinoff?Alex: Yeah, I got it. When doing Disney bought the majority of Fox’s assets, you had the option to to take stock, cash or some combo. I took shares as part of that deal. I think part of the thinking now in my mind is, obviously, they’ve relea...
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Wealth Management Into The Digital Realm
As the wealth management industry finally moves into the digital realm. Overlooking the changing needs and expectations of clients could prove fatal for traditional providers.Q3 2020 hedge fund letters, conferences and moreThe demographic profile of current and prospective clients is going to vastly shift in the next decade. As the industry will see a rising female clientele and an increasing younger demographic. A key reason for this is the £58 trillion wealth transfer from baby boomers, that will occur by 2030.Big industry players, who have historically showed their sluggishness in adapting ...
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Tesla’s Competitive Advantage Will Be Eroded
That electric vehicles are the future has been known for some time, but it seems as though the auto industry in general is only now getting to grips with the reality of the situation. The greater competitiveness within this space is not good news for Tesla (TSLA), which has long been touted by its supporters as the trailblazer in the electric vehicle sector.Q3 2020 hedge fund letters, conferences and moreThe Auto Industry Is Getting Serious About Electric VehiclesDespite footage of Elon Musk and Volkswagen (VLKAF) chief Herbert Diess driving the new fully-electric Volkswagen Electric ID.3 mode...
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