Doug Kass: What Does Etsy Tell You About Tesla?
Whitney Tilson’s email to investors discussing Doug Kass’ comments: What Does Etsy Tell You About Tesla?; Insider trading?; David Portnoy.Q2 2020 hedge fund letters, conferences and more3 comments From Doug Kass of Seabreeze Partners:1) What Does Etsy Tell You About Tesla?Etsy (ETSY) has about 1,250 employees and $1 billion in sales. And this is now an S&P 500 company?Don't even get me started on what they actually do as well, suffice to say they broker tchotchkes .If this is the future of America, whoa boy!Yet ETSY is in, and Tesla (TSLA) is not?I am stunned. Not because I am pro Tesla and be...