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...