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Tesla
Gene Munster, Doug Clinton
Step in…Come Out Smelling Like Roses
Elon Musk’s quick settlement of Thursday’s SEC lawsuit is the best possible outcome for all involved. The settlement removes what could have been a significant distraction for the company and overhang for shares that could have lasted a year. It…
2-Minute Read
Tesla
Gene Munster, Doug Clinton
This Is Not the End of Tesla
The SEC charged Elon Musk with securities Fraud related to the go-private statements made on Twitter last month. This is a negative, given it adds further distraction at a critical 6-month juncture in the company’s viability. Despite this, we think…
3-Minute Read
Tesla
Gene Munster, Will Thompson
A 6-Month Roadmap for TSLA
We remain positive on the Tesla story, given our view that near-term results (Sep-18 and Dec-18) will likely ease investor concerns regarding cash. Longer-term, talent retention will be a key indicator of greater upside to the Tesla story. Here’s a…
2-Minute Read
Autonomous Vehicles
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Tesla
Gene Munster, Doug Clinton
A Moment of Truth for Tesla and Its Board
If Tesla doesn’t make some changes, starting with the board, it could spell the end for the company. We believe in Tesla and its mission. We want the company to be successful, but Elon Musk‘s increasingly disturbing actions have brought the…
5-Minute Read
Tesla
Gene Munster
Elon’s Actions Are Making It Harder to Support Tesla
Elon’s actions are making it harder and harder to support Tesla as a company. His actions directly affect Tesla’s share price because Elon is Tesla. That said, we still believe there is more upside to shares. A Few Takeaways Big picture:…
2-Minute Read
Tesla
Gene Munster
Apple + Tesla Is a Fairy Tale with a Twist
The roller coaster surrounding Elon Musk’s failed effort to take Tesla private resurfaced the topic of Apple buying Tesla. If Tesla successfully turns the corner to profitability, the combination of the two companies is nothing more than a fairy tale,…
6-Minute Read
Apple
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Autonomous Vehicles
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Tesla
Gene Munster
Tesla Staying Public Places Scrutiny On “Funding Secured”
Tesla announced it’s staying public. We were wrong in thinking there was a 2/3 chance that Tesla goes private. We continue to believe Tesla would create more value as a private company. That said we believe shares of TSLA are undervalued…
2-Minute Read
Tesla
Doug Clinton, Will Thompson
There’s Still No Such Thing as a Value Stock in Tech
Eight years ago, we wrote a note titled, “No Such Thing as a Value Stock in Internet?” The hypothesis was that technology stocks, by nature, must be growth stocks to be compelling. Technology is inherently new, so investors look for…
3-Minute Read
Apple
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Google
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Meta
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Netflix
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Nvidia
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Technology
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Tesla
Gene Munster, Doug Clinton
Elon Musk: Managing the Weight of Success
TSLA is down ~8% following an NYTimes article about Elon Musk. Investors are likely most concerned about Musk’s overall mindset and burn out in addition to the use of Ambien and possibly other drugs. The article is an interesting insight into…
5-Minute Read
Tesla
Gene Munster, Steve Van Sloun
Nvidia – Crypto Stings, Big Picture Intact
Shares of NVDA are down 5% after-hours. The company missed expectations in its OEM and IP segment as the decline in crypto pricing triggered softening demand for crypto-mining hardware. While crypto drives just ~3% of revenue, the miss in the…
4-Minute Read
Artificial Intelligence
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Autonomous Vehicles
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Cryptocurrency
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Gaming
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Nvidia
,
Tesla
Gene Munster, Will Thompson
Musk Fills in the Blanks and Addresses Funding Questions
Elon Musk wrote a blog post titled Update on Taking Tesla Private addressing the most common questions following last weeks going private circus. We still believe there is a greater than 50% chance Tesla is private in a year, and…
2-Minute Read
Tesla
Gene Munster, Will Thompson
Tesla’s Strengthening Case to go Private
After processing Musk’s letter along with a number of other variables that have emerged, we believe there is a greater than 50% chance Tesla becomes a private company. A privately held Tesla has a greater chance of succeeding than if…
5-Minute Read
Tesla
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