Market Thinking

making sense of the narrative

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Category: Electic Vehicles

Upcoming (electric)car crash

The Wall Street habit of making up absurd valuations for Tech stocks on IPO has succeeded in the digital space largely because the unit cost of production in digital is approaching zero and the potential scale effects are huge. However, Read more…


What Tesla should have done

Following my comments here (and on Linked in) about the huge mistake I think Elon Musk has made with his new pickup, I was sent a link to this new competitor, whose truck will be available before the Tesla DeLorean Read more…