tesla

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have...

In market sell-offs like we’ve experienced this week, it’s hard to find anything that’s unaffected by the selling. The ASX200 was down 4.9% before trading opened on...

Elon Musk, the divisive entrepreneur, has recently made headlines with the below tweet. In a subsequent blog post, Musk made clear his reasons for wanting to take his...

For many years, Tesla has defied conventional financial wisdom, and betting against Elon Musk has been a loser’s game. However, we believe right now the market is...

Tesla shares have bounced back toward all-time highs to put them up 17-fold over eight years. While debate rages over the balance sheet and the delivery of the Model...

By definition, the largest companies by market cap are the most valued by investors in absolute terms. Over the past decade the composition of the world's most...

The first thing you learn about being contrarian is that humans don't normally like to act this way. As the cartoon suggests, we're a social animal. We like to stick...

The share price of tech market darling, Tesla, rose inexorably more than ten-fold between early 2013 and early 2018. One manager not convinced by the hype was Jacob...

Shareholders and bondholders have bought the Tesla growth story. However, my column in The Australian notes that Tesla's significant debt, negative free cashflow and...