tesla

In the first part of this two part series, we looked at how Electric Vehicle battery prices can't be expected to fall forever. In part two, we look at the broader...

As Tesla's share price comes under pressure, Part 1 of a two part series on Electric Vehicles details how manufacturers globally will see price falls for its main...

Elon Musk starts another fight with the SEC; ATO whistleblower faces 161 years in prison; and solar panels produce worrying amounts of toxic waste, so what can be done...

ARK Invest has just published a great podcast with the one and only Elon Musk. Interviewed by Cathie Wood and Tasha Keeney, Elon set the scene by agreeing with their...

In December I published an article concluding that Google’s Waymo autonomous car division was well ahead of the competition. I stand by that assessment, and its hardly...

The last four months of 2018 were brutal for investors everywhere. October was particularly painful, with most managers off by -5 to -10%. So it caught my eye when I...

Autonomous transport still seems like science fiction: we know it is bound to come eventually, yet it is difficult to imagine in our daily lives. But self-driving cars...

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...