Social media naturally exploded this morning when it was revealed that Tesla’s (NASDAQ: TSLA) founder had taken a 9% stake in Twitter (NASDAQ: TWTR)...
SumZero Zeroed In, April 4 2022
Published: April 04, 2022
Published: April 04, 2022
Social media naturally exploded this morning when it was revealed that Tesla’s (NASDAQ: TSLA) founder had taken a 9% stake in Twitter (NASDAQ: TWTR)...
Published: December 10, 2015
Tesla Motors (NASDAQ: TSLA) is one of the most controversial and heavily-covered names in the market in recent memory. To help investors understand the name at a more advanced level, SumZero has asked two fund professionals that cover the company closely, one long and one short, to opine on some ...
Published: October 16, 2015
Mobileye is a small piece of a much larger puzzle which doesn’t support long term monopolistic margins predicted by the sell side. Especially if you know the automotive industry, it’s easy to be highly suspicious of sell-side assumptions that assume a market that is a few million units today is g...
Published: August 01, 2013
Investors are forgetting that Kia is a fantastic company that has grown share consistently all over the world since its founding by making stylish and high quality vehicles. I don't expect issues with its Union to be substantial this year given the major union victory in and huge cost of last yea...
Published: March 15, 2013
Post restructuring, GM is a radically improved business with earnings growth potential and excess cash for buybacks. As the reality of “New GM” becomes apparent, the stock could double.
Published: May 03, 2012
Analyst consensus opinion is that Tesla will achieve near-flawless Model S production, meet or exceed sales targets in 2012 and 2013, and pave the way for the introduction of new models like the X and Gen 3 sedan. The company faces significant challenges in order to execute this strategy successf...
Published: May 03, 2012
Analyst consensus opinion is that Tesla will achieve near-flawless Model S production, meet or exceed sales targets in 2012 and 2013, and pave the way for the introduction of new models like the X and Gen 3 sedan. The company faces significant challenges in order to execute this strategy successf...