Toggle navigation
TWunroll
TWunroll
faq
Contact US
Gary Black
garyblack00
As an analyst, you learn to look for inflection points. If a company you own and love suddenly struggles after blowing away estimates for several quarters, you owe it to
Read more
Excerpts from the Washington Post $GME piece:1/ “Until last week, the quintessentially absurd bubble was the Dutch tulip mania. In Holland in the 17th century, investors bid the price of
Read more
I’m not sure investors who are rooting for hedge funds to fail get the big picture. 1/ SEC/Treasury/Congress will have hearings and slap new regs on the industry to
Read more
The guy I used to work with (I’ll call him “Q”) who shorted $TSLA at $600 in Dec called me today:Q: Why is $TSLA up 6% on no news?GB: Because
Read more
The biggest $TSLA myth: ICE-branded EVs launching over the next 18-24 mos will cause $TSLA to lose EV share.ICE brands have been launching EVs for 3 years now. They haven’t
Read more
I had a two-day email exchange with a guy I used to work with who now runs a $600M hedge fund and shorted $TSLA at $600. He’s now kicking himself
Read more
Why $TSLA will likely go to $800.1/ Given long EV runway - 3% adoption today going to 20% by 2025 - and holding TSLA’s current 25% EV share, I can
Read more
$TSLA is an asset with a value that can be quantified. Given a long EV runway (3% adoption now, 20% by 2025), and TSLA’s current 25% EV share, investors can
Read more
I have updated my top 10 reasons investors should buy $TSLA:1/ Huge EV runway ahead, with global EV penetration now 3% likely to go to 20% by 2025 (6x increase
Read more
Indexers have one job: To match the bm. If they start buying $TSLA too early - which is not going into the bm until Friday after close - they create
Read more
Open letter to all S&P 500 benchmarked managers:On Friday 12/18 at market close, $TSLA will enter the S&P 500 Index at an approximate 1.5% weight - the sixth largest weight
Read more
I found this WSJ article about $YHOO’s entry to the S&P 500 from 12/8/99. Parallels vs $TSLA are striking: YHOO was a new entry to S&P 500 (not a step
Read more
‹
1
2
›
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree