Tesla, Elon Musk, and the EV revolution

An analysis of what’s in store for the man, the company, and the industry by a value investor and newly-minted Tesla owner.

In this analysis, you’ll learn:

Why EVs are not just a new type of car, but a paradigm shift for the industry

How Elon's dreams finance Tesla's growth, but the company's future success might not be in his hands

Why the survival of ICE auto makers may not be as certain as it seems

Tesla's Autopilot: Elon's wishful thinking of Tesla's greatest advantage?

How EV range anxiety will give way to a new gold rush

Bulls vs bears on Tesla: who has it right?

Is Tesla the new Apple or the new Theranos?

Bonus: Are EVs green & what's the future of oil?

Fill out the form below to get
the analysis in your inbox:

You'll be able to read the analysis as a PDF, eBook, or an 11-part email series.