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Motorhead

Motorhead

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

Platform
Substack
PricingOnly paid issuesPublishesTwice weekly
Issues100SubscribersRead bradmunchen.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Musk's Plan For 25% Delivery Growth in 2025 Faces a Growing Auto Recession

Musk set up a high hurdle for Tesla in 2025 with goals for 20% to 30% delivery growth and FSD being "unsupervised" in two US states. This raises the chances of a huge disappointment

22 days ago
29
13
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Trump Team Aims for Easier Autonomous Driving Permits, per Bloomberg

Brief comment on the Bloomberg article that sent Tesla up by 5.6% on Robinhood

a month ago
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23
Paid

Why Tesla May Not See 2021 Valuations Again

Tesla added $377 billion in market cap in 4 days after Trump's election win. This is similar to its surge to all-time highs in November 2021, after which it plunged by 50%.

a month ago
16
13
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Tesla's $218-Billion "Impunity" Premium

Tesla is worth $218 billion more just 3 days after Trump's election win. It's the market value of Musk's impunity from various federal probes now that Trump is back.

a month ago
28
15
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Authors

The writers behind this newsletter.

  • Motorhead

    Automotive long/short manager with over two decades of covering global automotive stocks. Focusing on which carmakers navigate deftly through the "EV revolution". Bearish on Tesla and the prospects of significant EV adoption.

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