Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.
Platform | ![]() | Pricing | Freemium |
---|---|---|---|
Publishes | Twice weekly | Issues | 119 |
Subscribers | Read | bradmunchen.substack.com |
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* Tesla’s refreshed Model Y launch in China is now officially a flop: After announcing on their website that there’s only a 2 to 4-week wait for the highly anticipated Model Y refresh (low versus the Model 3 Refresh wait time of 6 to 9 week...
President Trump's pump to buy Tesla only lifted Tesla's stock by 0.8% last week while bad news flowed out of China & Europe. Any big bounce could be met with selling.
Trump displays 5 Tesla cars on the South Lawn of the White House & pumps Musk; This could be a sign of how bad sales are in the US amid anti-Musk demonstrations.
Police guarding a Tesla showroom from protests in Chicago on March 8.
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The writers behind this newsletter.
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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