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Motorhead

Motorhead

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

Platform
Substack
PricingFreemium
PublishesTwice weeklyIssues119
SubscribersRead bradmunchen.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

[News Flash] Tesla Drops Price of "New" Model Y in China 19 Days After Launch

* 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...

11 days ago
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Tesla: Dead-Cat Bounce or Another Try For $500?

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.

12 days ago
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Trump Pumping Musk & Tesla on White House Lawn Indicates Bad US Sales

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.

17 days ago
20
9
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Anti-Musk Protests Could Lead To Lasting Tesla Brand Damage

Police guarding a Tesla showroom from protests in Chicago on March 8.

19 days ago
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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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