Motorhead
MotorheadFundamental analysis of Tesla, its rivals, and the electric vehicle supply chain.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 93 | Subscribers | Read | bradmunchen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Tesla Q3 2024 Results: First Beat In 2 Years
* Tesla’s Q3 adjusted EPS of $0.72 beat Street estimates of $0.60 by 19%.
Tesla's Q3 Profits Should Miss By 14%; 2026 Likely in the Red
### Topics Covered in This Report
Tesla's Robotaxi Event Was An Epic Flop
This is the first time that my preview of a Tesla event (here), had more value than my take on the results. So, this is a short note.
[Quick Note] Tesla's Current Autonomy Mess Makes Cybercabs a Pipedream
### Topics covered in this note:
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Authors
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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