Motorhead
MotorheadFundamental analysis of Tesla, its rivals and the electric vehicle supply chain.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 49 | Subscribers | Read | bradmunchen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Diary of a Tesla Short Seller: Full Self-Pumping Backfires Hard
### Tesla Accidentally Shoots Itself in the Foot this Week
Diary of a Tesla Short Seller: Load Up Ahead of Q1 Results
### Tesla’s Been a Tough Short Amid Rising Tides
Tesla's Shanghai Factory: The Golden Goose that Became a Geopolitical Bargaining Chip
Over the weekend, Elon Musk was called out by US Congressman Mike Gallagher (Republican; Wisconsin) for cutting off SpaceX’s connection to US armed forces in Taiwan.
Tesla Health Check for Q1 2024: Shaky at Best
* EV sales in the US are horrible and getting worse. This is dangerous for Tesla as 50% of its revenues come from the US, where its prices are the highest in the world, as are its fixed costs.
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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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