for requesting to read “Tesla, Elon Musk, and the EV Revolution”
You’ll receive the series in 11 parts, one email per day, as well as the PDF to read the whole thing. Look out for the [Tesla] tag in the subject line.
Warren Buffett and the Berkshire Hathaway Paradox
Trip to Omaha has everything and nothing to do with Warren Buffett. The main event that draws everyone to Omaha – the Berkshire Hathaway (BRK) annual meeting – is actually the least important part.
Redefine “value” in this era of the US stock market
Do we need to redefine “value” in this era of the US stock market, or should we continue to sit on the sidelines if traditional metrics show equities to be overvalued?
A Brief Rant on Tesla & Musk
Last week, I received a lot of responses to my article about Tesla. They ranged from “Stop spewing your anti-right propaganda and stick to data” to “You don’t like Tesla stock. Are you saying your next car won’t be a Tesla?”
Current thoughts on Tesla
Tesla market value of $780 billion mostly reflects Elon’s future dreams, not car sales. The reality? Only $100-180 billion tied to the actual vehicle business.
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The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Chess Saga Continues
With Hannah’s passion for chess growing and the lockdowns easing, we discovered the wonderful world of chess meetups.
