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Tesla: Expanding Auto Segments, Margins, and Multiples
Investors increasingly view the market as a bifurcation with long duration, hyper growth, and meme stocks on one end, and high quality and…
Jan 4, 2022
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Tesla: Expanding Auto Segments, Margins, and Multiples
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November 2021
WeWork: A Strongly Profitable Business That Just Needs the Bananas to Ripen
Summary
Nov 23, 2021
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WeWork: A Strongly Profitable Business That Just Needs the Bananas to Ripen
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My Substack Introduction
What I'm doing here
Nov 12, 2021
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My Substack Introduction
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May 2020
The Case for Beating the Market, Part 1
Why I have an active investing approach despite the conventional wisdom
May 11, 2020
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The Case for Beating the Market, Part 1
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December 2019
Biogen: Aducanumab Questions Linger After CTAD, but Trading Opportunities Exist
Summary
Dec 6, 2019
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Biogen: Aducanumab Questions Linger After CTAD, but Trading Opportunities Exist
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November 2019
Amarin: Low Compliance and Competition Key to Bear Thesis, but Bulls Don't See the Threat
Summary
Nov 26, 2019
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Amarin: Low Compliance and Competition Key to Bear Thesis, but Bulls Don't See the Threat
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Peloton: Creating a New Fitness Category, or the Next Fitness Fad?
Summary
Nov 11, 2019
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Peloton: Creating a New Fitness Category, or the Next Fitness Fad?
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October 2019
Reata: A "Show Me" Story Showing the Results and with Two Upcoming Catalysts
Strong omaveloxolone results in FA was a surprise and could generate $1B+ in sales.
Oct 21, 2019
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Reata: A "Show Me" Story Showing the Results and with Two Upcoming Catalysts
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Zillow: Digitizing the Home Buying Experience
Summary
Oct 1, 2019
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Zillow: Digitizing the Home Buying Experience
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April 2019
Tesla: Story Still Hinges on Demand after Autonomy Day and 1Q Results
My last post on Tesla was just before two major events - Tesla's Autonomy Investor Day, and Tesla's 1Q earnings results.
Apr 27, 2019
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The Non-Consensus
Tesla: Story Still Hinges on Demand after Autonomy Day and 1Q Results
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Tesla: 1Q Issues Reduce Demand Visibility, but Long-Term Demand Still Appears Healthy
- Tesla saw 1Q deliveries fall short of expectations, leading to demand concerns.
Apr 22, 2019
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Tesla: 1Q Issues Reduce Demand Visibility, but Long-Term Demand Still Appears Healthy
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March 2019
Gilead: What Will Provide the Growth Needed for Multiple Expansion?
- In order to outperform, Gilead will need to generate higher revenue growth going forward
Mar 25, 2019
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Gilead: What Will Provide the Growth Needed for Multiple Expansion?
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