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About Alex Voigt

Alex Voigt Alex Voigt has been a supporter of the mission to transform the world to sustainable carbon free energy for 40 years. As an engineer, he is fascinated with the ability of humankind to develop a better future via the use of technology. With 30 years of experience in the stock market, he is invested in Tesla [TSLA], as well as some other tech companies, for the long term.



Author Archives: Alex Voigt

Tesla — Vertical Integration Is Value Integration

August 26th, 2019 | by Alex Voigt

There is nothing vertical in vertical integration, and nothing horizontal in horizontal integration, and the integration is not really what vertical integration is about. In short, it’s a bad name for a complex matter. The last time I intended to write an article about it, something else flew out of the 6 fingers I usually write with and I don’t know really why but people liked it, so therefore I declare it was a good story despite my own opinion, which does not really count. If I learned one thing about writing, it is, trust your readers, follow your fingers, and don’t look back — and most important of all, don’t listen to your own judgement


Illusions

June 15th, 2019 | by Alex Voigt

Illusions are realities for those who have them. When you try to convince those having them that they are illusions, they try to convince you that they are the realists


A Love Letter & A Goodbye

May 5th, 2019 | by Alex Voigt

Sometimes, in order to find the truth that we did not find from facts, statistics, or specifications, we need to step aside and look at a topic in a different way and from a different angle. That’s what this love letter is about – it's about experiencing a new perspective


The Mystery Of Tesla Model 3 Demand

April 14th, 2019 | by Alex Voigt

Demand is a mystery that can only be measured once supply is provided, and at that point, it's not demand anymore. You only know what demand you really had after its gone. Supply is a fact you can easily measure, while demand is never really known or completely understood. Even worse, the supply you measure is usually only a part of the demand you once had, and the closer you get to the moment of supply, the more you know how real the demand is


Tesla Model 3 = Best Selling Electric Car In Germany — CleanTechnica EV Sales Report

March 9th, 2019 | by Alex Voigt

Many have predicted that the growth of Tesla in Germany will be limited by different factors that are unique to the market and differentiate it from markets like the US, Norway, and the Netherlands. The first of those factors is the German auto industry, which is without any doubt the dominant industry (including suppliers and suppliers of suppliers and suppliers of suppliers of suppliers) in the largest economy in Europe. As such an influential industry, it has a large influence on politics, laws, and regulations


Tesla — More Than An Auto Company

October 28th, 2018 | by Alex Voigt

Apple renamed itself and Tesla renamed itself. You may say, "So what?!" Let's dive into why this really is important to you. To prepare, expect the unexpected


Tesla, ein unbequemer Weckruf für Deutschland. Alle Mann an Deck!

October 15th, 2018 | by Alex Voigt

Als deutscher Ingenieur bin mehr als jemals zuvor über die Fähigkeit unser Auto Industrie zu überleben und zu gedeihen besorgt. Ich schreibe dies als eine Person, die sein Land, die Menschen und mein schnelles deutsches Auto liebt, ein wahres Meisterstück der Technologie


Elon Musk’s 2015 Tesla Forecasts Compared To Today — The Future Looks Bright

September 9th, 2018 | by Alex Voigt

In the news, we hear a lot daily about missed or delayed production numbers and high cash burn. However, Tesla announced recently that it expected to be cash flow positive and profitable in Q3 and Q4 2018, and even more interesting, for all future quarters. Let’s discuss together if these statements can be trusted using the past to predict the future



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