Tesla Bulls & Elon’s Trillion-Dollar Competitive Moat (A CleanTech Update)
Tesla bulls have been proven right time and time again – at the trillion dollar mark, how does Tesla’s competitive advantage look now?
Tesla bulls have been proven right time and time again – at the trillion dollar mark, how does Tesla’s competitive advantage look now?
All my talk this week about fairy tales started with the Tesla [TSLA] bear assumption that the Tesla factory in Shanghai was a huge mistake. Lack of demand in China following all of that investment would bring inescapable bankwuptcy soon. Really soon now. Any day. Really.
What would a Tesla fairy tale in China look like? Well, that depends on whether you’re a Tesla bear or Tesla bull. Let’s have a look at two scenarios.