Insider Stocks · For members
An entry from my investing journal, for members.
This isn't a "Tesla will fail" call. Tesla remains one of the most technologically ambitious companies on the planet. But at its current valuation of roughly $1.3 trillion, the stock demands that virtually everything goes right, on schedule, simultaneously. To put it in perspective, the company generated $94.8b in sales, $3.8b in earnings, which translates […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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