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Tesla
Gene Munster, Will Thompson
Tesla’s Strengthening Case to go Private
After processing Musk’s letter along with a number of other variables that have emerged, we believe there is a greater than 50% chance Tesla becomes a private company. A privately held Tesla has a greater chance of succeeding than if…
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Tesla
Gene Munster, Will Thompson
Tesla’s Mission Is More Easily Accomplished as a Private Company
This story is still developing, but here are our preliminary thoughts. Our guess is there is a 1 in 3 chance he can actually pull this off and bring Tesla private. The 16% premium to current share price may not be high enough…
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Tesla
Gene Munster, Will Thompson
Tesla Results: Pieces Moving into Place for Sustainable Story
We are positive on the Tesla story given the company’s well-positioned product roadmap around EV, autonomy, solar, and storage. Tesla shares are up ~9% after hours as the company made progress on key pieces to the long-term sustainability of the…
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Autonomous Vehicles
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Tesla
Gene Munster
Tesla Preview: Bumps Remain, but Trend Is Positive
Tesla will report second quarter earnings on Wednesday, August 1st. We are expecting results to be a mixed bag, but remain optimistic regarding the Tesla story. June profitability and tariffs could weigh on shares. Most importantly, Model 3 demand remains healthy,…
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Tesla
Loup Ventures
Launching the Loup Frontier Tech Index
At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…
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Virtual Reality
Gene Munster
An Open Letter to Elon Musk
Elon, I’m writing on behalf of investors who believe in you and your mission to accelerate the globe’s adoption of sustainable energy. Your track record as a visionary is unprecedented, and I also recognize the intangibles of your leadership –…
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Tesla
Gene Munster
5,000 Cars per Week Yielded a 10% Drop in TSLA Shares
Tesla shares fell 10% following news that the company hit its goal of producing 5,000 Model 3s per week. The stock will be a bumpy ride over the next few years, but we remain optimistic that Tesla represents considerable upside…
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Tesla
Gene Munster
Thoughts on Tesla’s Q2 Production and Delivery Numbers
Tesla released Q2 2018 production and delivery numbers, confirming information leaked over the weekend that they did indeed achieve their goal of 5,000 Model 3s per week, producing 5,031 Model 3s and 1,913 S and X vehicles. These numbers are in…
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Tesla
Gene Munster
Model 3 June Production Report Suggests Meaningful Step Forward
Today, Reuters reported that Tesla nearly hit its goal of producing 5,000 Model 3s in the final week of the June quarter. Tesla reportedly hit the 5,000 per week mark at 5 AM today (7/1/18), just hours after the deadline.…
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Autonomous Vehicles
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Tesla
Gene Munster
Observations from Fremont on Model 3 Production
We spent 3 days last week observing Tesla’s Fremont factory to gauge Model 3 production. Based on observing trucks exiting Fremont (with Model 3s inside), we believe that the final week of production for the June quarter will be between…
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Tesla
Gene Munster
Tesla Reorg: Aligning Profit and Vision
Today, Tesla gave details on its previously announced company reorganization. The 9% workforce cut was more than the 5% reduction we were expecting. We believe this reorg brings Tesla a measurable step closer to long-term sustainability. Reading between the lines,…
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Tesla
Gene Munster
Secret Weapon: Tesla’s Over-The-Air Updates
Tesla has several underappreciated, unique advantages including their tech brand, battery production, charging network, autopilot data, and over-the-air updates. Tesla is the only automaker that is able to perform over-the-air (OTA) updates. Every other car manufacturer requires the car to come in…
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Tesla
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