We are updating our model to reflect Tesla’s 10-K. We are not making changes to our Overweight rating or our $300 price target (based on DCF with WACC = 13.5%). After reviewing Tesla’s annual report, we think three topics warrant attention. First, while most investors…
With this report, we lay out an ecosystem of stocks exposed to the Electric Vehicles value chain. While this note…
Highlights for Jan: 1) Upstream: Softened lithium price in a calm market; 2) Midstream: Power battery installation and production volume…
Opinion
Loonshots Core Business Metaverse Vision Conclusion: Please note: this is part one…
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Cathie Wood JUST SAID THIS About Palantir & AI Video available on: https://www.youtube.com/watch?v=CQAI0ES1rGU
EVs
We are updating our model to reflect Tesla’s 10-K. We are not making changes to our Overweight rating or our $300 price target (based on DCF…