As someone who never sees himself investing in (or buying) Tesla, l have always felt that Tesla's only moat was government subsidies which have made my commute hell by transforming all the smug Priuses into smug Teslas now.
Plus every investor should look at companies that over deliver and under promise instead of the other way around.
Great post
Thanks Steven. Glad you enjoyed.
As someone who never sees himself investing in (or buying) Tesla, l have always felt that Tesla's only moat was government subsidies which have made my commute hell by transforming all the smug Priuses into smug Teslas now.
Plus every investor should look at companies that over deliver and under promise instead of the other way around.
I never thought about that before Rudy. But it makes sense!
I absolutely agree with the second point, 100%.