Seeking Alpha
  • Jacob Steinberg
    I have a question for those that are long $TSLA. Are you also long SolarCity? Why/why not?
    8/1/13
    Reply (9)
    • vector_us: Yes I'm and I believe more in SCTY business plan! Its much better! :)
      8/1/13
    • Julian Acosta: No. I don't see what Solar City can do to differentiate themselves from their competition. It's just solar panel installations.
      8/1/13
    • sprasad03: @Julian - I dont see Elon Musk allowing SolarCity to fail, you must not like Tesla either.
      8/2/13
    • Julian Acosta: I am actually long $TSLA. I don't think SolarCity will fail, but it's currently overvalued for no compelling reason.
      8/2/13
    • Biotech Investing: While $TSLA is not. . hmm..
      8/2/13
    • Julian Acosta: I find the reasons for TSLA's valuation compelling. There is a lot of room to innovate in the auto industry. I don't see that in panels.
      8/2/13
    • Tales From The Future: $SCTY in my view even has a less compelling long-term advantage than $TSLA. What are the barriers to entry? $SCTY is just first mover.
      8/2/13
    • Julian Acosta: Agreed. There's nothing proprietary.
      8/2/13
    • Biotech Investing: I recommend then buying $TSLA at its current price. Come back at the end of September. Hopefully, you'll the gains.
      8/2/13