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Randy Carlson

 
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  • Tesla, Are We About To Be Surprised?
    Thu, Jul. 24 TSLA 208 Comments

    Summary

    • Tesla's Fremont production line is shut down for Model X production upgrades.
    • Tesla is a momentum stock, and predictable news of higher Model S production following the shutdown/upgrade is likely to boost shares.
    • But the upgrade will give Tesla new capabilities, beyond greater capacity, and Tesla may surprise us with some things new and things different before Model X arrives.
  • Tesla's Fuel Cell Threat
    Tue, Jul. 8 GM, HMC, HYMPY 801 Comments

    Summary

    • Fuel cells could be the death of Tesla, even if fuel cell cars aren't as good.
    • It's the cost of the car, not just the cost of the cells that matters.
    • Tesla's Giga Factory tells the story, and investors should pay very special attention.
  • Is Cadillac's ELR A Tesla Competitor? Maybe
    Oct. 18, 2013 GM, TSLA 252 Comments
  • Tesla's Battery Swap - What We Really Saw
    Jun. 22, 2013 TSLA 171 Comments
  • Tesla: Sober Judgment
    May. 29, 2013 TSLA 56 Comments
  • Should Tesla Buy Fiat?
    May. 16, 2013 FIATY, TSLA 93 Comments
  • Foam On Tesla's Wave
    May. 9, 2013 TSLA 48 Comments
  • Tesla: Blocking, Tackling, Waiting For A TD
    May. 6, 2013 TSLA 41 Comments
  • Time Short For Tesla Shorts?
    Apr. 14, 2013 TSLA 66 Comments
  • The 3 Tesla Secrets
    Apr. 11, 2013 TSLA 98 Comments
  • Tesla's Car Financing - What I Think Happened
    Apr. 2, 2013 TSLA 186 Comments
  • Tesla, What Could It Be We're Waiting To See?
    Apr. 1, 2013 DDAIF, PCRFY, SCTY 66 Comments
  • SuperCharging Tesla
    Mar. 26, 2013 TSLA 106 Comments
  • Tesla Earnings: What To Look For
    Feb. 8, 2013 TSLA 87 Comments
  • EV Investors Can Learn From Boeing's Battery
    Jan. 31, 2013 BA, TSLA 77 Comments
  • Has Tesla Solved The Road Trip Problem?
    Jan. 20, 2013 F, GM, GR 242 Comments
  • Will Tesla Disrupt?
    Nov. 21, 2012 F, GM, HMC 274 Comments
  • Why Tesla Has It Right And GM, Ford And Nissan Have It Wrong
    Oct. 5, 2012 F, GM, TSLA 83 Comments
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