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Thomas Streater  

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  • Tesla Motors: Automaker Or Graphic Novel? [View article]
    Thanks for your answers. The "Iron Man" thing is really not relevant though.

    Tesla as an investment play is all about hydrocarbon prices!
    Jun 17, 2012. 03:13 PM | 1 Like Like |Link to Comment
  • Tesla Motors: Automaker Or Graphic Novel? [View article]
    I happen to be bullish Tesla Motors.

    I have less interest in the technical analysis (even though your chart looks bullish to me) than the fact that Musk is incredibly smart, passionate and has a solid business track record (he's a billionaire and only still in his early 40s).

    Also Tesla has several years R&D advantage in electric cars over competitors. Compare this to Detroit who are seemingly in bed with big oil. I lost all respect for Ford and GM when they were downgraded to junk status a few years back during the midst of a huge credit bubble. Even worse, Ford's Alan Mulally, in an interview a few years ago, didn't even know who Angela Merkel was. Doesn't Ford sell a few cars in Germany?

    Anyway, John, can I ask three questions?

    1) What is your prediction for real spot oil, natural gas and coal prices ten years forward?

    2) Did you invest in Microsoft, Apple or Google in their early days? (Of course this question suffers from selection bias!)

    3) From your experience, can I ask about "Donald Sadoway: The missing link to renewable energy" and is it relevant, if not why not? http://bit.ly/GRAenc

    It's good to have different opinions, that's what makes a market!

    Thanks very much
    Jun 17, 2012. 04:07 AM | 2 Likes Like |Link to Comment
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