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Launching The EV Supply Chain: Eyeing A Sector On The Move

Apr. 13, 2021 10:00 AM ET


  • The EV Supply Chain is targeted at maximizing the return for investors playing the EV boom.
  • At launch, it will include analysis of various lithium companies and battery suppliers but will expand based on community feedback and sector trends.
  • There already are three articles live on the service’s page, as well as a fully-built portfolio.
  • My strict focus allows for a deep understanding of the sector and its players.

Editors' note: This article is meant to introduce the new Marketplace service from Long Term Tips, The EV Supply Chain.

As the world has grown to scorn large sources of greenhouse gas emissions, greener alternatives have taken the spotlight. In the automotive industry, this has meant a shift toward electric vehicles (“EVs”). My new service The EV Supply Chain aims to capitalize on that shift in a bit of an unconventional way. I will focus on EV suppliers, though a shift to incorporate EV manufacturers later on in my service is likely, especially if members request it.

I began monitoring the emerging market for cleaner cars in 2017 when most analysts were predicting Tesla’s (TSLA) downfall. Since then a lot has changed. The small EV startup has since become the most valuable automaker in the world and I rode it, and others’ coattails, to a 300%+ return. My devotion to this sector is unique and is what I attribute to my success. I have a head start on most other investors in the sector and my service will let those who may not know a whole lot about intricacies, such as lithium mining or different battery chemistries, share this head start. As the transition to EVs has evolved from a matter of “if” to “when,” members of The EV Supply Chain will be best positioned to maximize their profits from the change.


It’s easy to look at Tesla’s meteoric rise and say that the EV boom has come and gone, new investors are climbing aboard a slowing train. While this could be true for Tesla, everyone else is just getting started. I’ve compiled a list of all of the major commitments made for the production of EVs.

This article was written by

Long Term Tips profile picture

I tend to focus on long-term stock ideas, oftentimes rooted in tech or EVs. I have been a casual investor for years with solid returns and want to share what I have learned with others who may find value in my thoughts.

Analyst’s Disclosure: I am/we are long LAC. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This service will not contain financial advice; I am not a registered financial advisor. All investment opinions expressed are from my personal research and experience and should be considered for informative and educational purposes only. Always do your own research and if looking for a professional opinion, seek a registered financial advisor.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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