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And Then The Catalyst Was Gone
For now, CEO Elon Musk seems to be wasting the built-up political credit he had built for Tesla, Inc. (TSLA). The last time I covered the
Tesla: A Big Beautiful Bill Break Up (Rating Downgrade)
Summary
- Tesla, Inc. CEO Elon Musk's recent actions have eroded the political goodwill Tesla may have been betting on, impacting the stock's outlook.
- On June 5th, a public spat on Musk's X platform between Musk and President Trump left investors scratching their heads.
- The anticipated catalyst for further TSLA gains has dissipated for now, raising concerns about near-term upside potential.
- I believe Tesla's valuation now faces headwinds, making it less attractive until new growth drivers emerge, or we see a sales uptick in a major EV market.
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress Investment Group.
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