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The latest on Tesla from Nuclo

12/05/2021
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Probably the greatest feature of the OHMRESEARCH platform, in our view at Nuclo Independent CIO, is the independent nature of the research offering. That is why we are thrilled to share our own insights here. In this brief note from our head of global equities Claudio Brocado, we provide our latest thinking on the global leader in electric vehicles (EVs), Tesla.

Because of the independent nature of OHMRESEARCH, our readers are exposed to a variety of views. Some of them, like the one of James Collins, an analyst whom we much respect, are quite different from our own. That’s indeed what makes a market, and here you can get well thought-out arguments from multiple sides to make up you own mind. TSLA has been quite weak of late, in line with Mr. Collins’ thesis, and we understand many of the reasons for the short-term gyrations in the stock price.

The question for Nuclo’s long-term approach is, how will the company and its cash flow perform over many years, and on that front we remain as constructive as ever. The recent news flow has not been favorable for Tesla. Most recently, questions regarding April’s production out of China have led to much confusion, and most likely contributed to the stock’s ongoing weakness. For more on our take and long-term view, please read on…

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