Resumo do Relatório
Will Volkswagen really disrupt Tesla the way Apple did to BlackBerry?
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One of the greatest (if not the greatest) features of the OHMRESEARCH platform, to me, will be that it will enable us to crowdsource investment research in a way that we will, efficiently, come out with more robust investment intelligence. Yesterday here, James Collins penned an excellent research note on VW.
The German automotive behemoth, Jim believes, will end up disrupting my own favorite mobility play Tesla. He makes the intriguing analogy to what Claudio Brocado’s long-term favorite company and stock (Apple) did to Research in Motion (now simply known as BlackBerry) in the smartphone space.
In this brief note, Nuclo Independent CIO’s head of global equities Claudio Brocado discusses some of the reasons why Jim’s analogy, while valid and possible, may not turn out to be the most appropriate. As always, time will tell, but please read on for some of Claudio’s arguments…
