Tesla’s competitive moats (plural)
Tesla’s stock has sold sharply over the last few weeks. There were key people leaving, decisions were made and reversed in a matter of days and on top of that Elon is fighting SEC (Is he that bored???) None of these inspires confidence. There are also questions about demand and execution.
Will Model 3 continue to sell well? When will Model Y be released (“between sometimes and never” was one obviously very biased comment I heard on CNBC) and how well will it sell? All valid questions, but I think it is pretty obvious, a) EV market share will continue to increase, b) Tesla cars are great and…