Tesla – Price Gone Ballistic on Deteriorating Fundamentals Feb28

Posted by & filed under Investing, White Papers/ Thought Pieces.

There are a number of public companies out there that are clearly market darlings priced to perfection. Tesla, Netflix Shopify, Roku, Dynatrace, and Pinduoduo, amongst others, are all polarizing names that have split the investment community into aye and nay sayers with close to nothing in between. These stocks seem to defy all logic and rational comprehension based on current and prospective fundamentals, and Tesla is the best example of them all

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Shopify – Shady Customer Acquisition Policies, Mounting Losses and a Crazy Valuation Nov1

Posted by & filed under Investing, Technology, White Papers/ Thought Pieces.

We believe Shopify is a cash flow negative, share-minting business facing severe competition operating in the cyclical industry and having highly questionable revenue streams, all the while priced to an unattainable scenario of high margin market domination and perfect execution

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