Tesla’s Secret Sauce: Startup Leadership Style

Human organizations tend to have two stages. First, they are fueled by inspiration. There is a small group of individuals who draw their organizational vision from instinct and personal experience. In modern business literature, this stage is better known as startup phase. Later, organizations inspect successful endeavors and extract the learning from those experiences. They… Read More Tesla’s Secret Sauce: Startup Leadership Style

Mr. Buffet make us (and yourself) a favor and buy Tesla

This might seem like the worst idea that anyone has ever tried to sell to Berkshire. However, this speculation makes a lot more sense than it seems at first glance. Let’s see: Regret During Berkshire’s annual meeting, Warren Buffet has acknowledged regret by having missed on the Google (GOOGL) and Amazon (AMZN). All his talk… Read More Mr. Buffet make us (and yourself) a favor and buy Tesla

The Aftermath Of The French Elections: Revisiting Investment Plays

The market atmosphere is changing. The French election brought an end to another chapter of the European saga. It is time to reevaluate my investment plays. Most companies I own have good perspectives for future growth, but I don’t mind reducing positions in 2 or 3 stocks, especially, if they might face macro headwinds. Additionally,… Read More The Aftermath Of The French Elections: Revisiting Investment Plays

There are serious risks in Intel’s plan to dominate the self-driving market

Intel’s plan to become the leader in self-driving seems a great idea on paper. No one doubts there is a bright future for self-driving cars and Intel wants to lead the pack. However, the acquisition doesn’t come without serious risks. For starters, Intel has made huge commitments in areas outside its traditional desktop and laptop… Read More There are serious risks in Intel’s plan to dominate the self-driving market

Tesla: 3 Things that I’ve learned from the 2016 results

Income statement will keep evolving in the following years Tesla’s 16Q4 results are out and they are, basically, meaningless. The next couple of quarters won’t give much of an idea about the Income Statement in the long-term. Solar City acquisition will take time to digest and there are more variables that will increase its complexity.… Read More Tesla: 3 Things that I’ve learned from the 2016 results

Tesla Production Problems Might Become Its Biggest Strength

Summary Tesla has been hit by the difficulties inherent to mass production. However, Musk is known for breaking down problems and engineering state-of-the-art solutions. The timing to create a competitive advantage in production might be close to perfect. With Trump focused on enforcing US-based manufacturing on auto producers, Tesla might be positioned to benefit from… Read More Tesla Production Problems Might Become Its Biggest Strength