We remain short stock and call options in Tesla, Inc.
(TSLA), which I consider to be the biggest single stock bubble in this whole bubble market. As a
reminder, the three core points of our Tesla short position are:
1) Tesla has no “moat”
of any kind; i.e., nothing meaningfully or sustainably proprietary.
2) Tesla will again soon
be losing a lot of money and has a terrible balance sheet despite relatively light competition, but
is about to be confronted with massive competition in every aspect of its business.
Warren Buffett(3290)
Das Phänomen Tesla und Elon Musk verdien... - We remain short stock and call options in Tesla 