Oct 2, 2018

The bears love him…

The bulls can’t stand him…

But regardless of what side you’re on… it’s always worth listening to Mark Spiegel’s latest views on Tesla.

Mark is the founder of Stanphyl Capital hedge fund—known for his exhaustive analyses on both the long and short side. And he’s an outspoken critic of Tesla.

Today, Mark shares his views on Elon Musk’s SEC settlement, Tesla’s just-announced third-quarter production and delivery numbers, and what’s not included in the release.

Topics discussed:

• Musk settles… So what?
• Production numbers—It’s the demand, stupid
• An onslaught of competition
• The bull case… is there one?