Shared on 15 Sep 25

Fair value Increased 9.25%

Wow, that was fast. The market is catching on quicker than I expected.

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Shared on 12 Sep 25

Fair value Increased 8.24%

The Market is Finally Waking Up to Tesla Tesla has officially hit my previous fair value target of $360, and after digging into their recent progress, I’m convinced the stock is heading towards $400 by the end of the year. The story here is simple: they are executing incredibly well on all the things that matter for long-term growth.

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Shared on 04 Jul 25

Fair value Decreased 6.53%

Revised Update. Market Misreads Tesla Again, but the Strategy Is Working Investor sentiment around Tesla has taken a hit recently, driven by headlines about Elon Musk’s political fallout and concerns over potential changes to US EV subsidies.

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Shared on 03 Jul 25

Market Misreads Tesla Again, but the Strategy Is Working Investor sentiment around Tesla has soured lately, with mainstream media amplifying fears about Elon Musk’s political fallout and the idea that the US government might stop EV subsidies. The perception is that these are new, thesis-breaking risks.

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