This report is authored by Christopher Tsai, president and chief investment officer of Tsai Capital Corporation, based in New York City.
Editor’s note: As with all member research shared on this website, MOI Global does not necessarily agree or disagree with the research or the conclusions thereof.
Tesla is a misunderstood, quality compounder with significant and underappreciated competitive advantages. We see several parallels between Tesla, Apple, and Amazon around a decade ago when Amazon had roughly the same amount of revenue as Tesla has today.
We invested in Tesla for the long-term because we think the company is well positioned for growth within the consumer technology and mobility space.
There are a number of “big ideas” that are driving Tesla’s success and helping to rapidly build intrinsic value. Here are five taken from math, physics and psychology.
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