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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Disclaimer: This article has been provided solely for information purposes and does not constitute investment advice from Tsai Capital Corporation (“Tsai”). All facts and statistics are from sources believed reliable, but are not guaranteed as to accuracy. Any forward-looking statements contained herein represent solely the opinions of Tsai and should not be construed as any guarantee of future results. Accounts managed by Tsai can and may lose money on any investment. Any opinions provided by Tsai relating to the entities discussed herein may change without notice. Tsai and its affiliates, employees, and clients may have recently established or disposed of, or may be establishing or disposing of, positions in securities mentioned in this report. Since portfolio managers make individual investment decisions in the accounts under supervision, transactions may be inconsistent with research reports. This research report is provided solely as an informational tool through which existing clients and investors may gain additional insight into Tsai Capital’s analytical processes. Nothing in this report should be construed as representing the performance of any investment held in any account managed by Tsai Capital over any timeframe. Further, to the extent that any account holding this investment may have experienced positive performance by holding this investment during any timeframe, other investments purchased by the adviser and held during similar and/or other timeframes may have experienced materially less favorable results and/or may have lost value.The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.
About The Author: Christopher Tsai
Christopher is President and Chief Investment Officer of Tsai Capital Corporation, a global equity manager headquartered in New York City. He founded the company in 1997 and is Chairperson of the firm’s Advisory Committee. Christopher pursues a value-oriented investment approach and seeks high-quality, growth companies that offer significant upside potential and a margin of safety at the time of purchase. He is a member of the CFA Society New York and previously served on the board of directors of untapt inc. Christopher has been profiled in numerous financial publications including Barron’s, Bloomberg, Financial Planning, Investment Advisor Magazine, The Wall Street Transcript and Wealth Management Magazine. He has been interviewed by Bloomberg Radio, China Money Network, Fox Business Network, Nasdaq, and Yahoo Finance Live. Prior to forming Tsai Capital, he was an equity analyst at Bear, Stearns & Co. Inc., John A. Levin & Co., Inc., and Gabelli Asset Management. Christopher has been a benefactor of numerous museums and cultural institutions including The Museum of Modern Art, the Serpentine Gallery Pavilion, the Solomon R. Guggenheim Museum, the World Monuments Fund and The Jewish Museum, where he is a founding member of the Contemporary Circle. When not looking at businesses, he loves running in nature, quiet time with his books and family, submersing himself in the arts and a perfectly steeped pot of tea. He received a Bachelor of Arts degree in philosophy and international politics from Middlebury College.
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