Going to Zero?

Published on
April 9th, 2018
Topic
Valuation, Technology
Duration
12 minutes
Asset class
Equities

Going to Zero?

Trade Ideas ·
Featuring Mark Spiegel

Published on: April 9th, 2018 • Duration: 12 minutes • Asset Class: Equities • Topic: Valuation, Technology

Mark Spiegel, managing member at Stanphyl Capital, makes an extremely bearish case on Tesla. He explains his thesis and lays out the trade in this interview with Justine Underhill. Filmed on April 5th, 2018.

Comments

  • RC
    Roslyn C.
    8 August 2018 @ 05:22
    I am glad I did not act on this trade idea!
    • ML
      Maxim L.
      30 October 2018 @ 01:36
      August 8th was the day after funding secured - you had some excellent prices to sell at near all time highs as your risk....
  • DH
    Dan H.
    4 August 2018 @ 01:14
    Mark would be hurting - wonder if he is keeping the trade on now ?
  • RS
    Roy S.
    23 July 2018 @ 06:11
    this guy is foaming from his mouth.
  • SS
    Sophocles S.
    13 May 2018 @ 09:14
    No brainer. Longer term put spread works on this too with lower cost.
  • JL
    Jim L.
    9 May 2018 @ 02:43
    This is the same guy that shorted AMZN at March 2nd, 2015, https://twitter.com/markbspiegel/status/572496524640452608?lang=en
  • SM
    Sean M.
    3 May 2018 @ 05:19
    I'm a millennial in San Diego. Out of all my friends and colleagues, I'm one of the few that dislikes Tesla and Elon. When I tell them that Tesla has not made a profit they don't believe it and they think Elon is a god. I believe once other car companies make a truly bad ass looking electric car because nowadays people want EVs that are cool --- Not Prius' and Volt's. In my opinion, when you see multiple attractive females or males that are 40 and under driving a non-Tesla "cool" looking EVs. Then its the beginning of the end of Tesla's marketing and branding scheme that has propped up the company for so long. A good indicator for those that don't live in an area where people drive a lot....keep an eye on Instagram Hashtags for the new cars that will be coming out to see which ones are trending the most. That being said Social Media Analytics will determine the true demise of this stock and find the next up and coming new THANG that millennials will want to take pics with and post them on IG, FB, Snap, and Twitter --- because the only thing is important in life now is how many freaking likes you can get..... AND Currently TESLA has been winning that game. Disclaimer: I drive a lifted 2015 Ram 4x4
  • TS
    Thomas S.
    1 May 2018 @ 18:00
    I would rather short actual frauds, like Marc Cohodes, than to go against Elon and all his followers. Risk/reward is too unattractive. Also beware of confirmation bias (on both sides).
    • TS
      Thomas S.
      1 May 2018 @ 18:01
      Meaning, like Cohodes shorts Mimedix, etc.
    • WP
      William P.
      27 May 2018 @ 00:47
      What color is your tESLA?
  • TT
    Timothy T.
    26 April 2018 @ 09:55
    Brutally honest. I love it!
  • JL
    James L.
    25 April 2018 @ 18:11
    Finally. Someone speaking sense.