Going to Zero?

Featuring Mark Spiegel

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.

Published on
9 April, 2018
Topic
Valuation, Technology
Duration
12 minutes
Asset class
Equities
Rating
5

Comments

  • RC

    Roslyn C.

    8 8 2018 05:22

    0       0

    I am glad I did not act on this trade idea!

  • DH

    Dan H.

    4 8 2018 01:14

    0       0

    Mark would be hurting - wonder if he is keeping the trade on now ?

  • RS

    Roy S.

    23 7 2018 06:11

    0       0

    this guy is foaming from his mouth.

  • SS

    Sophocles S.

    13 5 2018 09:14

    0       0

    No brainer. Longer term put spread works on this too with lower cost.

  • JL

    Jim L.

    9 5 2018 02:43

    2       0

    This is the same guy that shorted AMZN at March 2nd, 2015, https://twitter.com/markbspiegel/status/572496524640452608?lang=en

  • SM

    Sean M.

    3 5 2018 05:19

    2       0

    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 5 2018 18:00

    1       1

    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).

  • TT

    Timothy T.

    26 4 2018 09:55

    3       0

    Brutally honest. I love it!

  • JL

    James L.

    25 4 2018 18:11

    5       0

    Finally. Someone speaking sense.