We joined CNBC’s Trading Nation on September 3, 2020 to discuss:

  • The fiduciary risks of owning Tesla (TSLA), a stock disconnected from fundamental reality
  • The wave of competition entering the electric vehicle (EV) market
  • Tesla’s first-mover advantages are dissipating
  • The stock price implies the firm will take anywhere from 40-150% of the EV market (depending upon average selling price)
Watch the CNBC Interview

This article originally published on September 4, 2020.

Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.

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