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)
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.