Electric Vehicles

Aptera Stock: Are Solar Cars Finally Here?

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Atlis Motor Vehicles Stock: An EV Long Shot

Term Sheet, a newsletter from Fortune, was all up in arms yesterday morning about the ARK Venture Fund – “making this available to retail investors is a horrible idea.” What about all the other horrible ideas out there such as penny stocks, regulation A+ IPOs, SPACs, cryptocurrencies, ICOs, NFTs, crowdfunding ventures, and all the other […]

Wolfspeed Stock: A Bet on Electric Vehicles and More

Here’s a fun exercise. Take the latest investor deck available for any given company and see if you can understand their value proposition and potential opportunity by reading the deck from end to end. If you can, the investor relations team did their job properly. Less is more, and the ideal deck doesn’t drown the […]

Can eVTOLs be Cost Competitive with Cars?

In the latest burst of indignant outrage that passes for news these days, a bunch of media outlets (of sorts) including Rolling Stone (huh?) jumped on a report by some obscure market data analytics company called Yard about the excessive use of private jets by celebrities. There were lots of statistics about carbon emissions, along […]

ChargePoint Stock: How Profitable is EV Charging?

Our recent piece on finding the next Tesla proposed that autonomy may be the thesis we ought to be looking at as opposed to electrification. Investing in automakers isn’t something we’re keen on unless they’re pure plays on electric, and even then, we’re not convinced we’ll see another Tesla-like success story from all the EV […]

Is Polestar Stock the Best Pure-Play EV Stock Out There?

We recently took a deep dive into why trying to find the next Tesla is mostly a fool’s errand. The super short version is that it’s highly unlikely that a pure-play electric vehicle (EV) manufacturer can replicate Elon Musk’s success – and luck. At one point, Musk revealed, Tesla was only about a month away […]

Is Searching for “The Next Tesla” Pointless?

People have been trying to find the next Microsoft ever since Bill Gates became the richest man on the planet in 1995. Now, they’re looking for the next Tesla as Elon Musk sits atop the list of the world’s wealthiest people. Moving to America and founding a successful company does wonders for your wealth, and […]

Gogoro Stock: Is EV Battery Swapping the Future?

We humans tend to think that anything currently fashionable or trendy never existed before, but usually that’s not the case. Take the somewhat controversial idea of swapping. The concept has been around since the Gilded Age, but never really caught on because of a lack of interest. No, not that kind of swapping. We’re talking […]

The Best eVTOL Stocks for Investors to Watch

You’re either on the bus or off the bus. That’s a quote from Ken Kesey, the leader of the Merry Pranksters, a group of early hippies and hipsters who traveled on a bus called Further in 1964 and introduced LSD to the party scene. Kesey’s comment was both an inside joke – often one of […]

Microvast Stock is a Pure Play on EV Battery Technology

Few things seem to get our readers more charged up than articles about battery technology. (Thankfully, they also generously forgive the occasional bad pun.) Did you know that the first battery potentially dates back to 200 BC in Mesopotamia? The so-called Baghdad battery used a clay pot, an iron bar, copper plating, and a solution […]