We came across a bearish thesis on Tesla, Inc. (TSLA) on Substack by Stefan Waldhauser. In this article, we will summarize the bears’ thesis on TSLA. Tesla, Inc. (TSLA)'s share was trading at $337.80 as of Feb 21st. TSLA’s trailing and forward P/E were 165.59 and 113.64 respectively according to Yahoo Finance.
Tesla has long defied skeptics, maintaining an inflated stock price despite concerns about its business fundamentals. For years, the company has relied on Elon Musk’s bold promises—robotaxis, humanoid robots, and AI breakthroughs—to distract from stagnating automotive...
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