BESPOKE: “Tesla's bubble looks a lot bigger than biotech, homebuilders, or the aggregate Tech sector's bubble. .. it's hard to take it seriously as something other than a combination of speculative excess and positioning ..” – @bespokeinvest $TSLA pic.twitter.com/KgB3gU7ogi
— Carl Quintanilla (@carlquintanilla) February 4, 2020
"231 of the SP500’s companies have reported aggregate y/y EPS of -0.02% (and that’s pre virus in Q1)…"
— Hedgeye (@Hedgeye) February 4, 2020
We love $TSLA and promised never to be short again. BUT when the computers start driving the market, we believe even Elon would short the stock here if he was a fund manager. This is no longer about the technology, it has become the new Wall St casino.
— Citron Research (@CitronResearch) February 4, 2020
Too many electric utilities look like this one, $ETR:
Worsening negative free cash flow; and
Historic EV-to-sales multiples
Investors think they are haven stocks, bond alts. More likely they will be cutting dividends in the coming recession. pic.twitter.com/9bvmzbbE42
— Kevin C. Smith, CFA (@crescatkevin) February 4, 2020
— Alastair Williamson (@StockBoardAsset) February 5, 2020