Doug Kass Not Impressed With Tesla’s Battery Day

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Doug Kass Not Impressed With Tesla’s Battery Day
lobpreis / Pixabay

Whitney Tilson’s email to investors discussing Tesla‘s Battery Day; Doug Kass re-shorts Tesla; how similar is the VW ID.4 to the Tesla Model Y?

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Q2 2020 hedge fund letters, conferences and more

Doug Kass On Tesla's Battery Day

1) Neither was Doug Kass wasn’t impressed with Tesla's Battery Day :

Mohnish Pabrai On Value Investing, Missed Opportunities and Autobiographies

Mohnish PabraiIn August, Mohnish Pabrai took part in Brown University's Value Investing Speaker Series, answering a series of questions from students. Q3 2021 hedge fund letters, conferences and more One of the topics he covered was the issue of finding cheap equities, a process the value investor has plenty of experience with. Cheap Stocks In the Read More

Back Short Tesla

After what I would describe as a disappointing "Battery Day", which raises more execution issues, I am back in a small short in

Tesla (TSLA) .

Tesla is on my Best Ideas List (short).

Here is my short thesis.

Position: Short TSLA (small)

(Doug’s short thesis from a month ago is below)

2) Pretty funny…

Tesla Model Y Owners Have Found Home Depot Shit Used To Mount A Critical Part

Tesla Model Y vs VW ID.4

3) From a friend:

How similar is the VW ID.4 to the Model Y? THIS similar:

VW comes after Tesla with detailed ID.4 and Model Y comparison - Electrek

The first European deliveries of the VW ID.4 should take place around November 1. The U.S. should be around December 15.

The VW ID.4 is produced in Zwickau, (former East) Germany right now.

U.S. production in Chattanooga is targeted for April 2022.

Chinese production supposedly some time in 2021.

Tesla's advantages:

    1. Faster charging speed: 250 kW vs 125 kW.
    1. More horsepower, faster acceleration.
    1. Supposed optional 3rd row, if any human being could ever fit in there.

Volkswagen's advantages:

    1. Quality and service.
    1. Perhaps better instrumentation (no single big center tablet).
    1. Android Auto and Apple CarPlay.

Updated on

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver
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