Tesla Competitor Analysis: Reviews Of The Ford Mustang Mach-E

Tesla Competitor Analysis: Reviews Of The Ford Mustang Mach-E
Image source: YouTube Video Screenshot

Whitney Tilson’s email to investors discussing 7 top YouTube reviews of the Ford Mustang Mach-E; Tesla, trading at $650, gets $90 price target from JPMorgan; Volkswagen board backs CEO’s electric-car focus; cool chart.

Get The Full Ray Dalio Series in PDF

Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues

Q3 2020 hedge fund letters, conferences and more

Ford Mustang Mach-E Reviews

1) From a friend:

Odey’s Brook Fund Posted A Commanding Q3 Return On Long And Short Sides [EXCLUSIVE]

Eurekahedge Hedge Fund Index invest Value InvestingOdey's Brook Absolute Return Fund was up 10.25% for the third quarter, smashing the MSCI World's total return of 2.47% in sterling. In his third-quarter letter to investors, which was reviewed by ValueWalk, James Hanbury said the quarter's macro environment was not ideal for Brook Asset Management. Despite that, they saw positive contributions and alpha Read More

I summarize the seven YouTube reviews of the Ford Mustang Mach-E by the top car reviewers in the world:

Alex Dykes:

  • It’s as good as the Jaguar i-Pace, except less expensive.
  • It’s extremely similar to Tesla Model Y, except a little better here and there.
  • He doesn’t like the sunroof.  Too much sun; would like to block.
  • Range estimates likely conservative, unlike Tesla which is rated very aggressively.

Tom Voelk:

  • He likes most everything about it, except the Mustang name.
  • Real-world range seems to match Tesla Model Y, despite the difference in rating.

Lauren Fix:

  • She doesn’t like that it’s called a Mustang, because it’s electric.
  • She prefers the feel and sound of the classic V8 rumble, so the Mach-E is no good.
  • She doesn’t like the seating position, which is too high inside the cabin.
  • She likes the quality construction, quality interior and general fit and finish.

Doug DeMuro:

  • Quirks and features: Nobody finds them like Doug DeMuro.
  • He likes most everything about it, except how the front trunk opens and closes.
  • He absolutely loves the handling and steering.
  • He thinks it beats the Tesla Model Y in almost every way.

Micah Muzio:

  • He doesn’t like the brake feeling, but likes most everything else.

Andrew Krok:

  • He is generally positive, but not a fan of the brake feeling.
  • He loves the setting menu in the big screen.  Others pointed that out too.

Alistair Weaver:

  • He loves the steering and handling.
  • Better ride quality than the Tesla Model Y.
  • He doesn’t like the brake feeling.
  • This version of the Mach-E is rated at 270 miles, but he managed 304 miles.
  • Ford is beating Tesla to legal hands-free driving.
  • He would pick it over the Tesla Model Y.

2) Tesla, Trading at $650, Gets $90 Price Target From JPMorgan

3) Volkswagen Board Backs CEO’s Electric-Car Focus

4) Cool chart:


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
Previous article What Is The Reasonable Standard Of Care For Businesses At The Peak Of COVID-19
Next article Let Your Dividends Pay Your Phone Bills

No posts to display