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Showing posts from March, 2019

The Case for Tesla

What is Tesla moat? Moat is define by what is the core strength of company(Tesla) that prevent other players to compete with it and as such unable to provide value to the market.

Scale Effects:
Tesla has been ramping up their car production up to 6000/week, they have been learning the hard way to ramp up their production hell season.

The gigafactory: They have investing a lot in their gigafactory for their battery technology and according to Ark Invest and Mark Munro (on youtube) their battery technology is superior (about 3 years advance than others) plus the fact they own their own factory. The battery is the ICE world is like the engine part. While BMW, Mercedez and other cars company seems to just outsource their battery technology to third party instead of making on their own.

So, there are 2 points here: one is the battery technology is superior, and two is Tesla control the battery availability and they make sure the supply is there. The first point probably is kind of debatabl…

Netflix a good buy?

Netflix has been down about 20% from ATH, now at around $325.

I am going to say that Netflix seems to be commoditizing Hollywood. They have been gaining ground getting oscar nomination and it is growing. The number of A-list hollywood cast that is joining Netflix seems to be growing. The latest is Sandra Bullock with a blockbuster BirdBox.

I argue some or many of the hollywood artist seems wants the world become a better place, you know peace, love and more equality in the world. The idealistic point of view. If that is the case, what is better platform to express your intention than Netflix?