Excellent and thought provoking analysis and very well written. Really enjoyed. I know you an Amyris long. I don’t see Amyris processing information nearly as well as Tesla. How would you compare the management of the two? I know from my close study of the company that they continue to make basic operational mistakes and don’t seem to manage capital well enough. Is this a function of the culture that Melo built vs Musk?
Case in point. The terrible deal with Lavvan where they did not use good lawyers to ensure they had an easy out from the deal if Lavvan could not raise the necessary funds. Business 101.
Thanks a lot for this write up! I have been invested in Nio for around 18 months. It was my first ever investment and it's safe to say I have learnt a lot since then (and lost a lot of money!). Learning more about Tesla has opened my eyes more on the EV space. Thanks a lot Antonio.
Excellent and thought provoking analysis and very well written. Really enjoyed. I know you an Amyris long. I don’t see Amyris processing information nearly as well as Tesla. How would you compare the management of the two? I know from my close study of the company that they continue to make basic operational mistakes and don’t seem to manage capital well enough. Is this a function of the culture that Melo built vs Musk?
Yep. Not finding signs of such proficiency. Glad you liked the write up! Thanks for reading it.
Case in point. The terrible deal with Lavvan where they did not use good lawyers to ensure they had an easy out from the deal if Lavvan could not raise the necessary funds. Business 101.
Thanks a lot for this write up! I have been invested in Nio for around 18 months. It was my first ever investment and it's safe to say I have learnt a lot since then (and lost a lot of money!). Learning more about Tesla has opened my eyes more on the EV space. Thanks a lot Antonio.
Thank you for reading it, Anton! I'm glad you found it useful.
Wow so interesting chapa