Category: Insights

  • REPLAY: Growth Investing in a Rising Rate Environment

    REPLAY: "Growth Investing in a Rising Rate Environment." Our latest thinking on Fed policy and the economy, Tesla fundamentals, and Elon’s Twitter deal. $10 fee includes playback & charts download. Register.

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  • Why Tesla Stock Dropped after Q4 Earnings

    Gary Black, managing partner, talks with Dave Lee about the reaction to Tesla's earning call, why the stock is selling off, $25k model, FSD, macro uncertainty, risks and catalysts.

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  • Investment Thesis: Quanta Services (PWR)

    We believe Quanta Services (PWR) works as the go-to “picks & shovels” pure play for domestic energy transmission infrastructure. The leading specialty construction services franchise, PWR fits our Climate Sustainability megatrend.

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  • Gary Black Interview: S&P 500 on Pace for Six-Day Win Streak, Tesla to Report Q3 Earnings

    Gary Black, Managing Partner, Future Fund LLC, discusses the headwinds impacting revenue growth for the airline industry and the future of electric vehicles space given the chip shortage. Watch https://bit.ly/3GsZ28Z

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  • TSLA Bull Case: 3Q Preview, 2022 Catalysts and $1,200 Price Target | Live Call Oct. 19 Replay

    Gary Black, Managing Partner, Future Fund LLC provided his insights in advance of Tesla's upcoming 3rd quarter earnings report on YouTube Live. Watch the replay: https://youtu.be/u_cohDSw448 .......................................................................................................................... SUBSCRIBE on the next page to The Future Fund YouTube channel for future events.

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  • Tesla Outlook: 2019 Redux?

    As we look at Tesla today, the situation mirrors late-2019: Tesla was about to open the Shanghai plant, which doubled capacity, and launch Model Y, which doubled the company’s total addressable market (TAM). When Tesla opens plants in Berlin and Austin, Tesla’s capacity will double again. The Model Y launch

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