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.
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.
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.
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
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 …………………………………………………………………………………………………………..
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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 in Europe will double EU TAM (EU represents 20% of Tesla’s volume) and also puts Tesla vehicles closer to price parity with EU manufacturers, since there will be no import…
The Future Fund LLC has named Dr. Jeffrey Yu and Wendy J. Grubbs, J.D. to a newly-formed Advisory Board. The board will offer the firm’s partners research expertise in the areas of medical technology and Washington politics, as well as provide feedback on managing client investment portfolios.
In just under five months, The Future Fund, LLC, a registered SEC advisor, has surpassed $100 million in assets, marking a second major milestone this year. In August, the advisor launched its first exchange traded fund.
