Marius Čiuželis on Traditional & Alternative investmentsInvestor / Advisor / Social Entrepreneur
Ten years ahead of the competition, they said. Some food for thoughts on marketing / fashion trends vs down to earth market acceptance. #tesla #ev

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Andris BerzinsVC investor, former startup founder, startup activist, weekend warrior
Marius Čiuželis what is your point here, that Tesla was ahead of their time and the market just caught up with them now? Could be, if VW can do at scale what Tesla has done in small volumes then maybe the industry won’t be upended after all....
7 days ago
Marius ČiuželisInvestor / Advisor / Social Entrepreneur
The end point is the diff in market cap, or market madness, or keeping your promises might seem harder than expected. Even for Tesla. Market madness was discussed many times on Qoorio incl. thus I decided not to point it again.
7 days ago
Andris BerzinsVC investor, former startup founder, startup activist, weekend warrior
Got it. I am also not confident that Tesla will justify the share price differential long term...
7 days ago
Mangirdas AdomaitisArtificial inteligence, Data science
Yes - Tesla having hard time in Europe. Major reason is subsidies for <40k eur EVs skewing the market. Example. Cheaper EVs in Germany gets 9k discount. Tesla model 3 cost ~44k eur.
6 days ago

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Marius Čiuželis on Traditional & Alternative investmentsInvestor / Advisor / Social Entrepreneur
Some quotes first: 1. Activist investor Jeff Ubben has left ValueAct Capital, the $16bn hedge fund he founded, to launch a new environmental and social impact investment company. 2. „Companies, as governed today, with investors asking for more current returns and more buybacks and so forth, aren’t working for society or nature,“ he said. „But I have to prove that there’s a return [in long-term impact], because otherwise . . . you’re not really changing anything.“ <..> „Finance is, like, done. Everybody’s bought everybody else with low-cost debt. Everybody’s maximised their margin. They’ve bought all their shares back . . . There’s nothing there. Every industry has about three players.“ 3. Having an impact fund and a traditional fund under the same roof at ValueAct was „confusing“ for investors, Mr Ubben said. Those who opted for the impact vehicle worried they were leaving returns on the table, and those who opted for the flagship fund worried that about being portrayed as environmentally or socially „unconscious“. „I don’t think these two strategies peacefully coexist,“ said Mr Ubben. Second, that was the essence. If RE investments are driven by "location", "location", "location" mantra, then in "ordinary" investing it is not only "return", "return", “return" anymore. I have been following for the last few years already an emerging and quite fast growing trend in hedge funds space to invest if not "for" then at last "with" social and/or environmental impact in mind. And that will benefit all of us. Even those who are far away from investing. https://www.barrons.com/articles/activist-investor-jeff-ubben-departs-valueact-to-focus-on-esg-51592936937
Activist Investor Jeff Ubben Departs ValueAct to Focus on ESG
www.barrons.com

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Marius ČiuželisInvestor / Advisor / Social Entrepreneur
Gabija, ačiū! 👏
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Electric Vehicle Investment Roadmap Summary: - Electric Vehicles (EVs) are an emerging set of technologies with enormous potential to transform transportation. - As such, EV companies represent significant opportunities for investors who can determine when and where to invest in this complex market. - This article provides an investor roadmap to more than two dozen varied investment opportunities. - These opportunities go beyond investing in Tesla, and look at the auto manufacturers, new US start-ups, Chinese EV companies, and supporting industries. - As in all investments, considerations of the companies strategies, valuations, and investment timing are critical; especially with the volatility of these investments. https://seekingalpha-com.cdn.ampproject.org/c/s/seekingalpha.com/amp/article/4380558-electric-vehicle-investment-roadmap
Electric Vehicle Investment Roadmap
seekingalpha-com.cdn.ampproject.org
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