Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2025 | Seeking Alpha | Seeking Alpha | TSLA | Tesla, Inc. | - | Auto Manufacturers | Bull | - | CEO compensation, EBITDA milestones, Elon Musk, energy solutions, EV market, market cap growth, R&D expenses, shareholder support, Tesla, vehicle deliveries | Login |
| Nov 4, 2025 | Substack | Brad Munchen | TSLA | Tesla, Inc. | Consumer Discretionary | Auto Manufacturers | Bear | - | call options, capex cuts, China exports, earnings decline, Electric Vehicles, inventory clearance, Regulatory Risks, stock overvaluation, Tesla, US market challenges | Login |
| Nov 2, 2025 | Seeking Alpha | Seeking Alpha | TSLA | Tesla, Inc. | - | Auto Manufacturers | Bull | - | AI and robotics, battery technology, compensation package, Electric Vehicles, Elon Musk, growth potential, innovation, robotaxi network, shareholder meeting, Tesla | Login |
| Oct 29, 2025 | Fund Letters | Rayna Lesser Hannaway | TSLA | Tesla, Inc. | Consumer Discretionary | Auto Manufacturers | Bull | NASDAQ | Autonomy, Batteries, EVs, FSD, Margins, monetization, Scalability, Software | Login |
| Oct 28, 2025 | Fund Letters | Ali Motamed | TSLA | Tesla Inc. | Consumer Discretionary | Automobiles | Bear | NASDAQ | — | Login |
| Oct 28, 2025 | Fund Letters | Ali Motamed | TSLA | Tesla Inc. | Consumer Discretionary | Automobiles | Bear | NASDAQ | — | Login |
| Oct 26, 2025 | Seeking Alpha | Seeking Alpha | TSLA | Tesla, Inc. | - | Auto Manufacturers | Bear | - | Competition, Electric Vehicles, Elon Musk, market cap, regulatory challenges, robotaxi, supervised driving, Tesla, valuation, Waymo | Login |
| Oct 24, 2025 | Fund Letters | Alex Kopel | TSLA | Tesla Inc. | Consumer Discretionary | Automobiles | Bull | NASDAQ | AI, Automation, Autonomy, Data, energy storage, EV, innovation, manufacturing, Margins, robotics | Login |
| Oct 24, 2025 | Fund Letters | Alex Kopel | TSLA | Tesla Inc. | Consumer Discretionary | Automobiles | Bull | NASDAQ | AI, Automation, Autonomy, Data, energy storage, EV, innovation, manufacturing, Margins, robotics | Login |
| Oct 16, 2025 | Fund Letters | Arne Alsin | TSLA US | Tesla Inc. | Consumer Discretionary | Automobiles | Bull | NASDAQ | AI, Autonomy, EVs, Margins, Regulation, robotaxi, Software | Login |
| Oct 12, 2025 | Seeking Alpha | Seeking Alpha | TSLA | Tesla, Inc. | - | Auto Manufacturers | Bear | - | Electric Vehicles, Free Cash Flow, FSD, market share, overvalued, production decline, robotics, tax credits, Tesla, Waymo | Login |
| Oct 7, 2025 | Seeking Alpha | Seeking Alpha | TSLA | Tesla, Inc. | - | Auto Manufacturers | Bear | - | competitive pressures, Electric Vehicles, margin compression, market share, overvalued, production hiccups, robotaxi, tax credit expiration, Tesla, valuation multiples | Login |
| Oct 2, 2025 | Substack | Brad Munchen | TSLA | Tesla, Inc. | Consumer Cyclical | Auto Manufacturers | Bull | - | automotive industry, Electric Vehicles, energy storage, EPS estimate, lease penetration, Powerwall 2 recall, profitability, Q3 2025, Tesla, US deliveries | Login |
| Sep 30, 2025 | Fund Letters | Alex Umansky | TSLA | Tesla, Inc. | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | AI, Autonomy, EVs, manufacturing, robotics | Login |
| Sep 30, 2025 | Substack | Brad Munchen | TSLA | Tesla, Inc. | Consumer Cyclical | Auto Manufacturers | Bear | - | automotive industry, currency exchange, Electric Vehicles, EV tax credit, financial performance, market share, Q3 earnings, regulatory credits, Sales Decline, Tesla | Login |
| Sep 24, 2025 | Seeking Alpha | Seeking Alpha | TSLA | Tesla, Inc. | - | Auto Manufacturers | Bull | - | autonomous driving, Electric Vehicles, Elon Musk, EPS growth, Operational Leverage, profitability, Regulatory Approval, robotaxi, stock valuation, Tesla | Login |
| Sep 13, 2025 | Substack | Brad Munchen | TSLA | Tesla, Inc. | Consumer Cyclical | Auto Manufacturers | Bull | - | AI start-up, CEO compensation, Electric Vehicles, Elon Musk, market manipulation, options market, Q3 earnings, shareholders meeting, stock rally, Tesla | Login |
| Sep 9, 2025 | Seeking Alpha | Seeking Alpha | TSLA | Tesla, Inc. | - | Auto Manufacturers | Bear | - | automotive decline, bearish outlook, capital investment, cash flow, Elon Musk compensation, GAAP profits, humanoid robots, robotaxis, share dilution, Tesla financial impact | Login |
| Aug 20, 2025 | Substack | Brad Munchen | TSLA | Tesla, Inc. | Consumer Cyclical | Auto Manufacturers | Bear | - | automotive industry, autonomous vehicles, cash burn, Full Self-Driving, Level 4 autonomy, regulatory hurdles, robotaxi, stock overvaluation, Tesla, ZEV credits | Login |
| Aug 12, 2025 | Substack | Brad Munchen | TSLA | Tesla, Inc. | Consumer Cyclical | Auto Manufacturers | Bear | - | Autopilot, legal challenges, punitive damages, regulatory scrutiny, ride-hailing permit, robotaxi, stock rally, technical analysis, Tesla, Texas | Login |
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