
#1 Two Titans
Behind the Balance Sheet
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Do the Vadu Traditional Valuations Scare Me?
Brendman says he finds problems with traditional valuations. Says tesle bull case is much more like, lo can thas guy change? Can he create energy storage from nothing on all sorts of other option values?" Do the valuations to day scare me? Ye, they do a bit, because i've lived through two thousand ah," adds Brendman.
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