
Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
Focused Compounding
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Tesla Is a Good Example of a Microcap in a Cyclical Economy
Tesla had no history of generating cash flow from operations. They were spending heavily on CapEx understandably. If we look at total assets, it's all PP&E Which is not very safe from a perspective of Financing stuff. A McKinney Texas plant has one plant there I've been there to the plant and Yeah, and it basically takes wire and then it was just a middle man in the sense that it's buying a bunch of wire And then it's turning it over. So it's basically going to be Giving you from one source to all the places that you're gonna need around the country so fast delivery times and things like that.
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