Tesla: A Good Stock to Look Out For

We like some of the legacy automakers. We think part of the micro bubble with the EV startups means that there's a excess amount of capital out there. They'll catch up on the technology front and it'll ultimately be the scale that they have in place that is very expensive. And so far, really, really, I don't think Tesla has delivered all. You know, we've written fairly recently on stocks like Valvoline. That's a great, you know, good old business.