Co-hosts Steve Davenport and Clem Miller explain why they don’t hold Tesla in their portfolios. 

They dissect the electric vehicle (EV) landscape to reveal the burgeoning competition Tesla faces from both American and European automakers with superior customer service and extensive sales networks.  

They explore the hazards of relying on an enigmatic, eccentric personality such as Elon Musk, whose focus is divided among his multiple endeavors.   

They scrutinize the expiration of tax subsidies on EVs and the consequent implications for EV consumer.  Also, they examine the significance of China's dual role as both a battleground for market share and a linchpin in the EV battery materials supply chain, presenting an angle often overlooked.  

Finally, they look at how expensively valued Tesla’s stock is, even factoring in its probable growth prospects. 

By the episode's conclusion, listeners are armed with an understanding of Tesla that inspires both skepticism and critical thinking in their investment choices.

Straight Talk for All - Nonsense for None


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