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Argentina Outlook 2019
Automotive | Blog | Countries | Emerging Markets

Argentina is Back in Business in 2019 – But for How Long?

ByDavid Schneider January 8, 2019January 14, 2019

In 2016, I followed the development of Argentina’s recovery with some delight. Since its financial collapse and its subsequent recovery…

Read More Argentina is Back in Business in 2019 – But for How Long?Continue

Ep38 Algo Trading Conspiracies and more on Nissan and Carlos Ghosn
Automotive | Blog | Japanese Stocks | Podcast | Strategy

Ep38 Algo Trading Conspiracies and more on Nissan and Carlos Ghosn

ByDavid Schneider December 6, 2018March 2, 2020

[Watch this episode on Youtube] Moving words from a President for a US President Yesterday US markets were closed. The…

Read More Ep38 Algo Trading Conspiracies and more on Nissan and Carlos GhosnContinue

the-fallen-sun-king
Automotive | Blog | Japanese Stocks | Podcast

Ep36 The fallen Sun King – Carlos Ghosn and Nissan

ByDavid Schneider December 1, 2018May 26, 2022

[Watch this episode on Youtube] What has happened at Nissan? On November. 19, Carlos Ghosn, Chairman of Nissan and CEO…

Read More Ep36 The fallen Sun King – Carlos Ghosn and NissanContinue

Fiat Chrysler - sergio marchionne
Automotive | Blog | Investment Ideas | Long Ideas

Mohnish Pabrai – A Big Believer in Fiat Chrysler Automobiles NV

ByDavid Schneider October 16, 2018May 26, 2022

2018 Pabrai Dhandho Annual Meeting I attended this year Pabrai’s annual investors’ meeting in Irvine California which is held every year in…

Read More Mohnish Pabrai – A Big Believer in Fiat Chrysler Automobiles NVContinue

Tesla Going Private
Automotive | Blog | Short Selling

Tesla Going Private: A Reckless Stunt or a Promising Opportunity?

ByDavid Schneider August 17, 2018May 26, 2022

Tesla Going Private Business and financial news feeds have been going maniacal for the past couple of weeks over potentially…

Read More Tesla Going Private: A Reckless Stunt or a Promising Opportunity?Continue

Tesla’s Low Batteries
Automotive | Blog | Short Selling

Tesla’s Low Batteries

ByDavid Schneider June 15, 2018April 11, 2019

Schadenfreude is a German word and it has a special place on Wall Street! Tesla: Classic short squeeze by just…

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The Weekly Truffle Report – Better Than Expected Earnings
Automotive | Blog | The Hog's View

The Weekly Truffle Report – Better Than Expected Earnings

ByDavid Schneider May 14, 2018April 11, 2019

WEEK IN REVIEW There’s only one thing to keep in mind in the following week: what Mossad agents have called…

Read More The Weekly Truffle Report – Better Than Expected EarningsContinue

tesla short
Automotive | Blog | Investment Ideas

Tesla – Go Short!

ByDavid Schneider March 5, 2018April 11, 2019

This might be the most obvious short idea in our Model Portfolio. We have been recommending shorting Tesla since October…

Read More Tesla – Go Short!Continue

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