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    Opposing Funds Duel on Tesla Valuation

    Published: December 10, 2015

    Tesla Motors (NASDAQ: TSLA) is one of the most controversial and heavily-covered names in the market in recent memory. To help investors understand the name at a more advanced level, SumZero has asked two fund professionals that cover the company closely, one long and one short, to opine on some ...

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    Top Ex-US Case Study: Fiat's Long-term Turnaround Story

    Published: May 29, 2014

    While Fiat, as all other global automakers, operates in abysmal Europe, Fiat-Chrysler is actually less exposed to Europe (as a percent of company revenue) than is Ford. And while Fiat is headquartered in Italy, where the government appears increasingly likely to default in the absence of debt mon...

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    GM Bull Pitch Targets China Growth and New Trucks

    Published: October 22, 2012

    GM has been at a competitive disadvantage over the last several years given the company’s stale product portfolio among its most profitable platform, full-size trucks. The redesigned full-size trucks, the K2XX platform, could cause production volumes to grow by ~10% in 2013.

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    Update: Shares of Porsche Automobil Are an Easy Double

    Published: September 19, 2012

    As predicted, Judge Stefan Puhle did a service to equity markets by throwing out the ridiculous short-selling lawsuits. Shares of Porsche have re-rated to 46 EUR still trading at a massive discount to 76 EUR tangible book comprised simply of 150mm VOW GR shares worth 20.2B EUR today, and 3B in ne...

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    Porsche Is a High-Quality, Special Situation Opportunity

    Published: July 02, 2012

    Following the sale of Porsche AG, PAH3 turns into a highly levered, easily modeled, perpetual call option on Volkswagen which I view as being attractively priced at only 3.08x trailing PE, 2.7% dividend yield and with the enlarged company being the strongest automobile manufacturer in the world c...

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