Fisker’s valuation is notably lower than that of other electric vehicle manufacturers.
That’s perhaps because the company is aiming lower — but that plan also suggests a higher...
Nikola’s original business model has blown up, leaving the company scrambling
Cash burn is a significant issue, and the continually falling share price creates a vicious cycle
The path even to...
Along with peers, JD stock has rebounded sharply from last month’s lows.
The gains make some sense, given strong earnings and an attractive valuation.
Country risks are obvious; however,...
DASH remains unprofitable, yet still has an enterprise value near $20 billion
Skeptics argue the business model, over time, simply won’t be able to work
But the opportunity here is huge, and...
A year after its initial public offering, RIVN stock has disappointed
But, for the most part, the Rivian business is on track
Cyclical, macroeconomic risks might deter most investors, while the rest...
To bulls, Affirm is a company poised to disrupt the consumer-lending industry
To bears, it’s simply a product of zero interest rates and an overheated equity market
The truth is probably...
There’s a simple bear case for PLUG, given soft Q3 earnings and a history of disappointment
Short- and long-term risks abound
But investors willing to take on those risks have access to a...
When considering cost synergies and streaming losses, WBD stock does look cheap
But the declining cable network business suggests the stock should be cheap
It’s up to the streaming business to...
Uber’s third-quarter report showed continued progress toward profitability
The economics of the platform model suggest room for significant profit growth
Investors still are paying dearly...
The bull case for TWLO stock seems easy to make at a four-year low
But the business is facing real challenges — and management isn’t responding
Longer-term, this can still work, but there’s no need...