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Deepwater Asset Management
@deepwatermgmt
Investing in where the world is going. Views/opinions are not investment advice. Social Media Disclosures: deepwatermgmt.com/research-discl…
Minneapolis, MN
deepwatermgmt.com
Joined May 2016
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  • user avatar
    Deepwater Asset Management
    @deepwatermgmt
    Jul 19, 2022
    The case for $TSLA: “The facts are: The auto industry is a $2.5 trillion market. @Tesla is one of the few companies that is a leader there. And, they have an outsized demand for their products.”
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    Deepwater Asset Management
    @deepwatermgmt
    Jul 5, 2022
    "To think of $TSLA just as a car company misses the bigger picture."
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  • user avatar
    Deepwater Asset Management
    @deepwatermgmt
    Apr 23, 2019
    Tesla's Compelling Approach to Autonomy loupventures.com/teslas-compell…
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    Deepwater Asset Management
    @deepwatermgmt
    Oct 24, 2019
    Tesla's Profitability Strengthens Case for Sustainability loupventures.com/teslas-profita…
  • user avatar
    Deepwater Asset Management
    @deepwatermgmt
    Jul 2, 2019
    Tesla Deliveries Mark a Turning Point for Underlying Demand loupventures.com/tesla-deliveri…
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    Deepwater Asset Management
    @deepwatermgmt
    Mar 18, 2020
    When Fremont Gets Shut Down, Tesla Will Survive loupventures.com/when-fremont-g…
  • user avatar
    Deepwater Asset Management
    @deepwatermgmt
    May 22, 2022
    NEW: @munster_gene discusses macro risk, $TSLA stock and the future of @Tesla with @dillonloomis ⚡️ FULL VIDEO: youtu.be/xq-SOPA1Ep8
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    Deepwater Asset Management
    @deepwatermgmt
    Aug 12, 2019
    New EV Entrants Unlikely to Threaten Model 3 loupventures.com/new-ev-entrant…
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    Deepwater Asset Management
    @deepwatermgmt
    Jan 23, 2023
    Big news. We’re rolling out a new name and a new brand today: Deepwater Asset Management.
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    97K
  • user avatar
    Deepwater Asset Management
    @deepwatermgmt
    Aug 27, 2018
    Apple + Tesla Is a Fairy Tale with a Twist loupventures.com/apple-tesla-is…
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    Deepwater Asset Management
    @deepwatermgmt
    Jan 28, 2019
    The Case For Tesla's "Business Miracle" loupventures.com/the-case-for-t…
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    Deepwater Asset Management
    @deepwatermgmt
    Jul 20, 2022
    “There’s been three different headwinds on $TSLA gross margin: the shutdown of Shanghai, the FX impact, and costs related to ramping Berlin and Austin. I do believe that over the next 6 months, @Tesla will work through a lot of these.” More from @munster_gene on @CNBCFastMoney:
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    Deepwater Asset Management
    @deepwatermgmt
    Apr 4, 2019
    Tesla Deliveries: Underlying Demand Is All That Matters loupventures.com/tesla-deliveri…
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    Deepwater Asset Management
    @deepwatermgmt
    Oct 2, 2019
    Tesla Deliveries: Organic Demand Is Intact loupventures.com/tesla-deliveri…