Farzad
ChannelHit Rate
N/A
0 hits, 0 misses
Total Predictions
1
Avg Return
N/A
If you'd followed the call
Pending
0
Awaiting resolution
Unverifiable
1
No target or deadline
Theses over time (3)
Grouped by ticker, most-recent thesis first. Reads as the evolution of Farzad's view on each asset — earlier entries show where they started, later ones show where they landed.
TSLA1 narrative
BullishMeet Kevin Confronts Elon Musk on Advertising!!May 16, 2023
Tesla has amazing features and functionality that people don't know about, and the starting price is now below the average auto price in the US. The company has achieved its goal of making cars affordable to the general public.
1 prediction from this thesis
NFLX1 narrative
NeutralMeet Kevin Confronts Elon Musk on Advertising!!May 16, 2023
Netflix is used as a comparison point for advertising budget scale, with Tesla spending significantly less on advertising than Netflix's substantial advertising budget.
PP1 narrative
BullishMeet Kevin Confronts Elon Musk on Advertising!!May 16, 2023
Tesla is the largest position in Meet Kevin's ETF, which focuses on companies with pricing power. The ETF's thesis appears to be validated by Tesla's ability to maintain pricing while becoming more affordable.