Solar City Archives - Market Mad House

Long Ideas

daniel May 5, 2015January 27, 2016 AAPL, AMZN, Apple Pay, Apple Stock, Benjamin Graham, Berkshire Hathaway, Charley Munger, COST, Costco, Elon Musk, Musk, Off the Grid, Off the Grid Energy, SCTY, Solar City, Tesla, Tesla Motors, TSLA, Value Investing

Musk Aims to Disrupt the Electricity Market

Both Tesla and SolarCity are losing a lot of money, and both could be in serious trouble if Mr. Musk cannot figure out a way to start generate cash and a lot of it—and fast. Musk has taken a very bold gamble here; he’s essentially betting two of his companies on a fundamental shift in the way the world gets electricity. If that change does not occur, both Tesla and SolarCity will find themselves caught in the death spiral.

Long Ideas

daniel March 8, 2015March 12, 2016 AAPL, ABX, American Express, AMZN, Benjamin Graham, Berkshire Hathaway, Charley Munger, COST, Costco, Disruptive Technology, Mr. Market, Mr. Money Mustache, Solar City, UPS, Value Investing, Warren Buffett, WMT

Rise of the Value Shopper (and Costco)

The retail environment has changed dramatically because of the value shopper. Those investors that realize it and invest accordingly will profit.

Long Ideas

daniel October 21, 2014February 24, 2016 Better Than the Bloom Box, CHK, Disruptive Technology, DVN, Energy Server, EOG, Fuel Cell Energy, Fuel Cells, Green Energy, New Source of Electricity, Plug Power, SCTY, Solar City, The Cube

Improved Fuel Cell Technology Could Boost Chesapeake Energy and Hurt Solar City

A new fuel cell technology from a privately held company called Redox Power Systems LLC could make the future a lot brighter for natural gas producers like Chesapeake Energy (CHK), Devon Energy (DVN), and EOG Resources (EOG). The same technology could spell big trouble for solar panel companies such as SolarCity (SCTY).