Twitter | Search | |
Disruption Research
Producing best-in-class research on the most disruptive and innovative companies in the world. Currently focused on Tesla.
266
Tweets
646
Following
2,062
Followers
Tweets
Disruption Research 23h
Replying to @howardlindzon
My favorite restaurant
Reply Retweet Like
Disruption Research May 21
Replying to @_mm85
Hey, sorry for not getting back to you earlier. It looks like Sila has a legit team, so maybe it's promising - but difficult for me to opine further without in-depth research on this company.
Reply Retweet Like
Disruption Research May 21
China must be very confused. So many Americans working really hard to attack what will probably become America's greatest company. cc
Reply Retweet Like
Disruption Research May 18
Not mutually exclusive. If $1 of mkting leads to $10 of addl gross profits, they now have $9 more for R&D, which helps demand & gross profits, and so on. It's v unlikely that optimal mkting $ is zero... Unless demand > supply (which may be the case today for M3 and soon for MS/X)
Reply Retweet Like
Disruption Research May 18
Replying to @elonmusk @Tesla
If $1 of marketing spend leads to $1+ of incremental gross profit dollars, wouldn't it give even more money to make the product great? Unless demand currently exceeds supply.
Reply Retweet Like
Disruption Research May 17
Can someone explain how a reporter supposedly owns stock but gets these internal emails from "sources" & leaks them? Isn't that illegal? cc
Reply Retweet Like
Disruption Research May 17
Need a Netflix Original on featuring
Reply Retweet Like
Disruption Research May 17
's 2019 Enterprise Value/Sales multiple now lower than Campbell Soup. This situation won't last long.
Reply Retweet Like
Disruption Research May 16
Replying to @mjreddyMD
Yes - great article!
Reply Retweet Like
Disruption Research May 16
Replying to @MrRobCapewell
Yes! I was very nervous about this... Phew!
Reply Retweet Like
Disruption Research May 16
Replying to @elonmusk @Tesla
7/ As a supporter, I am so happy about this outcome. Congratulations to and 's corp dev team, who probably had many sleepless nights...
Reply Retweet Like
Disruption Research May 16
Replying to @DisruptResearch
6/ There was just one other entity that "gets it": China. Its state-owned fund tried to invest in in 2017/18, and got blocked by CFIUS. As usual, China gets it. The EV revolution will be lead by and China.
Reply Retweet Like
Disruption Research May 16
Replying to @DisruptResearch
5/ This development made me realize how incredibly political and slow the decision making process at these OEMs are. I can understand one OEM not trying to outbid this away, but ALL of the ~10 mega OEMs? Just wow...
Reply Retweet Like
Disruption Research May 16
Replying to @elonmusk
4/ Heck, even used the words "secret sauce" when asked about the MXWL deal on the Q1 call. That probably made Tesla's Corp Dev team super nervous. Was none of the OEMs listening? They could have put together a bid that weekend.
Reply Retweet Like
Disruption Research May 16
Replying to @DisruptResearch
3/ Why is it absurd? Because it only cost ~$200M, or *LESS THAN 0.50%* of GM, Ford, BMW, Daimler, or VW's market cap. With negligible dilution, any of these OEMs could have outbid Tesla once this deal was made public. Would have been a no-brainer. But none of them did.
Reply Retweet Like
Disruption Research May 16
Replying to @elonmusk @Tesla
2/ has historically expressed deep skepticism of most battery startups / technologies. And 's the #1 EV company in the world. So when Tesla publicly declares it wants Maxwell, it means the tech is LEGIT.
Reply Retweet Like
Disruption Research May 16
1/ completed its acquisition of today. This is Tesla's first battery tech acquisition. It's difficult to overstate how absurd of a development this is. Why?
Reply Retweet Like
Disruption Research May 7
Wow , whoever's behind this account is CMO material!
Reply Retweet Like
Disruption Research May 5
This chart from 's Q1 investor letter did more to highlight 's complete and utter global dominance than to identify opportunities for . Begs the Q: do we have as much appetite (and patience) for long-form content as we did 5 years ago?
Reply Retweet Like
Disruption Research May 5
Candy is hardest of them all
Reply Retweet Like