My Ming-Chi Kuo Theory, Tesla Sales Update

Today's Above Avalon email includes the following stories: 

  • My Ming-Chi Kuo Theory
  • Tesla Sales Update

We kick off today's email by discussing my theory as to how Ming-Chi Kuo (Apple analyst at KGI Securities) has so much information on unannounced Apple products. We go over Kuo's past and all of my observations resulting from years of watching Kuo publish Apple rumors. We also go over the best way of treating Kuo rumors - by Apple product. The email then turns to Tesla. The company provided a vehicle sales update. We go over the numbers and look at Elon Musk's recent comments about Model 3 production. The discussion concludes with my latest views on Tesla and the Model 3. 

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