Jim Collins’ Post

View profile for Jim Collins, graphic

Founding Partner, Portfolio Guru LLC; CEO, Excelsior Capital Partners

My latest Substack post analyzes $XOM once again catching $TSLA in terms of market cap. Last 5 qtrs: $XOM returned ~$40bb to shareholders via divvies, buybacks. $TSLA: $0.00 That is what really matters. But the key to investing is the second derivative, and as EV sales slow (good for demand for oil, obvs, and for $XOM) I fail to see the Silver Bullet for $TSLA. Why? Because Elon let his product line get old. No amount of robotaxi/FSD necromancy is going to change that. Trade accordingly. Excelsior! --Jim

XOM Is Once Again Larger Than TSLA

XOM Is Once Again Larger Than TSLA

jimcollins.substack.com

To view or add a comment, sign in

Explore topics