Viv Govender, portfolio manager at Rand Swiss, on what the smart money is doing.
Viv Govender, portfolio manager: Rand Swiss Tesla has finally begun producing Cybertrucks. This may be two years behind schedule, but it’s here at last. Tesla stock rose on the news; however, the Cybertruck has almost no impact on my valuation of the company. For argument’s sake, let’s assume the Cybertruck became the No 1 seller in its category. The current leader is the Ford F-150.
And if FSD materialises, that value is much more than Tesla’s current valuation.Netflix has been a trailblazer in the streaming space but I believe newer entrants have advantages that will prove difficult, if not impossible, for Netflix to overcome. The challenge, put simply, is revenue. If Netflix makes a hit series like, it gets attention and perhaps a few new subscribers.
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