Ep. 190: Tesla - We Peg The Probability of A Go-Private Deal At Less Than 10%

Published: Aug. 9, 2018, 6:41 p.m.

b"We estimate the probability of a Tesla go-private deal at less than 10%. Difficult to get such a deal done with a company that's burning cash and a CEO that we believe would be unwilling to be kept on a short leash. An acquisition by a large auto OEM such as Toyota, perhaps with PE joining in and a new, operationally-focused CEO at Tesla's helm would be an easier deal to get done."