Part 9/10:
Investor perspectives vary, and even among Tesla bulls, it is prudent to heed the warnings posed by bears like Gordon Johnson. His track record may be questionable, but his arguments highlight critical issues—demand slowdowns, overproduction risks, and valuation stretch—that must be considered.
Many seasoned investors, including the author of this analysis, pay close attention to bear cases as a means of identifying potential blind spots. Recognizing early signs of trouble enables better strategic decisions, whether that entails hedging positions or reassessing valuation assumptions.