Stormy Weather in Longville ...

03/28/18 11:16AM EDT

What a difference a year can make. 

Stormy Weather in Longville ...  - ztez

Last year...

This year...

Stormy Weather in Longville ...  - hedgeye tsla

Our Industrials analyst Jay Van Sciver made the call. And he caught a lot of flack from myopic longs in the process. (Take a look at the comments section in this Barron's article ... Nine Reasons To Be Bearish On Tesla shortly after he said to short it.)

Here's a clip from September 2017 where he describes Tesla as an "objectively terrible manufacturer."

Incidentally, last week Van Sciver hosted a special webcast with Hedgeye CEO Keith McCullough (before this week's huge move down)

Stormy Weather in Longville ...  - tesaa

Stormy weather in Shortville? Not so much.

Stormy Weather in Longville ...  - investing ideas

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