Weekly Update April 14-18

TSLA expected value, NU Mexico, MELI hiring, and AXON VR

Let’s get right into it!

Tesla

I wanted to take a brief look at how I think about Tesla’s valuation because, despite it being down significantly, there are still good arguments for why it's overvalued. I think about it with an expected value calculation – taking the sum of the probability of the upside and downside scenarios. The imagination-driven bull c…