These positions are long term or short term? Why not Amazon and why such high conviction on Tesla vs. Apple? Curious to hear your thoughts. Don’t get me wrong both are incredible companies but think Apple is just a better company overall. But if musk is able to build another giga factory say in Indonesia then I think that would help them even more.
Is there not a restricting trading policy for single stocks at the bank/company you work at, simply because you have access to confidential information?
