Short-Seller Quadir Makes the Bear Case for Tesla

The transcript discusses the strategy of short selling, focusing on Tesla's market sentiment and financial challenges. It highlights the negative shift in consumer sentiment towards Tesla, the company's financial struggles, and supply chain issues. The discussion also covers the difference between market perception and reality regarding Tesla's valuation. Additionally, the transcript explores short selling in different sectors, including healthcare and automotive, emphasizing the importance of timing and investment horizon.

In what ways does the speaker suggest that Tesla's valuation is not aligned with its market performance?

What is the speaker's view on the sustainability of Valiant's business model compared to Tesla's?