Tesla’s Master Plan 3 Looks Like A Flop


  • Tesla had its widely-anticipated investor day on March 1.
  • The company talked about its Master Plan 3, but that did not include many specifics.
  • Broad claims about the need for more EVs on the road did not inspire investors.
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Justin Sullivan

Article Thesis

Tesla (NASDAQ:TSLA) had its investor day on March 1. The company and its CEO had previously talked a lot (and generated some hype) about the release of the so-called Master Plan 3, but from what we have seen at the presentation, Master

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