Hedge Vision's avatar
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Coatue Bets Big on the Future of EVs
Phillip Laffont's Coatue Management continues to bet big on the future of EVs and autonomous driving.

Q3 Top Positions:

  1. $TSLA - 10.92% 🚗
  2. $MRNA - 7.83%
  3. $RIVN - 7.49% 🚗
  4. $UBER - 5.12% 🚗
  5. $NVDA - 4.77% 🚗

Q3 Top Buys:

  1. $NVDA
  2. $PYPL
  3. $UBER
  4. $LRCX
  5. $RIVN


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sam stribling's avatar
You see the EV consumer reports?

https://www.cnbc.com/2022/11/15/consumer-reports-new-technologies-make-evs-less-reliable.html?__source=iosappshare%7Ccom.google.chrome.ios.ShareExtension

I think they have a problem. The shine is wearing off as people realize the limitations of batteries, maintenance costs, etc.
Hedge Vision's avatar
@strib Just read it, definitely expect some problems earlier on that will lessen as time and technology moves forward. That said, I don’t own any direct EV bet and would like to wait a few years before buying an EV. The piece did mention some bright $TSLA points though compared to legacy OEM EV makers
Rihard Jarc's avatar
That is a big bet all across the board on AVs. I wonder how the legacy OEM EV makers will do in the next cycle though. They have the brand value still so I wouldn't rule them out. Your thoughts on the space?
Hedge Vision's avatar
@rihardjarc I think legacy OEM will take a decent chunk of the EV market share, putting lots of pressure on Tesla, Rivan, etc. I personally don’t own any automaker stock, prefer low capex and higher margins
Rihard Jarc's avatar
@hedgevision We share the same view :)

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