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Re:Tesla is a Battery Company by DeBraid on Wednesday April 01, 2015 @09:14PM (#9308097)
Indeed, money managers have been expounding on this thesis for years. "Bond King" Jeff Gundlach remarked to this effect some with Barry Ritholtz on July 2014. https://soundcloud.com/bloombergview/barry-ritholtz-intervie...

Great to see that other are catching on.

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