Whether you view this outcome with joy or horror, you need to prepare for the possibility of a liberal landslide on November 3.
past year. I think the juice has already been squeezed out of Tesla. In the event of a liberal landslide, we could see $1 trillion... $2 trillion... even $3 trillion in stimulus focused specifically on green investing. To prepare your portfolio for outsized gains in case of a liberal landslide, investors need to focus on companies that have a likelihood of being the next Tesla. Right now, Tesla has a $300 billion market cap. If you’re looking for 10 times gains, it’s a lot harder for Tesla to grow 10 times to $3 trillion than it is for a $2 billion company to grow to $20 billion... or even $200 billion. This is a technological megatrend that will affect practically everything in America. And to help explain it in more detail, I recently put together a video presentation revealing my single favorite idea – including its name and ticker. Click here to watch it.
Of course, a lot can happen in the last six weeks... But you would be wise to prepare your portfolio for the possibility of a liberal landslide. THE BIGGEST WINNER OF ALL If I’m right and Biden wins and a liberal landslide comes to pass, it’s going to be “rocket fuel” for certain sectors: clean and renewable energy, health care, cannabis, and online gambling. But I’d expect the biggest winner of all to be electric vehicles (“EVs”). In fact, EVs have the potential to be as big of a technological disruption as the Internet was . Of course, many investors immediately think of Tesla (TSLA) when it comes to EVs. But the company is up more than 700% over the
Whitney Tilson is the founder of Empire Financial Research and editor of its flagship newsletter, the Empire Investment Report . Prior to that, he worked at the Boston Consulting Group and later founded and ran the Kase Capital Management hedge fund, which he grew from $1 million to nearly $200 million.
American Consequences
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