Is Tesla just a car company?

“It’s just a car company: 95% of revenues come from selling cars, 5% from an energy division that loses money,” Johnson told CNBC on Thursday. “They’re just a car company that has built too much capacity that they can’t sell.” Johnson outlined three key problems that he believes Tesla is facing at the moment: demand, competition, and valuation.

Who are Gordon Johnson and Trip Chowdhry?

Gordon L. Johnson is a Vertical Research Group analyst and a Tesla bear. Trip Chowdhry is a Global Equities Research analyst and a Tesla bull. In a debate between the two, Gordon Johnson opted to write a note based on the plaintiffs’ memo to the judge.

Who is Tesla's Biggest Bear?

As the head of investment research firm GLJ Research, the Wall Street veteran has developed a reputation as Tesla’s biggest bear over the past few years—and for good reason.Johnson has been offering up pessimistic forecasts on Tesla since 2018, when he was still working as an analyst at the investment bank Vertical Group.