Signal From Noise

Five Diverse Approaches To Investing In The Electric Vehicle Revolution

Key Takeaways

  • We break down the multi-faceted Electric Vehicle (EV) revolution that is going on across the global economy and identify relevant adjacent industries and trends. 
  • There are many ways to get exposure to such a massive technological trend. We believe to fully realize the benefits of a secular technological trend you must have a long-term time horizon.
     
  • We focus on five companies benefitting from the trend in different ways, up and down the supply chain.  The names have been previously covered in this column or appear on our Granny Shots stock list, or are newest stock list Brian’s Dunks.
  • We include technical analysis on the names from our Head of Technical Strategy, Mark Newton, to assist potential investors with identifying actionable price entry points.

“If the twentieth century was about cars giving us independence, the twenty-first will be about giving us independence from cars.”

 -Justin Erlich, Former Head of Policy for Autonomous Vehicles at Uber

When our subscribers asked our Head of Research, Tom Lee, which trends he thought would most profoundly affect markets in the future, he mentioned the rise of electric vehicles. Now below, you can see our top EV picks across multiple dimensions of the ongoing revolution i...
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