Tesla, Inc.
Thesis
Shayan's most contentious idea was Tesla, which he began to analyze in early 2012, indicating he recognized its potential despite the stock being highly shorted at the time.
Did it work?
worked
confidence: low
The contrarian long thesis on Tesla from early 2012 decisively played out: despite heavy short interest at the time, Tesla launched the Model S in mid-2012, reached sustained profitability, and the stock went on to become one of the best-performing equities of the following decade, overwhelmingly vindicating the long view. However, since no specific price data or elapsed timeframe is provided in the record, confidence is limited to general knowledge of the outcome rather than measured performance.