I'm sure most of you have seen the Tony Seba report and the bloomberg article on electric cars.
I was thinking about opening some short positions and was looking to hear your thoughts on the whole thing.
My thoughts are that shorting the oil companies directly could be risky, they know it's coming so will probably diversify over the next few years.
I was thinking more along the lines of the service stations/petrol stations. These will be totally obsolete. I think that the new charging stations will be added to existing infrastructure like shopping centres etc.
Submitted May 22, 2017 at 07:40AM by the_macks http://ift.tt/2rKBCEG
