Long Thesis For Exro TechnologiesMichelle Jones
There's been a mad dash to find the next Tesla in recent years, with billions of dollars being poured into electric vehicle companies. Components have received less attention than complete vehicles, but one ValueWalk subscriber found a component maker he believes would be a good investment.
During a recent webinar, subscriber David Schneider shared his thesis for Exro Technologies, an electrified mobility play. Some areas of electrification include lidar and lasers, which has multiple competitors, battery systems, which also have no clear winner, and charging stations, which also have no clear winner. Other areas include automakers and materials like . . .
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