Taulli notes that both Tesla Motors Inc (NASDAQ:TSLA) and SolarCity Corp (NASDAQ:SCTY) are phenomenal companies with stock prices that defy all fundamental valuations. However, he likes SolarCity a bit better than Tesla because the business model is more stable. Tesla's business model depends on selling cars, while SolarCity signs 20-year leases with customers for tens of thousands of dollars, setting long-term recurring revenue streams rather than once-a-pop purchases like Tesla's vehicles are, for the most part, although the company does offer lease financing as well.