“Tesla shares could drop to $10”

Adam Jonas. May 21, 2019.
"Tesla has hit peak performance in the US”

Shane Marcum. January 15, 2020.
"Tesla to miss delivery forecast and stock to get cut in half"

Jeffrey Osborne. December 30, 2019.
"We continue to forecast a Model 3 launch at the very end of 2018 (more than 1 year later than company target) with 60k units in 2019 and 130k units in 2020"

Adam Jonas. November 23, 2016.
"2H19 (and beyond) volume estimates look high"

David Tamberrino. June 20, 2019.
"Tesla will have to do $10 a share in earnings to justify a $500 stock price and I do think this is totally possible for 2020. Its just too hard to tell whats going to happen with so many moving parts"

Ross Gerber. January 15, 2020.
"I think demand actually will probably drop off more than people are expecting"

Colin Langan. June 29, 2019.
"They're not gonna sell 20,000 cars this year"

Mark Travis. May 29, 2013.
"lousy quality car"

Gabe Hoffman. July 26, 2019.
"The only thing that can justify such valuations is supernatural growth and best-in-class execution"

Arndt Ellinghorst. May 15, 2019.
"It's harder and harder to believe that there will be Model 3s coming out of the Tesla China Gigafactory by the end of the year"

Linette Lopez. May 12, 2019.
"We think the equity is worthless"

Jim Chanos. December 14, 2017.
"We are buyers 100 pts lower"

Andrew Left. December 27, 2019.
“We believe this will be as good as it gets for the company"

David Einhorn. November 6, 2018.
"The 'sell-side' is forecasting that Tesla will sell 500,000 cars in 2020. No complex product manufacturer has ever grown that quickly"

Mark Spiegel. September 17, 2014.
"first time since covering the stock that we found ourselves wondering whether demand growth for TSLA’s cars might be leveling off"

Joseph Osha. October 3, 2019.
"lofty valuation"

Ryan Brinkman. October 3, 2019.
"We need to throw in the white towel because we can't look investors in the eye being bullish on this name anymore"

Daniel Ives. April 25, 2019.
"I see big trouble ahead"

Charley Grant. July 25, 2019.
"We've lost a lot of money"

Mark Spiegel. January 16, 2020.
"Nobody cares about the Model Y"

Adam Jonas. May 22, 2019.
"Napoleon once said, 'Never interrupt your enemy when he's making a mistake,' so I won't. Just watch the screen"

David Einhorn. May 6, 2019.
"Toni Sacconaghi has been dead right on Tesla"

Jim Cramer. July 5, 2018.
“Our analysis suggests that the deteriorating sales trajectory of the Model S and X may be primarily due to competition, particularly in Europe, from Jaguar and Audi"

Toni Sacconaghi. August 21, 2019.
“There's absolutely no reason to own the stock right now”

Mark Tepper. October 4, 2019.
"To be honest with you, I don't know, I don't have any idea, I'm gonna be perfectly blunt, I have no questions on Tesla, I don't know what to say, I don't know what to ask"

Brian Sullivan. January 22, 2020.
"It's clear that there are things going on with Tesla that are beyond my comprehension"

Guy Adami. January 22, 2020.
"Tesla is and remains one of our biggest and our best short positions"

Jim Chanos. December 16, 2019.
"I’m not covering"

Thomas Thornton. January 27, 2020.
"Tessla"

Adam Jonas. February 4, 2020.
"The stock is going to get absolutely clobbered at some point before long"

Matt Maley. February 4, 2020.
"I just can't believe this freaking stock"

Craig Irwin. February 4, 2020.
"You understand the question, right?"

Michelle Caruso. February 4, 2020.
“If anyone is still short $TSLA, it’s painful”

Joe Kernen. June 10, 2020.
"The Model X appears to be unbuildable with those automatic gull-wing doors, which everyone in the industry always said were not going to work"

Bob Lutz. February 4, 2016.
You can follow @ValueAnalyst1.
Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled:

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.