#TSLA

1/ $TSLA truth vs Reality$TSLA: operating margin of 5.4% in Q4Reality: Ex-ZEV credit OP margin of 1.4%--industry lowSBC shouldn't be excluded. You paid it. Shareholders lost.$TSLAQ 2/ $TSLA truth vs
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1/ I don’t subscribe to view that HFs have been buying up $TSLA in order to sell to the indexers. This is not what fundamental Long/Short Equity and Special Situations
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I have updated my top 10 reasons investors should buy $TSLA:1/ Huge EV runway ahead, with global EV penetration now 3% likely to go to 20% by 2025 (6x increase
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Open letter to all S&P 500 benchmarked managers:On Friday 12/18 at market close, $TSLA will enter the S&P 500 Index at an approximate 1.5% weight - the sixth largest weight
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This is a monstrously good thread, that paints the absurdity of $TSLA ‘s inclusion in the S&P index way better than I ever could Compelling thesis to place some longer
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TESLA - A PERSPECTIVE ON FUTURE DIVIDENDS Let’s take a look at what it might be like :1. Imagine that you buy 200 shares in TSLA today at $600 per
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while Musk continues to lie about regulators holding him back- hello sitter- the $TSLA 10k can, in fact, speak for regulators.In the US, "there are currently no federal U.S. regulations
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Indexers have one job: To match the bm. If they start buying $TSLA too early - which is not going into the bm until Friday after close - they create
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1/It's a popular myth that index funds have time to buy TSLA shares.But the S&P 500 index starts tracking TSLA on Monday, at Friday's closing price.This strongly incentivizes indexers to
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"Mike is working with the finance team to get the buy off on scrapping the modules for the second quarter." $TSLA Here is the request for "permission" to make the
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The guy I used to work with (I’ll call him “Q”) who shorted $TSLA at $600 in Dec called me today:Q: Why is $TSLA up 6% on no news?GB: Because
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In theory, a stock’s value is the present value (PV) of all future cash flows. The theoretical correct P/E is the PV divided by next yr’s earnings. If $TSLA ‘s
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As an analyst, you learn to look for inflection points. If a company you own and love suddenly struggles after blowing away estimates for several quarters, you owe it to
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My first TSLA stock purchase made in August 2012 is now 100x ($5.94/share to $599.04).Here's a thread. At $637/share all my TSLA stock purchases in 2012-2013 will be 100x. I'm
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Without a holding company:In ~5 years, Elon steps down as Tesla CEO, remains as Chief Product OfficerIn ~10 years, leaves Tesla completely to focus on SpaceX and Neuralink. Starts selling
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Is this Even Possible Today?On December 2, 2001, Enron filed for Chapter 11 bankruptcy protection in a New York court, kicking off one of the largest corporate scandals in U.S.
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