#TSLA

1/x Short thread on compounders and selling winners. I was inspired by Howard Marks latest memo released earlier today. Hopefully provokes some thought into current >20x sales valuation environment. Oh
Read more
This is a take. The thread is worth reading for the take. I expect it overstates things. Couple of problems.1) while vanna can drive moves, I expect it is more
Read more
$TSLA I am no equity analyst and do not have an in-depth knowledge of $TSLA nor do I really care to. I am applying non-expert basic common sense here to
Read more
$TSLA conference call. Let's do this. Who's in? This better not be a bomb $TSLA Tone sure changed in a hurry $TSLA Pointed out elsewhere h/t @DeanSheikh1 but how do
Read more
The home battery energy storage market is projected to grow from $2.9B to $12.1B by 2025. While $TSLA is a big player in the space, other solar companies are also
Read more
With 2020 now in the rear view mirror, I thought it might be fun to post some 2020 $TSLA hater predictions gone wrong.Matthew Battle: “75,000 or less Model 3s in
Read more
How S&P inclusion bursts the Tesla bubble:Ever since June (at $200/share), Tesla stock has been driven by a perpetual motion machine of hype and call option flows -- nothing more.
Read more
1/ weekend update.TL;DR: #Tesla will likely lag 19Q4 by a wide margin.There have been 8 ships to Europe for ~28.2k in 19Q4 and 6.2k in opening inventory, so $TSLA
Read more
1/ Now that the election has been called and voter fraud dismissed, it’s time to search for other frauds. Let’s look at $TSLA Full Self Drive. About 3 weeks ago,
Read more
1/x: To clear up some questions I've gotten about the recently announced $TSLA ABS deal, let's dig through the materials generously provided by Moody's explaining how they came up with
Read more
"Tesla has sought to portray its latest profit as further proof of the long-term financial sustainability of its business. However, a look beneath the surface reveals a far less rosy
Read more
1/Had 3 phone chats last 48 hours all same subject matter regarding 1. loss or lack of confidence in trading due to losses or lack of clarity on trade entries
Read more
This is the key reason I continue to own $AXSM from $2 to $100 to $70 to ? - the ceo/chairman has owned 8m shares since company founding and has
Read more
1/ My latest for @gurufocus, 'Tesla: The High Price of S&P 500 Inclusion', just went live."A closer review of what Tesla had to do to gain admission to the S&P
Read more
Post-Musk crypto markets are going to be eclectic and confusing. Retail is now here to stay, so capital rotation becomes more idiosyncratic. $DOGE type moves that leave us totally bewildered.
Read more
1/18Long thread ahead of $TSLA's first S&P week with some advice.First off, to people only holding stock, my general advice is sit back, relax, and watch the show. Even before
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.