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Recent content by CuriousSunbird

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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You are admirably optimistic, if somewhat unrealistic.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Unlikely to be direct effect on Tesla is the lawsuit is primarily aimed at the board members personally. I don't know if or to what extent Tesla has indemnified the board members, but typically corporate indemnities would not cover the kind of allegations that are being made here.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Most brokerages are going free-trades now.
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    Volvo XC40 Recharge Makes Its World Debut In L.A.

    I drive the gas version now. It's a really nice car. Hope Volvo offers the subscription deal on the PHEV versions.
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    Wiki Sudden Loss Of Range With 2019.16.x Software

    Easy. Drive to Saudi Arabia.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They will expense the rent periodically and reduce the prepayment asset accordingly.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think you're right on 1-5, but on 6, Tesla has said in its filings that it maintains relatively little D&O insurance (as reported here: https://www.bizjournals.com/denver/news/2019/02/01/elon-musk-tweets-highlight-need-for-directors-and.html).
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As I recall, the Q1 price cuts led to about a $90 million write-off. Given they’re still working on the Q2 financials, it will be interesting to see whether they take the hit for this one in Q2 or Q3.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    From the CS report - this is something you don't see every day:
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If anyone wants to read the full reports, they are available on E*Trade to all customers.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Seekingalpha loves Tesla - articles about Tesla get far more views than any other non-FAANG stocks. If Tesla went away, so would a significant proportion of their advertising revenue.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm speculating, but my guess would be that his previous hedge was the convertibles that got redeemed in Q1, thus necessitating a replacement hedge.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Few hedge funds will take unlimited exposure on a position, however much they believe in it. Out of the money calls are a natural way to cap potential loss.