Recent content by Bullish_Bear

Thanks! It's like dear Mark would hide his face in the pillow sometimes...there is no fund performance in this article :)

Does someone have Mark Spiegel's July letter? I couldn't find it but need some laugh...:)

IMO things could be less scary. The reasons: 1. There is rumor that SP500 committee could override the rule to let Tesla in even if Tesla was not profitable last quarter due to Covid influence. I know the chance would be slim but it is a headache for shorts. 2. If the loss is minor, the market...

I know it could be a less pleasant topic, but if unluckily Tesla reports a slightly negative GAAP earning on Wed, what will happen to the stock price? I would expect a retreat of roughly 15% in a couple of days...Any thought?

For the MIC margin, the 35-40% estimate was before MIC SR price reduction on 5/2 (17.5% reduction) as long as I remember, so it should be too optimistic now FYI.

how come this ship arrived to England on 6/28? which ship was it? Was it from Belgium?

Any tax incentive in stimulus bill for EVs？ Thanks！

Bear me if we have discussed it but I failed to catch up: could someone point me the February 2020 letter from Mark Spiegel and his Stanphyl Capital? It is always fun to read him.:) Thanks!

The 1000 orders/day has been way too overly interpreted. Actually it only showed 1000 orders for one particular day, not every single day. Actually, for the first one or two days with huge price drop and new car demo in China, I would feel very disappointed if they couldn't make 1k.

yes, in some sense. the stock market really pays us a lot :)

subsidy here does not go to Tesla's pocket. It is sales tax exemption for final customers. So your point is not the case.

Does anyone know how many days the Fremont factory shut down during this holiday season? Thanks a lot!

hi Zaxxon nice to read your post! Are you still in Colorado as your profile shows or you are in California now? Just curious if Tesla got that hot in CO :)

Tesla sold only 16565 in Oct? How come...

You can literally read it as this...but the meaning between lines is pretty clear to me. Nobody says ' I will have my dinner before jan 2080' although technically it is correct...:)