Recent content by ChrisA

The big lingering question: What case do they have that they can manufacture at volume and at a cost that makes the product attractive? Any insights appreciated

It's true that Fred could have left off "surprising move indicating weak demand" out of the headline. However, I find that he usually does a good job of separating factual reporting from the opinion in his pieces, which is why they frequently have and "Electrek's Take" section. At the same...

My favorite comment: "Thanks everyone... We look forward to installing millions of roofs."

I'm really surprised there are not more posts about demand right now on this forum (or if I've missed current ones, please provide some links). I'd love to hear more educated guesses about demand and shipment forecasts for this quarter and the next few quarters (particularly some of the educated...

Old adage about the stock market "a bull market climbs a wall of worry" sometimes applies to individual stocks too. As I've argued previously, operating margin expansion is often the crucial variable that propels stock price appreciation. With this in mind, TSLA may be just getting started.

The role of a chairman is to represent shareholders. There is no conflict if the chairman is an owner. Independence is sought from management.

Guys, what about Gene Munster for Chairman? Here's the logic: He understands the company and wants it to succeed long-term, but he has also been thoughtful and critical in ways that you would want a person in that position to be. He's also followed Apple from the days when it was virtually a...

Looking back, this private/no private drama will be considered a side show. The Bloomberg model 3 tracker indicates 5500 per week. If Tesla keeps this up -- and there does not seem to be a reason why it will not -- the company is truly crossing the rubicon. The model 3 is a better car...

Here's my $0.02 on this deal: I think it makes perfect sense. So long as one might reasonable assume some liquidity at six month intervals and no other strange terms, I'll probably just continue on with my same position. Those of us who choose this route and look back five years from now will...

Tesla bears today: "Look, if we built this large wooden badger."

I've stated on this forum before (but admittedly forgot where) that the single most important variable for stock price appreciation is operating margin expansion -- particularly margin expansion that beats consensus forecast. In this respect, I don't think Tesla is different than any other...

What I find pathetic about Gordon's "I'm a financial analyst" throat clearing is that he's not really talking about numbers that have any meaning. He's not even analyzing. The true definition of free cash flow subtracts non-discretionary cap ex -- e.g. the cap ex required to maintain the...

Short selling can be benevolent. It also can serve a constructive role in uncovering fraud. A while back there was a terrific op ed in the WSJ or the NY Times (I forget which one) that was written by a financial regulator who discussed how short sellers helped his regulatory team uncover fraud...

I found Andrej's presentation fascinating, albeit well over my head at points too. One point stood out for me: Apple has always touted the benefits of integrating hardware and software, and it has done well taking that route. Perhaps this dynamic is going to be even more important for Tesla with...

I took the liberty of adding to this BNEF chart on battery pack pricing: Twitter link Christopher Arndt on Twitter