Recent content by FrankSG

It's basically working capital. There is a more detailed breakdown of what is included in the 10-Ks and 10-Qs. Items like inventory, accounts payable/receivable, deferred revenue, etc. Note that it's the effect of these items on cash flows. So if inventory goes up, it's a negative effect on...

I can't imagine he's doing it for the money. He's probably making ~$500k off of Patreon each year and presumably has a pretty good chunk of TSLA holdings as well. Although the main selling point of it sounds like it is the community, and it feels a bit wrong to me to charge people for the value...

Those EPS numbers are non-GAAP, whereas P/E ratio is usually based off of GAAP numbers. Therefore, Tesla's actual EPS in those scenarios will be slightly higher than your 92 and 56.

Made this table over the weekend with some valuation and growth data points from Tesla and a few other companies. Sharing it here in case anyone finds it useful: Red field means unavailable data (revenue 5 years ago from then not-public company) or negative numbers from unprofitable...

Singapore does exactly this: Not Vaccinated? In Singapore, You’ll Pay for Your Own Covid-19 Treatment

Earnings calls aren't there to pump up the stock price, satisfy short-term traders, or reiterate things covered in the letter. Earnings calls exist to provide additional details and to answer questions/alleviate concerns from long-term investors.

Even if you give them that and assume they are able to determine this perfectly, the much bigger flaw imo is that they assume zero overlap in the mistakes these 2 systems make.

Last I heard, MobilEye does not know of a way to achieve the required safety levels through pure vision, hence they plan to combine a separate vision system and a separate LIDAR system. Their belief is that if their vision system makes a mistake once every 1,000 hours and their LIDAR system...

I'm nowhere close to being the oldest nor the wisest TMC member, but here are my two cents. Early in my adult life (10-15 years ago), I was big on movies and loved movies that suggested there may be more to life than meets the eye, such as I Origins, Mr. Nobody, Interstellar, Arrival, etc. I...

The latter. No cap gains tax at all, unless you are speculating on real estate.

No capital gains tax in Singapore. Unless it's from real estate speculation.

Thank you! I don't think I'll be posting much though. Tesla/investing/money isn't very high priority in my life right now, so I won't be allocating that much time to it. I'll just keep up with the main stuff (Tesla Daily Podcast) and consider leveraging up/down when stock is low/high. I share...

I turned this into a blog post. There's not that much more information beyond the graphs, but I've elaborated a bit on a few things, including on the downsides of call spreads. TSLA Options: Are Call Spreads the Future?

Consider getting spreads going short the $2,475 call rather than getting naked calls. Although there's a few downsides with spreads, I think the pay-offs are more attractive atm than naked calls, unless you believe there's a significant chance of the stock going to $4k or higher in the next 2...

If you're selling shares to make these trades that you otherwise would've held onto, you're making a big mistake by calculating your returns in $ values. That money invested in common stock would've done better than breakeven at your calculated breakeven points, so these aren't actually your...