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you should release them. and please private message me when you do. i'm a reasonably good analyst but i stand humbled by your excellent long...
twitter case study is a good one. there is a pool of hedge funds that does index arb trading, and some large cap managers who take active...
i've been off the forum for a while but still have my modeling for the company. i attached an update below. street estimates still look too low...
i feel fortunate to get even 1-2 quarters right and thus could be rightfully accused of short-termism when it comes to forecasting.
1 warranty issue is sort of a non-issue. warranty reserving levels are lower than they have been, but it also seems appropriate due to better...
most of what you said is correct - however, there are index members going in and coming out all the time. so usually it's quite soon after the...
i think you got it right. there was an economic improvement that amounts to about 2% gross margin on the whole auto business. it appears to 0.4%...
one of my biggest misses in a long time. here's the actual numbers, i often do a comparison but as i spend less time on tesla in general i just...
correct - the asp is inclusive of zev/non-zev credits. since i include credits on a separate line, the pro-rata share has to be backed out to get...
i view steep drops in a prior quarter as not stopping at a flat line. it takes a while for the full effect of the drop to flow through a complete...
agree, but i think it still carries opex and losses around the income statement. i have spoken to solar installers who have seen the solar roof...
i thought about my numbers again. units are up slightly but more than offset by the combination of higher leasing and lower asp. that's what i am...
this may call for an update on my side. do you have a reference for this? i do a linear estimate from mw installed and i've felt my method is...
solar mw deployed have dropped every quarter on a y-o-y basis every quarter since the solar city acquisition. solar mw deployed has also dropped...
you lose 140m in revenue at 20% gm is like 28m in gross profit but you also lose 90m in one-time charges. that's about 60m. i also have modeled...