Recent content by Mark Harvey

Thanks everyone! Can anyone confirm the deposit $ required with the purchase of the Model S/X?

Lost in the hoopla of a positive eps quarter I have mainly been interested in demand for the Model 3 From the share holder letter: Deposits from customers in Q3 2016: $690,364,000 (up from $679,834,000 last quarter) This might be a dumb question, but I would kindly ask for insight from...

I personally viewed the announcement of fully autonomous features on all current vehicles being produced as the biggest boom for the company in many years. This is because the economics of an autonomous vehicle will mean that a Tesla purchased today will likely increase in value as more...

Great analysis. IMO nothing major has changed at the company on balance of 4-5 years. Deep analysis requires qualitative look of the company and the position it holds in the industry. Shorts say: Model X was late therefore Tesla will probably be late with its biggest product launch ever in the...

People tend to lump Tesla as only competing with battery electric vehicles. The true competitor set is all vehicles (fossil fuel, hybrids, BEV). This is counter-intuitive to how many people think about competition. Introductions of new electric vehicles by other auto manufactures is no different...

Hi I'm Mark Harvey. A long time Tesla investor and Model 3 reservation holder.

I'm voting yes because the TSLA/SCTY combo would create an unstoppable flywheel of electricity generation and consumption(think Amazon Prime flywheel). Combination of companies will add to Tesla's growing economic "moat". Only short term traders, and short sellers don't see the "synergies"...

I am overweight Tesla and currently have 153% of my portfolio invested in the stock because I think that it is undervalued at current price levels.

I see. I guess we don't for sure know what they are going to do with the old packs but I guess it makes sense to use them in warranty claim vehicles. Either way based on rough calculations it seems as though the actual $/kwh number is much lower than most analysts have in their existing...

$180/kwh is super conservative too since even if we assumed that they were seeking a profit on the 100D upgrade then the the cost might be something like this for a 20% markup on the 100kwh batter pack: ($20,000 price to customer)*0.20 = $4,000 profit to tesla Cost per pack = $20,000 - $4,000...

Assuming that Tesla does not seek to make profit from service as Elon has stated can we guide to a $/kWh for pack cost based on the prices of the 100D upgrade? Since it is $20,000 for the upgrade from used 90D to a 100D, and assuming $2,000 cost for service/recycling (conservative) of the old...

Great info here guys! Thanks for the information, this helps me very much with my research!

Hello new to the forums, I was hoping to have a discussion about Tesla autopilot hardware. Specifically it seems as though Tesla is going an entirely different direction when it comes to self-driving technology. From listing to Investor conference calls it seems as though Tesla's final...