Recent content by Reality

I dont think im obnoxious I am an EV fan, but TMC does not strike me as EV fans, just Tesla fans/investors.

good post, I agree are there shorts here that really dont get banned?

Hi, Short here Curious why BK is looney? Are you assuming they can raise capital forever?

agree with this

Yes, also these were the low margined SR+ versions, so it's even worse The Tesla brand is going to survive but equity holders in the current structure are not going to fare to well in the near future imo

I would advise against Buying, falling knife, etc

oh ya, that I agree with, but I mean, Elon lies....sorry, is "overly optimistic"...... a lot so I never really gave it any credibility Still though, you have every reason to claim a refund based on that, just not if it's because they lowered the price. That's business

I feel like I would be waaaaay more upset about this than a car price change. No one ships a company extra money when they raise the price, why would it be the other way around. But the engine thing would have me irate. Also, seems very coincidental that the badges and spoilers were left off

fwiw, im a Tesla bear and i dont think anyone has a right to complain about the price change. Price skimming has been around for a long time, it's weird to assume you should get a refund.

Asking a question: I read the Tesla Parts catalog only lists 2 types of engines (front and back) for Model 3 whereas the Model S and Model X have 3 types (one extra 'performance' engine). https://epc.teslamotors.com/#/login (gated) I know Elon claimed the 'bin lotted best sigma output' or...

true, but the flip side of that is if that 500m swing was a rebate, then all of a sudden the Q doesnt look very good (300m in profit with 180m from credits, selling the highest margin cars they have with 2 years of backlog). Time will tell

I was way off, took a beating. Congrats to all of you bulls on a great 3Q. With that said, the Q3 report had a lot of interesting things in it. The AR spike is the oddest of all because the banking reason doesnt hold water. Also the strange disclosure of 10% of AR is due from 1 entity (not...

There is a lot of interesting information in the offering circular

Tesla Pension Fund case, very interesting read. Public Portal - Superior Court of California, County of Santa Clara

What? Depreciation for management purposes? That isnt a real thing. There is GAAP/Tax/AMT Management depreciation is not a real thing. I think you mean the capitalization or treatment. edit: read rest of post, ok, you are just talking a different analysis. Not D&A in the real sense, just a...