Recent content by ShortSeller

Ad hominem attacks aside, You’re completely right that I would be allocating resources towards the higher margin products first. Maybe we should be asking why the ramp up is taking so long, why the CEO thinks the originally promised price will now “kill” the company, why the reliability has...

Model 3 is a luxury sedan? Usually luxury sedans don’t include features like vanity mirrors installed with 2 sided tape and misaligned body panels and other things that legacy automakers figured out by 1980 or so.

Good questions. First, GM reportedly loses money on each one, but that’s OK because they earn billions from the rest of the cars they sell. Tesla doesn’t have that luxury. I have not really dove into it since I have no position in GM. I will say that if you absolutely must have a BEV and...

I think to settle this argument, we need to see 5K M3s per week and the introduction of the $35K variant. I can’t wait!

A simple review of the financials doesn’t make this sound very far fetched

I noticed Elon’s comment on Twitter today about an update to the Superchargers, anyone know where the capital for this is going to come from? While we’re talking about updates to existing products, when does the battery swap get rolled out, or the solar shingles?

The brakes issue that Consumer Reports noted is not surprising based on the YouTube video where someone went around Laguna Seca and destroyed the brakes. I would expect the P version to have an upgrade

Nope. I was referring to a chart someone posted of auto GM correlated with deliveries. I thought it was interesting, but doesn’t change my position.

This has been a fun experiment so far. I joined the site, stated my position and the reasons for it and then what happened was very interesting. Most counterpoints involved ad hominem attacks about my education, personal wealth, and professional background. A few contained legitimate points...

I don’t see Tesla building M3s at a scale sufficient to achieve profitability for a sustained period. I understand Elon’s prediction for Q3 and I see the possibility of having an isolated profitable quarter similar to Q3 2016 when they eked out $20 million by selling $140 million of ZEV...

Agreed - M3 was botched.

Perhaps Tesla’s biggest asset is the patience of their customers. I know I wouldn’t have anything to do with a new car that immediately goes to a body shop for rework, no thanks.

Likewise

Ah yes, Q3 2016 a whopping $0.15/share profit, or $21.9 million in total. If I recall correctly, they sold almost $140 million in ZEV credits that quarter. Before and after that quarter, it was massive losses as usual.

Lol, OK fair enough. It’s safe to say I take just about anything Elon says with a grain of salt. Years of missing guidance tends to shift my outlook.