Recent content by unk45

No, no…misunderstanding the facts leads to increect conclusions.

This is an entirely incorrect premise. There is copious information here annd elsewhere explaining how actuarial processes, loss frequency vs loss severity work.

He referred to only auto insurance profitability for automated vehicles. Most of BH insurance holdings are not related to auto.

Anybody steeped in actuarial practice, Warren Buffet is a superb example, understands the impact of loss severity, and also the increased likelihood of self insured status for operators, with reinsurance for excess risk. That is not a recipe for good results in traditional car insurance.

Their lease securitizations suggest you might be incorrect as to the %. Remember that at higher vehicle values, especially, a prime motivation for leasing is the ability to gain better tax treatment than would eb the case of direct depreciation of a purchased vehicle. Such cases are largely...

AAPL has debt for one major purpose: to balance income and expense for foreign exchange. They do not use debt for any other purposes. Tesla, similarly, has had little reason to borrow in recent years, other than to help offset FX risks. These are long established corporate practices to balance...

Actually not so much those things but two things: taxes and minimal zoning. Of course both of those do subsume, perhaps, to givernsnce. Very wealthy individuals often redomicile to Florida for two reason: minimal personal taxes and general ‘household’ rules. That does not necessarily mean such...

This is really not complex: 1. Tesla recognizes sales on completion of delivery to final purchaser. 2. Almost all others recognize sale when transferred to dealer/distributor, not always defined the same way. Conditionality, I.e. buyer attempting return after purchase is either a warranty...

That is clever, but incorrect. Shorts do not 'hold negative shares'. They borrow shares in hopes of repaying them at lower price later. Single exception: market makers in the US can sell shares they do not own (i.e. "naked shorts"). They still aren't 'negative shares' just imaginary ones. They...

I have no doubt the the largest unexpected factor was the shipping dysfunction during the quarter. All the there could have been anticipated and adjusted. Even the Houthi issues were quite predicable. Having the explanations ready accessible, as they are, does not alter the choices that...

I voted for all but that one. I followed your logic.

Not sure if you’re serious. Just in case Flanders is the Flemish (essentially a Dutch dialect) side. That is the wealthy side, the one smith almost all the EVs. Wallonia, essential the French part does not buy many EVs don’t have so many fast chargers. The German speaking part is East Belgium...

He lives in the other part of belgium, the progressive one. Flanders

You are a fount of useful information! This dichotomy neatly explains regional differences in EV penetration in many countries, including each of Tesla's major sources of sales. Belgium, by it's nearly unique structure, makes less obvious locations much easier to see.

Situation pending. From recent posts you might logically infer that my intentions are waiting for confirmations. I am encouraged. Your assessment of sales price is interesting.