Separate names with a comma.
This is going to be the cover page of Businessweek next edition [ATTACH]
Bernstein has been snapshoting price trends in US. Apparently these are so called list prices without addons, without doc fee from the website. [IMG]
Terminal is at Revenues: 6.35B Only 7 out of 23 updated since p&d report Net Income (non-gaap): -72mil Net Income (GAAP): -211mil
wow that is something! You are one and only one person I have a bookmark for and I never miss a single post you make. IMHO you are one among the...
@neroden Would love to hear your opinions on this Karpathy presentation: Andrej Karpathy | Multi-Task Learning in the Wilderness IIRC your...
Interesting snippet from Adam Jonas' institutional-client call: ** I'll bring you back to SolarCity, remember when SolarCity was announced,...
Elon's biggest strengths are... >> lands rockets Elon's biggest weakness are... >> none (see above)
Yes, correct. Then the issue for shareholders is - why run the firm the way it was run? We were all looking at MUCH higher sp by now, weren't...
There is some progress. Tesla filed a shelf registration to offer common stock and debt securities without disclosing amounts of either. EDGAR...
This will be my last post on this cash topic, and then I will hold my peace! There are several posts in response to my posts. I am only...
Well I go back to the same question. You yourself has said “Tesla's cash situation was probably dire mid-quarter Q1”. We have seen all sorts of...
That indeed is a very good question. Let me flip that around and ask this: So why exactly did Tesla not raise capital in Q1 or even better in...
In my opinion Tesla is effectively bankrupt. The only reason it hasn't declared one is that the suppliers are holding it up. As many have pointed...
YES! I will also add, @luvb2b delivery estimates prior to the delivery report was also very close.
Musk last night reiterated some 500K production number. Stock down a tad today. In essence market doesn't give a hoot to any of Musk's...
Related opinion Warren Buffett: Tesla's Elon Musk has 'room for improvement' as CEO
Leasing and especially the way it came out is quite interesting. Looking for input from informed folks in this space (just tagging a few names I...
Wonder how the next quarter will be?
Mods: Can you please edit the title of the thread to add "POLL:" in the beginning?
Please feel free to make your points in the thread. But please make crisp clear statements to hopefully minimize the discussion/argument.
Thanks for the update. When you say net loss, is that gaap or non-gaap? In the past few quarters there is a difference of about 200mil between the...
How do we know these are not all vehicles produced (as opposed to only delivered)? As this seem to be the go to tool to find info about any car,...
Does everyone here understand that the $2.5K is just for the privilege of ordering the car. It is NOT counted towards the price of the car, which...
Anyone put together a model for Q1/Q2 with the latest pricing in mind?
I interpret it as the former. That very roughly works out to negative $3.5K gross margin. That is inline with a company wide email that Musk...
On an annualized basis TSLA's return translates to 3.31% by the way. I bet most fans have performed way worse than that, given active trading...
Given that this is a Long Term thread it might be a good idea to reflect back how Tesla long term results have fared. Here are the 5 year return...
Btw, I asked that question before the news hit the wire. I would have guessed 15-20K before they got rid of 75. Now with apparently no new...
@luvb2b thrilled to see you. In the past we had a brief back and forth on S/X, in post tax-credit step down world. What are your current views...
Always value your take on things. I agree with the interpretation of "need the SR to sell the volume to fill the line"... However, I find it...
I like to HODL instead
Here is what happened: Tesla website all along said the car has all the hardware needed to turn on FSD. Only pending items are software...
We are talking about COGS savings at the cell level. These are mass purchased gigafactory cells... My very rough guess is that the MR is ~ 3K hit...
Tesla launches new Model 3 with ‘mid-range’ battery for $45,000, changes pricing structure So this bolsters the short thesis that order book ran...
From a cursory look the baseline bear thesis seems to be a) Q4 order flow will be weak, as the reservation book dried out. If not q4, it's q1. b)...
Given that this thread is "blind faith" - that ultimately everything will be resolved favorably and the ultimate goal will be met - I have this...
Burning man is gonna burn out
Calm down people. Just a minor glitch in the simulation. Typos will be fixed in the next version.
Numbers look FANTASTIC! Puzzled why the sp is not taking off... Market numbed-out by the hysteria over last few months?
A critical post at this point would be a pile-on. So I am hesitat the do this but still doing it because I think it's relavent and timely. The...
Per ER, Tesla is entering a phase of perpetual profitability and cashflow positiveness. Shorts would be continually grinded as stock will continue...
Full blog post at Musings on Markets: The Privatization of Tesla: Stray Tweet or Game Changing News
Aswath Damodaran on Twitter [ATTACH] [IMG]
Thanks Brian... I was wondering under which section that language was in. But the docs look pretty straightforward. Now I am pretty convinced,...
From what I am seeing the language is applicable in case of a fundamental change - as in a full cash takeover of the firm. Will send a...
@luvb2b Can't wait to see your update ;)
Very insightful post. Thank you very much! Have a question for you. Adam Jonas still believes that 5K/wk may not be attained until tail end of...
Dude, the poll is for deliveries.
What @schonelucht said!
I would love to end the conversation but the message would be lost prematurely. This is the last post from me. Promise. hobbes raises a number...