Separate names with a comma.
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...
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
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...
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...
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...
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...
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....
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...
cool thanks, agree with your assumptions if they can hold that level of demand the margin will still improve
big IF on that demand level for P3D...
does this assume continued production of ~3-4k week P3D and AWD?
Did you have any FSD revenue hitting in this model?
it's ironic, isn't it
I turned those off, i average more than 1 disagree per post, so i turned off all alerts because it pops up on my work screen and it is annoying
can you link me to this rule? I am unfamiliar
I was on a 30 day ban, i even posted the ever hilarious post of
"Back from my 30 day ban, what did I miss?" that got like 14 funny votes....
VW Denied this, but it isnt worth arguing at this point.
Think about this for a second.
What you are stating is
"If I hadnt shot myself in the foot, then you definitely would have"
And then hating...
he did say "Funding Secured" and it is apparent now (and admitted so) that it wasnt true.
What I find odd, is it isnt that statement that is the...
Investor commitment to Tesla is amazing. Most companies would be down a lot more than this on a criminal probe news.
Honestly though, even as a...
seeks "at least 75k"
that is to classify it into a category, the lawsuit is for 76m
actual lawsuit, for those who choose to read it
certainly confirmation bias exists.
Let me qualify it, i often see "I love my Tesla" I rarely see "I hate my tesla", in fact i have never seen...
thanks for this
How about this part:
"As of June 30, 2018, we had $710.6 million of total unrecognized stock-based compensation expense for the...
i find this sentiment common and strange
"Other than always being broken, it was amazing"
should really say "Please stop banning me"
I assumed you were just grouping all us shorts together, but no I dont work in journalism.
just saw all the back and forth from you and @Fact Checking
You guys are way ahead of me, i was just reviewing the basics.
I am glad you are taking a break. Managing yourself is as important as managing your portfolio. It is good to have balance. Just...
JUst to prevent FUD
The electrek article reporting the 680m is misleading. They only increased the registered share capital. No funding has been...
very interesting, wish he would link sources
NOw that I am unbanned, I can respond.
Overall I think you have a great model. I am only going to comment on what i disagree with, but dont take...
Man, i want a job that pays me 10m and my biggest complaint is being ignored. I love being ignored at work! If I could be ignored all day every...
I dont think so. I think Tesla, as a brand, lives a very long successful career. I just think it wont be under the current capital structure....
there is a 4th reason that is much much worse. However I do agree with you in general. There is no positive way to spin this other than something...
Whoa, you are not kidding
Hey guys, im back from my 30 day ban
What did i miss?
Not sure how it is bug dust but would like to hear your take
Subsequent events fall under ASC 855 (I think), I was trying to make it easier to...
In all seriousness, I really hope no one is investing any amount they can't afford to lose. No matter which side you are on.
This is not normal,...
would you mind expanding on your logic?
I havent trimmed at all, but Sunbird has me worried lol
as a hedge or did you close out?
do you know if this is the same process as a 409A valuation? I am guessing yes