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Ok.. I thought they had all vested but couldn't find a source confirming it and letting me know when. Thank you. So, Since 2012 Elon Musk has been working toward the audacious 2012 and 2018 incentive packages... and since the end of Q4 2022 without any additional incentive (beyond his...

Are you sure all 12 of the tranches are vested? Elon Musk scores hat trick of Tesla compensation goals worth $23 billion This article from April 2022 indicates that 11 of the 12 tranches were vested. If the plan is vested already, why would expect a new plan 5 years later?

Quick question... Am I correct in assuming that Elon Musk is literally not getting paid to be the CEO of Tesla? His salary is $1/year and his performance base compensation packages from 2012 and 2018 have been met afaik. And that pay is under threat from a shareholder lawsuit. (Tornetta vs...

Dont' forget when they ran a bogus story about running out of power in a Tesla, but the crazy part is even when they were caught red-handed they still refused to admit they were wrong. A Most Peculiar Test Drive...

Lol... maybe I should say legacy auto has no short to medium term incentive to build EVs.

Legacy auto has no incentive to make EVs I recently watched the 3rd row podcast with elon and sandy monro... It was pretty good. However, I don't understand why people expect legacy automaker to make EVs. They have no incentive... whatsoever.

It is more specialized and complicated than you might think... "The masks... require a once-obscure material called melt-blown fabric. It's an extremely fine mesh of synthetic polymer fibers that forms the critical inner filtration layer of a mask, allowing the wearer to breath while reducing...

He sold his stock. Tesla, TSLA & the Investment World: the 2019-2020 Investors' Roundtable

I am holding my shares.... I bought in 2013... it had a huge run. It traded sideways around $200 for 6 years. I accept that this may be the best price for a few years, but in 5 or 10 years. I think Tesla will be worth a lot more. If FSD comes to fruition (which I think it will within 10 years)...

Regarding all this talk about "taking some profits off the table." I am going to hold until I plan to spend the money or find better investments. Cash is the worst investment out there because of inflation. You have to put it into something or spend it. Also... in .com bubble, yeh a lot of...

$TSLA a global distributed power utility!!

Here are my thoughts on what Tesla will go over on battery day (range, battery life, cost, etc)... including producing cells and raising money... any other thoughts on what will be on battery day? Batteries are no longer a commodity

What is your twitter handle? Also tweet to Michael Bloomberg... he goes on about he is for the environment but let's bloomberg news report tons of FUD about Tesla.

Who said that?

he said something like... tesla would take 20 or 30 percent...

He did say they would be cash flow neutral.

My thoughts on bias in recent LA Times article about Tesla short sellers. LA Times vs Tesla

I totally believe they will be re-using a lot of model 3 parts.. it looks really similar to model 3.

Pretty close? I gave up on them years ago. They are like blockbuster and kodak... dead man walking. Seriously... they are too conflicted with their existing business to change. Tesla has zero competition from Big Auto

The big difference in profit seems to be "Net income (loss) attributable to noncontrolling interests and redeemable noncontrolling interests" What is that?

Hey guys... most of the information in this post is well known to people on this board.... However, I felt compelled to write this up because it has helped me crystalize my thesis about tesla and respond to naysayers (especially on social media)... please let me know your thoughts. Interview...

Tesla’s secret sauce – Andrew Thomas – Medium

Why is it not a core advantage? The cost / kWh is the key metric for viability of EVs.

Hey guys... I published this article about Tesla's competitive advantage regarding battery cells..... before I put it out there... does anyone know of a traditional automaker planning to use cylindrical cells? Also has anyone seen a picture of the robots that wire the cells into the modules...

no kangaroo t shirt... checks out NO KANGAROOS IN AUSTRIA by redhornet

Solid interview... here is the link... cuz embedded video is not working. Bloomberg

Yeh that is absurd.... by "wrong data from FactSet" do you mean incorrectly reported by the street, or the factset data is inaccurate? On the daily mail... after sec settlement... the headline on snapchat was "Elon resigns" talk about clickbait and misleading headlines.

Here is the tell with people like this... an unnatural mixture of investing and accounting knowledge mixed with naiveté. Just like when they says Tesla looses money on every car they sell... are we supposed to believe these hedge fund managers don't understand gross margins? so then the question...

Yeh you're right... they do sometimes give guidance. But still... This is wild speculation.. It could just as easily mean what I suspect... they will be close to profitability.

This is ridiculous and doesn't really warrant any response.... I'm pretty sure they don't give financial guidance in these... and they rarely give out reservation numbers because they have been down selling the model 3... presumably till now. Anyone that thinks demand / reservations is a...

Suspicious timing in SEC lawsuit against Elon Musk Suspicious timing in SEC lawsuit against Elon Musk – Andrew Thomas – Medium

How will you liquidate your position if you keep the shares and it goes private? secondary market? just hold it forever and get the dividends? or they go public again a few years later?

Is this the next level short burn? (edit: going private)

I am convinced there will be a short squeeze at some point in the near term. Q3 results.. Q4 results.... But lately I have been contemplating all the ridiculous negative attention on Tesla. And I keep coming back to this thought... There have certainly been industries in the past that were...

Tesla and artificial deadlines Tesla and artificial deadlines – Andrew Thomas – Medium

Adam Jonas, CFA – Morgan Stanley May 15, 2018 4:01 AM GMT Following 1Q18 results, we are making significant cuts to our near-term and long-term auto margin forecasts and allow for marginally greater equity dilution. We see Tesla as trading near fair value with a balanced risk-reward. We...

I agree completely and I basically took technical credibility and trust for granted. This post is more about credibility and trust from a financial perspective.

In respsonse to Mark Spiegel. This is the biggest mistake I see all the Tesla bears make. They overestimate Big Auto and underestimate their conflicts of interest. Big Auto will waste billions on EV flops – Andrew Thomas – Medium

After years of defending missed deadlines... I finally came to my senses. Why I trust Elon Musk despite missing expectations – Andrew Thomas – Medium

I have thought about this a lot... because I have thought... "What am I missing?" The most sensible conclusion I have come to is... these old school car guys and analysts think this way about Tesla because GM shareholders won't tolerate these types of short term losses. Their shareholders are...

this is great for cash flow!!!

This narrative that it doesn't affect the medium or long term... is not true. If delays continue, they could have to raise more cash... and that could be under very unfavorable conditions... high interest rates, or if the stock is down another raise could be highly dilutive. I am long and...

Why the drop in R&D? Because... Model 3 being out of the R&D phase? I have 369,774 for R&D in June 2017? Not 324,774. Am I missing something?

Calling out more Chanos bullshit... bottom line: he claims audi traffic jam is better than autopilot... it is not. Jim Chanos continues to mislead on Tesla – Andrew Thomas – Medium

Interesting idea... it would be useful if there was a meta-site that collected information about journalists... and bloggers.. one that gives them some sort of reputation or score... sorta like page rank. and uses that score in ranking their most recent articles. Or even one that used...

Hey guys.... Here is an article from CNBC.. Phil LeBeau.... typical crap article... Investors giving 'cash incineration engine' Tesla a lot of rope, but may soon lose patience. Phil LeBeau on Twitter This headline is misleading in 2 respects... the people he is referring to are investors only...

Yeh I agree... it makes sense... but what do you make of all the problems they have had??? Google's failed partnership with Ford... Failed Google deal left Fields in the lurch Apple scaled back project titan away from building cars. Apple Scales Back Its Ambitions for a Self-Driving Car...

This was an insightful interview... I often have thought that TE faces a tough competition and may not have huge margins like their auto business... I think that is a good way to look at it... That TE is part of their ecosystem. However, I am more optimistic about Tesla and their self driving...

Elon Musk: Exactly. Tesla is absurdly overvalued if based on the past, but that's irrelevant. A stock price represents risk-adjusted future cash flows. I have struggled with this problem on NVDA. I am a programmer and I know a little bit... NVidia was a sleeper hit... they make graphics...

Tesla Q2 2017 Production and deliveries states.... "We always want our customers to experience the newest versions of Model S and X while their cars are in service, so we added fully loaded, newly built cars to our service loaner fleet. We always want the service loaner Tesla to be *better*...