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  1. O

    Short-Term TSLA Price Movements - 2016

    There were also dozens of model S's but I didn't take the time to figure out which were new and which were loaners etc. so I didn't quote a number.
  2. O

    Short-Term TSLA Price Movements - 2016

    Was in the area so stopped by the San Diego service center yesterday. I drove around the building and counted 34 Model X's. :)
  3. O

    Short-Term TSLA Price Movements - 2016

    In my opinion, the current macro environment may have some benefits for Tesla. Given the significant decrease in share price, a secondary offering at this price point would not go over well given the amount of dilution necessary. For Tesla to grow and pay for large Cap-ex items such as the...
  4. O

    Short-Term TSLA Price Movements - 2016

    another good read... What is it like to work with Elon Musk? - Quora This part was particularly interesting: "So for those who ask the question, this is in my opinion the true character of Elon Musk. Undeterred in the face of all odds, undaunted by the fear of failure, and forged in the...
  5. O

    Short-Term TSLA Price Movements - 2016

    Agreed. Although technically this is the quiet period before earnings, Lutz's accusation does provide Musk the opportunity to speak out to correct misinformation as he has done in the past. Obviously, Musk does not think the Model X is unbuildable if he plans to build 1000 per week by next...
  6. O

    Short-Term TSLA Price Movements - 2016

    Elon Musk in Paris 2016 - YouTube Fastforward to 4:20 Video is from Jan 29, 2016. In my opinion, it is very unlikely that there will be some material change in Elon's assessment of the situation between this video and earnings. My belief is that he will reiterate this guidance on the CC. Just...
  7. O

    Short-Term TSLA Price Movements - 2016

    We all know that Elon has publicly stated 1 week ago that Model X deliveries will be at 1000 units per week by Q2. He volunteered this information. So there clearly is no fundamental problem.
  8. O

    2013 Trading war stories

    This is my first post, but it will certainly not be my last. I first learned of Tesla while watching a video of Elon showing off the Model S to a reporter. This was back when the stock was in the 20-30s without a hint of the craziness that was to occur. I thought Elon seemed interesting and...