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  1. jesselivenomore

    Elon Musk vs. Short sellers

    First let me say that I don't have anything against short selling in general. People bet on stocks going up, they should be allowed to bet on stocks going down. Personally, I do both and I don't think it makes me a bad person. Short "squeezes" also do not benefit long term shareholders. If every...
  2. jesselivenomore

    Some views on current price action

    First of all thanks guys. I'm glad to be back. Ok so it seems like the general consensus I've been reading here is that we have topped out for the time being with few upcoming positive catalysts now that the Model 3 unveil is over, and an underwhelming Q1 report. The general feel seems to be we...
  3. jesselivenomore

    Q4 2015 Earnings prediction

    Some very crude back of the envelope math for Q4 earnings since we now know the deliveries numbers: Since Q4 deliveries are up 50% from Q3, I will use that proportion for all revenue calculations. This is assuming vehicle sale prices remained constant, which may not be accurate. However, that...
  4. jesselivenomore

    Is Tesla underestimating Model 3 demand?

    What were the initial estimates for steady state Model S demand back in 2012? I recall something close to 20k a year, but I could be wrong. This year there will be roughly 50k Model S deliveries, but that doesn't even represent steady state. Sales have yet to begin in South Korea, Mexico, and...
  5. jesselivenomore

    Consumer Reports is wrong about future reliability

    First of all, I am not blaming Consumer Reports for being biased or anything nefarious. They have their own criteria and are totally within their right to add or remove anyone to their recommendation list. However, their conclusion regarding future reliability is simply based on a false premise...