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  1. S

    Elon Musk vs. Short sellers

    I work for a long only fund so I’m not short the stock like many suggest just because I said Solarcity was a crappy business. You’re so confused about Solarcity it’s laughable. The VIEs didn’t produce enough cash flow to fund future projects which is why they had to tap the debt markets. $2.6B...
  2. S

    Elon Musk vs. Short sellers

    I did, the author is giving to much credence to short sellers bring down stocks. Solarcity would have gone bust even if short selling was illegal. Also saying Chanos is some evil short seller is ridiculous. The guy has uncovered tons of corporate fraud which is more than anyone on these forums...
  3. S

    Elon Musk vs. Short sellers

    Out of curiosity did you read the judgement issued that allowed the lawsuit to go forward related to Tesla’s acquisition of Solarcity?? It might change your mind about the company’s destiny. It had insufficient cash flow to service its debt and was a poorly run company. Musk controlled the...
  4. S

    Moats: Why Tesla Can Do What Other Car Companies Only Dream About

    I never said I liked dealerships just pointing out a fact that Tesla bares the cost of a large retail network themselves. The economics work out to about the same as other OEMs that just sell at wholesale to dealers.
  5. S

    Moats: Why Tesla Can Do What Other Car Companies Only Dream About

    Most of those items do not constitute a moat. I invest for a living based off of Morningstar’s most framework. Over the air updates & EV mindshare/brand are the only moaty factors. 1)Tesla is losing talent not gaining it 2) Panasonic produces batteries for everyone and cylindrical batteries...
  6. S

    Model 3: My car is in the shop on day 2

    Probably why Tesla gets an F with the BBB (Better Business Bureau)
  7. S

    Battery to 0 overnight

    I understand completely how it works. This one of many reports that the Model 3 battery has trouble at cold temps.
  8. S

    Battery to 0 overnight

    Except if the battery is too cold to draw power it wont work. The real issue is they chose to cut a necessity for an EV in cold weather in order to bring the cost down to become a mass market car.
  9. S

    Battery to 0 overnight

    They didn’t put a battery heating system in the Model 3 like they did with the model S to cut costs out of the car. It’s very unfortunate and should be explained to people not living in a warm climate. I would suggest parking it inside if you can.