The author is a retired hedge fund manager who is short TSLA. He rehashes all of the same tired old bear arguments, including valuation models learned in college for established companies in stable industries. He doesn't seem to grasp the portent of the 21st paradigm shift involving an innovative young company successfully disrupting large and long established industries. Nor does he understand what an upstart must do if those industries are capital intensive. Fortunately, through Barron's he is just preaching to the choir.
A mini-hedge fund manager presented the same Tesla short selling arguments to a hedge fund conference in November. His tweets seem to indicate that he still does not understand why the market answered his presentation by relentlessly boosting the share price.
I couldn't read the second article, it was behind a paywall. Just as well I figured.
Thanks for the analysis!