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Deep Dive 1/3/2019 Sandy Munro Podcast with Autoline

Discussion in 'TSLA Investor Discussions' started by farzyness, Jan 4, 2019.

  1. anthonyj

    anthonyj Active Member

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    Bloomberg guy is a dumbass. He said that the Model X isn’t selling well compared to the S
     
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  2. Electroman

    Electroman Well-Known Member

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    The youtube comments on that idiot are hilarious and spot on.

    But you get a lot of bullshit from him.
     
  3. Rarity

    Rarity Supporting Member

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    Regarding the battery not providing additional stiffness to the car, one potential upside is that you can modify the battery pack without having to go through the entire homologation process.
     
    • Like x 1
  4. Vitold

    Vitold Active Member

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    The car has so many pieces because it is the safest ever tested:

     
  5. GregRF

    GregRF Squirrel Power

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    In the UBS report that seems to be based on the same info they had more detail:
    upload_2019-1-8_11-52-52.png
     
  6. kengchang

    kengchang Active Member

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    UBS gets their information from Sandy and pretty sure they were the one slapping potential lawsuit
     
  7. kbM3

    kbM3 Active Member

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    Exactly my thought.

    Sandy had just pointed out numerous Tesla advantages that set them apart:

    1). How bright Tesla engineers are (one of the top 5 destinations in the world for top tech talent)
    2) Cost savings through vertical integration.
    3) No legacy organization with competing departments and fiefdoms (Superbottle example).

    Doesn’t even include:
    1) Elon is by far the brightest CEO.
    2) No cannibaliztion of existing products worries.
    3) No legacy dealership model.
    4) Shareholders invested for steady dividends and not growth.
    5) ...
     

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