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Short seller time capsules

Discussion in 'TSLA Investor Discussions' started by bhzmark, Jul 21, 2018.

  1. bhzmark

    bhzmark Supporting Member

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  2. valakos

    valakos Member

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    #2 valakos, Jul 22, 2018
    Last edited: Jul 22, 2018
    Very interesting regarding that last one published on CNBC... I'm noticing a barrage of Tesla hit pieces mostly on CNBC over the last 2 weeks more than any other publication just as production ramps up (as per bloomberg 3 tracker). Different authors though to Thomas Franck, if I wasn't a suspicious person I would say CNBC is doing everything it can to help panicked short sellers just as production is ramping up (hoping people will read their negative CNBC spin and cancel their reservations)

    Short Tesla, long internal combustion engine automobiles says Atlantic Investment CIO
    Here's why Tesla's Model 3 may face declining demand, despite Elon Musk's claims
    If Tesla's brand is harmed in a material way, it's 'over': Expert
    JP Morgan predicts Tesla shares will plunge more than 40% before the end of the year
    Tesla stock sank after Musk tweeted, again
    Needham analyst: Tesla is overvalued
     
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  3. oneday

    oneday Member

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    If I find time I’ll try to contribute to this. I’ve always thought something like this should be done. It would be cool if the moderators would allow @bhzmark to edit his original post and add additional ones as he sees fit or as people include highly upvoted ones in this thread.

    It would also be nice to find some for our resident trolls. And also for “journalists”.

    Cool thread. Following.
     
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  4. generalenthu

    generalenthu Member

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    I have a couple. This one is from Dale Wettlaufer of Charlotte Lane capital from his Q2 letter. He is on twitter (@valuetrap13). I also tried to converse with Dale on Twitter and was blocked.

    The second one is from upslope capital. I suppose these people have a 2-3% of their portfolio short TSLA.


    [​IMG]

    Here is one from @upslopecapital in his Q2 letter.

    upload_2018-7-22_22-37-34.png
     
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  5. bhzmark

    bhzmark Supporting Member

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  6. MikeC

    MikeC Active Member

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    Wow, he could have saved himself years of frustration if he wasn’t so cocky about his knowledge of cars. Could be sitting on a 20-bagger instead of always having to write reports explaining why his portfolio has been getting destroyed.
     
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  7. Curt Renz

    Curt Renz Active Member

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    Seeking Alpha comments by Logical Thought (Mark B. Spiegel) on the day of Tesla's $17 IPO:

    At $50,000, they will be competing with the BMW 5-series, Lexus GS-350, etc. It's my understanding that the price of the battery pack alone is almost half the price of the car, so how will they build a "BMW/Lexus-comparable vehicle" with that kind of handicap? Even the GM Volt (a much smaller and slower and less luxurious car) is going to cost $40,000, and that's from a manufacturer which has 100 years of mass-production experience.
    Jun 29, 2010. 11:46 AM

    I know a *lot* about cars. They only sold 1100 of them in three years because there is no value for the money here vs. a 911 C2 cab, GT3, etc. It's basically a toy for someone who already has three or four other cars.
    Jun 29, 2010. 02:32 PM
     
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  8. Curt Renz

    Curt Renz Active Member

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    Jim Cramer on CNBC during the week prior to Tesla's 2010 IPO at $17:

     
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  9. Curt Renz

    Curt Renz Active Member

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    Seeking Alpha comments by Curt Renz and Logical Thought (Mark B. Spiegel) on Sep 17, 2014:

    Curt Renz:
    Actually, Logical Thought posted the first of his over a thousand negative Tesla Motors comments here at Seeking Alpha over four years ago around the time of the $17 TSLA IPO.
    Sep 17, 2014. 04:46 PM

    Logical Thought:
    Pull up that link and I'll send you $100 in cash. Of course, after you CAN'T find it I hope you'll crawl back into the lying hole from whence you came. In actuality, I took the tiniest of initial short positions here last year in the high $90s and after averaging up have a current basis @ $201.
    Sep 17, 2014. 06:05 PM

    See quote at top of this post.

    Logical Thought:
    Okay, fair enough. I had no position then (and didn't until 2013) and thus forgot I made those comments. Email me your address and I'll send you $100 along with my apology.
    P.S. They are in fact hemmorhaging cash and never did sell that car for $50,000, so this is an excellent reminder of both the fallibility of my memory and-- more importantly-- of Musk's claims about his future products.
    Sep 17, 2014. 10:46
     
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  10. mershaw2001

    mershaw2001 I'm short the short sellers

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    So did you get 100 dollars?
     
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  11. Curt Renz

    Curt Renz Active Member

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    #12 Curt Renz, Jul 26, 2018
    Last edited: Jul 26, 2018
    I never emailed my address to him. He likely needed the money more than I did. ;)
     
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  12. bhzmark

    bhzmark Supporting Member

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  13. bhzmark

    bhzmark Supporting Member

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  14. neroden

    neroden Model S Owner and Frustrated Tesla Fan

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    That's one of the most infamous pieces of disinformation out there! The core lie in the paint shop story was lying about the rate of VOC emissions per car.
     

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