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Adam Jonas explaining his recent TSLA report:
http://www.bloomberg.com/video/tesl...ly-morgan-stanley-eK2FdzSPTlCNW4hq~_rIgg.html
Would someone be able to give a rundown on this for those of us unable to watch at the moment? tia
Would someone be able to give a rundown on this for those of us unable to watch at the moment? tia
Summary: Jonas speaking nonsense.
Would someone be able to give a rundown on this for those of us unable to watch at the moment? tia
After he mentioned his 4 year son I expected him also to proceed explaining that his published 1 page note actually had additional pages but they were eaten by family dog...
Summary: Jonas speaking nonsense.
To be fair, sometimes a different perspective can be enlightening even if it comes from a child. I remind us of Elon's child trying to read a book in the back seat of his car and not being able to do it because of the lack of lighting. I believe the quote from his child was, 'This car sucks.'
The 4 year old in this situation asked a good question. Not his fault his father couldn't come up with a reasonable and logical answer, and extrapolate how that would (or wouldn't) affect Tesla down the road.
To be fair, sometimes a different perspective can be enlightening even if it comes from a child. I remind us of Elon's child trying to read a book in the back seat of his car and not being able to do it because of the lack of lighting. I believe the quote from his child was, 'This car sucks.'
.
Betty Liu of Bloomberg then nailed the follow up question, basically asking, if EVs are a better tech than ICE what difference does it make if it's a better human driven or autonomous car?
To this, Jonas said people are buying Tesla's for the visceral driving experience not because it's green... take out that pleasure, and what does Tesla have?
I was thinking this morning about my current TSLA position. My holdings are lower right now because of my short term sidelines posture. Then I started thinking, "What if the Model X was revealed today."
It's probably unlikely but does anyone think there is more than a 20% chance that TM will reveal the Model X before the ER?
This is one of the biggest questions for short term investing I have. I believe there is greater than 20% chance BUT less than 50% chance.....I know that is not THAT helpful but I am struggling with this myself.