Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[hacer]

Jonas - what a bozo! Wasted his questions.

 

[StarFoxisDown!]

Why does he always ask stupid questions that have no real meaning to Tesla's business and especially, how it should be valued????

 

[woodisgood]

Elon pretty much just called Jonas' question "obtuse." Highlight of the call so far.

 

[LoveTSLA]

Oh Janus! He sounds stressed!

 

[saniflash]

analysts should be forced to introduce themselves along with their current PT

 

[davepsilon]

Profitability $359M GAAP operating income; 4.9% operating margin in
Q4 $105M GAAP net income;
$386M non-GAAP net income (ex-SBC) in Q4

Noob question: is the analyst estimate GAAP or non-GAAP ?

Analysts estimates are always non-GAAP.

 

[Pezpunk]

Elon pretty much just called Jonas' question "obtuse." Highlight of the call so far.

OBTUSE??

 

[SMAlset]

Why does he always ask stupid questions that have no real meaning to Tesla's business and especially, how it should be valued????

i know why this is an audio call only. Only imagine the look on team faces.

 

[Cosmacelf]

Wolf Research: Capex for 2020? Rule of thumb for capex per unit of production capacity?

A: Don't want to tell you 2020 capex. We are spending money as fast as we sensibly can. We will spend lots of money this year, but it'll make sense. Core technologies at Tesla are improving rapidly and have a big effect on company efficiency. Would only only notice this in better financials.

Q: Future capacity increases?
A: Tesla will grow at an average of excess of 50% - well, that's Elon's hope.

 

[Fact Checking]

analysts should be forced to introduce themselves along with their current PT

Adam Jonas: "My name is Adam Jonas, and my price target is $10. I'm a recovering TSLAQoholic."

Everyone: "Hi Adam!"​

 

[electracity]

Adam Jonas is an idiot

 

[Singuy]

Man that's Savage. You know when you have industry leading product when you are too lazy to update the improved specs on the Tesla website of model S being over 374miles range.

 

[Beltsbear]

Is anyone going to ask about cell production plans?

Edit, thanks Elon!

 

[goinfraftw]

Adam Jonas with a dumb question, Can Starlink be fitted to Tesla cars. Mostly dumb because its not necessary or profitable.

I found it incredibly informative and insightful. Cheers to Adam Jonas!!!!!!111!

 

[AudubonB]

i know why this is an audio call only. Only imagine the look on team faces.

I could see their collective face palms completely obliterating the use of Star Trek cast members in the meme-world.

 

[Silentk]

Why does he always ask stupid questions that have no real meaning to Tesla's business and especially, how it should be valued????

Why stupid?

Teminator Teslas will be much more dangerous with Starlink fitted!

 

[Prunesquallor]

OBTUSE??

A month in The Hole for Jonas.

 

[kengchang]

Battery Day = April

 

[azaz]

April Battery Investor Day

 

[Beltsbear]

I found it incredibly informative and insightful. Cheers to Adam Jonas!!!!!!111!

Most people on this board know the deal with how dumb Starlink on a Tesla would be. Sarcasm??