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He has a poor record. Had to shut his hedge fund down.Anybody here subscribe to Whitney Tilson's "Empire Financial Research" newsletter? Worth the $50/month? I know he's a big proponent of TaaS, but in his sales pitch video he offers up GOOGL as his "free" stock suggestion (the path to investing in Waymo) to entice viewers to subscribe. The problem is that I don't buy the Waymo approach.
TIA
Open interest is flat so far this week. No one has picked a direction.
Sure the massive bankrupzy puts probably bought a year ago are making it difficult to read but even zo0ming in there isn't much out there.
Interest in Calls only really gets started at a $2000 strike and it's not much.
I am betting $1500 will be neutralized today.
Expectations in general are really high for an excellent ER. Everyone here seems to think a profit is in the bag. If there is a one time expense that cancels that profit even slightly the market will take it badly... I mean NFLX is getting punished mainly for future poor growth projections. Investors seem to hate honesty. On the bright side Elon and team seem to have aces up their sleeves. This will be an interesting week.
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Works for me.
I'm having issues logging into it from my phone this morning. ToS seems to be working better, but is also glitchy.Is TD Ameritrade down for anybody else?
Open interest is flat so far this week. No one has picked a direction.
Sure the massive bankrupzy puts probably bought a year ago are making it difficult to read but even zo0ming in there isn't much out there.
Interest in Calls only really gets started at a $2000 strike and it's not much.
I am betting $1500 will be neutralized today.
Expectations in general are really high for an excellent ER. Everyone here seems to think a profit is in the bag. If there is a one time expense that cancels that profit even slightly the market will take it badly... I mean NFLX is getting punished mainly for future poor growth projections. Investors seem to hate honesty. On the bright side Elon and team seem to have aces up their sleeves. This will be an interesting week.
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join the sucking clubDamn I suck at this
I'm having issues logging into it from my phone this morning. ToS seems to be working better, but is also glitchy.
Non-Market logic would say "no." The reason being that a measure of the rise due to limited supply should be baked in to the offer price.Anyone else think Tesla is going to issue stock at $1500 to add liquidity to the market on inclusion to the S&P?
The bulk order with Nel gets the cost of electrolzers down to a reasonable price. Your best return on investment is only to operate when marginally profitable. So yes, close to a 50% load factor may be optimal regardless of the capex. You'll hear plenty of people argue that to get the all in cost per kg hydrogen down you need a high load factor. But all-in cost per kg is not what optimizes the return on investment. There is a sunk cost fallacy that gets people to think that minimizing all-in costs matters when it doesn't. Running electrolyzers only when power is cheap is the only real future for electrolyzers.When He's getting energy may only be half the time.. Therefore there would be a doubling of production systems to meet his production needs. His equipment may only be utilized half the time.