McCabe is deputy director of the FBI, nothing to do with the Federal Reserve. But the FBI is often referred to as "the Feds", maybe that got you confused.
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TheTalkingMule
Distributed Energy Enthusiast
I can't lay out in detail in what ways Tesla can and cannot be compared to super high performing companies in totally different industries.
But I do believe there are important fundamental differences which make many such comparisons questionable.
Autos are by far the most high valued mass produced products in the world. FB has already achieved much of its maximum possible market penetration. It is never going to be a trillion dollar company. Apple will, but they are already half way there. Netflix has come to dominate the entertainment delivery industry in record time. But they would need to get into additional similarly scaled sectors to reach trillion plus scale. Amazon will continue to grow to even larger size and power, but excluding IT services they are a retailer and will never make 30% margin on the hundreds of billions of other companies products. Tesla in contrast, has staked out leadership in a number of industries ready for total disruption.
If they can continue to innovate at a rapid pace and find ways to avoid mega conglomerate arteriosclerosis, they could continue growing at 50% for decades before bumping up against the limits of the industries they have already entered.
Reciprocity
Active Member
Sorry, that was me.. Fat fingered a trade. BTW, Uncle Curt, can I borrow a couple mil for, I don't know.. 3 months. I'm good for it, I promise.
A key Tesla engineer who helped design batteries has left the company
Why are employees leaving at such a critical time? Not too long ago two higher up employees left as well. I’m not liking this.
Why are employees leaving at such a critical time? Not too long ago two higher up employees left as well. I’m not liking this.
Off Shore
Off Topic Member
Old news, apparently. Now why would someone want to do that, with the stock going up? Hmmm...
General Discussion: 2018 Investor Roundtable
Another hit piece by Lora Kolodny. CNBC really seems to be going after Tesla.
Wearing my conspiracy theory hat, almost has me wondering whether there is a concerted effort to keep the stock down pre-ER on the basis someone can continue accumulating at these or lower levels.
The question is, will they dump pre-ER or just after a massive run up?
bdy0627
Active Member
I wouldn't get too nervous about this one. There are 2 interesting things to note about this "article."
1. The author is one Lora Kolodny.
2. The news appears to be old, but the headline suggests it is new. At the bottom of the 2nd paragraph, it states that "Villanueva left the company some months ago, according to a person familiar."
Does this old news is new again approach by Lora Kolodny sound familiar? It even brings up those employees dishing about hand-assembling batteries again. Mark Spiegel though was not quoted in this one.
ValueAnalyst posted this on SA -
Tesla: Short Interest Update - Tesla Motors (NASDAQ:TSLA) | Seeking Alpha
So if some fund managers decided to make sure that they could vote with their shares by the record date Feb 7th, they could make their shares unavailable for shorts thereby driving up the share price and making those options profitable.
What the f is wrong with her? I’m taking this personally.
We, of course, don't know.
That said, Tesla is setting off a very very probable disruption of 10% of the world's economy (likely impact of disruption to energy and transportation sectors... I made a rough count a few months back).
Hard to imagine this happening without a reaction from the small, highly concentrated, fraction of 1% of the world's population which is reaping nearly all of the profits from that 10% of the global economy.
For a long-time, some of us have suggested that the massive amount of negative press and the massive short position that has been in place over five and a half year's are not an accident.
10% of the world's economy is quite the cash machine. I wouldn't expect the reaction we've been seeing to go away anytime soon... not the short position, nor the ubiquitous false stories in the media quite likely designed to put an unflattering fun house mirror effect on the public image of Tesla, TSLA, and the transition to sustainable energy and transport.
Perhaps, consider appealing to the "better angels" of some of these writers via twitter and the like. It's not inconceivable, at some level, in some cases, it might have some constructive impact.
I think the algobots have started adding her name to their internal "Ignore" list or rather, the girl/boy who cried wolf list
. So over time, she will have no effect whatsoever on the day to day SP.
Mike Smith
Active Member
I'm assuming they needed to be replaced by people with experience in high speed automated manufacturing. There was a purge after the model x debacle as well.
As a little perspective, in January 2012, six months before the wildly successful Model S launched, this news broke,
Two Tesla Execs Leave Before 2012 Model S Launch, Stock Falls
The executives who departed were
"Peter Rawlinson, Tesla’s vice president and chief engineer, along with Nick Sampson -- who supervised vehicle and chassis engineering on the luxury sedan" (incidentally, yes, Rawlinson, the CTO now at Lucid, and Sampson, Senior VP of RD at Faraday Future)
For comparison, the title of Ernest Villanueva, whose exit from Tesla some months ago, made "news" today, was, "senior manager of Battery Module Design."
I realize the CNBC "article" led off with,
"Villanueva holds 8 patents and is credited with creating the battery modules that power all of Tesla's vehicles."
Credited with creating the battery modules that power all of Tesla's cars? According to who? Not mentioned. Perhaps that was Mark Spiegel's take on the history of Tesla's battery developments.
8 patents... over 11 years... anyone with industry experience care to comment as to whether corporate patents are usually assigned to an individual or a group of individuals?
Mike Smith
Active Member
JB must be scrambling trying to figure out how those battery modules work..
This search shows 9 patents with inventor Vilanueva and assignee Tesla. The most recent one was granted at the end of November, and interestingly is assigned to both Tesla and Toyota. I didn't look at the others. It is normal in the industry for inventions to be assigned to the company "for $1 and other valuable considerations".
Reciprocity
Active Member
Every time this person writes an article I buy more... Not an advice.
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Paracelsus
Active Member
I think the algobots have started adding her name to their internal "Ignore" list or rather, the girl/boy who cried wolf list
So over time, she will have no effect whatsoever on the day to day SP.
It would be even better if they could simply 'spell check' her name in any future Tesla article - to Lora Kolostomy
Off Shore
Off Topic Member
One shot and you could imagine she was conned by the evil analyst. Two hit pieces in a row means she's a troll for the Chuck and Dave show.
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