⚡ EV Tesla becomes more valuable than GM and Ford combined
- Thread starter EmersonHart13
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So Q4 earnings are out and stock prices soared again. Model Y is being released now (almost a year early) with better specs and lower price than initially promised. Oh, and production is going to be 500,000 cars this year. Basically everything is going awesome, and better than expected
Someone pissed in this guy's cheerios but holy fuck. He just goes off.
We remain short Tesla Inc. (TSLA), which I still consider to be the biggest single stock bubble in this whole bubble market. The core points of our Tesla short thesis are:
We remain short Tesla Inc. (TSLA), which I still consider to be the biggest single stock bubble in this whole bubble market. The core points of our Tesla short thesis are:
- Tesla has no “moat” of any kind; i.e., nothing meaningfully proprietary in terms of electric car technology, while existing automakers—unlike Tesla—have a decades-long “experience moat” of knowing how to mass-produce, distribute and service high-quality cars consistently and profitably, as well as the ability to subsidize losses on electric cars with profits from their conventional cars.
- In 2020 Tesla will again lose money, as it has every year in its 17-year existence.
- Tesla is now a “busted growth story”; revenue growth is flatlining while unit demand for its cars is only being maintained via price cutting.
- Elon Musk is a securities fraud-committing pathological liar.
Lol. Another uneducated person talking about how this “model” will fail.
Kinda gets old. First it was the roadster (which almost did) then the S was going to fail. Then the X, then the 3 and now the Y.
Kinda gets old. You would think 4 models in they would have learned. Guess not.
Tesla (TSLA): Elon Musk ends up making over $50 million from his SEC settlement
In an ironic turn of events, Tesla CEO Elon Musk ends up making millions of dollars from his SEC settlement...
electrek.co
See below for further proof that hedgefund managers are literally fucking useless and should be ignored. Only a small percentage of them can actually outperform the market, and this guy in particular isn't even close. No clue why anyone invests with these clowns... I hope he loses his ass covering TSLA short positions.
it's not unrealistic at all to say tesla is overvalued, it takes big balls to short it though and the fanboys are probably going to make you lose your ass because the stock moves more by hopes and dreams than fundamentals and logic. i certainly lost some coin trying to short it long ago.
Every major auto manufacturer is trying to change their core offerings to compete with Tesla. It's not hopes and dreams anymore.
Think about it like this. Everybody knows what a car does now at this point. The difference in cars is software/infotainment now.
Now imagine you are a early 20 something person into coding and engineering. Would you rather Go live in California and work for a badass growing company most known for their amazing software? Or go live in Detroit and work for an old stuffy company with traditional “climb the ladder” management structure?
How on earth are GM and Ford going to get the top software and mechanical engineers if that’s the choice the employees have?
Now imagine you are a early 20 something person into coding and engineering. Would you rather Go live in California and work for a badass growing company most known for their amazing software? Or go live in Detroit and work for an old stuffy company with traditional “climb the ladder” management structure?
How on earth are GM and Ford going to get the top software and mechanical engineers if that’s the choice the employees have?
doesn't tesla keep losing engineers/management like crazy?
These are the key names who have left Tesla or have announced their departure since the beginning of 2018, as well as when they left and where they went next (according to their LinkedIn profile or company announcements):
Tesla's top lawyer is reportedly out for the third time in one year — here are all the key names who have departed in the past year
Bloomberg News reported Thursday that general counsel Jonathan Chang has departed Elon Musk's company for an AI startup.
- January 2018 - Jason Mendez, director of manufacturing engineering: LinkedIn profile does not list next position
- January 2018 - Will McColl, manager of equipment engineering: founded WaveForm Design
- February 2018 - Jon McNeill, president of global sales and services: became COO of Lyft
- March 2018 - Eric Branderiz, chief accounting officer: became CFO of Enphase Energy
- March 2018 - Susan Repo, corporate treasurer and vice president of finance: became CFO of Topia
- April 2018 - Jim Keller, head of Autopilot hardware engineering: became head of silicon engineering at Intel
- April 2018 - Georg Ell, director of Western Europe operations: became CEO of Smoothwall
- May 2018 - Matthew Schwall, director of field performance engineering: became heady of field safety at Waymo
- July 2018 - Ganesh Srivats, vice president overseeing retail, delivery, and marketing: became CEO of Moda Operandi
- September 2018 - Sarah O'Brien, vice president of communications: became VP of executive communications at Facebook
- September 2018 - Gabrielle Toledano, chief people officer: became executive in residence at Comcast Ventures
- September 2018 - Dave Morton, chief accounting officer: became CFO of Anaplan
- September 2018 - Liam O'Connor, vice president of global supply management: became chief procurement officer and head of bikes and scooters at Lyft
- September 2018 - Antoin Abou-Haydar, senior director of production and quality: became vice president of global quality for Byton
- October 2018 - Justin McAnear, vice president of worldwide finance and operations: became CFO of 10X Genomics
- November 2018 - Phil Rothenberg, vice president in the legal department: became general counsel of Sonder
- November 2018 - Jeff Jones, head of global security: LinkedIn profile does not list next position
- November 2018 - Dan Kim, senior director of global sales, marketing, and delivery: became director of Airbnb Plus at Airbnb
- December 2018 - Aaron Chew, director of investor relations: became vice president of investor relations at Proterra
- January 2019 — Todd Maron, general counsel: LinkedIn profile does not list next position
- January 2019 — Charles Mwangi , senior director of engineering: LinkedIn profile says he is working at an unnamed startup
- February 2019 — Cindy Nicola, vice president of global recruiting: LinkedIn profile does not list next position
- February 2019 — Dane Butswinkas, general counsel: returning to his trial practice at the firm Williams & Connolly
- March 2019 — Deepak Ahuja, CFO: retired
- March 2019 — Praveen Arichandran, director of growth: joining Citizen in April to lead growth.
- April 2019 — Karl Wagner, senior director of global security: PTSD and suicide-prevention advocacy
- June 2019 — Dave Arnold, senior director of global communications: LinkedIn profile does not list next position.
- June 2019 — Felicia Mayo, vice president of human resources and head of diversity: LinkedIn profile does not list next position.
- June 2019 — Peter Hochholdinger, vice president of production: vice president of manufacturing at Lucid Motors.
- June 2019 — Steve MacManus, vice president of interior & exterior engineering: senior director at Apple
- July 2019 — Jan Oehmicke, vice president of Tesla Europe: LinkedIn profile does not list next position.
- July 2019 — JB Straubel, chief technology officer: did not announce his next position, but said he will continue to advise Tesla
- August 2019 — Stuart Bowers, vice president of engineering: "Executive in residence" at the venture capital firm Greylock Partners
- September 2019 — Sanjay Shah, senior vice president of energy operations: joining Beyond Meat as chief operations officer, the company said on September 2019.
- December 2019 - Jonathan Chang, general counsel: joining an artificial intelligence startup called SambaNova, Bloomberg's Dana Hull reported.
that is completely separate from whether the stock price makes any sense.
It’s completely based on future speculation. Think of it as a tech company, not a car company and the pattern makes sense. The biggest thing the analysts forget about is their energy purchase/sell software for grid level storage. It’s an instant money maker everywhere it’s been tried.
Im not even much of a Tesla fan but their progress is incredible compared to the rest of the domestic automakers.
A Tesla YouTuber Wants a Gas Car and Now YouTube Keeps Taking Down His Video
Rich Benoit announced to his over 700,000 YouTube subscribers that he was selling his latest Tesla project in favor of purchasing a gas powered vehicle. Within hours the video was taken down for violating Community Guidelines.
www.vice.com
Nancy Pelosi betting on a Tesla crash.....
markets.businessinsider.com
Nancy Pelosi's husband has plowed up to $1 million into bullish bets on Tesla stock
Paul Pelosi made up to $3.5 million in total security purchases, including Apple and Disney call options and AllianceBernstein stock.
Nancy Pelosi betting on a Tesla crash.....
Nancy Pelosi's husband has plowed up to $1 million into bullish bets on Tesla stock
Paul Pelosi made up to $3.5 million in total security purchases, including Apple and Disney call options and AllianceBernstein stock.
my ad blocker not letting me read it and i'm too lazy to get around it, says she bought 1m worth of stock/call options - what about that is betting on a crash?
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