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>I did a ton of analysis, and basically at the end of the day it came out to "will they hit their targets in Q3/Q4 2016 and Q1/Q2 2017?" The analysis upon whic
by bigtimeidiot 10y ago
>I did a ton of analysis, and basically at the end of the day it came out to "will they hit their targets in Q3/Q4 2016 and Q1/Q2 2017?"
The analysis upon which you went "all-in" on Tesla rests on a non-GAAP "delivery" figure (rather than a sales number), covering a few quarters, 1 year before the first model 3 is even built? I'd be interested in seeing that work. What did you think when they missed 2016 delivery estimates by 5%?
- austenallred 10y agoI'm aware it's not GAAP. They're showing they can deliver with models x and s. They didn't even have to get to model 3 for me to be up 60% (in four months). I was a little concerned that they missed 2016, but the stock actually went up that day; most thought they would miss by more.