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>The financials I reference are public in EDGAR. Yes, I know, I follow their finances closely. "They have $25B in cash according to their balance sheet" is pra
by itsoktocry 3y ago
>The financials I reference are public in EDGAR.
Yes, I know, I follow their finances closely. "They have $25B in cash according to their balance sheet" is practically meaningless. I understand this might be a difficult concept to grasp for some mental models, but there are many historical analogs to look at why that's the case. They'll produce whatever numbers simple minded analysts will post on Twitter. Look at the discourse around their decrease in COGS. Many metrics are trending down.
Of course, I'm not a "they're going bankrupt" person; I just believe they'll be a much smaller company than most imagine.
- toomuchtodo 3y agoI have nothing more to offer you. If you're a sophisticated capital market participant, place your bet. I have no current exposure to TSLA or any of their debt offerings. I do not care about the stock price. I care about a material movement in climate change outcome.
- itsoktocry 3y agoYou jumped into this thread with a comment similar to "all that matters is that they have $25B in cash." I'm asking questions about why you think that's all that matters.