xkjkls

34 ms·

361.
by xkjkls 7y ago
What statistic says that Tesla’s are the safest cars on the road right now? Based on death statistics for vehicles of their age and class they generally are about 2x worse.
362.
by xkjkls 7y ago
How much of their revenue comes from not making cars?
363.
by xkjkls 7y ago
Industrial solar generally has much less maintenance costs than distributed. There’s some exceptions, Hawaii for instance, but it’s very expensive to have to constantly maintain solar panels in peoples homes in ways that industrial solar is
364.
by xkjkls 7y ago
Neither of those cars exist.
365.
by xkjkls 7y ago
Extraordinarily strange, given that inventories haven’t changed to near the same degree.
366.
by xkjkls 7y ago
Yeah, I’ll definitely consider changing my mind. 2020 seems like a hard year for them to pull that off
367.
by xkjkls 7y ago
This is non-GAAP.
368.
by xkjkls 7y ago
I don’t think anyone who really understands Amazon would have ever claimed that they have a bus factor of 1. In fact, I don’t think much would have changed if Bezos retired a decade ago. There’s a reason there are two other Amazon CEOs.
369.
by xkjkls 7y ago
For what he did that was a slap on the wrist. He committed the most boneheaded act of blatant securities fraud the SEC has ever seen.
370.
by xkjkls 7y ago
No? Plenty of people buy stocks based on the financial performance of the company, and given that the majority of capital invested in stocks are large institutional investors, the vast majority of money invested in stocks are from people wh
371.
by xkjkls 7y ago
Yeah, it will be hard for Q1 to be as bad as last year, but it doesn’t look pretty from there.
372.
by xkjkls 7y ago
Maybe. My bet is that they have been underinvesting in order to meet financial results, and that that will catch up to them. Looking at other financial statement history, this seems like a safe bet.
373.
by xkjkls 7y ago
Again they produced 367k, not 500k, like they claimed they could. If they could produce 500k, why claim they could, and why didn’t they? And I would say Tesla’s revenue growth will start to flatline, yes, as the last two quarters have shown
374.
by xkjkls 7y ago
There are many other residential solar companies with more competitive products
375.
by xkjkls 7y ago
What else do you got?
376.
by xkjkls 7y ago
? Because investing is entirely about determining future value?
377.
by xkjkls 7y ago
Why were they able to meet a run rate or 500k cars a year in Q4 of last year and not sustain it if their factory was maxed out? And why would they claim in projections that their factory was capable of producing that if they didn’t meet tha
378.
by xkjkls 7y ago
This company has been unprofitable for ten consecutive years as a public company. That’s a record. I’ll hold my breath on people saying the future will be different.
379.
by xkjkls 7y ago
Where is the Chinese factory expenses on their balance sheet?
380.
by xkjkls 7y ago
Maybe they agree, but the last two quarters should make anyone skeptical. For a company at the multiple it is it post negative to zero YoY growth for two quarters is crazy
381.
by xkjkls 7y ago
When is non-GAAP accounting ever the goalpost?
382.
by xkjkls 7y ago
They have shrunk in sales YoY in the US and Norway, their two largest markets. They managed to grow globally by finding the most advantageous subsidies for them to take advantage of. However, even that only gave them 1% growth of the past y
383.
by xkjkls 7y ago
R&D isn’t even meeting depreciation though. Either these factories are some how never before seen in accounting history or this company is underinvesting in its futures
384.
by xkjkls 7y ago
There still is billions of dollars short this company. Not that much has changed
385.
by xkjkls 7y ago
Why do you assume they can sell all those cars, when they can’t even sell all their current capacity of cars? They’ve been able to produce 500,000 cars for awhile, yet only delivering 367,000 this year.
386.
by xkjkls 7y ago
No? The market expectations were a EPS if 1.76 this quarter. Tesla best that, but acting like the market expected them to go under is ridiculous. At the beginning of 2019, the Wall Street consensus was a profit of close to $400 million for
387.
by xkjkls 7y ago
And the product was announced 3.5 years ago and has been thorough 3 iterations. I’ll hold my breath this time too.
388.
by xkjkls 7y ago
Solar is generally moving away from decentralized consumer Solar to more industrial levels given the decreased maintenance burden. Why do we believe Tesla is on the right side of this?
389.
by xkjkls 7y ago
Tesla’s Solar deployments declined YoY as their recent report indicated
390.
by xkjkls 7y ago
They’re energy business (SolarCity) has declined every year since they bought it. They’ve lost significant market share in the rooftop Solar market, and the market has started to move away from rooftop solar in favor of large Solar farms in

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