xkjkls

38 ms·

391.
by xkjkls 7y ago
If they are still a company still trading at the multiples they are, short interest is never going to be 1-2%
392.
by xkjkls 7y ago
It’s inexplicable. They aren’t even beating the estimates they have put in front of them.
393.
by xkjkls 7y ago
I believe they still own SolarCity, now Tesla bonds, technically.
394.
by xkjkls 7y ago
Tesla still lost $800 million this year and has never had a profitable year, on both record car sales and record regulatory credit sales. What about that indicates sustainability?
395.
by xkjkls 7y ago
You're quoting non-GAAP numbers. It isn't an achievement to make money just by paying people in stock. Cash flow is also inflated by the use of long-term leases. Tesla lost $800 million this year. That should be the focus.
396.
by xkjkls 7y ago
> Of course the counterpoint is that they were profitable both the 3rd and 4th quarter. Less so than last year. Why do we believe this is sustainable over a full year? > More broadly, I'm not trying to convince anyone that Tesla
397.
by xkjkls 7y ago
> It has nothing to do with company performance. If that's true then no one would ever invest in stocks.
398.
by xkjkls 7y ago
There is still more material in the Y than the 3. That doesn't seem to indicate better margins
399.
by xkjkls 7y ago
On which? Production or delivery?
400.
by xkjkls 7y ago
That's quite an error margin for a $100 billion company.
401.
by xkjkls 7y ago
I would never invest in any company which the bus factor is 1.
402.
by xkjkls 7y ago
> Unlike the US, those subsides will be around for a while. Why? That doesn't seem like a stable investment thesis. > China also gave Tesla very favorable loan terms for the China Gigafactory. And if Tesla doesn't meet a num
403.
by xkjkls 7y ago
There are also several people I know who have done so at a craps table. That doesn't make it a sustainable or recommendable activity.
404.
by xkjkls 7y ago
Are they scaling? Gross margin is down YoY? That's the exact opposite of scaling.
405.
by xkjkls 7y ago
Why is that a bull thesis though? If the growth is that dependent on subsidies?
406.
by xkjkls 7y ago
> What I do not understand is, what the company performance has anything to do with its stock performance? It's not like they are paying dividends, right? Stocks are valued at the long term discounted value of their future cash flow
407.
by xkjkls 7y ago
> From the looks of things, Tesla has crossed into prolonged profitability How? They lost $800 million in 2019. > Additionally, because Tesla can self fund and doesn't have to rely on the markets to raise money, they don't h
408.
by xkjkls 7y ago
R&D hasn't been up to depreciation for a year.
409.
by xkjkls 7y ago
They weren't profitable in 2019 though.
410.
by xkjkls 7y ago
Yeah, if you choose to pay people more in stock, its easy to make your non-GAAP numbers look good.
411.
by xkjkls 7y ago
He should be happy that he wasn't reprimanded more for faking the largest corporate buyout of all time...
412.
by xkjkls 7y ago
I don't think investment thesis based on the body language of the CEO are great ways to place your money.
413.
by xkjkls 7y ago
Is it? They still lost close to $800 million this last year. And the company is growing slower than it ever was.
414.
by xkjkls 7y ago
In terms of margin the X sales are still significant. S/X sales are still the only thing that provides any consistent profit to Tesla.
415.
by xkjkls 7y ago
Increasing the top line, not necessarily bottom line. There is nothing to indicate that Ys have better margins than 3s.
416.
by xkjkls 7y ago
It's similar to a 3 and the X. Basically, the question is whether there are a large number of customers not buying Tesla's because an affordable model without 7 seats doesn't exist. From there, you have to question how many p
417.
by xkjkls 7y ago
Ford was making a profit when the Model T existed. Tesla isn't.
418.
by xkjkls 7y ago
According to their own figures, they have capacity to produce 650K, but only project 500K deliveries next year. Why is that?
419.
by xkjkls 7y ago
Sorry, SpaceX, it's easy to get Elon Musk's three card monty of companies confused.
420.
by xkjkls 7y ago
Terrestrial telescopes, which we've invested a bunch of money in terms of observatories in, receive interference from Starlink satellites. Telescopes in space, like the Hubble, don't have the same problem, but they're on the

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