xkjkls

39 ms·

451.
by xkjkls 7y ago
Who should adjudicate what is an is not a lie? Twitter’s response is basically “we don’t want to be the ones to do that”
452.
by xkjkls 7y ago
This seems like a product that was very obviously rushed to release. That sort of blasé behavior toward customer safety doesn't strike as a good look from Tesla.
453.
by xkjkls 7y ago
Yes, but how many Model 3s will they sell when they start selling Model Ys? If they're selling 300,000 Model 3s a year, I would expect that number to decrease when the Y is released.
454.
by xkjkls 7y ago
People seem to act like the Model Y will just be an entirely additive thing to Tesla sales. How many Model 3's will be cannibalized by Tesla announcing a cheaper crossover? The demand for each of their vehicles is very interrelated, as
455.
by xkjkls 7y ago
What I'm saying is that we should not take Wikipedia as some paragon of unbiased news. Your editor population determines the content that is published, critiqued and updated. They might have better standards than many online edited sou
456.
by xkjkls 7y ago
A number of investors, Peter Lynch and Warren Buffett, especially act as if their process is less sophisticated than it is. Sure, maybe Peter Lynch had a few ideas cued up by walking through shopping malls, but the guy could also read a bal
457.
by xkjkls 7y ago
Why? Effectively assembling vehicles at margin seems to be the major key to the auto industry EV or ICE. The existing competitors still have greater skill at that.
458.
by xkjkls 7y ago
Have they really hired staff yet? I'm very skeptical anytime Elon places a date on something to be ready.
459.
by xkjkls 7y ago
How have the shorts succeed beyond your imagination. If you look at their EPS estimates over the last year for this quarter, they've gone from $2 a share to -$0.40, sure they beat the estimate of -$0.40, but with after hours gains the
460.
by xkjkls 7y ago
That sounds pretty weird when you talk about it. Like I'm long Aetna because I hope it will pay for my colonoscopy.
461.
by xkjkls 7y ago
They also have enormous debts, negative working capital, and their CapEx hasn't come close to depreciation for a few quarters.
462.
by xkjkls 7y ago
Are the days of cheap capital still here? Tesla's last capital raise wasn't exactly pretty, and with the implosion of WeWork and some other cash intensive startups where profits were lacking it isn't immediately obvious what
463.
by xkjkls 7y ago
Why would they produce 500,000 if they only are delivering 360,000.
464.
by xkjkls 7y ago
Basically the median stock is worse than the index. Diversification is good.
465.
by xkjkls 7y ago
10-Q isn't released until weeks later
466.
by xkjkls 7y ago
I mean, he's right that correlation =/= causation, but you're definitely right that there's a lot of times the link between the two are pretty obvious
467.
by xkjkls 7y ago
Most of the time I doubt that. You can't really get good test data on the amount of time a day old article exists.
468.
by xkjkls 7y ago
Wikipedia has its own enormous biases; it's editor population is enormously white, male, and American. That changes the filter of what they believe to be notable.
469.
by xkjkls 7y ago
After Hours can be low volume and not entirely indicative. The full next day of trading is usually a much more sober indicator.
470.
by xkjkls 7y ago
Really? I'd say the opposite. They love tech. That's the bread and butter of what they cover. Any anti-articles are due to the fact that that is almost all they cover.
471.
by xkjkls 7y ago
Not usually -- most of these articles end up being consumed very quickly after publication, so A/B testing wouldn't yield any actionable data.
472.
by xkjkls 7y ago
Brands aren't usually valued by where they are manufactured. People don't care that Foxconn assembles their iPhones.
473.
by xkjkls 7y ago
Still, a stock valued for massive growth with a revenue decline is definitely something that should leave you with a bad taste in your mouth.
474.
by xkjkls 7y ago
I mean, all of these are true. WSJ's quarterly profit decline is probably the least accurate headline. To be honest, the fact that they have a YoY revenue decline is much more significant.
475.
by xkjkls 7y ago
> But, again, many of them joined hoping to get some upside when the company went public -- which was a gamble that didn't pan out. I'm sure many joined just because they wanted a job. We can't blame some random executive
476.
by xkjkls 7y ago
It does until it doesn't. Capital injections don't last forever. Eventually profits and cash flow matter.
477.
by xkjkls 7y ago
How much of that capital has actually been deployed yet?
478.
by xkjkls 7y ago
Partly to probably save face on all of their other investments in the Vision Fund. They still have a number of other companies in their portfolio that they hope to one day take public, and compounding this disaster wouldn't be helpful
479.
by xkjkls 7y ago
It depends on how you define "fraud". It was definitely run with a lax definition of truth.
480.
by xkjkls 7y ago
A single product offering doesn't make a sustainable business. Ultimately, for it to work for these businesses, they need to prove that they can sustain the business model without capital injections.

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