This guy thinks funny accounting is going on

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Dec 11, 2019
6:52:17pm

Zak All-American

Dear @elonmusk, Silence. pic.twitter.com/7mzud757ZM
— David Einhorn (@davidein) November 22, 2019

https://twitter.com/davidein/status/1197946980095397888

Lots of questions about their Q3 earnings

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Zak

Previous username: ZShaners
Bio page: Zak
Joined: Sep 25, 2007
Last login: May 17, 2024
Total posts: 14,541 (3,089 FO)

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Messages

Author

Time

I was wrong about Tesla in regards to a few things

Negative Equity

12/11/19 11:19am

Awesome post, thanks a lot!

bluefish

12/11/19 11:23am

Great post. Their semi line seems like the biggest gamble to me.

BlackBart

12/11/19 11:26am

Nikola is the company to watch in the heavy duty space.

Tokolosh

12/11/19 11:29am

Yes. With an increase in battery and capacitor technogy

Negative Equity

12/11/19 11:31am

Profitability? Still too reliant on new capital for operations.

Tokolosh

12/11/19 11:28am

They seem to have turned the corner

Negative Equity

12/11/19 11:36am

This guy thinks funny accounting is going on

Zak

12/11/19 6:52pm

RE: I was wrong about Tesla in regards to a few things

zephyr

12/11/19 11:30am

Duh. That was an obvious miss. You are right on.

Negative Equity

12/11/19 11:32am

Welcome to the light brother.

Tesla Coug

12/11/19 11:31am

*not an owner.

Baron

12/11/19 11:37am

Irrelevant.

Tesla Coug

12/11/19 11:38am

Just added the disclaimer to protect you from a misrepresentation or false reliance

Baron

12/11/19 11:41am

That bit of legal work could probably be 15 minutes of billed time. Oh wait, he chimed in? Make it 30 minutes. 😉

Tokolosh

12/11/19 11:43am

I am going to review my work and this thread every hour for at least a few minutes. I'll get this up to 8 hours in no

Baron

12/11/19 11:44am

Board name checks out

ldssdl

12/11/19 11:56am

You should also look into these other acquisition.

Tesla Coug

12/11/19 11:37am

I did look into those when I went down the rabbit hole

Negative Equity

12/11/19 11:40am

RE: I did look into those when I went down the rabbit hole

Tesla Coug

12/11/19 11:54am

My next car.

AtomicHamster

12/11/19 11:40am

Good post. Only one I'd challenge is (4). Tesla isn't dominating in self-driving now, and given their

mik3

12/11/19 11:46am

I don't think Level 5 is possible until there is an industry solution with collaboration and data standards.

Tokolosh

12/11/19 11:48am

The laws are catching up. This article is from 2018

Negative Equity

12/11/19 11:54am

Yep. We are making headway in the industry to gets some standards in place and get collaboration going.

Tokolosh

12/11/19 11:56am

L5 is basically the unicorn of self driving. It's a car driving itself anywhere and everywhere, never

mik3

12/11/19 1:35pm

Your right about Tesla still being at L2

Negative Equity

12/11/19 11:52am

Major autos are invested in companies that are further down the path though...

Tokolosh

12/11/19 11:55am

I hope so. It will significantly reduce auto fatalities.

Negative Equity

12/11/19 11:57am

Tesla isn't competing with other major auto manufacturers in self-driving, though.

mik3

12/11/19 1:34pm

Consumers certainly feel that Tesla is competing with other manufactures

Negative Equity

12/11/19 2:08pm

I'm not talking about consumers. I'm saying that if you want to determine Tesla's position in the

mik3

12/11/19 2:14pm

I'm aware of the differences between the approaches.

Negative Equity

12/11/19 2:21pm

My point is that the leaders in the space use Lidar. And are far ahead of Tesla in achieving L4.

mik3

12/11/19 2:48pm

Who is currently in the lead with L4?

UNLVcougar

12/11/19 2:57pm

Alphabet's Waymo

mik3

12/11/19 4:04pm

I just read up on this for a bit

Negative Equity

12/11/19 4:05pm

is the federal government still subsidizing Tesla or are they now independent?

run26

12/11/19 11:55am

The credits are running out. But even without the credits

Negative Equity

12/11/19 11:59am

I love point number 5

kjBYU

12/11/19 12:20pm

Enjoy your Tesla. It is now well justified.

StalwartBraveTrue

12/11/19 12:31pm

Which Tesla do you own?

PessimisticCB

12/11/19 12:41pm

I don't own one. I am strongly considering one for my next vehicle.

Negative Equity

12/11/19 12:43pm

Oh gotcha. Do it.

PessimisticCB

12/11/19 12:48pm

There's numerous Tesla problems this post overlooks, I know 3 Tesla owners and

MatthiasPhunkHausen

12/11/19 12:55pm

Very fair points. I used to be critical of Tesla wondering if the business model

Negative Equity

12/11/19 1:03pm

Re; Tesla's head start or advantages, when the big boys fully go after T's

MatthiasPhunkHausen

12/11/19 1:54pm

Completely agree about your points about CNBC

Negative Equity

12/11/19 2:13pm

I agree, nobody's gonna be putting their life savings in something because of

MatthiasPhunkHausen

12/11/19 2:37pm

Is this statement about future affordability true:

JmThms

12/11/19 4:35pm

Not without tax credits.

run26

12/11/19 5:12pm

The operative word is MAY

Negative Equity

12/11/19 6:03pm

The last paragraph is what I was looking for.

JmThms

12/11/19 6:12pm

Wouldn't you pay a little over that amount

Negative Equity

12/11/19 6:41pm

Yes, but will it be enough to close the gap and prompt me to pull the trigger?

JmThms

12/12/19 1:03am

Interesting, I made the opposite flip.

Mitty

12/11/19 9:58pm

I'm curious, what changed your mind?

Negative Equity

12/12/19 8:25am

Working in the EV space and learning about their manufacturing issues,

Mitty

12/15/19 1:21am

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