This article from The Drive does well to draw parallels from industry envy and how leaders suffer from envy in the industries they disrupt. He points out that he loves his car and Tesla is way ahead. He points fingers at all other car dealers and accuses them of not stepping it up. And points […]
Blog Posts
2020 will be a good year for Solar
California approves solar power law for new homes built from 2020 TSLAQ thinking is so short-sighted. Shorts have to exit. What the stock price is today only matters if you buy/sell today. For those who hold, it is the future value we seek. Shorts can wave their fists and cry “demand is uncertain”. But ultimately, […]
Best Model 3 Bass Tracks
Pass the Knife – Cypress Hill Fighting Fire – Breakage
Tesla Demand
Do people demand the best? If so, then Tesla has ample demand. The cars are spreading out, I see new ones all the time. Colleagues ask me if they can ride in my car. They don’t advertise but instead generate ample positive organic content. The things they do are incredible enough for people to spread […]
Why is growth the most important metric?
My name is Jeff. I am going to buy a lemonade stand. This lemonade stand costs me $100. But for every $80 I spend on labour/ingredients expenses, I make $100. My first year, I only ran the one stand. I spend $100 on the stand and $80 on expenses. So I ended up -$80. Instead […]
Apple was going to buy Tesla in 2013 for $240
Apple valued TSLA at $240/share in 2013.Shorts will try to negative spin this. But you cannot argue numbers. In 2013, Tesla had made less than 35K cars. So in 5 years (2008 to 2013) they made 35K cars. That is 7K cars per year. Now they make 7K cars/week. With 52 weeks in the year, […]
Questions I wish Say said.
Will I be able to bundle Warranty/Insurance so my monthly fee covers a Ranger repair if my car ever has issues?
Where is Tesla Losing Money
In the TSLA Q1 Update we know: Cash Flow and Liquidity Our cash position decreased from $3.7 billion to $2.2 billion mainly due to a $920 million repayment of convertible notes, of which $188 million negatively impacted operating cash flow. Gigafactory Shanghai will be almost fully funded through local debt. Thus far, we have secured […]
Sentry Mode 2.0 (or 3.0?)
On Aug 10 2018, I originally wrote about a Tesla intrusion detection system. It wasn’t spot on, but it basically foresaw Tesla using cameras to detect intrusion. As of a few weeks ago Sentry Mode has been updated to stay on and allow you to input more settings such as the ability to configure when […]