Tesla Blog Posts

This graph illustrates level highs for both deliveries and stock price. If you feel that vehicles delivered is an important metric, one that should impact the stock price the most, then this graph is a simple illustration of how both of these metrics correlate. Does Tesla deserve a new high for hitting a record quarter? […]

//If you are reading this, I suggest you skip it. You have been warned. At some point, Tesla will face the decision: [which car to make next?] Hardware specifics that exist tangibly including paint colour, # motors, performance, battery size, r/l hand drive etc. need to be built in batches. Tesla will want to minimize […]

In Q1 2019, Tesla did a capital raise. Wall St was talking and talking about how a capital raise was necessary. Elon Musk had previously stated that he had no intention on doing capital raises in the future. But he did. And this was … good? When Wall St for years points at you and […]

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 […]

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, […]

Pass the Knife – Cypress Hill Fighting Fire – Breakage

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 […]

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 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, […]