Discover and read the best of Twitter Threads about #TSLAQ
Most recents (6)
People asked me whether Tesla is still a good short at this point. But honestly, you're better off asking: What makes a company ripe for shorting?
A company is worth something because it pays dividends. The dividends require earnings. The earnings require revenue. When the market values a company at more than 10x revenue, it needs to grow its revenue very rapidly to grow into its valuation.
If you're dealing with a small novel company that's possible. When you're dealing with a large established mature company, then it's much harder to rapidly grow revenue and so it's suggestive of the market overvaluing the company.
Thanks @russ1mitchell for covering our recent paper describing the existence of corporate computational social media accounts (#fanbots) and their role in support of the Tesla narrative. Here’s a link to the article in @latimes latimes.com/business/story… and a short summary. 🧵 1/n
Looking at tweets from Tesla IPO to 2020, we found a set of accounts that did not exhibit human-like behavior. Using Botometer botometer.osome.iu.edu, an IS tool from Fil Menczer at UoIllinois, we identified these accounts as programmed users generating pro-Tesla content. 2/n
This is the article that I have been thinking about writing. Fortunately, John Engle (@AlmingtonCap) spared me the trouble. Effective competition from legacy is finally here and Tesla is losing out in every major market.
seekingalpha.com/article/441193…
seekingalpha.com/article/441193…
To all the Teslemmings who are thinking that #TSLAQ has been "crying wolf" about competition forever, remember: in the end of the story, the wolf actually did show up.
The game changer is that large-scale legacy manufacturers (ie., Ford, VW and Hyundai, not Jaguar) are finally producing cars based on dedicated EV platforms and not just dropping EV drivetrains into existing ICE platforms. This allows them to maximize the benefits of EVs
$TSLA $TSLAQ #TSLA #TSLAQ TSLA's China market share falls from 15.5% in July 2020 to 10.8% in August 2020; GM and BYD sold more cars than TSLA in August, moving TSLA's rank in China to 3rd place in August from 1st place July.
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For all my foreign #Tesla friends #TSLAQ
One year ago I made this informative thread, on #Schiphol #taxi drivers. Who didn't like their new $143k Tesla taxi's breaking down three times a week. (We're rather fussy people, the Dutch)
2018 Thread:
For all my foreign #Tesla friends #TSLAQ
One year ago I made this informative thread, on #Schiphol #taxi drivers. Who didn't like their new $143k Tesla taxi's breaking down three times a week. (We're rather fussy people, the Dutch)
2018 Thread:
All of those 167 Amsterdam Schiphol airport taxi's are privately owned by these drivers.
So if their Tesla taxi breaks down: no income. (Can't use another Tesla taxi, by law. Even it wás available, which it isn't)
So if it breaks down 33 individual times one one Tesla taxi ..
So if their Tesla taxi breaks down: no income. (Can't use another Tesla taxi, by law. Even it wás available, which it isn't)
So if it breaks down 33 individual times one one Tesla taxi ..
Besides huge unreliability problems another problem was added: 1/ Tesla didn't want them using their superchargers and 2/ started charging them (!) for use of "forever free" superchargers: $0,20 per kWh ..
Even through another company, which is illegal data sharing by itself ..
Even through another company, which is illegal data sharing by itself ..
Recently the Tesla "shadow mode" has been in the news prominently again with raging debates if it exists or not and if it does - to what extent.
Let me explain to you what I learned on this topic in my reasearch #TSLA #TSLAQ 1/
Let me explain to you what I learned on this topic in my reasearch #TSLA #TSLAQ 1/
We'll start with the bitter truth. The "shadow driver that just sits there in the computer comparing notes and sending discrepancies and interesting events to Tesla" is a myth. I used to think people just misunderstood Elon, but now I believe Tesla lies about it on purpose 2/
What Tesla actually has is automatic data collection of "events". This data collection has two facets: fixed and "campaigns" as I am going to refer to them. The difference is the "fixed" events are hardcoded in the code while "campaigns" are uploaded to (some) cars often 3/
