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1/ Hey Ron Baron, saw you on Squawk Box today. Your comments about all Teslas being "made to order" struck me the same way Sonu Kalra's did when he laughingly said on Money Insider TV that Tesla would make 1mm cars per year. I get the concept of talking one's book, but c'mon.
2/ Kalra's comments were funny/ironic because he was being interviewed by the Shill's Shill: Henry Blodgett. Yours seemingly were made in earnest. Which is a problem because you know made to order isnt true. Does "inventory" mean made to order? Have you seen these? 
3/ What about these?
4/ It isn't just Boston Ronnie. Like Patek Phillipe's, you can buy inventory in Florida.
5/ I have a list of 243 VINs in Boston. Some haven't moved in seven weeks. Where are those made to order buyers? Did they get lost on the way to the delivery center? Are they enjoying the pizza at The Chateau? Here's some examples of what suspiciously looks like inventory.
6/ If all these cars are "made to order," why do so many have alot of miles on them? When I buy a new Audi, it usually has just 7 miles on the odometer. What is the made to order buyer supposed to think of these?
7/ What do you make of the stories all over the owner's forums about people being sold cars with high mileage? I see service people driving cars back and forth between lots all the time. Call me old fashioned, but I can't reconcile high mileage w made to order.
8/ I could show you more than 20 cars in Boston alone with more than 100 miles recorded in crayon on the windshield. That's just one mkt that makes up 2.5% of worldwide sales. What does that imply about made to order globally? Perhaps it's a myth and you know it.
9/ The best thing about the Tesla short is it attracts the big boys. Chanos, Soros, Will Danoff. We all want to be on that field. I'm okay with your blatant misrepresentations and book-talking because I know how the game is played.
10/ But instead of coming on TV and lying through your teeth, why not just quietly sell your shares and file the 13Fs like everyone else? Why go on TV and spout something laughably untrue? Surely you see the demand cliff and know of the liquidity issues. Right? You're not
really in the dark, right? Please tell us you're not. Whatevs. $TSLAQ is here to help you bro. Just keep checking back and we'll square you up. TSLAQ.org is a great resource. And it's free.
