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28 Jan, 4 tweets, 2 min read
THE JPR007 LIBRARY IS HERE

The JPR007 Library is 100% open to the public

- there are no paywalls

- there is no obligation to register

- sponsorship is entirely voluntary

- all feedback will be much appreciated

patreon.com/user?u=46763739
This provides a brief introduction of the JPR007 LIBRARY

The main discussion forum for JPR007 remains on Twitter

- this Library is intended to provide support

- and a place to find materials more easily than the natural structure of Twitter can provide

Please use it and enjoy
These are the TAGS currently used in the JPR007 LIBRARY to assist with finding related materials
The most recent JPR007 materials have already been posted in the JPR007 LIBRARY

- and useful older materials will be added as we go through the process of collecting them from the Twitter feed

- please let us know if there are specific items that you want to find in the library

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More from @jpr007

JPR007 Profile picture
30 Jan
@FridayLukas @ConnectingODots @EvaFoxU @TeslaBest @28delayslater @garyblack00 @TeslaPodcast @stevenmarkryan @iamtomnash @GerberKawasaki @heydave7 @AdamHoov @stekkerauto @klwtts @chamath @Kristennetten @WholeMarsBlog @tesla4the @321FlaSTEMEd @elonmusk @Gfilche Regarding AAPL

And considering the viewpoint of a Real Equity Investor with a long-term outlook

Let’s assume that you had built your long-term Buy and Hold investment position on a regular basis over time starting with the IPO

Accumulating with equal dollar monthly purchases
@FridayLukas @ConnectingODots @EvaFoxU @TeslaBest @28delayslater @garyblack00 @TeslaPodcast @stevenmarkryan @iamtomnash @GerberKawasaki @heydave7 @AdamHoov @stekkerauto @klwtts @chamath @Kristennetten @WholeMarsBlog @tesla4the @321FlaSTEMEd @elonmusk @Gfilche At the end of 1998 going into 1999 your cost basis would probably have been somewhere around $0.22 per share, based on the daily closing prices for that period Image
@FridayLukas @ConnectingODots @EvaFoxU @TeslaBest @28delayslater @garyblack00 @TeslaPodcast @stevenmarkryan @iamtomnash @GerberKawasaki @heydave7 @AdamHoov @stekkerauto @klwtts @chamath @Kristennetten @WholeMarsBlog @tesla4the @321FlaSTEMEd @elonmusk @Gfilche It is difficult to understand why panic selling would have helped the ordinary investor during the years that followed

And that original accumulation of shares at $0.22 per share would be valued at about $132 per share today

- that is a 600x return Image
Read 9 tweets
JPR007 Profile picture
29 Jan
Robinhood Gets Almost Half Its Revenue in Controversial Bargain With High-Speed Traders bloomberg.com/news/articles/…
Robinhood Markets Inc. has built a reputation on its origins in finance counterculture and a steal-from-the-rich ethos. But the firm, which offers no-fee stock trading, is making almost half its revenue from one of the most controversial practices on Wall Street
The startup, valued at $5.6 billion, was bringing in more than 40% of its revenue earlier this year from selling its customers’ orders to high-frequency trading firms or market makers like Citadel Securities and Two Sigma Securities . . .
Read 38 tweets
JPR007 Profile picture
28 Jan
WE ARE INDEED SAILING THROUGH STORMY SEAS
Dark clouds overhead and rolling seas under the hull . . .
This is what lighthouses were invented for

- to guide us safely through dangerous waters
Read 5 tweets
JPR007 Profile picture
28 Jan
TESLA 2020 RESULTS

Here are some of the key slides from our standard reference deck showing Tesla’s 2020 relative to other automakers

As the first report that we have for 2020, Tesla is the only automaker with 2020 numbers in here

- all of the others are for 2019
AUTOMOTIVE REVENUES

2
REVENUE PER VEHICLE

3
Read 21 tweets
JPR007 Profile picture
28 Jan
THIS CHART IS THE SINGLE MOST IMPORTANT MESSAGE FROM TESLA’S 2020 RESULTS

Cash Flow From Operations is the leading indicator of a company’s health

- more important than its second-order derivative “Free Cash Flow”

- more important than the complex derivative “Net Income”
Tesla in 2020 had higher Cash Flow From Operations than FOUR other much larger well-known automakers had in 2019

- and 2021 will be higher again
Tesla now has a higher Cash balance than SEVEN other much larger automakers had at the end of 2019
Read 5 tweets
JPR007 Profile picture
26 Jan
Tesla's no-nonsense finance chief tallies profit surge

Tesla is widely expected to report its sixth consecutive quarterly profit Wednesday -- and potentially its first $1-billion quarter
autonews.com/automakers-sup…
That follows a remarkable year when Tesla’s stock split and skyrocketed, the company joined the S&P 500 Index and it sold almost half a million cars

Two years ago the world’s leading electric vehicle maker was going through a rough patch
Elon Musk, Tesla’s CEO, informed employees in a January 2019 open letter that the company had to reduce headcount by -7% and boost Model 3 production rates to survive

Later that month, the CEO told analysts Tesla needed to cut costs and its vehicle prices to avoid bankruptcy
Read 36 tweets

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