ELON'S PROJECT HIGHLAND, FORD & THE TESLA MODEL TAU - A Manufacturing Revolution
New Video Out
Project Highland is much more than a Model 3 upgrade. It's the start of a manufacturing revolution that includes the Model Tau!
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In this two video series I explore what Project Highland is about. The first video, "Cracking the Easter Eggs" dives into history to provide a peek into the future.
The second video, out soon, will provide an engineering analysis of highland's breakthrough production methods
In the first video, I look at MINDBLOWING innovations and working methods which
Ford introduced in the Model T era,
and Elon now revisited
but OEMs completely forgot as they grew fat and led by MBAs
Despite discussions saying otherwise, BUYBACK IN 2022 IS DEFINITELY POSSIBLE
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2/ I find it puzzling why so many people say IN CERTAINTY that buyback won't be this year
I'm not saying it WILL, but def that it COULD, despite what Tesla said in investor call
I will explain
3/ Tesla said this:
“But we want to work through the right process to do a buyback, but it’s certainly possible for us to do a buyback on the order of $5 billion to $10 billion, even in the downside scenario next year, even --
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2/ First let me describe my audience: if like me you are a long-term investor with no plans to sell in next few years, YOU SHOULD BE OPPOSED to the upgrade.
(If you're a TRADER who wants to sell on the rise, sure you would want it. This thread is not for you)
3/ First I'll show why Investment Rating WON'T HELP Tesla
Then I will show why it will HURT it
A. It won't help Tesla bc IMO they don't need to raise capital, they have enough FCF to fund whatever they want to do
If so, it will have 0 effect on their production and products
When doing my series that went viral HOW GM SOLD AMERICA, one question constantly bugged me:
If GM wanted to move production to China, where was the UAW? Why didn't they act to stop GM's plans?
This video explains why.
Unsurprisingly, the answer is "Follow the Money" 1/
2/ For those who missed the series, here's a link to the playlist
- Part 1: Giving the Tech
- Part 2: Moving Production to China
- Part 3: Sucking Taxpayer Dollars
3/ Unrelated, but if you haven't watched my latest video, It's very different!