Quartr Profile picture
Oct 11, 2023 17 tweets 5 min read Read on X
Today, we are sharing a MONSTER thread with some of the most outrageous $TSLA earnings call quotes from @elonmusk over the years🧵

1. This one from 2018 is hilarious. Elon refuses to answer a "boring bonehead question" and then the operator just moves along to the next analyst: Image
2. In 2014, Elon shared his napkin math on how $TSLA could surpass $AAPL's then ~$700B market cap: Image
3. And to @elonmusk's credit, $TSLA's market cap did in fact surpass $700B. So, almost exactly a year ago, Elon went for another prediction.

This time, he claimed to see a path for Tesla to be worth more than Apple and Saudi Aramco *combined* (this would mean >$4.3T): Image
To give that wild statement some more color, here's a visualization (at the time, $TSLA's market cap was roughly $700B): Image
4. This is where things go really crazy though.

Earlier this year, Elon said he was "very confident" in a 10x (or 5x.. or maybe 10x) increase in $TSLA's market cap (this would mean ~$9.2T): Image
We of course visualized this, too.

Using today's $AAPL market cap of $2.8T, you could stack 3x (!) Apple and still not reach Elon's $TSLA $9.2T market cap prediction: Image
5. Here's another good one from 2018. @elonmusk says Daimler's CEO "doesn't know much about physics": Image
6. Here's Elon Musk recommending @ARKInvest: Image
"These questions are so dry. They're killing me."

7. Here are two more funny "boring question" remarks from the Q1 2018 call:
Image
Image
8. Here's @elonmusk claiming that $TSLA's demand is "indistinguishable from infinite": Image
9. There will also be "quasi-infinite" demand for $TSLA's robotaxi products, according to Musk: Image
10. Oldie but goldie! Elon about his sleeping bag at the end of the production line in 2016: Image
11. "Moats are lame", says @elonmusk: Image
12. Elon on the fact that $TSLA was the first American car company in a 100 years to not go bankrupt while trying to achieve car volume production: Image
"Give people back their goddamn freedom"

13. Elon's very strong feelings about the Covid lockdowns in 2020: Image
14. Elon giving investment advice earlier this year: Image
"If we have to go mine, we will mine"

15. On vertical integration – If $TSLA can't find a good enough raw materials supplier, they will start their own mine(s), says Musk: Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Quartr

Quartr Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Quartr_App

Dec 30, 2024
Looking for podcast recommendations to kick off the new year?

In this thread, we'll share 15 podcast episode recommendations from the past year, handpicked by our team. Image
Starbucks (with Howard Schultz) by @AcquiredFM

Lots of great episodes to choose from, but having Howard on the pod with his many great stories made this one stand out. Image
Stan Druckenmiller with @NicolaiTang1

When Druckenmiller speaks, you listen. There's always something to learn and be inspired by from one of the best to ever do it. Image
Read 17 tweets
Dec 9, 2024
Are you looking for some holiday reading?

In this thread, just like last year, we will share 15 book recommendations handpicked by our team. Image
1. The Gambling Man: The Wild Ride of Japan's Masayoshi Son

Former Financial Times editor @lionelbarber tells the story of one of the most unique persons in business and perhaps the greatest visionary of them all, Masayoshi Son. Image
2. Boom: Bubbles and the End of Stagnation

Published by the great @stripepress, the book explores breakthroughs like the Manhattan Project, the Apollo program, and Moore's Law, showing how financial "bubbles" often spark transformative innovation. Image
Read 16 tweets
Dec 4, 2024
John Elkann runs one of the largest family businesses in the world: Exor.

They control companies such as Ferrari, Stellantis, CNH Industrial, and The Economist.

Lessons from Elkann on building businesses for generations ahead 🧵 Image
"Family businesses generally tend to be more courageous in investing because they have longer time horizon: that makes the difference over time." Image
"If someone from the family is not up to his role in the business, he needs to be told and he needs to understand that the business is a meritocracy." Image
Read 4 tweets
Nov 28, 2024
AutoZone is truly incredible in more ways than one.

Since its IPO in 1991, $AZO have grown its EPS by ~45,500% and repurchased 87% of outstanding shares.

These six clips with the founder, Pitt Hyde, are a masterclass in business🧵

1. Meeting and learning from Sam Walton:
2. Up With People

"We train the people where their mindset is – this is my opportunity to excel – so now all of a sudden the work takes on a new meaning. I'm not just a clerk here, I'm a problem solver."
3. Accountability

"Holding people accountable to what it takes to do the job right is not going to dampen your culture"
Read 7 tweets
Aug 2, 2024
The Volkswagen short squeeze of 2008 is one of the most dramatic events in financial history.

This is the story of how the Porsche family seized control of Europe's largest automaker $VOW 🧵 Image
In 2005, the family holding company Porsche SE began quietly acquiring Volkswagen shares.

Their goal? Gain full control of Volkswagen.
By 2008, Porsche had accumulated 42.6% of Volkswagen shares and secured options for another 31.5%, effectively controlling 74.1% of the company.

This options strategy was kept under wraps, catching the market by surprise.
Read 9 tweets
Jun 20, 2024
We searched for keywords such as "ROIC" and "FCF" in Quartr Pro's slide database to find companies focusing on these key metrics instead of adjusted EBITDA.

Let's take a look at some of our findings 🧵

1. $TXN beautifully illustrates its FCF per share growth: Image
2. Serial acquirer $LIFCO demonstrating strong FCF per share development: Image
3. $JDG beautifully showcasing their trailing Return on Total Invested Capital: Image
Read 10 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(