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Daily Charge Profile picture
Daily Charge
@charge_daily
An anti-media news org dedicated to promoting the mission of accelerating the world's transition towards sustainable energy.
Jan 13, 2019 • 6 tweets • 2 min read
1/6: $TSLA forward EPS estimates (weighted avg of next two years) have been revised upward from -$2.89 back on 10/31/17 to $6 today, yet the stock price has moved sideways the entire time. Such multiple compression only occurs for one of two reasons: 1) declining growth rate, or 2) rising equity risk premium. Since $TSLAQ topline least squares growth exceeds 60%, it's safe to say #1 is not a factor. Given that the world now knows Tesla’s profit potential after Q3, we actually believe the reason for $TSLA subpar performance...
Jan 4, 2019 • 15 tweets • 2 min read
Today’s Sandy Munro discussion on @Autoline was filled with incredible insights on Tesla profitability, design, competitive advantages, and more 🔥🔥.

Here’s a tweetstorm recap, edited only for brevity or clarity.

$TSLAQ

On TM3 Body:
“[Tesla has] overdesigned the vehicle. Tesla Model 3 is heavier than the [BMW] 328i. So the body isn’t done well. And the aluminum trunk – I don’t understand the rationale. It didn’t lighten the car and made it horrible for manufacturing. That was the bad part..."