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  • A very bullish presentation from Longboard Asset Management helped Tesla (TSLA +7.4%) rally today. Calling Tesla the auto industry version of Apple (others have made that analogy in some form) due to its brand, management, and disruptive impact (among other things), Longboard predicts shares will hit $100 within 18 months and $200 within 5 years. The firm expects Tesla to grab 80% of the global EV market, praises the company's engineering skill, and expects a heavy short interest (44% of the free float is shorted) to help fuel a rally. (slides) Update: SA commenters report having seen Longboard's presentation earlier. However, it was only today that it received media coverage. [View news story]
    It's possible today was the first time a major website reported on the presentation, but I came across it on a forum about two weeks ago. http://bit.ly/10oiaYA
    Apr 29, 2013. 05:55 PM | 2 Likes Like |Link to Comment
  • A very bullish presentation from Longboard Asset Management helped Tesla (TSLA +7.4%) rally today. Calling Tesla the auto industry version of Apple (others have made that analogy in some form) due to its brand, management, and disruptive impact (among other things), Longboard predicts shares will hit $100 within 18 months and $200 within 5 years. The firm expects Tesla to grab 80% of the global EV market, praises the company's engineering skill, and expects a heavy short interest (44% of the free float is shorted) to help fuel a rally. (slides) Update: SA commenters report having seen Longboard's presentation earlier. However, it was only today that it received media coverage. [View news story]
    That presentation was released weeks ago. Note the April 15th date on the first slide. I think the squeeze might have something to do with investors realizing they are about to miss the boat. http://bit.ly/11Rs8WH
    Apr 29, 2013. 05:36 PM | 2 Likes Like |Link to Comment
  • Tesla Motors' Amazing Future Earnings Potential [View article]
    pat1000, I wrote this article to make a comparison between Amazon, a company priced for perfection, and Tesla, a company growing rapidly, that is barely priced for next years earnings. I don't believe any investor should buy a stock purely due to the facts and figures that reflect a companies current performance. Anyone "investing" should use projections for future earnings, other wise you are almost certain to miss every growth story. Anyone investing should look at least 1-2 years into the future. Tesla is a hyper growth story, and thus requires looking a bit further ahead.
    Apr 26, 2013. 06:05 PM | 2 Likes Like |Link to Comment
  • Tesla Motors' Amazing Future Earnings Potential [View article]
    The thesis of my article on Amazon is that everyone who owns the stock is aware of the fact that Amazon is not currently profitable, and is willing to price in the future, when they expect it will be. In the case of Amazon, I do not feel a long position is a wise idea, as a lot of things are priced in. Amazon falling in the "near term" will not be because the stock is a bubble. Were Tesla priced like Amazon, with the future "priced in" ahead of time, I believe the stock would be much higher.
    Apr 26, 2013. 05:09 PM | 2 Likes Like |Link to Comment
  • Tesla Motors: Consider Risks As Well As Potential While Investing [View article]
    I think your thesis is Tesla is doing something new and is therefore risky? I'm open to a balanced perspective but I'm not sure this article provides it. I think you might find my article on Tesla to be beneficial. http://bit.ly/YwQZ1Q
    Apr 12, 2013. 09:24 AM | 2 Likes Like |Link to Comment
  • The High Cost Of Shorting Tesla Motors [View article]
    If Elon intends to buy shares, I don't think he cares if he buys at $20, $30, or $50 :)

    I don't think this is what he plans on doing. Just a thought. Remember the holdings company idea he mentioned a while ago?
    Apr 1, 2013. 12:47 PM | 2 Likes Like |Link to Comment
  • Google's 'Project Glass': An Over-Hyped Hobby [View article]
    And Google makes 70% of their profit from Advertising. What makes Google's Ads the best? Apple is teamed up with Facebook, and other companies to improve their data. SIRI has its own form of AI technology. I see no reason Apple couldn't do as many have suggested they will, and produce their own search engine/ advertising platform. Apple's IAd's are more effective and are more secure. The Android market is king in market share and Malware. This will bite Android big time in the coming year or 2. Also, Samsung is trying to cut Google out of the equation, with Tizen. Samsung accounts for most of the Android high end market. This will hurt Google.

    Google makes little to no money on Android directly. Why is Google X phone the best? Unbreakable/ Wireless Charging? Apple liquid metal phone will have the same, and they have exclusive rights. Also, they have 85-90% retention rate and most IOS users use the most recent OS. Less than 20% of Android users are using the newest OS. Google cannot match Apples security, scale or Warranty Support. This matters more than gimmicky features. It took Apple years to achieve the production and supply chain efficiencies they have today. It would take Google years to replicate it, assuming it could even be achieved.

    Google is emerging the Dell of SmartPhones.
    Mar 11, 2013. 03:53 PM | 2 Likes Like |Link to Comment
  • Why Does Tesla Not Appear In The Detroit Auto Show Press Conference Schedule? [View article]
    I'll agree Tesla is not listed as having a "press conference" at the Detroit Auto Show. That still doesn't prove Tesla won't be hosting a press conference at the event, and could simply mean a press conference hasn't been scheduled yet. It could also mean Tesla is planning to host its own event. Furthermore, Elon Musk will be "speaking" at the 2015 Automotive World Congress on January 15th, which coincides with the Detroit Auto Show.

    http://bit.ly/1yre4C7
    Dec 11, 2014. 10:48 AM | 1 Like Like |Link to Comment
  • Tesla Investors Are Ignoring What Elon Musk Really Said About BMW [View article]
    One GIGANTIC difference. Daimler's CEO has never said anything about "applying to emigrate to Musk's colony on Mars", but Daimler has said that Daimler's partnership with Tesla remains.
    Dec 8, 2014. 04:05 AM | 1 Like Like |Link to Comment
  • Tesla Investors Are Ignoring What Elon Musk Really Said About BMW [View article]
    @Logical Thought

    "Expects to commercialize by 2020". By 2020, Tesla could easily be selling more vehicles than BMW.

    Check out my article "Will Tesla Motors Need A Second Factory?", then tell me if you still believe that.

    "In my view, barring any production or supply constraints, [Tesla] will eventually meet or surpass the 1.8 million new vehicles BMW sold in 2012"

    http://bit.ly/12DF6g7

    Also, who's to say Toyota won't partner with Tesla to bring new technology to market?
    Dec 4, 2014. 09:20 PM | 1 Like Like |Link to Comment
  • Tesla Investors Are Ignoring What Elon Musk Really Said About BMW [View article]
    Check out my article "Tesla Model S Owners Could Realize Amazing Savings", then tell me if you still believe that.

    http://seekingalpha.co...
    Dec 3, 2014. 12:56 PM | 1 Like Like |Link to Comment
  • Tesla Investors Are Ignoring What Elon Musk Really Said About BMW [View article]
    When will the fossil fuel subsidies end?
    http://bit.ly/NuX2yH

    "In the United States, credible estimates of annual fossil fuel subsidies range from $10 billion to $52 billion annually yet these don’t even include costs borne by taxpayers related to the climate, local environmental, and health impacts of the fossil fuel industry.

    Internationally, governments provide at least $775 billion to perhaps $1 trillion annually in subsidies. This figure varies each year, but it is consistently in the hundreds of billions. Greater transparency would allow for more precise figures."

    "Roger Stern, an economic geographer at Princeton University says the U.S. has “mis-allocated” — others might say “wasted” — $8 trillion since 1976 protecting the oil flow from the Persian Gulf that fuels much of the global economy."

    http://ti.me/L3AEyp
    Dec 3, 2014. 12:23 PM | 1 Like Like |Link to Comment
  • Tesla Investors Are Ignoring What Elon Musk Really Said About BMW [View article]
    I guess everyone forgot Tesla mentioned this?

    "Tesla Aims to Charge Electric Cars in Five Minutes"

    http://bit.ly/14e3VNZ
    Dec 3, 2014. 12:16 PM | 1 Like Like |Link to Comment
  • Tesla Investors Are Ignoring What Elon Musk Really Said About BMW [View article]
    BMW's "fast chargers" are more like Tesla's "destination chargers" (not the same thing as the Superchargers), and will not be handled or maintained by BMW.

    http://bit.ly/1rGSc7I
    Dec 3, 2014. 11:58 AM | 1 Like Like |Link to Comment
  • Tesla Investors Are Ignoring What Elon Musk Really Said About BMW [View article]
    "Analyst Simon Moores said Monday via his Benchmark Mineral Intelligence newsletter that construction of the gigafactory is “up to one year ahead of schedule as preparation for the site continued in Q4 2014 at an accelerated pace.”

    http://bit.ly/12nt8Hl
    Dec 2, 2014. 01:40 PM | 1 Like Like |Link to Comment
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