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Sal Demir

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  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @tom

    Do you realize how many people have been saying the exact thing since April?

    I know Kevin bought his new Tesla with Tsla profits so there you go, there's his "real" profits.
    Sep 7 11:31 PM | 2 Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    I love my sour grapes, nom nom nom...
    Sep 7 11:28 PM | 2 Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @tftf @Alexia

    I agree with tftf, Andrea James' calculations look very primitive, just like the Goldman Sachs analyst (can't remember his name).

    They literally have a simple chart and a paragraph explaining their long and short views. No investment is that simple, especially Tesla.
    Sep 7 11:27 PM | Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    No, I would take advice from Nikola Tesla on science but not on investing, just like I wouldn't take investing advice from Albert Einstein.

    It's a very rare occasion for a genius engineer to have genius business acumen (Trust me, I've been working in IT for years). I think Elon Musk is one of those rare people.

    Just take a look at his track record.
    Sep 7 11:24 PM | 1 Like Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @tom

    Alexia is basically saying they can take over a current OEM's lithium-ion department, say Panasonic's, Samsung's, or even one of the startups and build on it.

    But I still think OEM's will invest as demand increases. Why wouldn't they when the ROI is completely justified? For instance, Panasonic's lithium-ion department was losing money just last year, closing production lines but turned a profit this year solely based on Tesla's small demand and re-opening new lines, even new factories, imagine their profits when Tesla's production passes 100K cars/year.

    Again, supply will follow demand.
    Sep 7 11:18 PM | 1 Like Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @tom

    Every time you use this theory, I'll keep saying,

    "2017 A4 vs 2013 S7", "2017 3.20i vs 2013 M5"......
    Sep 7 11:13 PM | 1 Like Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    I think Gen3 will sell so well that it may make Tesla production constraint again not even considering the battery constraints.

    I'm confident that current OEMs' supply will go where the demand is. I'm also confident Tesla can successfully get into battery business if OEMs don't invest enough. I wouldn't even be surprised if JB Straubel and the team is already looking into this.
    Sep 7 11:10 PM | 2 Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @BPC

    I couldn't find the article where they had a one on one interview w/a hedge fund manager from Connecticut on their Tsla shorts but this one basically explains the overall story,

    http://yhoo.it/18Ly449
    Sep 7 11:04 PM | Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    Hmmmm.. I'm not so sure but hopefully you're right...
    Sep 7 10:58 PM | 1 Like Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @tom

    You should move to another planet since there isn't a single developed country in the world without government subsidies.

    But seriously, you shouldn't mix politics with investing, never a good idea.
    Sep 7 10:57 PM | 2 Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @Tippy

    "Then there is brand loyalty to BMW, Mercedes, Porsche. You think that al just evaporates"

    Here is a guy who owns a Model S 85 Performance and a Ferrari admitting he doesn't enjoy driving his Ferrari after 6 months in a Model S:) If you read the comments another guys with a Porsche 911 basically says he feels the same way, ICE car just feels old fashioned.

    http://bit.ly/12DF5Sp
    Sep 7 10:51 PM | 3 Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @Geo @Bryce

    Really enjoyed your comments, thank you.

    At the end of the day, it comes down to what a long or short believes, will the majority of Model S drivers return their cars betw. 36-39 months or will they keep them?

    Tom, Tippy, JP, etc. all believe they will, hence they want the liability to be recognized as "debt", "cost", etc.

    Meanwhile Tesla is using this cash shorts are calling "debt", "cost", to improve current product, build next products, improve supercharger network, deliver cars worldwide, improve brand recognition, educate on EV benefits such as gas, maintenance savings....... :)
    Sep 7 10:44 PM | 1 Like Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @tom

    " 1. The price of TSLA is fine since Space-X (separate company in totally different business) is more efficient than a govt-run agency like NASA. "

    What are you talking about? SpaceX has nothing to do with Tesla's share price. We're talking about Moon Kil Woong's concerns about taxpayer money "spent" on Tesla and SpaceX.
    Sep 7 10:33 PM | 1 Like Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    Thanks Wroc, I actually made the call last year but ended up writing articles in April, anyway, still pretty good "official / published" timing I guess :)
    Sep 7 10:29 PM | Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    @tom

    Here's a comparison of Audi A4, Audi S7, BMW 3.20i, BMW M5 by Edmunds

    http://edmu.in/19YYcyS?veh1=200459518|sedan&...

    Key term is market segmentation :)
    Sep 7 10:24 PM | 2 Likes Like |Link to Comment
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