Seeking Alpha

Siddharth Dalal

 
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  • Tesla's Order Backlog And Why It Is Worth More Than Porsche
    Editors' Pick • Thu, Aug. 7 TSLA 296 Comments

    Summary

    • Porsche has shown great growth in the last few years.
    • However, Porsche's growth pales in comparison to Tesla.
    • Tesla's Customer Deposits rose to a record $228M, implying exploding worldwide demand and constant backlog of several months.
  • In The Land Of Irrelevant Numbers, Tesla Gave Us A Goldmine
    Tue, Jul. 15 TSLA 202 Comments

    Summary

    • Tesla Superchargers are a profit center, not a cost.
    • Recently Tesla blogged about actual charging numbers which were painted as irrelevant to investors.
    • I will use those numbers to expand on my previous calculations on supercharger profits.
  • JA Solar Beats, Invest On The Cheap With Options
    Thu, May. 8 JASO 27 Comments

    Summary

    • JA Solar reported earnings early this morning, with EPS of 23c on revenues of $366m.
    • The stock trades at a discount compared to peers.
    • Options provide a way to invest in the stock at discounted rates. Warning: they are thinly traded.
  • Tesla Earnings Call Decimates Most Bear Arguments
    Thu, May. 8 TSLA 152 Comments

    Summary

    • Tesla reported good earnings numbers on Wednesday, and guidance was fantastic.
    • In its Letter to Investors and Earnings Call, it negated the most important bear thesis of slowing North American demand.
    • Customer deposits also rose significantly, indicating robust worldwide demand for Model S and Model X. I'll attempt to estimate Model S backlog.
    • Gigafactory is on track, and updates were very promising.
  • Fleet Economics And The Underestimation Of Chinese Tesla Demand
    Fri, Apr. 25 TSLA 475 Comments

    Summary

    • Recent news from China about Tesla's demand has not yet made it to the international media and this article presents a rare opportunity to act on Tesla before everyone else.
    • Tesla has already started getting incentives from Chinese cities like Shanghai. Tesla has unexpectedly large fleet sales in China.
    • Based on these items Chinese demand for Tesla is being underestimated.
    • I will also attempt to calculate savings to fleets by switching to Tesla's.
  • The Tesla Big Picture For Investors
    Thu, Apr. 24 TSLA 139 Comments

    Summary

    • There has been a lot of recent news from Tesla that has been heavily covered such as their China launch and some not heavily covered such as their Lathrop facility.
    • There is also rampant poor speculation and misinformation spreading around about Tesla demand and I will attempt to estimate Tesla Q1 sales before earnings.
    • Based on news and Tesla statements, I will create a timeline for Tesla going forward to give investors the big picture of Tesla's future.
  • How Good Is The 2014 Outlook For Netflix? An Updated Look In Numbers
    Tue, Apr. 22 NFLX 31 Comments

    Summary

    • I was spot on with my Netflix earnings predictions for this quarter and this article is an update to my Netflix Model based on Q1 results.
    • I will model Netflix's subscriber growth and estimate revenue and profits per subscriber.
    • Based on that I will attempt to estimate Netflix's numbers going forward for the rest of the year.
  • GM's Ignition Vs. Tesla's Titanium And 'Befuddling' Peak Deliveries
    Tue, Apr. 8 GM, TSLA 253 Comments

    Summary

    • Tesla's titanium underbody should be a minor cost and is a major publicity win for Tesla.
    • GM's ongoing recall woes could have a long term detrimental impact on the company.
    • The close proximity of these events are a long-term negative for the auto dealer lobby and positive for the direct sales model.
    • Tesla should beat this quarter's guidance based on available sales data. Have Model S deliveries in the US really peaked?
  • Tesla's Game Of The States
    Fri, Mar. 28 TSLA 336 Comments

    Summary

    • Tesla is battling many states for direct sales leading to improvement in its brand awareness.
    • The Gigafactory is a bargaining chip with Texas and Arizona for direct sales and a battle Tesla might win.
    • These heavily covered battles are a long term positive for the brand and auto dealers are just accelerating their own demise.
    • A lot of positive news is expected out of Tesla near term and the stock has taken a beating on no news indicating a possible recovery.
  • Just How Profitable Can Tesla's Supercharging Be?
    Sun, Mar. 2 TSLA 195 Comments
  • When Is Tesla Going To $1000?
    Thu, Feb. 27 BAMXF, SCTY, TSLA 283 Comments
  • Tesla Guidance, Analyzing Model S Demand And Customer Deposits
    Thu, Feb. 20 TSLA 261 Comments
  • 7 Things To Look For During Tesla Earnings
    Thu, Feb. 13 TSLA 394 Comments
  • How Promising Is The 2014 Outlook For Netflix? A Look In Numbers
    Wed, Jan. 29 NFLX 51 Comments
  • Impact Of Chinese Pricing On Tesla's Growth
    Thu, Jan. 23 TSLA 291 Comments
  • Looking Beyond Tesla As An Auto Company
    Fri, Jan. 17 SCTY, TSLA 733 Comments
  • Tata Motors: Growth At A Discount
    Wed, Jan. 15 F, GM, TTM 54 Comments
  • Tesla Superchargers: The Charging Chicken And Egg Problem
    Wed, Jan. 8 F, GM, NSANY 511 Comments
  • Predicting Pandora's Earnings
    Wed, Jan. 8 AAPL, GOOG, SIRI 60 Comments
  • Chinese Solar Manufacturer Pick
    Mon, Jan. 6 CSIQ, JASO, JKS 25 Comments
  • Superchargers As A Profit Center For Tesla
    Dec. 31, 2013 TSLA 549 Comments
  • Why Bears Are So Wrong About Tesla
    Dec. 20, 2013 F, GM, CARZ 237 Comments
  • American Solar Pick: SunPower Vs. SolarCity Vs. First Solar
    Dec. 11, 2013 FSLR, SPWR, SCTY 56 Comments
  • The American Power Grid And The Economics And Greenness Of Tesla's Luxury Electric Vehicles
    Dec. 10, 2013 TSLA 331 Comments
  • Looking At Tesla's Most Overlooked Number: Customer Deposits
    Dec. 5, 2013 TSLA 321 Comments
  • Shipping Container Dividends: Textainer Group Holdings Vs. TAL International Group
    Dec. 4, 2013 TGH, TAL 49 Comments
  • Social Media Darling Stocks Compared - Twitter Vs. LinkedIn Vs. Facebook Using Google As A Benchmark
    Dec. 2, 2013 GOOG, FB, LNKD 6 Comments
  • An Analysis Of Pandora After Earnings
    Nov. 25, 2013 SIRI, TWTR, P 36 Comments
  • When And What Would It Take For Pandora To Be Profitable + Earnings Expectations
    Nov. 14, 2013 P 66 Comments
  • An Analysis Of Pandora Before Earnings
    Nov. 11, 2013 SIRI, P 55 Comments
  • Tesla Results: The Good, The Bad, The Ugly And Some New Predictions
    Nov. 6, 2013 TSLA 106 Comments
  • The Mother Of All Tesla Articles: A Complete Examination Of Tesla
    Nov. 1, 2013 TSLA 208 Comments