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  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Yeah that was overshadowed by Model S success...now the focus shifts to Model X
    Feb 21, 2014. 01:39 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    No we don't because no other car company is TSLA where everything is being overvalued and everything is spec.
    Feb 21, 2014. 01:39 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Well this terminology and timeframe comes from Tesla not me, so you can call up Investor Relations and complain to them.
    Feb 21, 2014. 01:38 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Thanks surfer!

    Really appreciate it. We will hopefully have that out in a couple weeks.
    Feb 21, 2014. 01:02 PM | 1 Like Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Oh I got you. Sorry didn't follow.
    Feb 21, 2014. 12:23 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    I think we can agree to disagree on this point, and we will all get to see how it plays out. I do warn you, and you can quote me later on it, that if they see any delays you will see 10-20% drops.
    Feb 21, 2014. 12:23 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Exactly.

    If they have delays, the stock will go down. The company needs to execute. That is how they will be judged. They won't be judged on margins in the near-term or efficiency. They will be judge on the execution of their products because that is what the valuation is built on.
    Feb 21, 2014. 12:22 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    We do the best we can to try to assess things as fairly.

    We are analysts. We do not own stock in much of anything to help rid our bias, and we see where there is value.

    You can see all our models in everything we write is based on direct projections and math. That removes emotion from the equation. In fact, we use coefficient factors in our models that assess emotion and apply different discount rates when stocks have certain likes/dislikes (TSLA vs. BBRY)
    Feb 21, 2014. 12:13 PM | 2 Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Not sure where we are bearish?
    Feb 21, 2014. 12:12 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Agree he is a very compelling CEO and does get a certain valuation addition, but there have been great CEOs that win all the time and still don't get this valuation...so there has to be more to the story.
    Feb 21, 2014. 12:11 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Exactly CHFP.

    David and Value - I don't think that is what we have to say. On the road means prototypes in showrooms. Deliveries means in home. Even the company says itself...they will have Model X "on the road" by the end of the year. From shareholder letter:

    We expect to have production design Model X prototypes on the road by end of year and begin volume deliveries to customers in the spring of 2015.

    Anyone that knows about TSLA know that is what is meant for the company.
    Feb 21, 2014. 12:10 PM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    Haha very nice
    Feb 21, 2014. 09:44 AM | Likes Like |Link to Comment
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market [View article]
    First off. Read the title! We are far far from short. Second off Model X prototypes need to be on road in second half to release on time. If they aren't out by then it is unlikely the model x will release on time. Thus, shares will drop.
    Feb 21, 2014. 09:42 AM | 1 Like Like |Link to Comment
  • BlackBerry Is Still A Great Buy In 2014 And What's Next For The Market [View article]
    Thanks for the link okelly. I had misinterpreted that as well. Appreciate steering us right.
    Feb 20, 2014. 12:46 PM | 2 Likes Like |Link to Comment
  • BlackBerry Is Still A Great Buy In 2014 And What's Next For The Market [View article]
    No one investing in BBRY believes it is a "safe" investment.
    Feb 20, 2014. 11:37 AM | 2 Likes Like |Link to Comment
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