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  • Tesla Announces 'Infinite Warranty'... Pros And Cons [View article]
    That will probably not help sales as now you don't have to buy a new one for 8 years. Come on folks, do you want to buy a computer where first the hard drive may go bad in a very short time and you have to take it to an authorized dealer? And then the battery slowly loses juice and needs replacement? Musk is providing an excuse for filling the warranty reserve channel that he probably fleeced to pay for some other leak to fake his non-gaap "profits" . You folks will buy anything this guy sells - a car with drivetrain and battery deterioration issues? A company with no profits? A gigafactory that, that - that isn't in existence? Sure that's the ticket, a car witha defective battery that I bought for its - well, its, yes its BATTERY. Jim Jones Musk has got you all drinking Kool Aid. And when he runs out of money what will your positive spin be?
    Aug 21 06:57 AM | Likes Like |Link to Comment
  • Netflix's Headwinds Are Greater Than It Would Have Us Believe [View article]
    NFLX earnings are non-gaap, so to compare that side by side with twc and cbs is a bit disingenuous. I still scratch my head when you - or anyone else- say NFLX has terrific content. Their movie library is abysmal, literally nothing for me to watch, unless I like old movies, whereas on Prime I can watch new releases for 2 bucks. One washout on an original purchase and their cash position will be desperate.
    Otherwise good, fair piece - an unusual event on SA momo stocks.
    Aug 13 09:15 AM | 3 Likes Like |Link to Comment
  • The Netflix Blitzkrieg - Here's What Topped HBO [View article]
    nflx has no partner, a terrible film library, still makes more from dying dvd's then from streaming, is overspending bidding against itself for original content, no ability with its limited library to exact 15$ month from its subscribers - people are subs mostly because it is way cheap = catch 22 in raising prices. it buys affiliations - i.e. disney because it can provide no quid for quo. it will be out of business at some point because streaming has no proprietary component, everyone sells it. if nflx had the best service with terrific product and was loss-leading itself into getting lots of hooked subs now that would be deadly, but it doesn't. bye-bye reed - oh and its fcf is abysmal, again the poor business model.
    Aug 13 04:48 AM | Likes Like |Link to Comment
  • Tesla Motors updates Supercharger network progress [View news story]
    Bill Clinton=Elon Musk - what the definition of is is. What is a supercharger? Would we all count the numbers and agree?
    Aug 12 12:34 PM | 1 Like Like |Link to Comment
  • Tesla Rockets, QTR Takes A Victory Lap For Longs [View article]
    where are the straddle recommendations in cherry picked accounting? If there were a way to do it I would match picks with you for some reward? Ideas?
    Aug 11 03:06 PM | Likes Like |Link to Comment
  • The Tesla Bull Case Just Got Even More Optimistic [View article]

    Yes , but he just doesn't make money - rather he transforms history. He is still to book his first dollar of gaap profit at any co. Why are you quibbling about profit, you can sell convertible bonds, do upteen secondaries until? If you are a genius.
    Aug 11 08:59 AM | 5 Likes Like |Link to Comment
  • Tesla's Alpha Is Beta Fire Proof [View article]
    Are you aware that they delivered 8000 vehicles, not 80,000? And that they were about a quarter billion cash flow negative? And that the "earnings" or is it "earrings" are non, non, non, non-GAAP? And that the gigafactory is still a dream? Rather than a vision? And that they now trade at 60% plus of GM's market cap? And that a secondary is coming - SOON post Q? And that the Musk quote about creating demand is nowhere in the Bible, the Constitution - I looked? Please, enough of these irresponsible chest-beating, feverish, let's get lots of hits articles. Self-respect must be at a new low.
    Aug 8 10:19 AM | 6 Likes Like |Link to Comment
  • Tesla Will Become The Victim Of Its Own Success [View article]
    And why do these people buy the ICE's? And why will they stop buying them? You just hit the nail on the head - EV's are a niche product and selling 500k of them in one year any century soon a pipedream - as is the 35K sticker. I don't believe anyone on this site would wager much that that is the real price 2 years down the road when(if) we see the 3.
    Aug 8 08:48 AM | Likes Like |Link to Comment
  • Tesla: Poised To Miss Overly Sanguine Guidance [View article]
    Of course because musk very carefully and deviously plays with numbers and facts. So if the last week of 2015 he builds 2000 cars that is a 100k run rate, n'est pas? Or if he builds 400 cars on Dec. 31 that is a 100k annualized run rate? He's just buying all the time he can for what he knows is irrational exuberance and stock hype.
    Aug 6 08:15 AM | 4 Likes Like |Link to Comment
  • Tesla: Competitors To Look Out For [View article]
    If it comes out.
    Aug 5 09:42 AM | Likes Like |Link to Comment
  • Tesla: Competitors To Look Out For [View article]
    And you know what the research teams at all these companies are working on? They call you and tell you? You - and I - have no clue what they have in process.
    Aug 5 09:42 AM | Likes Like |Link to Comment
  • Tesla: Competitors To Look Out For [View article]
    As Logical Thought points out, and as Tesloans have been ignoring since day one, it would be unthinkable to believe that superior auto makers such as BMW, Audi would have ignored EV opportunities to the degree that they were asleep at the wheel and were going to let Tesla command the playing field. These companies have engineers just like Tesla, management with an eye on profit, massive R and D teams, marketing whizzes and a hundred years experience in the industry. While all the Tesloans have been sleeping they have been working on competitive vehicles. If Tesla had a patent on batteries themselves that no one else had or could use that would be one thing, but rather they have a method of assembling a raft of batteries made by others. There is nothing proprietary here - i.e. why Musk released the patents.
    Aug 5 08:28 AM | 6 Likes Like |Link to Comment
  • Tesla: Is A $320 Price Target Reasonable? [View article]
    You make so many recommendations and de-recommendations it would be hard to chart your results. The market is up 40% over the last year plus, so bullish calls aren't hard to come by. Now we have you on record that you believe Tesla is a $500 stock and therefore you must be long-term bullish so I will leave you alone until we see where that projection goes or until you change your position. Your last three straddle calls - if you would share with me where you closed them I would have an exact number - have cost your followers on average 60 % of investment at least. That would mean if they had acted on all three they would be broke, or at least have expended that "risk" or "options" part of their portfolio.
    Aug 4 10:10 AM | 4 Likes Like |Link to Comment
  • Tesla: Is A $320 Price Target Reasonable? [View article]
    Panasonic is contributing 40% to the gigafactory - let's see 200 million is 40% of , oh 500 million which is 10% of 5 billion required. You might actually revisit Math 1. And the 20% from the unknown state is chiseled in stone where? And , as to working capital, I was asking about working capital for the whole concern, not merely the Gigafactory. So you don't believe there will be additional fundraises and dilution? Since they are free cash flow negative (they must have said that somewhere on the conference call, somewhere when Musk wasn't saying amazing things like "we can create any demand, anytime we want") they will have to raise more capital will they not? I can't believe you think it is a positive to say things like since the factory isn't yet built (a negative) who cares how much Panasonic kicks in and since we don't know what state is getting this bonanza we don't know about that either. Don't you think there are a lot of things investors don't know about a co. trading at an infinite PE with minimal market share and a 30 billion$ market cap?
    Aug 4 10:04 AM | 3 Likes Like |Link to Comment
  • Tesla: Is A $320 Price Target Reasonable? [View article]
    How do you get all your grammatical errors past the editors at SA? I wrote a piece and they spent a week trying to determine if a dash or comma were the best way to accent a phrase - every one. You have pronouns that are out of place, subjunctive phrases that make no sense.

    And as to your piece. Jonas is promoting the stock - think MS secondary? What's App was a buyout at 19 billion so you are comparing Apples to Teslas, so to speak. And right on Tesla? Last week was the first time you were afraid to make a market call on how to deal with T's earnings. Do you have any concept of balance sheets? What is Tesla going to do for capital to get to the point Jonas and you so glowingly predict? Why is Panasonic just throwing chump change at the battery factory? So GM is going out of business - you just dismiss them as if it was all over for Chevy etc.? And , of course you don't even consider Tesla's close proximity in market cap to Fiat, BMW, Nissan - will they be worth what Toyota is in 5 years?
    Your pieces are irresponsible journalism, but even worse they cost/will cost naive readers a lot of money.
    Aug 4 09:17 AM | 13 Likes Like |Link to Comment
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