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  • Tesla Will Soon Find Itself Behind The Curve  [View article]
    Just another " Watch out Tesla" article from someone who just doesn't get it. 80 million cars will be sold in 2020, and Tesla wants to sell 500,000. Plenty of room for Govt. Motors and Ford. Tesla wants additional players to come to the Table--but not sure how they will establish a charging infrastructure. Given their immense electric torque, I would imagine that trucks are high on Teslas next platform
    Jan 11, 2016. 04:23 PM | 39 Likes Like |Link to Comment
  • Increased Warranty Costs Could Cut Tesla's Profits By Almost 15%  [View article]
    Agree that they did not allocate enough for warranty costs--but I also agree that as time passes, those costs are now diminishing. Drive train failure is an alarming term. My understanding is that most of these early problems are minor drive train issues such as a hum detected at 70 mph. Since the car is very modular, it's easier to replace the drivetrain than to fix it. Normal drive train replacement takes an hour or two- labor cost is minimal to Tesla, service is exemplary for the owner, and most early adopters expected some issues. What they also expected was that Tesla would back their product--and they have.
    Dec 18, 2015. 02:49 PM | 10 Likes Like |Link to Comment
  • What To Expect From Automakers At CES Relevant To Tesla  [View article]
    Maybe we can agree to disagree. Until there is some huge advance in battery technology, sourcing batteries from a vendor will not enable the production of low priced electric cars with extended range. Let's see how the Bolt really manages this issue
    Dec 16, 2015. 05:18 PM | 4 Likes Like |Link to Comment
  • What To Expect From Automakers At CES Relevant To Tesla  [View article]
    Anton-
    Please stop writing about Tesla competition. Sure GM and VW have a lot of money--we know that. But until someone steps forward and says that they are willing to spend 5 billion on a battery factory or that they have a plan to put in place rapid charging infrastructure---there is no real competition. By the way--how many times does Musk have to say that he encourages competition before you understand that 80 million cars are produced every year and that there is plenty of room for others in the electric car space? This topic is getting old. If you want to be constructive, tell us about new things at CES, and leave the Tesla reference out.
    Dec 16, 2015. 04:54 PM | 7 Likes Like |Link to Comment
  • What To Expect From Automakers At CES Relevant To Tesla  [View article]
    It seems like every time you post a negative Tesla article--- the stock forges higher. Is there someway you can let us know when you plan to publish in advance?
    No seriously, I enjoy reading your articles, they are usually well researched--I just don't use them for investment purposes.
    Dec 16, 2015. 04:30 PM | 9 Likes Like |Link to Comment
  • Tesla: Something Is Happening With The Model S  [View article]
    Xonkd-
    I waited 1 year for my Model S to be delivered--it was worth every minute. Everyone I talk to says as soon as Tesla launches a 35k car count me in. I have been driving on renewable energy (solar) for 3 years and I feel really good about not supporting our friends in Qatar. I will save 35 k in costs over my ICE over 8 years. If you can save 35 k over 8 years--and the cost is 35k--well, you can do the math
    Dec 15, 2015. 06:55 PM | 11 Likes Like |Link to Comment
  • Tesla: Something Is Happening With The Model S  [View article]
    @commonno
    Point well taken. Do you expect the business model to fail by March when they get 500k reservations for the model 3?
    Dec 15, 2015. 05:12 PM | 5 Likes Like |Link to Comment
  • Tesla: Something Is Happening With The Model S  [View article]
    Most investors in Tesla could care less about GAAP earnings or whether they will be on target with delivery numbers. This stock price is driven by Model 3, the Gigafactory and home storage solutions. It's a long term play--none of us expect Model X or Model S will drive the current valuation. Any drop in share price only represents a new opportunity to acquire more shares. Tesla has executed on their business plan, and not given us any reason to believe they won't continue to execute in the future. Stop dwelling on the minutiae and look at the big picture--An American car company that produces a product that can compete with, or surpass, what is coming out of Germany. We haven't been able to say this for the past 50 years. Why would you want this to fail?
    Most likely only if you work for GM or Exxon
    Dec 15, 2015. 03:35 PM | 18 Likes Like |Link to Comment
  • Possible Tesla Supercharging Partner In Europe  [View article]
    Just a reminder--superchargers are not gas stations. The majority(probably greater than 98 percent of Tesla charging is done in homeowners garages--this is a major advantage over ICE cars. During my 3 years of ownership I have only been to a supercharger 6 times. Furthermore, nighttime charging reduces charging costs for me and puts less of a strain on the grid. If there is a profitable business in building and maintaining superchargers--then go for it. Like other Tesla owners, I am a little concerned about what will happen to SC access when there are millions of Teslas on the road.
    Regarding comments about the ICE infrastructure and the millions of jobs that will be lost--we live in a high tech world now--full of constant change. People will adapt--they always do. If you think this can't happen--think Eastman Kodak
    Sep 30, 2015. 11:19 AM | 3 Likes Like |Link to Comment
  • No, High-End Competition Is Not Tesla's Worst Nightmare  [View article]
    Kalpenn- good point. Tesla is currently "ludicrously" fast, and there is only one level of speed that is faster--maximum plaid. 0-60 in 2.8 seconds creates 1.1 g of force on the occupants. Although it is exhilarating --that kind of acceleration can be very dangerous in the hands of amateur drivers
    Sep 17, 2015. 12:40 PM | 1 Like Like |Link to Comment
  • No, High-End Competition Is Not Tesla's Worst Nightmare  [View article]
    Nice article. I think you have accurately captured what long term investors feel about Tesla competition. Love to see German car companies trying to play catch-up with an American car company. Tesla has certainly established itself as the focal point of American automotive innovation and I agree with you that the younger generation has been looking at Tesla with their eyes wide open. Virtually none of them are saying that they can't wait for the new Bolt.
    Sep 17, 2015. 11:42 AM | 7 Likes Like |Link to Comment
  • Porsche And Audi Just Cemented Tesla's Lead  [View article]
    This is fun--Porsche, Mercedes and Audi are trying to compete with an American car company. Never thought I would say that in my lifetime. Sit back, have a cold beer and think about that
    Sep 16, 2015. 05:41 PM | 26 Likes Like |Link to Comment
  • The Tesla Bubble Is Bursting  [View article]
    Ken S-- this is a better short rationale tha the one brought forward by the author. However, despite the economic advantage of large auto companies--look how they have competed thus far. The i3?
    The Leaf? Even deep pockets like Audi will most likely not be able to launch a competitive car before Tesla overwhelms the market in 2017/2018. Lastly, Tesla is light years ahead of any deep pockets competitor in 2 key facets. Charging infrastructure and battery supply. Detroit, Japan and Germany need to figure this out quickly--or they will go the way of Eastman Kodak. Nobody is against competition, but in the high tech world, you either have a vision and execute on it quickly-/or you lose.
    Sep 5, 2015. 02:48 PM | 17 Likes Like |Link to Comment
  • The Tesla Bubble Is Bursting  [View article]
    If you are looking to short something--look at big oil, car companies that are unwilling to go electric and car dealerships. The electric wave has started and will continue to build. Tesla investors could care less about the price of oil. If it drives the price of the stock down, it's just a good opportunity to buy more shares. If you had a chance to drive a Tesla for 3 years, you would understand how far superior it is to any internal combustion engine car--why would anyone want to continue supporting a 120 year old technology that was a bad idea to begin with?
    Sep 5, 2015. 02:34 PM | 21 Likes Like |Link to Comment
  • For Electric Cars Safety Is Key  [View article]
    X Tech Talker--you nailed it. Not sure why we see these headlines 2 years after the last noted fire--this whole article has a fishy smell
    Jul 7, 2015. 11:24 AM | 7 Likes Like |Link to Comment
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