A BIS ban is absolutely not a suggestion. It’s serious and black letter enough every competent lawyer will tell Tesla in no uncertain terms to comply.

Are you a lawyer grizy?

relative to other car makers how does yoy revenue growth look?

walt should have killed pinkman in season 1

significantly worse... TSLAQ is negative, other US automakers are flat, international ones have significant growth

you're either pro or noob, that's life

vs US car makers?

Freudian slip?

No worries!

Wow

Hopefully the audio was out of sync there

No. I have a JD but I never took the bar exam.

So, basically ToothSayer?

https://www.barrons.com/articles/tes...ny-51578415861

I'm watering at the mouth to find a short entry. This is insane lol

now that im not in the stock, i cant help but be excited the more it goes up

yeeeeetttt

With even more legal training.

probably something along these lines:

It's possible they post another small profit through discounts and accounting tricks, they didn't sell enough units to profit organically.

The thesis is they are one red quarter from dropping $50+. By Q1, when they are out of cards to pull, you will see the 500mm losses again

Let's see why Tesla might be overvalued:

1. Lost nearly a billion dollars this year despite massive government subsidies and credits (the former now ended in the US as of a week ago).
2. Sales just scraped in over the low end of guidance, which is itself 40% below projections from two years.
3. Worth nearly as much as Ford and GM together (who make $13 billion/year in pure profit and pay a 7% dividend PLUS $60 billion net between them on the balance sheet).
4. Revenue declined YoY the last two quarters despite increased unit sales
5. CEO is a serial liar and a proven major fraud who's missed all stated targets horribly and done billions in consumer fraud selling vaporware (FSD)
6. Sells luxury goods in a saturated market with no indications it can profitably do volume at lower prices.
7. In the car business, which is a notoriously tough business that falls apart during recessions, often with bankruptcies, where at P/E of 6-7 in considered standard due to the lack of ability to scale without large amounts of capital.

Any one by itself of these is sufficient call it absurdly overvalued/destined to correct here at $470. All 7 together = LOL.

Tesla bulls can stay irrational longer than shorts can stay solvent.

Sure. At the same time what shorts seem to miss is that a company can exploit soft market conditions and at the same time build real and enduring value.

How will things look in 2022 if they are producing 250k in Shanghai and 500k in Berlin?

Regarding the export ban, these things are rarely black and white.

https://www.theverge.com/2020/1/5/21...atial-analysis

All things are probabilistic. I covered it two weeks ago when I first liked a long term short and I've seen no data to change any of these probabilities:

Ridiculously good short play. Gonna load up more puts soon, hopefully it keeps going up. Will we hit 500?