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About Frugal Moogal

Frugal Moogal A businessman first, the Frugal Moogal looks at EVs from the perspective of a business. Having worked in multiple industries and in roles that managed significant money, he believes that the way to convince people that the EV revolution is here is by looking at the vehicles like a business would.

Author Archives: Frugal Moogal

Tesla [TSLA] Has A Warranty Accounting Mystery

July 10th, 2020 | by Frugal Moogal

Back in January, I explored the popular short seller thesis that Tesla is unfairly cooking its books by not accruing enough money for its warranty work. Digging into the problem, I found the site WarrantyWeek.com, an incredible resource for those interested in the world of warranties and how they work

Tesla’s [TSLA] Q2 May Be Very Profitable

July 5th, 2020 | by Frugal Moogal

Now that we've seen Tesla's actual Q2 2020 production and delivery numbers, the next thing Tesla bears and bulls turn their attention to is trying to determine what the financial impact will look like, and will Tesla make money

Tesla [TSLA] Crushes Deliveries, And Other Thoughts

July 2nd, 2020 | by Frugal Moogal

Well, I created my own best and worst case scenarios for production and deliveries, used what I could find and a number of estimates to nail down numbers that I felt were accurate, and this morning Tesla released the actual numbers. In that last article (mostly Tesla's press release), Zach noted that the numbers would probably be a reason for some of our authors to produce long pieces on them, and

My Tesla [TSLA] Q2 Production & Delivery Estimates

July 1st, 2020 | by Frugal Moogal

In my article yesterday, I broke down what Tesla's Q2 production numbers looked like in a worst case and best case scenario. Now, I'm going to share what I think those numbers will actually be, and why

Tesla [TSLA] FUD: This Guy Again?

July 1st, 2020 | by Frugal Moogal

Since Tesla stock has been on a rapid rise since November, there hasn't been nearly as much FUD running across my feeds, but without fail there are a few analysts that are certain it's about to all fall apart

My Tesla [TSLA] Q2 Production & Delivery Number — Best & Worst Case

June 30th, 2020 | by Frugal Moogal

Six days ago, news broke that Elon Musk had sent an email to Tesla employees about going all out for the final week of the quarter to ensure a "good outcome." Since that point, debate has raged by exactly what was meant by that statement. Is Tesla looking to surprise Wall Street, which has been anticipating around 60,000–70,000 total cars moved

Is GM’s ICE Business Worthless? Adam Jonas Seems To Say So

June 27th, 2020 | by Frugal Moogal

Steve Hanley beat me to writing an article about the advice auto analyst Adam Jonas released last week in which he advised his clients that GM's electric car business made it a $100 billion company. Steve's article does a great job touching on what Adam's argument was, and should be read first to really get the rest of this one

[TSLA] — It’s All An Opinion, IMO

May 12th, 2020 | by Frugal Moogal

I was reading through the comments on my recent Tesla earnings call article, and an interesting comment caught my eye from PragmaticCitizen. That statement was: "As a shareholder, this is obviously an op ed."

Tesla [TSLA] Earnings Call — On Elon’s COVID Opening Plea

May 2nd, 2020 | by Frugal Moogal

I haven't been writing that many articles lately, mainly because I happen to own a business that has been directly impacted by the COVID-19 storm, but I made time last night to listen to Tesla's earning call, and ... most of it was great. But one thing stood out that I'd like to address. At a point during the call, Elon Musk went on what I only feel comfortable describing as a rant about how we need to let people back out because we were taking away their freedoms due to the COVID virus

Valuing Tesla [TSLA] — Or Any Company — In The Coronavirus Era

March 24th, 2020 | by Frugal Moogal

In my regular job, I've been tracking the progress of the coronavirus very carefully for approximately the past month. It was one of the fastest changing situations that I have ever been in some way part of. I was communicating directly with health officials about the situation. March 10, only two weeks ago as I write this, I was told that they expected that the spread had begun, but that it was containable and would not affect any operations until the end of April, if ever

Tesla [TSLA] Stock Falls To ~$700?! Why!

February 5th, 2020 | by Frugal Moogal

I kind of just wanted this article to say, "Because company valuation almost never quadruples in four months and stays there," but I figure that Zach wouldn't consider that valuable Frugal Moogal analysis. This article will still be shorter than my usual fare, but here are some things to consider

Tesla [TSLA] Stock Soars Over $900?! Why?

February 4th, 2020 | by Frugal Moogal

As I write this, Tesla stock has soared for the second day straight to over $900. Even as someone who has become more bullish on the stock thanks to my research, I'll be the first to tell you that I can't honestly say that I understand why this movement is happening all at once and so suddenly, nor does it seem that anyone else does

Tesla Earnings Report: Top Takeaways

January 30th, 2020 | by Frugal Moogal

Below are a number of top takeaways from Tesla's latest shareholder letter and conference call. Perhaps these thing stood out to you as well. Perhaps they will light a spark in your brain

Tesla [TSLA] FUD: Warranty Claims

January 30th, 2020 | by Frugal Moogal

I wrote a lot of this article about two months ago. After the prior earnings call, a number of bears dug into the 10-Q and decided that Tesla had played with warranty numbers to attempt to show a profit. I ended up not publishing it because by the time I had done all of the research to feel pretty solid in my conclusion, it seemed like no one was pushing that Tesla had inappropriately played with its warranty accrual numbers anymore

No, Tesla Is NOT The Largest US Automaker Ever

January 8th, 2020 | by Frugal Moogal

Over the last couple of days, as Tesla continues on this monstrous run, the media seems to have been noting that Tesla is now more valuable than any US automaker's market cap ever. (Tesla is currently almost exactly the market cap of Ford and GM combined, around $88 billion.) Even though I would now plant myself firmly in the "bull" camp, this is completely untrue, and I think it paints a problematic picture of Tesla

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