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Browsing the "Tesla financials" Tag

Shark Tank’s Barbara Corcoran Loves Her Tesla & Elon Musk’s Roughness

January 10th, 2020 | by Johnna Crider

In a Yahoo Finance video discussion about Tesla and its stock, Barbara Corcoran of Shark Tank cuts right to the chase: "I own a Tesla and don't say anything wrong to me about it." She also points out that she invests in Tesla as well. Her thoughts on Tesla's "slumping after a double downgrade" are that these guys are just "hedging their bets" and that they don't want to be wrong. "It's all nonsense," she says


Tesla & Robotaxi Economics: The Network That Optimizes The Machine

January 9th, 2020 | by Rahul Sonnad

There is a long-standing argument about whether Tesla is a car company or a tech company. This argument is typically made in the context of how Wall Street should value the company. If Tesla is just a new kind of carmaker, it should be valued at something significantly less than its annual revenue — maybe 25% to 50%, like Ford and GM. Alternatively, if Tesla is a tech company, then it could be valued significantly higher. Google, for example, is trading at about 6 times its revenues today, Facebook at 8, Microsoft at 9, and Salesforce at 10 times. Tesla trades at around 3 times its revenues with some profits, while Uber and Lyft trade around 4 times revenues and have never been profitable


Tesla Is The Most Valuable Auto Company In The History Of America*

January 8th, 2020 | by Vijay Govindan

Barron's noted on January 7th, 2020, that Tesla had become the most valuable auto company in the history of America. Let me repeat: Not just currently. We are talking about the most valuable American auto company since America was born. Congratulations to Elon, Tesla, and the team for unlocking this achievement!


Tesla Sales Grew 47× In 7 Years

January 3rd, 2020 | by Zachary Shahan

Comparing Tesla's Q4 2012 sales (deliveries, not orders) to Tesla's Q4 2019 sales, we can see that Tesla vehicle sales grew 47× in 7 years. Anyone going along with Elon Musk's forecast of such growth back in 2012 or subsequent years (even up through 2018 and a large portion of 2019) was frequently seen as unrealistically optimistic or "biased."


Who Got The Tesla Story Right In The 2010s?

January 1st, 2020 | by Zachary Shahan

There's a bit of a problem in much of the media these days. There's a broad assumption — from both media consumers and members of the media — that media outlets are supposed to present "two sides of the story." Case in point: Tesla


Tesla Earnings In 2019 & 2020 — What Can We Learn? Plus, Happy New Year!

January 1st, 2020 | by Vijay Govindan

There have been many pieces on Tesla stock's rocket run over the last month. According to stockcharts.com, Tesla went from a low price of 328.69 on December 2nd, 2019, to a closing price of 430.38 on December 27th, 2019 (it has dropped a bit since then). This is a phenomenal return of 30.9% gain in less than 30 days. I speculated earlier on many reasons why it happened. It turns out, though, the reason may be very simple. Wall Street analysts are expecting Tesla to earn higher profits in 2019 and 2020 compared to what they thought 3 months ago


Tesla Says Shanghai Gigafactory Already Producing 1,000 Model 3s Per Week

December 30th, 2019 | by Dr. Maximilian Holland

Earlier today, Tesla hosted the first vehicle delivery event at its Shanghai Gigafactory, delivering a small number of Shanghai-made Model 3s to employees. At the event, Tesla China general manager Wang Hao said that 1,000 Model 3s are already being produced each week, with 280 units per day having been demonstrated. This production level comes less than 12 months since Tesla broke ground on the Shanghai Gigafactory site


Tesla Revenue Growing Rapidly, But Critics Can’t Move On

December 7th, 2019 | by Zachary Shahan

Several months ago, Hamid Shojaee tweeted out a superb chart highlighting both Tesla's annual revenue growth and summaries of the consistently wrong claims of Tesla critics and skeptics. It was so brilliant that I wanted to write an article about it, but I never got to that. As it turns out, though, the chart is still relevant today


Tesla Critics Don’t Understand (Or Just Ignore) Tesla’s Mission

November 13th, 2019 | by Zachary Shahan

I used to find the debate between Tesla critics (most notably short sellers) and Tesla fans as somewhat interesting but mostly straightforward. Tesla critics somehow thought that Tesla inherently couldn't make profits on its products. Tesla fans thought and explained how Tesla could. Tesla critics thought Tesla couldn't learn the art and skill of efficient, smooth mass production. Tesla fans noted many times, this isn't rocket science (ahem). Tesla critics thought major automakers would come out with electric vehicles superior to what Tesla offered and would thus kill the company. Tesla fans highlighted Tesla's leadership in batteries, software, self-driving tech, design, customer communications, and overall reputation


Tesla Bulls Warned Tesla Shorts — 5 Key Warnings

November 4th, 2019 | by Zachary Shahan

As you may have seen, Tesla recently showed another quarterly profit, which apparently shocked the market enough that the Tesla [TSLA] stock price shot up. I don't follow the stock closely, but I am a shareholder and find the whole "Tesla bull vs Tesla short" debate quite fascinating. I've had several thoughts on the stock and these different investment communities in the past week, but the one that shot to the front most quickly and strongly was simple: TSLA bulls warned the TSLA shorts


Tesla Earnings Call: My (Overdue) Analysis

October 29th, 2019 | by Frugal Moogal

I published an article in my TSLA FUD series on October 23rd about what I was hoping to see from the Tesla 3rd quarter shareholder call. I stated before any earnings were released that I was far less concerned about the actual per-share earnings and much more interested in a set of bullet points regarding where Tesla was with various upcoming projects. Later that day, Tesla reported earnings and they were widely regarded as a home run by analysts


What Tesla’s Present Capital Expenses Tell Us About Future Depreciation

October 28th, 2019 | by Paul Fosse

Two of the big pieces of news on the Tesla 3rd quarter earnings announcement were that margins were up dramatically and the cost to build the new lines to manufacture the Model Y in Fremont is half the cost as the existing Model 3 lines, and that the cost to build the Model 3 line in China is 65% less than the same US Model 3 lines on a capacity basis. This means the cost for the Model Y line might cost half of what an existing Model 3 line costs, or it might mean that it costs the same amount of money but has twice the capacity — or some combination of the two


MarketWatch: Tesla’s Road Gets Easier From Here

October 28th, 2019 | by Johnna Crider

In an article published by MarketWatch, the author believes that Tesla's road will be easier from here. This verdict rides on the heels of Wednesday's market close, in which Tesla reported $150 million in profits in the third quarter of 2019. Analysts were confident that Tesla would be reporting losses. In fact, many critics/short sellers who think Tesla is an imminent failure considered the quarter to perhaps be the beginning of the end, the last nail in the coffin. (It's Halloween season, we need some seasonal metaphors)


Why Is Tesla Now The Most Valuable American Automaker?

October 27th, 2019 | by Zachary Shahan

I cannot speak for the rest of the $58.78 billion market cap of Tesla [TSLA], but from my perspective as a tiny, tiny, tiny shareholder and as someone who has obsessively covered Tesla professionally for several years, I've got a few thoughts on why it is Tesla has surpassed GM and Ford to become the most valuable American automaker. Let's look at this in 7 parts



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