Around the end of April, Car and Driver reported that Tesla “continues to lose money making vehicles,” which is completely opposite of the truth. The article noted that Tesla shared good Model 3 and Model Y delivery numbers and then focused on the media reports of a Model S that … [continued]
Canaccord Genuity had some positive things to say about Tesla recently, according to StreetGuru. Tesla is becoming the brand in energy generation and storage and Canaccord Genuity estimated that Tesla will reach $8 billion in revenue by 2025. “We expect the energy management platform to have strong demand, particularly in … [continued]
In his latest video, YouTuber and very early Tesla investor Dave Lee asked the question as to whether or not Tesla can deliver 1.5 million Model Y vehicles in 2023 and how to value this as a Tesla investor. Short disclaimer: I, too, hold a few shares in Tesla’s stock … [continued]
Originally published on EV Annex. The first quarter is typically soft for most automakers. Not Tesla. This year, the Silicon Valley automaker displayed its production prowess against all odds. The performance of Elon Musk and the Tesla team was on full display yesterday when the company released its first quarter … [continued]
Update: You can now watch a much shortened version of the recording in the embedded video below. Tesla has announced that its earnings call for shareholders will take place on April 26, at 2:30 p.m. Pacific Time (5:30 p.m. Eastern Time). It was a difficult quarter for Tesla, and now … [continued]
Yesterday, I got some good feedback on my post about releasing a Tesla Financial Model on GitHub*. It occurred to me an analysis of my Tesla financial model would be useful. I can’t expect everyone to download it. I was able to work and create a simple macro that copied … [continued]
Based on the analysis I did of ARK Invest’s Tesla bull and bear cases, here and here, I decided to create my own financial model for Tesla growth. Tesla has a lot of moving parts, and Elon has famously said Tesla is made up of more than a dozen startups. … [continued]
In Tesla’s Q4 2020 and 2020 Fiscal Year earnings report, it shared a “how it started/how it’s going” of Giga Texas, which made today a great day to recap on some of the progress Tesla has made in Texas.
I’ve been lucky to have several chats with Tesla CEO Elon Musk over the past few years. Unsurprisingly, what he has said in private chats is mostly the same as what he regularly says in public (including on Twitter).
Congrats to Elon and the workers at Tesla for a record setting Q3, by almost every measure. I’ll cover below what I feel are some of the financial highlights.
