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Diary of a Tesla Short Seller (Sept 15, 2023)
Morgan Stanley pumps Tesla AI Tech that can't be "validated" yet as Tesla's fundamentals weaken
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Diary of a Tesla Short Seller (Sept 8, 2023)
Despite a deluge of bad news, the stock is up while the Nasdaq 100 is down
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Tesla's Next-Gen Model May Not Launch Until 2027--Giga Mexico Delayed, Reports Say
If true, Tesla will be running on fumes for the next 4 years and likely burn a hole in its balance sheet
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VinFast May Drop Fast
No other carmaker has started up with a bigger "thud" before in history. Fair value may be 95% lower at $2.50
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Diary of a Tesla Short Seller (August 25, 2023)
It might be better to be short Tesla before quarterly results than to be short intra-quarter
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How Does Tesla Stack Up to Rivals in 1H 2023? Quite Horribly
The only thing holding Tesla up are delusions that it will grow EPS by 44% next year
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Tesla's Q2 Financials Point to US Weakness & Inventory Woes
China ASPs carried Tesla's Q2 results while the US slows down dramatically
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Tesla Q2 Results: Low-Quality Beat & Q3 Slowdown Announced
Without one-time gains of $0.12 per share in Q2, Tesla would've missed consensus EPS
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Fundamental analysis of Tesla, its rivals and the electric vehicle supply chain.
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