Tesla is the first carmaker in the world to not give volume guidance despite there being no pandemic or lineworker strikes. Here are 7 significant points about Q4 results and 4 points about their earnings call. Full report here: open.substack.com/pub/bradmunc...
Tesla's brand image is collapsing in the US this winter due to battery degradation. It's their most profitable market, so this could be bad news for $TSLA in 2024. video.twimg.com/ext_tw_video...
A bad start to 2024 for $TSLA: -Model 3 refresh dissed by Chinese (6% px cut needed) -Expect more price cuts in Europe & the US -Hertz dumps ~20K Teslas at below-market prices Lower used prices will haunt $TSLA from here. Expect write-downs this year. Short report here 👉 tinyurl.com/3ncyfvyz
I know. What a fucking joke!
Internal Tesla files were leaked to the press in May 2023. And yesterday (Dec-31st), 3.8% of the files were leaked on Twitter. Here's my take on reviewing the first 15% of the files. open.substack.com/pub/bradmunc...
Lol, why do you need a Japanese kei car in FL?
