you live in japan?

Tesla is the biggest short in 2024. Upside limited as Tesla's valuations are above tech stocks in the "Magnificent 7", despite TSLA being a carmaker with higher capex needs (lowest FCF yield). Legal liabilities also come to a head in 2024. Report here: open.substack.com/pub/bradmunc...

Deep dive into why EVs are seeing lower profitability each quarter. Hybrids are taking away BEV share globally bc they're more affordable. This won't change soon. Tesla, VW, GM, Ford & Benz have the biggest exposure (i.e. risk). Deep dive here tinyurl.com/57fxwh69

It's down all over the world rn.

Diary of a Tesla Short Seller (Sept 15, 2023). This week saw one of the biggest pumps of $TSLA by Morgan Stanley, which now sees the EV maker worth $1.3 trillion (4 Toyotas). Stock is up 11% on this hype while fundamentals further deteriorate. Update here: open.substack.com/pub/bradmunc...

Holy crap! This is sickest burn of Tesla that I've ever seen. And this guy has 2.3m subscribers! Thanks so much for sharing this. It confirms my deepest suspicions about what's going on in the Tesla customer base.

$TSLA is +2.6% this week & the best among the Magnificent 7, despite: 1) Musk's Twitter attack on the ADL 2) News of Musk aiding Russian invasion of Ukraine 3) News of Giga Mexico delay till 2027 4) Low weekly China sales And more. Details here: open.substack.com/pub/bradmunc...

I'd prefer to use BlueSky, tbh. I hate using apps from META where they spy on your every move. It's honestly creepy. I've deleted Facebook a long time ago. Now trying to somehow to get all my friends to move onto Signal so I can delete WhatsApp.

If only someone had sounded the alarm. [Looks at @lorak.bsky.social@niedermeyer.iowww.plainsite.org/realitycheck... to make sure it's not a hallucination...]

I've lost millions betting against Musk & I've had the darkness lifted and finally see sunlight this year.