Tesla Motors Inc

TSLA-Q

NASDAQ:TSLA

834.02
28.21 (3.50%)
Tesla, Inc. is an American automaker, energy storage company, and solar panel manufacturer based in Palo Alto, California.
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Analysis and Opinions about TSLA-Q

Signal
Opinion
Expert
COMMENT
COMMENT
February 26, 2019
Elon Musk's latest Twitter rant and SEC troubles Tesla makes great cars, but it's hard to get excited about this stock when its CEO crosses the SEC. At the same time, Musk is a visionary and maverick.
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Tesla Motors Inc (TSLA-Q)
February 26, 2019
Elon Musk's latest Twitter rant and SEC troubles Tesla makes great cars, but it's hard to get excited about this stock when its CEO crosses the SEC. At the same time, Musk is a visionary and maverick.
DON'T BUY
DON'T BUY
January 23, 2019
Never owned it. Worries about the owner. This moves up and down, so you can trade it, but it's been flat since 2017 and is now below its 200-day MA. There's also lots of competition which could be a big headwind. Also cash-flow negative with weak earnings. Troubles ahead.
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Tesla Motors Inc (TSLA-Q)
January 23, 2019
Never owned it. Worries about the owner. This moves up and down, so you can trade it, but it's been flat since 2017 and is now below its 200-day MA. There's also lots of competition which could be a big headwind. Also cash-flow negative with weak earnings. Troubles ahead.
SELL
SELL
December 10, 2018
It has done a lot better than he ever expected. He has it in some client accounts. It has gone up about 11 times since it IPO'ed and is worth more than Ford and GM but only produced 10 million cars. He is going to sell off.
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Tesla Motors Inc (TSLA-Q)
December 10, 2018
It has done a lot better than he ever expected. He has it in some client accounts. It has gone up about 11 times since it IPO'ed and is worth more than Ford and GM but only produced 10 million cars. He is going to sell off.
DON'T BUY
DON'T BUY
November 7, 2018
Very volatile. Never did. There's lots of competition ahead from the other carmakers. Tesla is more of a trade than investment. Its 35% growth rate is murky because of that competition. Is this a car company or solar? Maybe trade it and take profits. Now, it's overbought.
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Tesla Motors Inc (TSLA-Q)
November 7, 2018
Very volatile. Never did. There's lots of competition ahead from the other carmakers. Tesla is more of a trade than investment. Its 35% growth rate is murky because of that competition. Is this a car company or solar? Maybe trade it and take profits. Now, it's overbought.
DON'T BUY
DON'T BUY
October 31, 2018
He has been long and short trading this one based on the volatility. In the last 4-6 months it has had enormous volatility. It would not be a core holding for them. He prefers owning the supply side of this space – into robotics and chips instead. He would trade this instead – buying at $275 and selling at $350.
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Tesla Motors Inc (TSLA-Q)
October 31, 2018
He has been long and short trading this one based on the volatility. In the last 4-6 months it has had enormous volatility. It would not be a core holding for them. He prefers owning the supply side of this space – into robotics and chips instead. He would trade this instead – buying at $275 and selling at $350.
COMMENT
COMMENT
October 22, 2018

Can they do what they promise? If they can, then this is a really important business. They're selling the best driving experience, not e-cars that only so many want to buy. The answer to this question remains to be seen. Also, he's uncomfortable with Elon Musk's tweets. Musk is a visionary and hard-working, but as in investor he needs to see profitability which isn't there yet.

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Tesla Motors Inc (TSLA-Q)
October 22, 2018

Can they do what they promise? If they can, then this is a really important business. They're selling the best driving experience, not e-cars that only so many want to buy. The answer to this question remains to be seen. Also, he's uncomfortable with Elon Musk's tweets. Musk is a visionary and hard-working, but as in investor he needs to see profitability which isn't there yet.

COMMENT
COMMENT
October 11, 2018

They make beautiful cars, but Musk has been inconsistent and are burning a lot of cash. Musk needs somebody who can actually run a car business. Musk is a visionary, but he needs to run a business, like Steve Jobs at Apple needed somebody. He will likely do an equity issue and dilute the stock. If Tesla keeps missing numbers, competitors will slowly catch up.

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Tesla Motors Inc (TSLA-Q)
October 11, 2018

They make beautiful cars, but Musk has been inconsistent and are burning a lot of cash. Musk needs somebody who can actually run a car business. Musk is a visionary, but he needs to run a business, like Steve Jobs at Apple needed somebody. He will likely do an equity issue and dilute the stock. If Tesla keeps missing numbers, competitors will slowly catch up.

SHORT
SHORT
October 4, 2018

He's short Tesla. Forget the Elon Musk stuff. They have balance sheet and cash flow problems--they can't pay their
suppliers. They also have many production issues.

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He's short Tesla. Forget the Elon Musk stuff. They have balance sheet and cash flow problems--they can't pay their
suppliers. They also have many production issues.

DON'T BUY
DON'T BUY
September 25, 2018

He wants to have confidence in a company’s CEO, but Musk is erratic. Entrepreneurs often build a company well but stay too long. That is a pronounced problem at Tesla at this time. Also, until recently, Tesla had the luxury electric vehicle market to its own. Now major manufacturers, such a Mercedes, are announcing that they will make these types of vehicles within the next few years. This competition will work against Tesla.

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Tesla Motors Inc (TSLA-Q)
September 25, 2018

He wants to have confidence in a company’s CEO, but Musk is erratic. Entrepreneurs often build a company well but stay too long. That is a pronounced problem at Tesla at this time. Also, until recently, Tesla had the luxury electric vehicle market to its own. Now major manufacturers, such a Mercedes, are announcing that they will make these types of vehicles within the next few years. This competition will work against Tesla.

DON'T BUY
DON'T BUY
September 24, 2018

Valuation is bothersome and the owner is erratic. They have trouble bringing product to market and they are burning through capital. He likes the car and e-cars, but the company is quite overvalued.

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Tesla Motors Inc (TSLA-Q)
September 24, 2018

Valuation is bothersome and the owner is erratic. They have trouble bringing product to market and they are burning through capital. He likes the car and e-cars, but the company is quite overvalued.

DON'T BUY
DON'T BUY
August 30, 2018

The problem is that it is a car company run by a guy that doesn’t understand the manufacturing aspect. A high cap ex industry. It has overpromised and underdelivered. The CEO has been very erratic. Burning too much cash.

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The problem is that it is a car company run by a guy that doesn’t understand the manufacturing aspect. A high cap ex industry. It has overpromised and underdelivered. The CEO has been very erratic. Burning too much cash.

DON'T BUY
DON'T BUY
August 21, 2018

The caller asked whether to short Tesla. Goodreid does not short companies. His general concern with shorting stocks is that even if the short thesis is correct, the stock might have enough momentum over the near term to cause a short squeeze and cost the investor a lot of money. He thinks that Tesla is way overvalued, but because it has a cult following, he thinks that it might cause real financial pain to people who short it.

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The caller asked whether to short Tesla. Goodreid does not short companies. His general concern with shorting stocks is that even if the short thesis is correct, the stock might have enough momentum over the near term to cause a short squeeze and cost the investor a lot of money. He thinks that Tesla is way overvalued, but because it has a cult following, he thinks that it might cause real financial pain to people who short it.

COMMENT
COMMENT
August 7, 2018

During the time of the show, Elon Musk tweeted a potential buyout of Tesla at $420 and the stock started rallying. Hurst’s comment was that the Tesla price fluctuations this summer are an illustration of the problem of signal and noise. There is all sorts of irrelevant noise about this stock, and investors are over-focused on the production numbers for Model 3. He thinks there is tremendous embedded value in the company and that SpaceX alone might be worth this much. Tesla’s cash burn is important, but the embedded value is being missed.

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During the time of the show, Elon Musk tweeted a potential buyout of Tesla at $420 and the stock started rallying. Hurst’s comment was that the Tesla price fluctuations this summer are an illustration of the problem of signal and noise. There is all sorts of irrelevant noise about this stock, and investors are over-focused on the production numbers for Model 3. He thinks there is tremendous embedded value in the company and that SpaceX alone might be worth this much. Tesla’s cash burn is important, but the embedded value is being missed.

DON'T BUY
DON'T BUY
July 27, 2018

The short traders like this one – and he thinks they are right. They are burning a ton of cash, but have met their production numbers. It is not the most transparent company and there are now more companies coming into the electric care space and they are not developing autonomous driving technology. He is staying away.

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The short traders like this one – and he thinks they are right. They are burning a ton of cash, but have met their production numbers. It is not the most transparent company and there are now more companies coming into the electric care space and they are not developing autonomous driving technology. He is staying away.

DON'T BUY
DON'T BUY
June 18, 2018

He's not positive on cars as a whole now. Electrification is a trend, yes. There will be more e-cars, batteries and maybe hybrids. That said, Tesla needs to raise capital constantly and and has no plans to create cash flow. Can Elon Musk succeed? He's innovative, so it's possible. But the car space is too risky for him. How big will be the car market be in light of ride-sharing? Car sales may even shrink in the future. (However, battery technology is attractive.)

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He's not positive on cars as a whole now. Electrification is a trend, yes. There will be more e-cars, batteries and maybe hybrids. That said, Tesla needs to raise capital constantly and and has no plans to create cash flow. Can Elon Musk succeed? He's innovative, so it's possible. But the car space is too risky for him. How big will be the car market be in light of ride-sharing? Car sales may even shrink in the future. (However, battery technology is attractive.)

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