https://finance.yahoo.com/news/tesla-no-longer-even-growth-121604978.html
Tesla Short Thesis
We remain short Tesla Inc. (TSLA), which I still consider to be the biggest single stock bubble in this whole bubble market. The core points of our Tesla short thesis are:
Tesla has no “moat” of any kind; i.e., nothing meaningfully proprietary in terms of electric car technology, while existing automakers—unlike Tesla—have a decades-long “experience moat” of knowing how to mass-produce, distribute and service high-quality cars consistently and profitably, as well as the ability to subsidize losses on electric cars with profits from their conventional cars.
In 2020 Tesla will again lose money, as it has every year in its 17-year existence.
Tesla is now a “busted growth story”; revenue growth is flatlining while unit demand for its cars is only being maintained via price cutting.
Elon Musk is a securities fraud-committing pathological liar.
===================================================
The auhor is definitely not a fan of Elon. But in this article a lot of facts also collected...
After all, Is today's TSLA just yesterday's htc? Only time will tell...
Yoshide wrote:
Tesla Short Thesis
We remain short Tesla Inc. (TSLA), which I still consider to be the biggest single stock bubble in this whole bubble market. The core points of our Tesla short thesis are:
Tesla has no “moat” of any kind; i.e., nothing meaningfully proprietary in terms of electric car technology, while existing automakers—unlike Tesla—have a decades-long “experience moat” of knowing how to mass-produce, distribute and service high-quality cars consistently and profitably, as well as the ability to subsidize losses on electric cars with profits from their conventional cars.
In 2020 Tesla will again lose money, as it has every year in its 17-year existence.
Tesla is now a “busted growth story”; revenue growth is flatlining while unit demand for its cars is only being maintained via price cutting.
Elon Musk is a securities fraud-committing pathological liar.
===================================================
The auhor is definitely not a fan of Elon. But in this article a lot of facts also collected...
After all, Is today's TSLA just yesterday's htc? Only time will tell...
虧損的規模有多少,有相關數據嗎?
不斷的提昇自己就不怕老天會虧待你的。