Analysis of My Tesla Financial Model on GitHub

Credit to Author: Vijay Govindan| Date: Tue, 13 Apr 2021 19:10:26 +0000

Yesterday, I got some good feedback on my post about releasing a Tesla Financial Model on GitHub*. It occurred to me an analysis of my Tesla financial model would be useful. I can’t expect everyone to download it. I was able to work and create a simple macro that copied and pasted the Monte Carlo […]

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First Crack At Releasing A Tesla Financial Model On Git

Credit to Author: Vijay Govindan| Date: Sun, 11 Apr 2021 22:08:23 +0000

Based on the analysis I did of ARK Invest’s Tesla bull and bear cases, here and here, I decided to create my own financial model for Tesla growth. Tesla has a lot of moving parts, and Elon has famously said Tesla is made up of more than a dozen startups. In true agile fashion, I […]

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Tesla’s Automotive Gross Margin Improves from 18.7% to 23.7%

Credit to Author: Zachary Shahan| Date: Mon, 16 Nov 2020 04:58:32 +0000

I’ve been lucky to have several chats with Tesla CEO Elon Musk over the past few years. Unsurprisingly, what he has said in private chats is mostly the same as what he regularly says in public (including on Twitter)

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Tesla Bears Prove Easy Q3 Math Is Hard

Credit to Author: Vijay Govindan| Date: Sun, 25 Oct 2020 21:46:39 +0000

Congrats to Elon and the workers at Tesla for a record setting Q3, by almost every measure. I’ll cover below what I feel are some of the financial highlights

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Breaking: Tesla Cashing In On Valuation — How Paying Off Debt Could Cut P/E In Half

Credit to Author: Paul Fosse| Date: Tue, 01 Sep 2020 15:25:57 +0000

Tesla has entered an agreement with a series of banks to sell shares over time to raise up to $5 billion. This will result in only 1% dilution to existing shareholders if they are sold at today’s prices. What does this imply

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#Fail — Before Epic Tesla Stock Run, 3 Banks Most Funding Fossil Fuels Recommended Selling Tesla [TSLA] Stock

Credit to Author: Zachary Shahan| Date: Fri, 24 Jul 2020 06:02:18 +0000

The 3 banks most funding fossil fuel development recommended selling Tesla [TSLA] stock at the end of 2019 before its epic run over the past several months. Overall, 5 of the top 10 banks funding fossil fuel growth had a “Sell” rating on

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Elon Musk: “The thing that bugs me the most is that our cars are not affordable enough. We need to fix that.”

Credit to Author: Johnna Crider| Date: Thu, 23 Jul 2020 06:41:49 +0000

When it comes to affordability, Tesla has come a long way but still has a bit further to go. It will get there, I believe, but it will require more hard work, persistence, and faith. Just this month Tesla announced that you can lease a Model Y for $499 a month. That is still a high price for a car for most Americans, let alone most people of the world

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Tesla Tripled Solar Roof Installations In Q2 2020

Credit to Author: Kyle Field| Date: Wed, 22 Jul 2020 22:08:47 +0000

Today, Tesla released what was perhaps the most highly anticipated quarterly earnings letter to date, as the factory shutdowns and business impact from COVID-19 put the company’s hope of achieving its first full year of profitability in jeopardy

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Tesla Q2 Earnings Call On July 22 — Here’s The Best Way To Watch It (Not Just Listen)

Credit to Author: Chanan Bos| Date: Tue, 21 Jul 2020 00:56:56 +0000

Tesla has announced that its earnings call for shareholders will take place on July 22 at 2:30pm PST/5:30pm EST. While it might not be the most important investor call in the history of Tesla for the success of its mission, it for sure could be considered the most important investor call in Tesla’s history in terms of the stock market, as the outcome could decide whether Tesla enters the S&P

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Re: Tesla [TSLA] Has A Warranty Accounting Mystery — Exploring The Goodwill Theory

Credit to Author: Frugal Moogal| Date: Sun, 19 Jul 2020 03:00:10 +0000

Tesla Service Models JRR | CleanTechnicaMy recent article on “Tesla’s Warranty Accounting Mystery” got a lot of comments, and to reply correctly, I feel as if I should share some further research. In this article, I’m going to specifically discuss the “goodwill” warranty claims that keep coming up, what I know about them, and what I think I think about them

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