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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3 Years of $0 Charging, “Tesla 2 S-3-X-Y 4 My Shirt” Lineup Proposal, Jackery Explorer 1500 — CleanTechnica Top 20

Credit to Author: Zachary Shahan| Date: Tue, 13 Apr 2021 05:17:06 +0000

The most popular CleanTechnica stories of the past two weeks were led by my thoughts on $0 spent charging after nearly 3 years with only electric cars. Next up was, frankly, a joke. But I also sort of wish Elon would make that the Tesla lineup. And then there’s the new Jackery Explorer 1500 Portable […]

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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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Adam Jonas Of Morgan Stanley: Tesla [TSLA] Is A Must Own. But What About Legacy Auto?

Credit to Author: Paul Fosse| Date: Sun, 11 Apr 2021 07:29:26 +0000

This article is on some interesting things that Adam Jonas has said recently on Tesla and legacy auto. We have written a lot about Adam Jonas over the years. I remember him for his infamous $10 Tesla price target if everything goes wrong for Tesla. He certainly was wrong about that one, or was he? […]

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GM’s ICE Business Is Worthless, Adam Jonas Confirms

Credit to Author: Frugal Moogal| Date: Sun, 11 Apr 2021 01:51:59 +0000

Wow, how things change. Ten months ago, I wrote an article after Morgan Stanley’s Adam Jonas declared to investors that he felt that GM’s EV business was worth $100 billion, while offering an opinion that the business should be valued at $60 billion. Let’s revisit my original article briefly, and then look at his recent […]

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China × Cleantech — March 2021

Credit to Author: Tim Dixon| Date: Thu, 08 Apr 2021 21:42:45 +0000

Welcome to China × Cleantech — March 2021 edition. Our China x Cleantech series covers top cleantech stories in China each month. EV Sales Tesla Model Y Ramps Up In China, $4400 Wuling EV Still #1 On the 18th of March, José Pontes reported on the sales numbers of the Chinese EV market in February of 2021. […]

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Tesla “Bears” Are Losing The War They Waged Against Tesla

Credit to Author: Johnna Crider| Date: Tue, 06 Apr 2021 22:30:12 +0000

For those in the investment world, the term “bear” represents those who expect a stock’s value to go down, or as it often plays out, those who are against a particular stock and company. Taking bearish sentiment a step further, short sellers are bears who bet on a stock’s value going down. Those who have […]

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Diving Into ARK Invest’s Bear Case On Tesla [TSLA]

Credit to Author: Vijay Govindan| Date: Thu, 01 Apr 2021 03:40:40 +0000

I got a few requests from my last post to do a deeper dive into ARK’s Tesla bear case after providing my thoughts on its bull case. Breakdown of the Model’s Assumptions One of our readers, Pitounet, pointed out that ARK has hosted its model on Git. This has a lot more information on ARK’s […]

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Diving Into Ark Invest’s Tesla 2025 Analysis

Credit to Author: Vijay Govindan| Date: Thu, 25 Mar 2021 03:40:00 +0000

Dear Ark Invest team, Thanks for taking the time to run a detailed Monte Carlo analysis of Tesla’s 2025 fortunes. It’s easy to criticize, and not so easy to do the work. I appreciate your efforts. I apologize in advance for my skepticism. On the bull case, I have my doubts, which I will detail […]

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You Can Now Buy A Tesla With Bitcoin — For Real

Credit to Author: Zachary Shahan| Date: Wed, 24 Mar 2021 07:30:52 +0000

As Tesla CEO Elon Musk previously hinted, following a request for this as well as a $1.5 billion Tesla investment in bitcoin, you can now buy a Tesla using bitcoin — in the US at least. (Hat tip to Sawyer Merritt.) This is not a joke. I just took this screenshot a moment ago: Go […]

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