don't mind my gibberish, is 4 personal follow up on trade strategy.
too many fundamentals screaming for musk-pocalypse
seekingalpha.com/art...hort-interest-surges
Problems Model 3 (production, model itself)
Strongly shorted % of free float, shortvolume.com/
Order book only half full, reservations aren’t orders.
Executive departures
Cash burn rate & profitability, www.ft.com/content/a...e8-9471-a083af05aea7
High level of corporate debt, ftalphaville.ft.com/...e-capital-this-year/
Raising equity: www.bloomberg.com/vi...ldn-t-help-liquidity
Massive market cap vs EV new entrants 2018-2019: TSLA 50bn market cap vs Toyota 25bn, vw 84bn, bmw 57bn, audi 34bn, ford 45bn)
too many fundamentals screaming for musk-pocalypse
seekingalpha.com/art...hort-interest-surges
Problems Model 3 (production, model itself)
Strongly shorted % of free float, shortvolume.com/
Order book only half full, reservations aren’t orders.
Executive departures
Cash burn rate & profitability, www.ft.com/content/a...e8-9471-a083af05aea7
High level of corporate debt, ftalphaville.ft.com/...e-capital-this-year/
Raising equity: www.bloomberg.com/vi...ldn-t-help-liquidity
Massive market cap vs EV new entrants 2018-2019: TSLA 50bn market cap vs Toyota 25bn, vw 84bn, bmw 57bn, audi 34bn, ford 45bn)
