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I am starting to see significant liability in market indices. For us, the path forward is with owning simple businesses with decent earnings....
I did some quick math on Tesla's 1M production announcement for the 4680 cell. This number suggests that Kato Road is producing far in excess of...
The only hope for Boeing is if they replace management with a team that is honest and competent. This makes Boeing very enticing as a short...
Shanghai is already at 1M run rate. The stats don't show it but the rate bumped up in December and they were already at 245k/quarter. Fremont is...
My view is very similar to yours, although I put Shanghai at just over 1M unit output. That may be a bit high for Fremont. The bottleneck at...
With David Einhorn short on Tesla again, I am expecting a series of negative Tesla coverage for a while.
Where is Samuel Jackson when he is needed? https://www.cnn.com/travel/article/airasia-malaysia-snake-plane-rerouted-intl-hnk/index.html
Tesla is soliciting bids on a second Giga factory in China. If they can break ground by summer 2023, the next Giga factory might be done before...
What would they teach? I wish I had taken more accounting, all the way back to high school. Back in the day, I never dreamed I would be reading...
I'm no tycoon but I will share some thoughts. R-E can be excellent or it can horrible, with much of the result coming down to skill. In your...
Inventory at Giga Shanghai is essentially zero. The inventory lot is empty, save perhaps ten cars. Shanghai has been exporting cars en mass, so...
What is your thought on this? Zero chance? If above zero, when?
I have no inside information. What I do know is that a very significant seditious movement is pounding at the foundation of American democracy...
For what it's worth, I no longer plan to move into index investing. I place the odds of democracy ending, or at least changing significantly, in...
The only company on your list that I know anything about is Canoo. They are a long shot, to say the least. Canoo has a good idea and seem close...
Giga Berlin production is now delayed to mid March.
Buy the dip! Lol. I don't wish anything bad on Nikola. The current leadership inherited a dung sandwich made by Trevor Milton. Still, they...
When I was a young investor in Canada, there were a handful of investments that were only legal for an "accredited investor". As I recall, being...
Indeed. Nearly everyone lies about their returns so only people who can cut through the relentless deception have an opportunity to learn that...
Further... let's quantify this a little bit. If you meet someone at your wife's annual Christmas party every year for 15 years, and they explain...
