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I looked for a petroleum related company in 2020, during the first shutdown. Did not find one I was happy with. Looked again in the fall of...
Porsche has now had more battery fires than all other EV manufactures combined.
This is a correction to post 2927. There seems to be some strange production accounting in Q4 at Giga Shanghai. I believe they are not at 1M...
Two years after acquiring new assets in Australia and New Zealand, it appears NWH is finally ready to swallow what they bit off. I haven't been...
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.
