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The Blackstone acquisition of Dream Global completed yesterday, after close of business. This company took us a long way and we greatly...
I think my position on industry analysis is pretty clear but let me put a finer point on it. :D I have seriously considered following mostly...
Hi Scope. Graham is useless on Tesla. I seem to recall Graham showing Tesla at a negative value. Graham is useless on many companies, actually....
If you find yourself at odds with Morgan Stanley's published analysis, there is a good chance you are on the right path.
You make a good point. I let reporters and the news industry off too lightly. They have had their pockets picked so often and with such...
I consider mining to be the most risky and one of the most shady industrial sectors. It often holds a lot of promise but very rarely delivers.
The current market reminds me of the situation in 1990. Everyone thought they were expert traders because everyone was making money. I was part...
Welcome. You came to a great place to discuss Benjamins.
At the very outset of 2018, one of the largest trading houses said they thought markets were too frothy and 2018 would be a year of contraction....
I just sold some Tesla contracts that were purchased last week. The reasons why are all discussed in the Tesla thread, in another forum. It was...
At this point, much of the Q4 outcome is pretty clear. - GF3 production will have little positive impact to the bottom line for the quarter -...
The WBI is back up over 149%. This is a very hot market. These high prices are good for my ego and bad for our portfolio. We would benefit...
Last week, I has occasion to call my broker for an unusual transaction. The trader who answered the phone announced his name:. Spartacus How...
On Friday, trucks hauled away just over 400 model 3 from the gf3 parking lot. A Shanghai local shared a picture this morning that shows a full...
I didn't realize how much better Electric cars are, until recently. Comparisons always give ICE vehicles massive disadvantages in every category...
Did I mention that site prep has started for another building at GF3? No, I don't suppose I did. Meanwhile, the battery plant is coming along...
One last post and I'll let my keyboard cool down. The parking lot on the pier that services Tesla's export needs to Asia is currently empty....
Perhaps these last couple of posts illuminate why I don't pay much attention to folks who say the big auto makers will produce millions of EVs and...
In case there is another Tesla investor in here, I will share why the MegaPack matters. For traders, it doesn't. Tesla has been building large...
