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  1. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    IVV does not hold TSLA as of 17 Dec. (Neither does SPY, in case you missed that.) Source: iShares Core S&P 500 ETF | IVV
  2. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    SPY does not hold TSLA as of 17 Dec. Source: SPY: SPDR® S&P 500® ETF Trust
  3. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    IVV does not hold TSLA as of 16 Dec. Source: iShares Core S&P 500 ETF | IVV
  4. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    SPY does not hold TSLA as of 16 Dec. Source: SPY: SPDR® S&P 500® ETF Trust
  5. R

    Near-future quarterly financial projections

    TSLA Q4 2020 Estimate by Matt (Pre-P&D Report) Deliveries Q1 2020 (A): 88,400 Q2 2020 (A): 90,891 Q3 2020 (A): 139,593 Q4 2020 (E): 189,000 Revenue Q1 2020 (A): $5.99b Q2 2020 (A): $6.03b Q3 2020 (A): $8.77b Q4 2020 (E): $11.67b Gross Margin Q1 2020 (A): 20.6% Q2 2020 (A): 21.0% Q3 2020 (A)...
  6. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    TSLA Q4 2020 Estimate by Matt (Pre-P&D Report) Deliveries Q1 2020 (A): 88,400 Q2 2020 (A): 90,891 Q3 2020 (A): 139,593 Q4 2020 (E): 189,000 Revenue Q1 2020 (A): $5.99b Q2 2020 (A): $6.03b Q3 2020 (A): $8.77b Q4 2020 (E): $11.67b Gross Margin Q1 2020 (A): 20.6% Q2 2020 (A): 21.0% Q3 2020 (A)...
  7. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    SPY and IVV do not hold TSLA as of 15 Dec. Sources: SPY: SPDR® S&P 500® ETF Trust iShares Core S&P 500 ETF | IVV
  8. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How valid an indicator are Troy's order tracking spreadsheets? For example, as a forward indicator of Q2 sales and demand at this point in time. I do realise that April 2020 still has one day to go. I haven't posted Model S/X because the volume in the spreadsheet is too low to be reliable...
  9. R

    Coronavirus

    My predictions based on data analysis: Within 10 days, Germany, France and Spain will be in lockdown. Within 15 days, most (if not all) of Europe (including UK) will be in lockdown. Within 15 days, at least one state in the US will be in lockdown (Washington state and New York state are...
  10. R

    Coronavirus

    As of time of posting... Country|Cases|Growth Italy|10149|18.8% France|1784|29.2% Spain|1695|75.9% Germany|1457|20.1% Switzerland|491|22.9% Norway|400|63.6% UK|382|20.0% Netherlands|382|22.0% Sweden|355|37.4% Cases = Number of confirmed cases as per JHU data Growth = Daily growth rate (two-day...
  11. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In my opinion, the reason why Battery Investor Day keeps getting pushed back is because Elon/Tesla want to have a working in-house cell production line first. They had a similar approach to Autonomy Investor Day: the FSD computer was already in production. This approach helps avoid Osborne...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Allow me one post on the Coronavirus outbreak (which may save many posts in future). You can follow along the outbreak by bookmarking this map by Johns Hopkins University which depicts confirmed cases of infection and their location: Wuhan Coronavirus (2019-nCoV) Global Cases (by Johns Hopkins...
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    Coronavirus

    The original map source is: Operations Dashboard for ArcGIS It was created by (and is updated by) Johns Hopkins University. It's not quite "real-time" - it's only updated once or twice a day. However, it can be considered a respectable source of information. If you want to know the background...
  14. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If you enjoyed reading that thesis, I'm just pointing out that the author is also on TMC ( @FrankSG ). My Tesla Investment Thesis He deserves our support.
  15. R

    My Tesla Investment Thesis

    @FrankSG Thank you so much for sharing this. I, too, am a lurker and I created an account just to be able to express my thanks to you. The openness and spirit of sharing is what makes this forum great. I was about to embark on writing a thesis of my own and there is significant similarity to...