Well balanced analysis

I enjoyed this balanced report about TSLA:
Tesla delivery numbers reveal little about the future, unless you want them to - MarketWatch

• "vehicle delivery data"
• "price cuts of $2,000"
• "reservations"
• "overseas sales"

A fair report of the 'bulls vs bears', have missed the increase in productivity:

1. "vehicle delivery data" - an increase means Tesla has learned how to improve productivity beyond a 'sprint' effort although they can benchmark their success by doing an occasional sprint.
2. "price cuts of $2,000" - increased productivity means margins have improved allowing a sustained margin even at a lower sale price.
3. "reservations" - initially a market survey, had they been covered to holding in a TSLA stock mutual fund, this would have been a fair approach. So in effect, a stock holder, like me has made a reservation.
4. "overseas sales" - how shocking, there are other humans on the earth?

Bob Wilson