Well balanced analysis

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bwilson4web

bwilson4web

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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
 
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