you must mean stacked up against the R&D programs and factory investments and so on. +ve margin. In a company with a healthy growth rate, value is very much weighted towards the future. So even if you are correct — (I’m not sure you are) lifetime profit is not yet a key metric
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we do know 3/S/X weren’t profitable with full subsidies, lil competition & consumers paying for features like “FSD” that didn’t exist. Only if + incremental margins does “growth” matter. In Q4, revs were up 19% q/q, GM declined 30 bps. profits to the right story is just hope.
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See, you’re expressing this with certainty, and I don’t see it. Since I am long — have been writing puts — I will put some time aside and see if you are actually correct in this. But I still think this misses the point. We have opinions on the long term value. I think it’s high.
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You strike me as someone that owns a
$tsla. Take a look at your service records, you will see mandatory expenses & others covered by your warranty expensed as “goodwill” instead. If put in proper place,$tsla gross margins would be several points worse. No incrementals here.2 replies 0 retweets 5 likes -
will take a look, but how am i supposed to look at service records and see if Tesla is doing this fishy thing calling it goodwill. the seems like it would only be info in the financial filings; my records play no role? also why would they be doing that? why not just "service"rev
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Explained here.https://seekingalpha.com/article/4313851-tesla-warranty-expense-case-of-goodwill-auditors …
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Replying to @orthereaboot @DanielleFong and
luis carruthers Retweeted Aᴴ
Sized here: this is demonstrable
$tsla fraud that is so pervasive I’m confident your own service records will corroborate. https://twitter.com/evebitdap/status/1221964050009116673?s=21 …https://twitter.com/evebitdap/status/1221964050009116673 …luis carruthers added,
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I've looked into my service records and after a good review I have determined that everything looks fine. Kosher, and in fact pretty great service. They did things like charge the valet service and the tire pressure check (new CA regulation) to goodwill. Seems 100% legit to me.
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Replying to @DanielleFong @orthereaboot and
maaaybe others have had problems with this, but I have not. I don't own my car anymore, and maybe there were scaling problems, but this datapoint is a no.
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Even your small charges like the mandatory repairs demonstrate the issue. To believe in all that value to the right, one must blv in significant incremental margins. But by not putting mandatory expenses in auto GM, one’s view of incremental profitability is erroneous.
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really, even if everything you say is true, Tesla could still end up an extremely valuable company. i think it's mistaken to not be evaluating it based on the futures that are possible / likely. to me, as an investor, and a human, that's how I evaluate...
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