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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look, I don't know if this is factually an issue with other or not, but in a review of my own records I see nothing to get upset about. *separately* I think that people shorting Tesla is and has been a serious mistake. Not just because of how it turned out...
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Please read the article, read the thread explaining size, and then pretty please point out any errors. I’ve been waiting for months for someone to credibly critique it I’m glad you had a relatively easy ownership experience. On average, most people do, particularly if it’s an S
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alright, I'll put this on the stack and get to this sometime in the next week or so, ok?
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