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
$tsla fraud that is so pervasive I’m confident your own service records will corroborate. https://twitter.com/evebitdap/status/1221964050009116673?s=21 …https://twitter.com/evebitdap/status/1221964050009116673 …luis carruthers added,
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any tips on what to look for to save time? pretty skeptical. where is it going to be on my records where *they* file their repair expenses. haven't had to get much service, just: tire changes, body work on a bumper, not with them. checkup. one bolt has to get tightened frm recall
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You’ll see it clearly in the article & know where to look. More lawsuits were found post article, It’s now 14/14 full service records w fraud. Not one w/out it. Obviously, cars with lemon lawsuits have more repair work done on average, but even in friends w less work, it’s there.
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well, maybe it's 14/15. I have 0 idea where I am supposed to look on this thing to know how I have been screwed or if Tesla is pulling out of the wrong pile. Why are you putting it behind a paywall? Happy to read it, not happy to get signed up for something...
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luis carruthers Retweeted luis carruthers
It shouldn’t be behind paywall: Cc:
@montana_skeptic Had been trying for weeks to get paywall down, thought we solved it this am Look here where it says “goodwill”, “warranty”, “customer pay” also common Will ping when article w explanation available https://twitter.com/orthereaboot/status/1222596460308574210?s=21 …https://twitter.com/orthereaboot/status/1222596460308574210 …luis carruthers added,
luis carruthers @orthereabootThe Woods (v$TSLA) 2 year maintenance check uncovered many problems. From non-functioning keys to non-functioning air filters. Not to worry Tesla fans,@tesla expensed 100% of this to goodwill, inflating auto GM & income again. 14/14 full service records now w rampant fraud pic.twitter.com/TA9EHHnZICShow this thread1 reply 0 retweets 3 likes -
Replying to @orthereaboot @DanielleFong and
Here's a link. No longer behind a paywall unless there is still some technical glitch.https://seekingalpha.com/article/4313851-tesla-warranty-expense-case-of-goodwill-auditors …
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>,< this seeking alpha paywall is so annoying. mr. alpha, bring down this wall...
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