Kinda love this line of thinking b/c in companies that may be engaging in fraud there are multiple questions to ask. 1. Is fraud happening? 2. If so, is it helping the company get closer to escape velocity? 3. If it is, could the fraud actually be bullish as a passive investor?https://twitter.com/jeremymikejo/status/1223869512526659584 …
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How did it work out for
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Well so far!
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If you short, Battery Investor Day will crush you (probably).
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Am not short. Am not long either. I just
the situation because it stretches my mind.
Kinda rooting for Tesla TBH because it will prove some very unpopular frameworks.
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Reminds me of the story that a bunch of investors in Madoff “knew” it was a fraud, they just thought he was their fraud and was front running, so they stayed invested. If you think there’s fraud or unethical behavior it’s hard to say it’s stops with what you can see.
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I do think that’s a fair point for sure.
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That would be an interesting set of alternative data. What would this look like? A probability of deception accompanied by a prediction and rationale.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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