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wintonARK's profile
Brett Winton
Brett Winton
Brett Winton
@wintonARK

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Brett Winton

@wintonARK

Director of Research @ARKInvest. Disruptive Tech: ₿ /🧬🔬🧬✂️/🤖🚖 🔋/🧠💻☁️/🚀🤖🗿🖨️ Disclosure: http://arkinv.st/2rxmMRG 

Venice, CA
ark-invest.com
Joined August 2012

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    Brett Winton‏ @wintonARK 27 May 2019

    Newest version of the open source extract of our Tesla model is available here. https://github.com/TashaARK/ARK-Invest-Tesla-Valuation-Model … Incorporates more through-flows from balance sheet line items and allows capex requirements to natively flow through to equity issuance. Price targets are broadly the same.

    4:10 PM - 27 May 2019
    • 76 Retweets
    • 928 Likes
    • Brian 🔋ATo🔋 Elsie CHARLES bOWERS Tevfik Akkaş Don Vitaly Bokser Akshat Behera it's_bilal20
    25 replies 76 retweets 928 likes
      1. New conversation
      2. Brett Winton‏ @wintonARK 27 May 2019

        In our downside case Tesla doesn't deliver on 🤖🚖, raises up to $10 billion in equity, loses 2/3rds of its share in the EV space, and is still worth between $500 and $600 a share in 5 years. (But we have dramatically different global EV sales expectations than many; YMMV!)

        5 replies 8 retweets 50 likes
        Show this thread
      3. Brett Winton‏ @wintonARK 27 May 2019

        In our upside case Tesla loses 1/3rd of its share in the EV space, raises $20 billion in equity (though probably wouldn't need to), and delivers on its robotaxi potential. In our view this would result in $6,000 per share in 5 years. (Again, use your own judgement!)

        10 replies 8 retweets 64 likes
        Show this thread
      4. Brett Winton‏ @wintonARK 27 May 2019

        We have open-sourced this extract of the model to help people understand how we are thinking about the business. All feedback and comments welcome! 🙏🏻

        7 replies 3 retweets 51 likes
        Show this thread
      5. End of conversation
      1. New conversation
      2. Nitin Jain‏ @nitin2050 27 May 2019
        Replying to @wintonARK

        Even if we take an avg of the bull n bear case i.e. 3300 and discount it by 50% it is still 1650. Discount it further by 50%, it is 825. 4x from today...

        1 reply 1 retweet 11 likes
      3. Joe Biden's Burner Account‏ @DragginBallsZ9 30 May 2019
        Replying to @nitin2050 @wintonARK

        And if you take $1 million Nd discount it by 50% you get $500k. Discount it again by 50% gives you $250k. What is your point? We can make up numbers all day and divide them, doesn't mean anything.

        0 replies 0 retweets 5 likes
      4. End of conversation
      1. New conversation
      2. Matthew 𝕊t◎tts  🇺🇸 ☀️‏ @mlstotts 29 May 2019
        Replying to @wintonARK

        Brett. I think it's incredible that @ARKInvest open sources its investment models. Do many/any other firms do this to your knowledge? #opendata #OpenSource

        4 replies 2 retweets 20 likes
      3. Brett Winton‏ @wintonARK 29 May 2019
        Replying to @mlstotts @ARKInvest

        Not to my knowledge.

        2 replies 1 retweet 10 likes
      4. Show replies
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      1. New conversation
      2. Greg Cadger‏ @CadgerGreg 29 May 2019
        Replying to @wintonARK

        You should have posted this to Comedy Central where it belongs!

        1 reply 0 retweets 0 likes
      3. chundygunderson‏ @chundygunderson 29 May 2019
        Replying to @CadgerGreg @wintonARK

        maybe they can do a segment on your twitter profile too

        0 replies 0 retweets 4 likes
      4. End of conversation

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