I met a Tesla bull (hedge fund) to debate the short case. I was on the short side (i'm short) and he was a long (owns the stock in size). This person was intellectually honest, importantly didn't like Musk's antics or believe in his BS, and owned the stock for substantive reasons so I take his views more seriously than the typical long. Here were his pushbacks to the short thesis. I'd be curious in people's views:

1. On underlying demand + profitability: He believes that at the current price level there is demand for 300k - 350k cars in the US + select geographies in 2019. But he thinks that the price of the battery pack, which makes up the majority of the cost of this car, is coming down ~10-20% per year based on economies of scale related to production, productivity improvements (similar to semiconductors) and declining lithium pricing. He bases this on conversations with Panasonic and others in the EV battery pack value chain. His research also suggests that Tesla's initial batch of cars was horrifyingly over budget (due to inexperience in manufacturing) and that the cost of making the rest of the car will come down ~5% this year and probably another 5% next year at the least. He wouldn't be surprised if it comes down closer to 10% this year. That means the total cost of the car will probably come down ~low double digits this year and continue to fall as the cost of the battery falls over the next 5 years. A lower cost car will, in turn, be reinvested in further price cuts. As the price of the car comes down to the low 30k range, the addressable market will expand by many multiples since most Americans (and people in Europe) buy cars at an average price in the low 30k range, not in the high 30k range where it is now. Model 3 pricing will probably be in the low 30k range in 2021 if battery and manufacturing costs come down in line with his projections but 2020 growth should be driven by lower pricing to the mid 30k range as costs fall this year as well. His overarching point is "of course they are losing $$$ now. They are just trying to buy time to get to a point where they can offer a car in the low 30k range which is the price range that most people buy cars in. That comes when a) battery prices fall sufficiently, which they are rapidly and b) as Tesla get better at manufacturing, which they are already".

2. On recent cap-ex cut: He sees people making the argument that cutting cap-ex is a sign that demand is drying up. He thinks this is mistaken. His research on Tesla and their EV manufacturing process suggests its much less capital intensive than a ICE manufacturer. That's because the # of moving parts in the car is 7-10 vs. over 300 for an ICE guy. This means that adding incremental lines and variants is much simpler and less cap-ex heavy than it is for an ICE manufacturer. He believes Tesla can add lines in California and Fremont for roughly 20% of what an ICE manufacturer can add a line for and that currently lines are at ~65% of max utilization so there is room to grow production without that much incremental cap-ex. He says that most people are so stuck looking at ICE manufacturers and comping Tesla's cap-ex needs and margins to those players, that they forget that they are 100% EV player and that the EV cost structure is completely different to the cost structure of an ICE manufacturer. This all implies that the cut in cap-ex does not signify a decline in demand.

3. Competition: He points to the fact that every competitor to Tesla in the EV market has significantly worse range and that range is the biggest issue customers have when buying an EV. He sees the arguments that bears make that Tesla's battery is a commodity because they buy it from Panasonic and anyone can do that. But he points out that if the battery was a commodity, everyone would have the same range. His research suggests that Tesla buys commodity battery packs and then rengineers them physically (by adding hardware) and software that makes them much more efficient. This has taken time and effort and range continues to improve with new variants. He says that other EVs are years behind and Tesla is extending their lead. This will always make Tesla's car more attractive to buyers as long as the price is in line with competitors.

4. Margins: Believes that auto gross margins will hit 30% by 2021. In Q2, auto gross margins ex. reg credits went up by 200bps from 15.2% to 17.2%. This was with the impact of price cuts - this happened because a) more cars were sold, b) the price of the battery is falling and c) they are improving their production process. As the price of the battery falls further and Tesla improves their manufacturing process, margins should go up to the low 20s assuming volume stays where it is (95k cars per quarter). If volume grows, margins should improve given the scale benefits of amortizing the fixed cost. Margins should continue to ramp higher as the Company recognizes FSD revenue which he believes they will start recognizing in Q4 '19. As prices fall, he believes margins should ramp even faster as volumes should accelerate quickly.

Whitney Tilson

  

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>I met a Tesla bull (hedge fund) to debate the short case. I
>was on the short side (i'm short) and he was a long (owns the
>stock in size). This person was intellectually honest,
>importantly didn't like Musk's antics or believe in his BS,
>and owned the stock for substantive reasons so I take his
>views more seriously than the typical long. Here were his
>pushbacks to the short thesis. I'd be curious in people's
>views:

Here goes:

Underlying demand and profitability: First, underlying demand. Once the overall performance of a BEV (battery-electric vehicle) is close enough to a gasoline/diesel engine car, it all comes down to price and lifecycle total cost. The key thing to understand here is that while performance is not yet there for most people, it’s there for some people, and that the degree of this demand is almost entirely dependent on government mandates, subsidies and other incentives. If those are low or zero, the BEV market would be 0.1% of the total auto market. But if the government takes those to the extreme, the share could be 50% (Norway) or 100% (with a strict mandate). So, once you tell me what your assumptions are for the government to dictate the competitive environment, I can tell you how large the market will be.



As for profitability and the cost of batteries, this argument is insane. The correct analogy is this: 5G will increase data speeds etc by, say, 10 times. Does that mean that Verizon’s profitability will now increase by 10x? The next chip from Intel will be 2x faster. Does that mean that Intel’s profits will increase by 2x?



So what if battery prices will be going down by 10% or 20% or whatever? If battery prices are going down by 20% for Tesla, chances are they are going down for all other automakers as well. Nobody in the industry is seriously arguing that Panasonic has some special cost curve here, that doesn’t apply equally to Samsung, LG, SKI, CATL or BYD.



On recent capex cut: The argument that Tesla has some sort of special advantage in manufacturing cars is equally insane. The comparison is not between a BEV and an ICE car. It’s between Tesla making a BEV and another automaker making a BEV.



The Tesla Model 3 is around 11% of the plugin car market: http://ev-sales.blogspot.com/2019/07/global-top-20-june-2019.html



Add together the Model X and S, and Tesla might be around 16% of the worldwide plugin car market.



It does not matter whether it’s cheaper to put together a BEV vs putting together an ICE car. Because if it’s cheaper to put together a BEV for Tesla, it’s also cheaper for all other automakers to do so. See the analogy with 4G vs 5G and the next-gen Intel chip.



For example, VW will soon have its first BEV-only factory in Germany. China already has them, with so many more being finished in only months from now, that I can’t keep count anymore. Why would Tesla have some sort of capex advantage against any of those dozens -- soon to be hundreds -- of BEV-only factories, even if as a general statement it’s cheaper to build a BEV-only factory?



Competition: The author does not seem aware that when comparing range, he is not comparing apples to apples. Tesla has optimized its cars for range. The competition has optimized for other things, all of which eat away at range:

· Serviceability of the battery pack.

· Making the battery pack survive a crash.

· Reducing the probability of a battery fire.

· Longevity of the battery pack.

· The car itself has less aerodynamic efficiency because it’s more practical that way.

· That goes for door handles and roof racks, for example.

· The car itself weighs more (Audi eTron 5,600 lbs for example) because it’s a sturdier build.

· The car can go off-road (Audi and Jaguar).



Obviously if you optimize a flimsily built lightweight car for long-range highway driving, you are going to get better range than if you build a heavier and more square car that will last longer and go off-road.



Still, even after adjusting for all of those factors, Tesla may still have an advantage against most or all competitors in terms of miles-per-kWh. But, it’s not nearly as big as the raw number suggests. You have to adjust for all of the factors outlined above. Tesla’s real advantage here is somewhere between zero and very small -- not material.



Margins: That depends on pricing, which in turn is going to be heavily dependent on what competitors do with their prices. Of course, if you assume that competition isn’t going to increase, and/or that those competitors will not cut prices in order to meet their quotas, indeed Tesla’s margins could go up. Considering that there are over 200 competitive models in the pipeline between now and the end of 2022, that proposition may work in the short term -- perhaps for the next quarter or two -- but probably not for much longer.



That actually goes to basic economics 101: In a highly competitive market -- let alone one with notorious oversupply, home-champion over-investment, and government-mandated price pressure thanks to minimum sales quotas, margins are doomed to be small, negative and shrinking. This goes for Tesla as well as all other suppliers.

  

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Nettes Video (Link im Text)

A friend’s take on battery pricing and quality testing:

Battery prices may or may not be falling from this point. Considering that all battery manufacturing has been fully automated already, the scale efficiencies beyond a certain limited point are very modest. There is not a lot of labor involved. You capture almost all automation/scale benefits already at a fairly small scale.


Three has been a lot of advancements in terms of battery PACK design. That includes thermal management (heating, cooling) and the way that the pack is integrated into the body of the car, how it handles a crash, and so forth. That’s where most of the cost reductions have originated in the last 5-10 years.


Most people I know in the auto industry say that the battery prices are not falling much from here, if at all. Any movement from here will be mostly dependent on raw material prices, such as cobalt and all the other ingredients that go into a battery. If those costs go down, battery prices go down. But not very much otherwise.



The overall cost of the vehicle will decline somewhat from here because of dedicated BEV production lines with slightly simplified assembly processes. See both Tesla and Volkswagen’s MEB-based factory in Zwickau, for example, as they are 100% BEV. Or see Audi’s factory in Brussels, which is also 100% BEV. In China, already dozens of examples, rapidly approaching hundreds.



Tesla has indeed pioneered some battery pack and software techniques. They have two good motors, with industry-leading efficiency. So let’s say that buys them 2% or even 3% on those parts. Who is a more efficient manufacturer overall? Who buys steel and aluminum at lower prices? Who buys tires and all other components at lower prices?



The other automakers can also afford to outright subsidize their BEVs, because they actually have profitable product lines (gasoline, diesel) from where they can subsidize.



This is Audi’s 100% electric car factory in Brussels, Belgium:

https://www.youtube.com/watch?v=oR0voji-vZk&t



You may ask yourself why Audi’s former production boss -- Peter Hochholdinger -- who left Audi 3 years ago to join Tesla -- left Tesla as soon as his 3 year contract was over. That was just over a month ago.



There is a world of difference between the way in which an Audi eTron is assembled, and the way in which a Tesla is assembled, from a quality and professionalism perspective. In addition, guess to what standards the Audi eTron was tested before being released for production, compared to the way a Tesla is tested (barely) before it goes into production. The level of quality control is in a different league.

Whitney Tilson

  

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Panasonic demanding battery price hike?

A JPN biz weekly is reporting that Pana CEO Tsuga was at GF1 in June (for the 3rd time this yr). According to the article, he apparently was there to demand price HIKE on batteries.

Here’s the Google Translate of the article: https://twitter.com/passthebeano/status/1157395375260483584

  

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Das Phänomen Tesla und Elon Musk verdienen einen eigene... [Alle anzeigen] , Rang: Warren Buffett(2075), 10.11.19 17:46
 
Subject Auszeichnungen Author Message Date ID
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Elon Musk to Tesla Employees: It's 'Hardcore' Belt-Tigh...
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      RE: Tesla’s new cost cutting-effort is going all the wa...
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Whitney Tilson über Tesla
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Verriß von Consumer Reports:
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RE: Verriß von Consumer Reports:
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      RE: Verriß von Consumer Reports:
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RE: In April, the Tesla Model 3 was replaced by the Ren...
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RE: Tesla-Aktie einfach bloß „missverstanden“?
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Goldman slashes Tesla price target by $42 on demand con...
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RE: SpaceX Attempts ‘Big Bang’ Military Mission With Ma...
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Tesla verliert Fertigungschef Peter Hochholdinger
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Mark Spiegel of Stanphyl Capital has long been one of t...
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Tesla posts record vehicle deliveries in the second qua...
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RE: Tesla posts record vehicle deliveries in the second...
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RE: My analyst's bull case for Tesla
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      Responses to my analyst's bull case on TSLA
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      Tesla (TSLA) is getting ready to ramp up production
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      RE: The investor's guide to the Porsche Taycan
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      RE: The investor's guide to the Porsche Taycan
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      RE: The investor's guide to the Porsche Taycan
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      RE: The investor's guide to the Porsche Taycan
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      RE: The investor's guide to the Porsche Taycan
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Analyst With $0 Price Target On Tesla Says Growth Story...
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It’s Porsche Versus Tesla Facing Off in Germany’s Green...
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19.9.19 20:46
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RE: Tesla Model 3 Is Now #1 Selling Car In The Netherla...
19.9.19 21:02
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24.9.19 11:15
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RE: Tesla-Chef Musk werden Familiy-Business und Bereich...
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Für das „Wohl der Welt“ springt Elon Musk jetzt dem VW-...
25.9.19 21:19
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Tesla Surges After Musk Tells Staff 100,000 Deliveries ...
26.9.19 21:49
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01.10.19 21:29
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01.10.19 23:34
137
Tesla Sets Deliveries Record While Falling Short of Elo...
03.10.19 01:12
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RE: Tesla Sets Deliveries Record While Falling Short of...
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      Tesla: Bank of America skeptisch
03.10.19 18:35
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Tesla Battery Flaw Cover-Up Claim to Be Evaluated by NH...
04.10.19 22:12
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‘’Tesla May Lose 80% of Its Value’’
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RE: ‘’Tesla May Lose 80% of Its Value’’
07.10.19 20:56
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Tesla's 'Smart Summon' feature is glitchy and works int...
09.10.19 15:31
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Tesla's Nuerburgring run revs up debate over speed reco...
18.10.19 15:04
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22.10.19 13:29
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RE: Musk ist nicht liquidewitzig
22.10.19 13:30
148
Cathie Wood dumping TSLA
23.10.19 14:41
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RE: Cathie Wood dumping TSLA
26.10.19 18:53
150
      Q3 2019 Results - Earnings Call Transcript
26.10.19 23:15
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      An outstanding analysis by Nathan Weiss of Weiss, Harri...
27.10.19 10:58
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      Why I Will Never Short Tesla
27.10.19 11:01
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      My thoughts on Tesla
27.10.19 11:21
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      RE: My thoughts on Tesla
28.10.19 21:19
155
Tesla Chair Robyn Denholm on Musk
23.10.19 19:13
156
Tesla beats on third quarter earnings, company returns ...
24.10.19 05:48
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      RE: Tesla beats on third quarter earnings, company retu...
24.10.19 05:56
158
      RE: Tesla beats on third quarter earnings, company retu...
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159
      RE: Tesla beats on third quarter earnings, company retu...gut analysiert
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      RE: Tesla beats on third quarter earnings, company retu...
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      Tesla’s Surprise Looks Strangely Familiar
24.10.19 12:10
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Tesla Is No Niche Automaker Anymore, Volkswagen’s CEO S...
25.10.19 13:31
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26.10.19 18:39
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RE: Tesla Cashflow
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      The Elon Musk SolarCity bailout fraud case deposition ...
26.10.19 18:50
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Tesla Falls as Roth Calls Margins ‘Unsustainable,’ Cuts...
29.10.19 15:29
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US-Verkäufe von Tesla-Elektroautos brachen um 40 Prozen...
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Tesla’s Hell Moves From the Production Line to the Repa...
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31.10.19 22:19
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How Weak Is Tesla Model 3 Demand In The US?
04.11.19 14:15
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Glenn Tongue’s take on Q3 earnings
04.11.19 20:29
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Stanphyl Capital ’s take on Q3 earnings
04.11.19 20:35
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RE: Das Phänomen Tesla und Elon Musk verdienen einen ei...
05.11.19 23:30
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David Einhorn mit bösem Kommentar zu Tesla
06.11.19 17:58
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Tesla to unveil electric pickup 'cybertruck' on Novembe...
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176
Elon Musk Burns Short Seller David Einhorn on Twitter
08.11.19 14:18
177
RE: Elon Musk Burns Short Seller David Einhorn on Twitt...gut analysiert
08.11.19 18:54
178
      Einhorn kontert
08.11.19 22:22
179
Musk Donates 1 Million Trees to Global Reforestation Ca...
09.11.19 18:37
180
Tesla Wins Positive Outlook From S&P as Cash Flow Takes...
09.11.19 18:57
181
RE: Musk Donates 1 Million Trees to Global Reforestatio...
10.11.19 11:47
182
Tesla's Buffalo plant gets $884 million write-down
10.11.19 21:44
183
Tesla Flaunts First China-Built Cars as Start of Sales ...
11.11.19 10:12
184
Musk ist kein netter Kerl:
12.11.19 22:10
185
RE: Musk ist kein netter Kerl:
12.11.19 22:48
186
      RE: Musk ist kein netter Kerl:
13.11.19 08:16
187
      RE: Musk ist kein netter Kerl:
13.11.19 08:42
188
      RE: Musk ist kein netter Kerl:
13.11.19 08:46
189
      Tesla baut europäische Fabrik bei Berlin
13.11.19 08:42
190
      udenhöffer: Batterie-Förderung nach Tesla-Ankündigung ü...
13.11.19 09:48
191
      RE: Tesla baut europäische Fabrik bei Berlin
13.11.19 09:53
192
      RE: Tesla baut europäische Fabrik bei Berlin
14.11.19 11:50
193
E-Autowracks: Brandgefährlicher Sondermüll
13.11.19 12:05
194
Worst Case Scenario For Older Teslas Coming To Fruition...
13.11.19 13:24
195
Teslas Model 3 und Model S sind "durchschnittlich zuver...
17.11.19 10:51
196
Tesla plant bis vier Milliarden Euro für deutsche Gigaf...
17.11.19 20:26
197
RE: Tesla plant bis vier Milliarden Euro für deutsche G...
18.11.19 20:14
198
      Tesla’s Model 3 Success Hits BMW the Hardest
18.11.19 21:18
199
      Elon Musk: Neuralink, AI, Autopilot
18.11.19 21:38
200
      Elon Musk’s Solar Deal Has Become the Top Threat to Tes...
18.11.19 22:14
201
      RE: Elon Musk: Neuralink, AI, Autopilot
18.11.19 22:21
202
      RE: Elon Musk: Neuralink, AI, Autopilot
19.11.19 07:38
203
      RE: Elon Musk: Neuralink, AI, Autopilot
19.11.19 08:00
204
      RE: Elon Musk: Neuralink, AI, Autopilot
20.11.19 19:37
205
      RE: Elon Musk: Neuralink, AI, Autopilot
20.11.19 20:25
206
Cybertruck: Form von neuem Tesla-Pickup sorgt für Aufse...
22.11.19 08:38
207
Knapp 150.000 Bestellungen für Teslas neuen Cybertruck
24.11.19 13:31
208
Warum die Scheiben des Tesla-Cybertrucks brachen
26.11.19 08:22
209
Was machen Musk (Tesla) und Diess (VW) wenn Sie sich tr...
26.11.19 13:47
210
Sechs Tesla-Läden in Österreich, Luxus-Showroom in Wien...
27.11.19 18:06
211
RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...gut analysiert
27.11.19 19:19
212
      RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...
27.11.19 22:03
213
      RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...
27.11.19 22:03
214
      RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...
28.11.19 08:36
215
      RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...
28.11.19 09:20
216
      RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...
28.11.19 08:56
217
      RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...
28.11.19 09:23
218
      RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...
28.11.19 10:32
219
      RE: Sechs Tesla-Läden in Österreich, Luxus-Showroom in ...
28.11.19 13:24
220
Elon Musk nach Pädophilie-Stichelei auf Twitter freiges...
07.12.19 13:59
221
Tesla will in Brandenburg 500.000 E-Autos im Jahr bauen
11.12.19 19:40
222
Range Tesla vs. Comp
13.12.19 22:35
223
RE: Range Tesla vs. Comp
13.12.19 22:48
224
      RE: Range Tesla vs. Comp
14.12.19 21:10
225
      RE: Range Tesla vs. Comp
15.12.19 09:38
226
      RE: Range Tesla vs. Comp
15.12.19 10:23
227
Tesla steigt stetig, schon über 400
19.12.19 19:54
228
RE: Tesla steigt stetig, schon über 400
20.12.19 08:09
229
      RE: Tesla steigt stetig, schon über 400
27.12.19 17:34
230
Tesla Hits China Milestones With Tax Break, First Local...
27.12.19 16:18
231
Eindrücke eines Tesla-Fahrers
27.12.19 17:35
232
Tesla Inc. tumbled 4.9%, after analysts at Cowen said ...
30.12.19 16:06
233
Tesla Cuts the Starting Price for Model 3 by 9% in Chin...
03.1.20 08:59
234
Dank starkem Endspurt schafft Tesla sein Jahresziel
03.1.20 19:19
235
Musk’s moment of truth arrives as Made-in-China Teslas ...
05.1.20 14:37
236
RE: Musk’s moment of truth arrives as Made-in-China Tes...
05.1.20 20:22
237
      vom milliardär zum tellerwäscher
08.1.20 19:34
238
      RE: vom milliardär zum tellerwäscher
08.1.20 19:51
239
      RE: vom milliardär zum tellerwäscher
08.1.20 20:37
240
Fortsetzung aus anderem Thread
09.1.20 08:36
241
RE: Fortsetzung aus anderem Thread
09.1.20 08:43
242
RE: Fortsetzung aus anderem Thread
11.1.20 22:21
243
An interesting article in today’s WaPo: Teslas still go...
13.1.20 09:21
244
RE: An interesting article in today’s WaPo: Teslas stil...interessant
13.1.20 09:26
245
      RE: An interesting article in today’s WaPo: Teslas stil...gut analysiert
13.1.20 09:46
246
      RE: An interesting article in today’s WaPo: Teslas stil...gut analysiert
13.1.20 11:35
247
      RE: An interesting article in today’s WaPo: Teslas stil...
13.1.20 19:33
248
esla: 4 Questions Rival Automakers Are Asking About the...
14.1.20 22:26
249
RE: esla: 4 Questions Rival Automakers Are Asking About...
14.1.20 22:37
250
      Larry Ellison’s $1 Billion Tesla Bet Is Paying Off Aft...
14.1.20 22:39
251
Mit Tesla erstmals E-Auto unter den Top-5 in der Schwei...
15.1.20 18:32
252
RE: Mit Tesla erstmals E-Auto unter den Top-5 in der Sc...
15.1.20 19:02
253
Tesla Wraps Up Big Week After Hitting All-Time High
19.1.20 21:06
254
There is no “unintended acceleration” in Tesla vehicles
21.1.20 22:46
255
My analyst Kevin responds
21.1.20 22:55
256
RE: My analyst Kevin responds
21.1.20 23:05
257
Teslas Börsenwert übersteigt erstmals 100 Mrd. Dollar
22.1.20 18:06
258
The Tesla Skeptics Who Bet Against Elon Musk
23.1.20 21:04
259
US 2019 market share: Tesla lost market share to Cadill...
23.1.20 21:11
260
Tesla 4Q earnings top expectations, sees 500K+ deliveri...
29.1.20 22:41
261
RE: Tesla 4Q earnings top expectations, sees 500K+ deli...
30.1.20 00:53
262
      RE: Tesla 4Q earnings top expectations, sees 500K+ deli...
30.1.20 06:02
263
Tesla sichert sich Verträge für Batterien aus Südkorea ...
30.1.20 21:39
264
My latest thoughts on Tesla
30.1.20 21:51
265
      RE: My latest thoughts on Tesla
30.1.20 21:53
266
      RE: My latest thoughts on Tesla
30.1.20 21:59
267
Hilarious
02.2.20 17:37
268
CATL Confirms Battery Supply Agreement With Tesla In Ch...
03.2.20 09:09
269
Tesla Surges Past $700 on Panasonic Profit, Bullish Pri...
03.2.20 19:28
270
RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 05:31
271
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 05:57
272
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 06:14
273
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 13:21
274
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 13:53
275
      Tesla Stock Jumped 20%. It Makes No Sense.
04.2.20 13:58
276
      A Hedge Fund With 29% Return Record Is Shorting Tesla B...
04.2.20 14:31
277
      RE: A Hedge Fund With 29% Return Record Is Shorting Tes...
04.2.20 14:40
278
      RE: A Hedge Fund With 29% Return Record Is Shorting Tes...
04.2.20 14:44
279
      RE: A Hedge Fund With 29% Return Record Is Shorting Tes...
04.2.20 15:16
280
      RE: A Hedge Fund With 29% Return Record Is Shorting Tes...
04.2.20 15:24
281
      RE: A Hedge Fund With 29% Return Record Is Shorting Tes...
04.2.20 15:30
282
      RE: A Hedge Fund With 29% Return Record Is Shorting Tes...interessant
04.2.20 15:39
283
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 14:20
284
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 16:12
285
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 16:38
286
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 16:38
287
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 18:31
288
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
04.2.20 20:34
289
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
05.2.20 20:18
290
      Tesla Gross Margin
05.2.20 20:35
291
      RE: Tesla Surges Past $700 on Panasonic Profit, Bullish...
12.2.20 23:50
292
Tesla in den S&P 500
11.2.20 11:23
293
Tesla Prognose
12.2.20 15:08
294
Porsche Taycan Turbo S vs. Tesla Model S Performance: E...
12.2.20 20:21
295
Tesla ruft 15.000 Fahrzeuge zurück
13.2.20 16:09
296
Kapitalerhöhung
13.2.20 21:36
297
      Tesla to Price Secondary Share Offering at $767: Report
14.2.20 05:50
298
      RE: Tesla to Price Secondary Share Offering at $767: Re...
14.2.20 05:57
299
      RE: Tesla to Price Secondary Share Offering at $767: Re...
14.2.20 08:46
300
      RE: Tesla to Price Secondary Share Offering at $767: Re...
14.2.20 09:19
301
      RE: Tesla to Price Secondary Share Offering at $767: Re...
14.2.20 11:06
302
      RE: Tesla to Price Secondary Share Offering at $767: Re...
14.2.20 11:28
303
      Tesla's Stock Sale Is So Right But Feels So Wrong
14.2.20 11:45
304
      RE: Tesla to Price Secondary Share Offering at $767: Re...
14.2.20 12:35
305
VW vs. Tesla
16.2.20 10:29
306
RE: VW vs. Tesla
16.2.20 10:32
307
Musk Calls Gates Underwhelming After Billionaire Buys a...
18.2.20 10:55
308
Tesla Bear Morgan Stanley Raises Its Bull Case to $1,20...
18.2.20 11:56
309
RE: Tesla Bear Morgan Stanley Raises Its Bull Case to $...
18.2.20 12:20
310
      RE: Tesla Bear Morgan Stanley Raises Its Bull Case to $...interessant
18.2.20 15:34
311
Tesla’s stock spikes above $850 after Bernstein sees no...
18.2.20 19:41
312
Tesla verhandelt offenbar über kobaltfreie Akkus für E-...
18.2.20 21:07
313
Zerlegtes Tesla Model 3 schockt VW und Toyota
21.2.20 08:09
314
Tesla Rival Sets Out to Banish 160-Year-Old Lead Tech F...
23.2.20 13:49
315
Tesla: Horror-Absatzzahlen?
25.2.20 21:34
316
Tesla und Panasonic: Szenen einer kriselnden Partnersch...
26.2.20 19:58
317
Tesla und Corona
01.3.20 19:38
318
Millionstes Elektroauto bei Tesla produziert
10.3.20 22:03
319
Tesla scouting central U.S. for new factory, Musk says
11.3.20 17:04
320
RE: Tesla scouting central U.S. for new factory, Musk s...
17.3.20 10:16
321
      RE: Tesla scouting central U.S. for new factory, Musk s...
17.3.20 10:23
322
Tesla schwächelt
01.4.20 09:36
323
RE: Tesla schwächelt
01.4.20 09:38
324
Tesla delivers 88,400 electric vehicles, beating expect...
02.4.20 22:51
325
Tesla Is Nearing Debut of Longer Range China-Made Model...
07.4.20 08:57
326
Tesla kündigt Zwangsurlaub und Lohnkürzungen an
08.4.20 12:49
327
RE: Tesla kündigt Zwangsurlaub und Lohnkürzungen an
08.4.20 13:09
328
Tesla Prices Longer-Range Model 3 to Attract More China...
10.4.20 09:45
329
Credit Suisse hebt Tesla auf 'Neutral' und Ziel auf 580...
14.4.20 09:13
330
RE: Credit Suisse hebt Tesla auf 'Neutral' und Ziel auf...
14.4.20 09:21
331
Tesla an Börse wertvoller als BMW, Daimler und VW zusam...
27.4.20 20:08
332
Elon Musk guards Tesla board from legal fees after insu...
28.4.20 17:03
333
Tesla überrascht mit weiterem Quartalsgewinn
30.4.20 08:49
334
Musk and Tesla Bulls Are So Over This Covid Panic
30.4.20 13:27
335
RE: Tesla überrascht mit weiterem Quartalsgewinn
02.5.20 18:09
336
Musk twitterte von "zu hohem Kurs" – Tesla-Aktie fiel u...
01.5.20 19:54
337
RE: Musk twitterte von
01.5.20 19:57
338
Tesla skimps on warranty costs to inflate its profits, ...
02.5.20 18:25
339
na bumm
05.5.20 12:39
340
      RE: na bumm
05.5.20 12:47
341
Musk Threatens to Pull Tesla Out of California Over Shu...
09.5.20 22:07
342
RE: Musk Threatens to Pull Tesla Out of California Over...
09.5.20 22:18
343
Tesla startet Produktion entgegen Behördenanweisung
12.5.20 08:47
344
No one thought SpaceX would beat Boeing
23.5.20 09:05
345
Erster bemannter Flug zu ISS mit SpaceX
27.5.20 14:04
346
Takeoff jetzt um 22:33
27.5.20 22:04
347
RE: Takeoff jetzt um 22:33
27.5.20 22:18
348
      RE: Takeoff jetzt um 21:20
30.5.20 20:56
349
      SpaceX-Kapsel erfolgreich an ISS angedockt
31.5.20 17:31
350
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
31.5.20 21:21
351
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
01.6.20 10:19
352
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
01.6.20 10:36
353
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
01.6.20 11:18
354
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
01.6.20 17:57
355
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
01.6.20 19:05
356
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
01.6.20 21:02
357
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
02.6.20 00:20
358
      RE: SpaceX-Kapsel erfolgreich an ISS angedockt
02.6.20 20:10
359
775 Mio. Dollar für Tesla-Chef Musk
29.5.20 11:44
360
Tesla vergünstigt Elektroautos deutlich – auch in Öster...
29.5.20 22:39
361
Reichweitentest
01.6.20 22:48
362
CR finds that the new automatic lane-changing feature i...
01.6.20 22:58
363
RE: Reichweitentest
02.6.20 00:14
364
Über 1000$
10.6.20 18:34
365
Über 1000$ - Nur mehr knapp hinter Toyota
11.6.20 11:24
366
Tesla plant neue Fabrik
25.6.20 20:06
367
RE: Tesla plant neue Fabrik
25.6.20 20:25
368
Tesla Shares Top $1,000 Again on Musk’s Break-Even Opti...
30.6.20 19:37
369
Tesla wertvollster Autobauer der Welt
01.7.20 19:49
370
Tesla plant für neue Fabrik mit Kosten von rund einer M...
02.7.20 19:27
371

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