Tesla Inc. (TSLA)

March 2, 2021

Houston, We Have a Problem… is Fleeting Domestic Demand for Chinese EV Cars Emerging as a Problem?

By Gordon L. Johnson II

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February 18, 2021

Tesla Cut the Prices of its Cars for the 13th Time, in 2021 Alone, (i.e., in ~1.5 Months) Yesterday

By Gordon L. Johnson II

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February 8, 2021

TSLA’s Jan. China Sales Crash on Quality Concerns; Bitcoin “Gamble” Suggests Trouble Ahead; SELL

By Gordon L. Johnson II

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January 28, 2021

Tesla Loses Money Selling Cars for the 4th Straight Qtr; Cost Cuts, Due to Competition, Slam Margins

By Gordon L. Johnson II

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January 26, 2021

We Expect 2021E Shipment Guide of ~800K Cars (In-line) & 4Q Net Income of $994mn (i.e., a Beat)

By Gordon L. Johnson II

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December 29, 2020

183.6K in 4Q20 Deliveries Slated to Top Cons. Estimate of 174K; Yet, Similarities to Madoff “Emerge”

By Gordon L. Johnson II

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October 25, 2020

Applying AMZN’s Accounting Method, TSLA’s 1H20 Free Cash Flow was -$1.2bn vs. -$1bn in all of 2019

By Gordon L. Johnson II

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October 22, 2020

Another Qtr of Losses Excl. Credit Sales; GM a Bright Spot, but Credit “Cookie Jar” is Nearly Tapped

By Gordon L. Johnson II

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October 8, 2020

3Q Preview: Did E. Musk Cut ’20 Delivery Guide Again & What Does 3Q20 EPS Bridge Imply vs. Cons?

By Gordon L. Johnson II

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September 8, 2020

Tesla Snubbed From Assumed S&P 500 Inclusion… What Are the Most Likely Reasons Behind Decision?

By Gordon L. Johnson II

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September 2, 2020

Tesla Set to Deliver 140K Cars & Print $231mn in Tax-Payer-Vaporware-Assisted Non-GAAP Profit in 3Q

By Gordon L. Johnson II

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July 23, 2020

Forget The Hunger Games, we Believe TSLA Engaged in “Accounting Games” to Achieve Profit in 2Q20

By Gordon L. Johnson II

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July 21, 2020

Tesla Will Likely Report a 2Q20 Profit (i.e., S&P 500 Inclusion) Because… Why Not?

By Gordon L. Johnson II

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June 9, 2020

Are Pundits Exposing Upwardly-Biased Opinions in TSLA’s Favor or Misconstruing Public Disclosures?

By Gordon L. Johnson II

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May 27, 2020

Tesla Cut Prices Across Entire US Lineup $2K-$5K-car, Save For the Model Y; Demand Cliff “Secured”?

By Gordon L. Johnson II

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