Tesla Inc. (TSLA)

June 22, 2021

Our 2Q21 Delivery Est Edges Down to 194K (from 196K); our 2021 Est Edges Up to 799.7K (from 783.9K)

By Gordon L. Johnson II

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April 27, 2021

Tesla Sold More Cars Yet Lost (Even) More Money Doing So; This is Simply Not a Viable Business Model

By Gordon L. Johnson II

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April 23, 2021

Tesla 1Q21 Preview – We Expect a Modest Miss to Both Consensus Gross Profit & Consensus EPS

By Gordon L. Johnson II

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March 30, 2021

We Adjust our 1Q & 2021 Delivery Ests. Lower to Reflect Model S-X Refresh & “Crippling” Competition

By Gordon L. Johnson II

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March 19, 2021

Our Work Suggests TSLA is Either Breaking China Natl. Security Law or Putting Customer Lives at Risk

By Gordon L. Johnson II

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March 16, 2021

Once Again a Real-World Test Shows Tesla’s Claimed EPA Range is “Fiction” & a Competitor’s is Better

By Gordon L. Johnson II

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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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