Tag: tslaq
Graham’s Investing Diary (4 Nov 2019) – Bricks and Mortar $TSLA $BRK
There has been a severe lack of trading in the portfolio since my last missive, but my portfolio has changed in a noteworthy way. A ... Read More
Graham’s Investing Diary (19 August 2019) – My Disney Dream
You may have noticed that my output was rather limited between mid-July and mid-August. This article explains where I was, what I was doing, and ... Read More
Tesla bulls versus NHTSA (and FTC, SEC, et cetera)
The short thesis at Tesla has many dimensions. Beyond the arguments which rely on financial and industry analysis, and equity valuation, there are also a ... Read More
Cube Podcast #16: Burford bothers, Tesla troubles and Distil difficulties
For this podcast, Graham was joined by Michael Taylor (@shiftingshares). We discuss Burford (BUR), Tesla (TSLA), Distil (DIS), Thomas Cook (TCG) and Fever-Tree (FEVR). Please ... Read More
Stories from Shortville – Trimming my Texas Hedge $TSLA $TSLAQ
Elon Musk demonstrated a neat turn of phrase when he said "Stormy weather in Shortville", back in April 2017. The share price at the time? ... Read More
Graham’s Investing Diary (4 June 2019) – Neglect bordering on sloth
I must begin this article with an apology, for it has been nearly two months since my last diary entry. It's time to bring you ... Read More
Tesla – The mountain of burning capital grows larger $TSLA $TSLAQ
Telsa observers (both long and short) are today processing news that the company wants to raise capital. It wants to issue both bonds ($1.35 billion of ... Read More
Late bubble investing at its finest $TSLA $TSLAQ
Tesla will host an "Autonomy Investor Day" on April 22, hoping to convince Wall Street that it deserves to be valued like Lyft (just IPO'd ... Read More
Graham’s Investing Diary (6 April 2019) – Slowly, Slowly
It's been just over a month since my last update, so it feels like a good time to give you an update on my recent ... Read More
7 Signs of Ethical Collapse at Tesla $TSLA $TSLAQ
A book published in 2006 has recently resurfaced in the context of Tesla (TSLA) (latest share price $268, market cap $46 billion). The book is titled ... Read More