SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Bubbles

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Harshu Vyas10/26/2021 8:03:04 AM
1 Recommendation

Recommended By
petal

  Read Replies (1) of 47
 
Tesla

Fundamental Analysis of Tesla - by Harsh Vyas - Bubble Hunter (substack.com)

Also, they MAY be pulling an Enron by lying on their Balance Sheet. Who owes them so much money and how anyway? Tesla's accounts receivables has increased 800% in the last year. I find it strange that people aren't questioning it. Tesla makes customers pay for cars pre- delivery so receivables should actually be near zero. Also, regulatory credits being sold is no sustainable way to generate revenue.

Anyway, I don't know anymore. I feel like Tesla should be around $100/share but the market is so crazy right now, I have no idea what is going on. For the first time I'm starting to doubt my views. There is no reason that I can see for Tesla being valued $1 tln but maybe there is a reason and I can't see it. My views have not changed yet but I am very confused.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext