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Strategies & Market Trends : John Pitera's Market Laboratory

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Recommended by:
elmatador
sixty2nds
To: robert b furman who wrote (21260)8/26/2018 2:05:17 AM
From: John Pitera2 Recommendations  Read Replies (1) of 33421
 
Hi Bob,

a 2019 Denali Yukon how sweet..... what color combo did you get her... exterior /interior....

the Graphite edition sounds kind of cool , but I am thinking u went with the Onyx Black, or Dark Sky
Metallic .......

seeing that the summer sun is hot In Houston.... that makes a case for white.... but I don't believe you
went that way... if you were in the Sunshine state.... with the intense sun....lots of white vehicles there.
Yukon Graphite Edition models receive a body-color grille surround, which helps provide a monochromatic look, while the grille insert and fog lamp surrounds are trimmed in a unique black chrome finish.

The great thing about being in Denali or a big SUV like a Sequoia, or Navigator... is that people don't
push you around on the road and don't play head games with you as you are in the bigger vehicle...
and since you are higher up you have better visibility 360 degrees..... of the roadway..

Also if you get the goofball driver who hits you ...... you have the physical protection package of big
substantial vehicle to minimize your chances of getting physically hurt..

so I gotta know if you got the 4 wheel drive.... you know when you are up in that vast frozen tundra
of Wisconsin.... it comes in pretty handy!!!! ;-)

--------------

You are absolutely right on target in my mind that the dealerless factory model that TSLA has deployed is
going to incur and insane amount of costs and recurring costs for the OEM.

On the WSJ editorial report today, one of the panelist, maybe Bill McGurn was commenting about
Here we have Elon Musk with all his genius getting off in the tall grass in a low margin highly competive
global business.

Elon has got be on pins and needles, as to whether the SEC comes down hard on him..... and if the
I DO NOT BELIEVE there is going to be another round of debt funding for them as their near dated
debt comes due.

I have a young mid 20's accountant who works for Deloite and has been doing E & G reportos and
other activities. Fred Zabet told him he had to speak to me regading career development.

Ryan at Deloitte has told me he wants to get into investing banking as an analyst in a year, so
am going to tell him, that he/we have to develop a very in depth analysis that goes through all the
accounting machinations at TSLA and have he and I write a detailed analysis of the deficiencies of
the TSLA business model... the excess cash burn..... and cover the company from all bases....

The i can sent it off to my connections in the financial media and get it published. And This was Ryan
by the time I set him up for his Investment banking interview will have his state of the Art "work Product"
to show them in addition to just a CV.

It will be an interesting little mentoring project, plus we can did even more deeply into the TSLA, statement
of Cash flows, balance sheet and income statements.

I actually believe it could be a stand alone sales product by itself.....

John

JOhn
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