Seeking Alpha: Tesla: Big Hole In Model 3 Design

Michael Russo

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#2
67% bullish... Incl. my vote.
I justified it by 'revolutionary design & manufacturing technology driving appeal up and costs down'!! :)
 

TrevP

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#3
Seeking Alpha is a scumbag site for Tesla related articles but Randy Carlson is the exception to that rule.

His articles are very good.

He makes a good point about the large rear window and it indeed might point to a key feature on how Tesla designed for Model 3 to be easy to manufacture. I think Model 3 really represents the epitome of what they've learned from making Model S but also not repeating mistakes from Model X. All indications are pointing to this car being on time and allowing a very fast production ramp provided suppliers are up to the task.
 
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Michael Russo

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#4
Thanks for context, Trev. From what I had seen in recent weeks, this was my impression too so it is good to know there is at least one guy who is readable... are they this bad about other stock or is it mainly TSLA?

It would appear as though 'analysts' are generally more than conservative to say the least when it comes to Elon and the company delivering on its promises...
I do believe that when they will get out T≡SLA Model ≡ out on time and reservations will explode, the same will be true for the stock....
I almost wish I had some cash to play with... yet I don't... :p
 

Michael Russo

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#5
Trev, guess this one proves your point...
Solar Roof Is Dead On Arrival - Yet Another Reason Why Tesla's Merger With SolarCity Makes No Sense $TSLA
http://www.seekingalpha.com/article/4017478

What I guess is misleading is the apparently informed (scientific??) data & reasoning... Of course, as a laymen, I have not way to judge...
What do you think?
 

garsh

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#6
Solar Roof Is Dead On Arrival - Yet Another Reason Why Tesla's Merger With SolarCity Makes No Sense $TSLA
http://www.seekingalpha.com/article/4017478
The article is a hit piece, like most of what you'll find on seakingalpha. They mention several generalizations to support their argument that it won't work, ignoring the possibility that Tesla/Solar City may have overcome some of the old problems. Way too much of the analysis on seeking alpha is centered on investment in established businesses. They often use historical analysis without taking into consideration that some of these companies have a plan to disrupt the status quo.

Now, they could still end up being correct. This is a new technology, and we don't know any of the technical details beyond "this roof looks pretty". We'll have to wait for more details to be released before better opinions can be formed.
 

Michael Russo

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#7
The article is a hit piece, like most of what you'll find on seakingalpha. They mention several generalizations to support their argument that it won't work, ignoring the possibility that Tesla/Solar City may have overcome some of the old problems. Way too much of the analysis on seeking alpha is centered on investment in established businesses. They often use historical analysis without taking into consideration that some of these companies have a plan to disrupt the status quo.

Now, they could still end up being correct. This is a new technology, and we don't know any of the technical details beyond "this roof looks pretty". We'll have to wait for more details to be released before better opinions can be formed.
Thanks, Garsh! I see what you're saying and like the objective nature of your response!
So many times in history, visionaries who went out of the box and dared to challenge existing norms were criticised if not worse...
If there is anything Elon is not, it's stupid... I trust he knows what he is doing with his money and time, and knows how to surround himself with the best. Not that does not say he does not know how to manage hype... :)
 

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#9
For what it's worth, I personally feel the solar roof/Powerwall combination could prove to be the biggest thing Tesla has come up with. I love the concept. I love the ability to be that much more independent as a consumer. I love the environmental impact. Great move if they can pull off the installation and efficiency logistics.
 

TrevP

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#10
SA is a user-submitted article aggregation site with no authority per-se. Anyone without any credentials whatsoever can publish articles there including stock manipulators.
 

Paul Carter

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#14
That and add a host entry to 127.0.0.1 so you never accidentally visits them. LOL.
For those curious, I've added these in my c:\windows\System32\drivers\etc\hosts file so I never able to reach certain sites. A few on my permanent self ban list: :D

127.0.0.1 search.conduit.com
127.0.0.1 seekingalpha.com
127.0.0.1 www.scribd.com
 

Michael Russo

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#17
I have not deleted my notifications to Seeking Alpha despite the comments above, mainly because I waiting for the next Randy Carlson article... And I must say, 90% of what I see every day is indeed plain bearish junk, although at times under the appearance of financially educated commentaries ... you really wonder who in the end pays these guys to be so pessimistic!
So it is with real surprise and satisfaction that I just discovered this one:
Much Ado About Some Tweets: Tesla Bears Once Again Blow Musk's Words Out Of Proportion $TSLA
http://www.seekingalpha.com/article/4020695
So there is at least another one besides Carlson that deserves to be read!! :)
 

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#20
Thanks for context, Trev. From what I had seen in recent weeks, this was my impression too so it is good to know there is at least one guy who is readable... are they this bad about other stock or is it mainly TSLA?

It would appear as though 'analysts' are generally more than conservative to say the least when it comes to Elon and the company delivering on its promises...
I do believe that when they will get out T≡SLA Model ≡ out on time and reservations will explode, the same will be true for the stock....
I almost wish I had some cash to play with... yet I don't... :p
I refer to the site as [SINKING ANCHOR] in my posts. I don't go there anymore if properly warned.

Randy's articles do seem well thought out and properly presented. I find it interesting that some find his writing to be 'too optimistic'. From my perspective, his viewpoints are usually rather conservative, well within the realm of possibility. My own posts are unabashedly positive in Tesla's favor and unerringly critical of traditional automobile manufacturers.

I think that this is what truly chaps the hide of ANALysts such a Jim Cramer and Cory Johnson, who predicted the DOOM of TSLA from the outset...

Compared to five years ago today:

TSLA +152
BMW +29.57
DAI +30.33
F +1.50
GM +13.49
HMC -2.20
TM +49.72
VOW3 -3.25