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The last 9 months of 2020 was mostly winter for all types of equity bears, particularly $TSLAQ Twitter. Mention that $TSLAQ is not happening anytime in the foreseeable future Slight discussion of Gamestop and overall market views Brief mention of Tesla's Q4 2020 results Trying to knock the Podcasting rust off…
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Brief mention of apparent S&P 500 Committee Decision Talk of the absurdity of $TSLA Equity doubling w/ split announcement Mention of At-The-Market $5B offering from Tesla Talk of my trading misses to start September 2020 Discussion of some presumed unifying thoughts of skeptics of Teslaبقلم tslaqpodcast
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Background on Matthew (Chemical Engineer) Tesla skepticism since ~2014 Fuel Cells and Clean Tech in general Writing Experience Journalistic/Engineering Ethics Tesla Whistleblower Hell article: https://www.thedrive.com/tech/29089/tesla-enters-whistleblower-hell Collection of Fuel Cell-related articles: https://fuelcellsworks.com/?s=klippenstein Exos…
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Discussion about using other people's research and positioning Talk of this episode of the Infinite Loops Podcast with Jim O'Shaughnessy interviewing Jim Chanos: https://podcasts.google.com/?feed=aHR0cHM6Ly9pbmZpbml0ZWxvb3BzLmxpYnN5bi5jb20vcnNz&episode=YjkyODM2NDEtZjQ1Yy00MGMwLTgxMGEtMWIxMzQzMWViZDJi&hl=en&ved=2ahUKEwi0rpzTi5noAhURUa0KHdBvBrAQjrkEe…
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Discussion of Tesla's recent results Mention of $2.3B Equity raise What I've watched/listened to lately (DeLorean & Ford mostly) Mention of Recent r/wallstreetbets mania action Episode of American Innovations, interviewing Jason Torchinsky, Senior Editor at Jalopnik (https://twitter.com/JasonTorchinsky) talking about autonomous future https://playe…
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Discussion of Narratives Brief update on the overall control of the narrative with SUA petition and class action lawsuit Brief preview of Q4 2019 earnings coming on Wednesday - See here: https://www.patreon.com/posts/q4-2019-33483795 Mostly a discussion of the Narrative of TQP The story of how I ended up becoming the $TSLAQ Podcast Host…
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Discussion about the importance of narratives and story-telling, with a few short song clips included Links mentioned in the Podcast: NHTSA Petition on Sudden Unintended Acceleration (SUA): https://static.nhtsa.gov/odi/inv/2020/INBC-DP20001-3494.pdf Troy Teslike Tracker: https://docs.google.com/spreadsheets/d/1YeLtMxFt9Lh8mndZhjOqrzFfWQ_r5T9LS-l3gQ…
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5 Different Angles from which NHTSA is or should be looking at Tesla vehicles 1. Autopilot Generally 2. Autopilot Disengagement and Impact on Statistics 3. Sudden Unintended Acceleration reports 4. Whompy Wheels 5. Battery Fire Risks from aged batteries Toyota SUA article: https://www.thetruthaboutcars.com/2011/02/ttacs-toyota-recall-coverage-a-ret…
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Discussing some of the past occurrences to recall parts of why $TSLAQ Twitter exists From Summer 2018 into Summer 2019 Some commentary on past events in light of more recent events Check out the annotated price chart on the Patreon posting for this episode (free) for what I used for notes for the first ~22 minutes of the episode https://www.patreon…
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Discussion of recent events, and their impacts on Tesla's share price China Pumps Walmart Suit Solar City Suit Unsworth Suit Solar City Bailout Suit Model S Plaid Drivetrain, OMG (Elon's so clever with his SpaceBalls joke) Mention of Rivian's 100,000 vehicle order from Amazonبقلم tslaqpodcast
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Brief Review of recent Interview Episodes (40, 41, & 43) Discussion of $TSLAQ-sourced short idea list (for >$1/month Patrons) Verbal discussion of the standardization of the ".D" cashtag nomenclature for unlikely-to-go-bankrupt short ideas Talk about FSD and Insurability of Teslas with so-called Full Self-Driving Turnover in the NHTSA New Video (mu…
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A discussion of who Karl Hansen is, discussing his military background, medical ombudsman role, and now de facto Tesla Whistleblower ombudsman role in Reno, Nevada GoFundMe Campaign Link: https://www.gofundme.com/f/Karl-Hansen---Tesla-Whistleblower---Support-Fund Link to Karl's Sarbanes Oxley suit filing: https://www.courthousenews.com/wp-content/u…
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One year after Elon's infamous Tweet Quick mention of Plainsite's FOIA goldmine (NHTSA) Falcon Heavy Launch Distraction No boring/boneheaded questions, let's go to YouTube 5,000 Model 3's per week Martin Tripp Thai Soccer Team Cave Rescue Montana Doxxing Funding Securedبقلم tslaqpodcast
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Former Tesla engineer Christina Balan discusses her Tesla journey From being a key part of the Model S design team, to caring for Tesla so much to try to report directly to Elon To working on a Management-sanctioned, touch-operated electrochomic visor special project, which Doug Field seemed quite excited about To being defamed by Tesla in a respon…
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Interview with Federally-recognized Whistleblower Melayna Lokosky Melayna's Background and the Genesis of "Killing My Career" Talk of Whistleblowers, Silicon Valley/Venture-Funded Items, FDA Approvals Discussion of Neuralink Even a bit of Boeing Talk ($BA.D)بقلم tslaqpodcast
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Record Deliveries still leading to a Loss Catching up on Q2 2019 results and call on Twitter in real-time Lots of mentioning of Average Sales Prices (ASPs) Rant on publicity of Tesla crashes being a direct result of Tesla autonomy marketing Real-time observations of SpaceX StarHopper Test videos from YouTube https://patreon.com/tslaqpodcast…
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Brand New Sarbanes-Oxley-related lawsuit from Karl Hansen Tesla Tucks Tail, Failing to Produce Videos from April Autonomous Model 3 Demonstration Bit of discussion about $TSLAQ having gotten distracted Speculation about why Tesla didn't want to produce evidence Brief Quarterly Financial Report preview…
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News rundown of early July for the first part of the period between Q2 Deliveries & Financials (?Earnings?) More Exec Departures More Insider Sales New Site from Ted Stein: https://predictableabuse.com Update in the Skabooshka restraining order case Escobar Brother claiming Elon stole Flamethrower idea & More…
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Discussions including Montana's Background, Tesla's contingent liabilities, Elon Musk's "Unsworthian Liabilities", Book Recommendations to become a better investor/thinker, Chances of a Tesla takeover, Need for ANOTHER capital raise Also, an interview role reversal which includes some trading strategy talk…
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Mention of a responsible testing of autonomous driving technology Dave Arnold Sr Director of Communications departs from Tesla NTSB releases a preliminary report on March 1st DelRay Beach, FL accident Elon Musk's May 16th, 2019 Employee Email, regarding Cost Reductions Share price fall, and after-hours defense of $420/2 per share…
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Discussion about Tesla's new capital raise, associated market reaction "Effective Yield" is more like 8.4 or 8.5% Robo-taxi strategy shift, with vehicle appreciation Elon took over the official @Tesla Twitter Account? https://Patreon.com/TSLAQPodcastبقلم tslaqpodcast
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Quick episode, with thoughts on Demand, particularly for the Model S and XIs a capital raise possible with Elon's margin levels and the post-delivery share price?A few other random thoughts on Y reveal timing and future Patreon premium contenthttps://patreon.com/TSLAQPodcastبقلم tslaqpodcast
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Summary of TSLAQ Twitter goings on from March 1st into March 8th Huge Phone Calls Transcript to aid in pushing Tesla towards compliance with Reg FD Electric Willy Wonka as dubbed by a "blue checkmark service club member" Tesla's "adequate access to bank lines" WSJ --> Tesla Still on Hook for Store Leases https://www.patreon.com/TSLAQPodcast…
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Shining a light on "the Spreadsheet" This spreadsheet lists 57 deaths from Tesla crashes (23 driver deaths), with news article links https://docs.google.com/spreadsheets/d/1ESnyJ4b7m96OCjs3GSQ6EGF7YOMuv0XV-ROXTYIazTs/edit#gid=26425775 New Patreon Account Link: https://www.patreon.com/TSLAQPodcast Go read the subscription tiers for a bit of humor. A…
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Rapid rundown of items, including: Charlie Munger throwing shade (https://twitter.com/Oslo_Skeptic/status/1096124926136930304) Musk corrects guidance, then Butswinkas leaves Cookie Monster Consumer Reports drops Model 3 Rec Musk Mortgage news hits mainstream outlets Davie, FL crash Gigafactory Scoop, Panasonic, and purchase obligations Brief mentio…
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Ed is a seasoned analyst. We discuss the SEC's new show cause, along with many other aspects of the Tesla short thesis. Ed is on Twitter @ eddiemac3356 Shorty Store is at evacuationboy.com cash.me/$TSLAQPodcast is where contributions to the Podcast can be made.بقلم tslaqpodcast
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