Diogenes @WallStCynic
Searching for honesty on the Street Ancient Greece Joined October 2013-
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Look, the $LMND CEO is on FinTV, and speaking gibberish about insurance again. Did you know you can only be profitable in insurance if you grow…?! @CNBCFastMoney
“To the barricades!” Also, “Please send snacks…” #Idiocracy
“To the barricades!” Also, “Please send snacks…” #Idiocracy
Every. Single. Day. $TSLA
And as everyone gets excited about $TSLA having to license Baidu’s software in China, the out year estimate cuts keep happening. Over the weekend ISI cut their 2027(!) Adjusted EPS estimate to $4.50-5.00. The Street is currently at $6.00.
About that $TSLA FSD adoption in China (Source: @TroyTeslike)
As long as China thinks that adding more assets/debt to their residential RE situation is a solution to their unbalanced economic model problem, the bigger the problem will become.
As long as China thinks that adding more assets/debt to their residential RE situation is a solution to their unbalanced economic model problem, the bigger the problem will become.
Here’s The Thing: With $TSLA we now have comps. BYD (EV’s, Batteries, Robotics, China) trades at 4x 2024E gross profits. Hyundai (EV’s, Level 4 FSD, Robotics) trades at 5x. $GOOG (AI,Robotaxis) trades at 10x, while $NVDA (AI Leader) trades at 26x. Tesla? Roughly 40x!
Here’s The Thing: With $TSLA we now have comps. BYD (EV’s, Batteries, Robotics, China) trades at 4x 2024E gross profits. Hyundai (EV’s, Level 4 FSD, Robotics) trades at 5x. $GOOG (AI,Robotaxis) trades at 10x, while $NVDA (AI Leader) trades at 26x. Tesla? Roughly 40x!
Um, this occurs a few times per night in virtually every tavern in Wisconsin.
Um, this occurs a few times per night in virtually every tavern in Wisconsin.
Sorry, but shooting a puppy that couldn’t cut it as a retriever is not a “tough decision”. It’s cruel.
Sorry, but shooting a puppy that couldn’t cut it as a retriever is not a “tough decision”. It’s cruel.
I guess not all genocides and forced resettlements are created equal…#HamasHypocrisy
I guess not all genocides and forced resettlements are created equal…#HamasHypocrisy
How many billions of $ in government subsidies related to climate change has $TSLA benefited from…?! Hypocrisy, thy name is Elon…
How many billions of $ in government subsidies related to climate change has $TSLA benefited from…?! Hypocrisy, thy name is Elon…
How about it’s still a Level 2 system. $TSLA
How about it’s still a Level 2 system. $TSLA
Agreed. Once again the @ChicagoBears season has peaked in April. #WinTheDraft
Agreed. Once again the @ChicagoBears season has peaked in April. #WinTheDraft
These proposals won’t pass, but not mentioning the $100 million in net assets threshold for this tax seems pretty material for someone holding themself out as a financial advisor.
These proposals won’t pass, but not mentioning the $100 million in net assets threshold for this tax seems pretty material for someone holding themself out as a financial advisor.
Le Shrub🌳🔥🇺�.. @agnostoxxx
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Me trying to convince myself the Packers are going to beat the Rams this coming weekend
Since May 2nd low vol stocks - including small caps - are flat. Large cap high vol stocks are up 30%. Smaller cap ones are up even more, like 50%. I was long 200% low vol stocks, and short 100% high vol stocks like I had been doing for the last 5 years. Average hvol of my…
RFK Jr. is probably the most jacked presidential candidate we’ve ever had.
Russian Telegram channels are spreading video of the alleged Wagner PMC disarming the first Akhmat fighters.
The world's most valuable skill: Clarity of Thought. The problem? There's no school for this. It takes time, patience and a lot of early career fumbling. In this week's screenshot essay (with my friends at @Compound), I broke down how I have increased my clarity of thought and…
@WallStCynic @JeffreyKleintop I remember it like it was yesterday
Don't give me any excuses for being poor when this kid became richer than all of his classmates with one simple idea!
At what yield level was the 2-year Treasury the prescient, all-seeing authority on what the economy and the Fed were going to do that everyone keeps saying it is?
OK, just set my account to private. To let me know you're seeing this, send me $10 each. Or just like this tweet.
Musk had plenty of notice that horror stories where going to come out, and perhaps even the exact date of publication (today), how to react? bury them under a pile of idiotically shallow tech press promising the blind will see again (subject to regulatory approval)
Hey @elonmusk should the $TSLA bulls paying 40x earnings for TSLA (vs. ~5x for $F & $GM) be concerned that lead times for your most popular car (Model Y) in your largest mkt of China fell to 1-4 weeks yesterday (from 4-8 weeks Monday), despite your beginning of qtr Shanghai EU...
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People are paying $25,000 for #SpiderManNoWayHome opening night tickets...