Tesla (TSLA) shocked bulls and bears alike when it reported its delivery numbers for Q2 2019 on July 2. The company set a new all-time record for a single quarter, delivering 95,200 vehicles in total. Unsurprisingly, the stock bounded upward in the after-hour…
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Month: July 2019
Tesla: Don’t Be Fooled By ‘Record’ Deliveries
While everyone is celebrating the massive delivery beat Tesla (TSLA) posted in Q2, we’re more skeptical. How can demand increase so much in Q2 even though Model 3 orders can be received within 2 days? Why did the company not reaffirm FY guidance? With deliver…
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Don’t Be So Quick To Discard ‘Old Economy’ Stocks
There is no doubt that there is a significant amount of disruption going on in the economy, and that many industries will be reshaped in the next few years. That said, we think investors have discounted some older companies too much, while extrapolating growt…
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Tesla’s Reinvigorated Fiscal Picture Has Short Sellers Scrutinizing Their Outlooks
CarsPublished on July 11th, 2019 | by Carolyn Fortuna 0 July 11th, 2019 by Carolyn Fortuna The Tesla fiscal situation seems to be on the rebound. On July 02, 2019, the Tesla, Inc. 2019 Q2 production and deliveries totals were released. The company achi…
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Is NIO, China’s Tesla Rival, on the Brink of a Turnaround?
Chinese electric-vehicle maker NIO (NYSE: NIO) said that it delivered a total of 3,553 vehicles in the second quarter of 2019, including the first examples of its all-new ES6 SUV. Deliveries declined 21% from NIO’s first-quarter result, but its second-quart…
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