Andrew Bhrams
@glosoli.bsky.social
$TSLA to $0 - $TOFU to $1000
Reposted by Andrew Bhrams
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
A Quick Look at How Bad Tesla's Start of Q4 Is
In all countries that report monthly Tesla sales (ex-North America), Tesla's October sales fell by 33% YoY to new lows since 2022's pandemic.
open.substack.com
November 13, 2025 at 11:40 PM
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Reposted by Andrew Bhrams
Zohran Mamdani Refuses To Share Plan For Making Rich Richer https://theonion.com/zohran-mamdani-refuses-to-share-plan-for-making-rich-richer/
November 5, 2025 at 10:00 PM
Zohran Mamdani Refuses To Share Plan For Making Rich Richer https://theonion.com/zohran-mamdani-refuses-to-share-plan-for-making-rich-richer/
Reposted by Andrew Bhrams
Independents are especially likely to blame government dysfunction on corruption.
November 3, 2025 at 8:43 PM
Independents are especially likely to blame government dysfunction on corruption.
Reposted by Andrew Bhrams
Wow - those are quite phenomenal headlines given the details of the story.
Ahh look, he’s just a ‘nerdy’ guy. No harm done.
You need to scroll down to paragraph 13 of the Sky piece to find the full story!
🧵
1/9
Ahh look, he’s just a ‘nerdy’ guy. No harm done.
You need to scroll down to paragraph 13 of the Sky piece to find the full story!
🧵
1/9
October 29, 2025 at 1:06 PM
Wow - those are quite phenomenal headlines given the details of the story.
Ahh look, he’s just a ‘nerdy’ guy. No harm done.
You need to scroll down to paragraph 13 of the Sky piece to find the full story!
🧵
1/9
Ahh look, he’s just a ‘nerdy’ guy. No harm done.
You need to scroll down to paragraph 13 of the Sky piece to find the full story!
🧵
1/9
Reposted by Andrew Bhrams
$UNP donated to the Trump ballroom. Smart move. When it comes time for the STP to rule on the deal, it will be loaded with Trump goons. Deal goes through - massive new coast-to-coast quasi-monopoly. Deal fails - stonk scraping lows and $20B+ cash for buybacks and such. DYODD, not advice etc.
October 27, 2025 at 3:15 PM
$UNP donated to the Trump ballroom. Smart move. When it comes time for the STP to rule on the deal, it will be loaded with Trump goons. Deal goes through - massive new coast-to-coast quasi-monopoly. Deal fails - stonk scraping lows and $20B+ cash for buybacks and such. DYODD, not advice etc.
Reposted by Andrew Bhrams
To the surprise of nobody, Grok is sharing an innumerate and exaggerated defence of Sarah Pochin's comments, which is being widely celebrated by those with as or more prejudiced views than those expressed by Pochin.
October 26, 2025 at 5:53 PM
To the surprise of nobody, Grok is sharing an innumerate and exaggerated defence of Sarah Pochin's comments, which is being widely celebrated by those with as or more prejudiced views than those expressed by Pochin.
Reposted by Andrew Bhrams
'Populism is often triggered by bad economies, but then makes what is already bad still worse. This is true of both the left- and rightwing varieties. The former attacks economic elites; the latter assails foreigners...' Martin Wolf on populism - on.ft.com/47hvI3j
The hard task of exiting the populist trap
[FREE TO READ] Javier Milei’s plight in Argentina demonstrates how difficult it can be to rescue economies
on.ft.com
October 21, 2025 at 7:11 PM
'Populism is often triggered by bad economies, but then makes what is already bad still worse. This is true of both the left- and rightwing varieties. The former attacks economic elites; the latter assails foreigners...' Martin Wolf on populism - on.ft.com/47hvI3j
Reposted by Andrew Bhrams
Checking in on Trevor Milton
[FREE TO READ] Nikola? I hardly even…
on.ft.com
October 13, 2025 at 1:49 PM
Reposted by Andrew Bhrams
Thread.
When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system
When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system
"The hundreds of billions of dollars companies are investing in AI now account for an astonishing 40 per cent share of US GDP growth this year... In a way, then, America has become one big bet on AI."
America is now one big bet on AI
It’s seen as the magic fix for every threat to the US economy
www.ft.com
October 6, 2025 at 5:14 PM
Thread.
When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system
When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system
Reposted by Andrew Bhrams
During what turned out to be a 13 day government shutdown in October 2013 CEA released a report that projected 120,000 private sector jobs lost.
It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.
It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.
October 1, 2025 at 2:31 PM
During what turned out to be a 13 day government shutdown in October 2013 CEA released a report that projected 120,000 private sector jobs lost.
It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.
It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.
Reposted by Andrew Bhrams
"OpenAI spent more on marketing and equity options for its employees than it made in revenue in the first half of 2025."
on.ft.com/3Krg4uC
on.ft.com/3Krg4uC
OpenAI’s era-defining money furnace
[FREE TO READ] Actually we’re not even mad; that’s amazing
on.ft.com
September 30, 2025 at 11:57 AM
"OpenAI spent more on marketing and equity options for its employees than it made in revenue in the first half of 2025."
on.ft.com/3Krg4uC
on.ft.com/3Krg4uC
Reposted by Andrew Bhrams
Absolutely absurd. FREE CHARLIE JAVICE!!!
She did nothing wrong by 2025’s standards. My god.
She did nothing wrong by 2025’s standards. My god.
September 29, 2025 at 7:17 PM
Absolutely absurd. FREE CHARLIE JAVICE!!!
She did nothing wrong by 2025’s standards. My god.
She did nothing wrong by 2025’s standards. My god.
Reposted by Andrew Bhrams
Only an administration intent on committing war crimes in the present and future would stoop to calling Wounded Knee a "battle" rather than what it truly was: a massacre of over 250 Lakotas, mainly women, children, and the elderly. 1/
September 26, 2025 at 11:11 AM
Only an administration intent on committing war crimes in the present and future would stoop to calling Wounded Knee a "battle" rather than what it truly was: a massacre of over 250 Lakotas, mainly women, children, and the elderly. 1/
Reposted by Andrew Bhrams
I know you all don't actually read primary documents (I know y'all) but this from the latest EO is something you should put your eyes on (derogatory)
🧵
🧵
September 25, 2025 at 11:02 PM
I know you all don't actually read primary documents (I know y'all) but this from the latest EO is something you should put your eyes on (derogatory)
🧵
🧵
Reposted by Andrew Bhrams
Reposted by Andrew Bhrams
CARMAX Q2 2025 EARNINGS: EPS 64C (EST $1.03) || USED VEHICLE SALES $5.27B (EST $5.69B)
September 25, 2025 at 10:54 AM
CARMAX Q2 2025 EARNINGS: EPS 64C (EST $1.03) || USED VEHICLE SALES $5.27B (EST $5.69B)
Reposted by Andrew Bhrams
Hugo Ekitike scores for Liverpool to give them a late lead against Southampton.
And, in sheer joy, he celebrates by taking his shirt off — and gets a second yellow card.
And, in sheer joy, he celebrates by taking his shirt off — and gets a second yellow card.
September 23, 2025 at 8:46 PM
Hugo Ekitike scores for Liverpool to give them a late lead against Southampton.
And, in sheer joy, he celebrates by taking his shirt off — and gets a second yellow card.
And, in sheer joy, he celebrates by taking his shirt off — and gets a second yellow card.
Reposted by Andrew Bhrams
Reposted by Andrew Bhrams
Ed Luce's FT column this morning is pure brilliance.
September 23, 2025 at 12:58 PM
Ed Luce's FT column this morning is pure brilliance.
Reposted by Andrew Bhrams
Here are my thoughts/comments on #Tesla stock price rising to
$395 and future outlook:
It's a well executed gamme squeeze for the last two days, nothing else. Nothing has substantially changed for Tesla, the business is still in straight decline in Europe and China, the US business will be
/1
$395 and future outlook:
It's a well executed gamme squeeze for the last two days, nothing else. Nothing has substantially changed for Tesla, the business is still in straight decline in Europe and China, the US business will be
/1
September 13, 2025 at 8:28 PM
Here are my thoughts/comments on #Tesla stock price rising to
$395 and future outlook:
It's a well executed gamme squeeze for the last two days, nothing else. Nothing has substantially changed for Tesla, the business is still in straight decline in Europe and China, the US business will be
/1
$395 and future outlook:
It's a well executed gamme squeeze for the last two days, nothing else. Nothing has substantially changed for Tesla, the business is still in straight decline in Europe and China, the US business will be
/1
Reposted by Andrew Bhrams
Reposted by Andrew Bhrams
Seems like someone should ask @chatterton.bsky.social why he's making stuff up? I've been scrolling through multiple feeds for the past couple hours and have not seen a *single* post celebrating. I'm sure someone out there has, but the idea that it's "every post" is an outright lie.
My feed is almost entirely people condemning violence and telling others not to celebrate this.
they just decide what they think we’re like and proceed as though
September 10, 2025 at 9:24 PM
Seems like someone should ask @chatterton.bsky.social why he's making stuff up? I've been scrolling through multiple feeds for the past couple hours and have not seen a *single* post celebrating. I'm sure someone out there has, but the idea that it's "every post" is an outright lie.
Reposted by Andrew Bhrams
What’s the point of “fuck you” money if you can’t say “fuck you”?
September 7, 2025 at 1:13 PM
What’s the point of “fuck you” money if you can’t say “fuck you”?
Reposted by Andrew Bhrams
So here's what Tesla did:
www.sec.gov/ix?doc=/Arch...
Musk lost his big payday in Delaware; that's pending on appeal. He may or may not get that restored.
In the meantime, the board a couple of months ago created a pay package for him that would pay out if he loses the Delaware case. But -
www.sec.gov/ix?doc=/Arch...
Musk lost his big payday in Delaware; that's pending on appeal. He may or may not get that restored.
In the meantime, the board a couple of months ago created a pay package for him that would pay out if he loses the Delaware case. But -
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001318605/000110465925087598/tm252289-4_pre14a.htm
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" lang="en...
www.sec.gov
September 5, 2025 at 11:05 AM
So here's what Tesla did:
www.sec.gov/ix?doc=/Arch...
Musk lost his big payday in Delaware; that's pending on appeal. He may or may not get that restored.
In the meantime, the board a couple of months ago created a pay package for him that would pay out if he loses the Delaware case. But -
www.sec.gov/ix?doc=/Arch...
Musk lost his big payday in Delaware; that's pending on appeal. He may or may not get that restored.
In the meantime, the board a couple of months ago created a pay package for him that would pay out if he loses the Delaware case. But -