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gschelle.bsky.social
@gschelle.bsky.social
"Tact is the ability to tell people to go to hell in such a way they look forward to the trip." Winston Churchill
ASC606-10-25-16 is interesting.
September 6, 2025 at 12:07 PM
I bet he also had this in the 70's-80's mounted on his bike.
April 29, 2025 at 7:10 AM
April 14, 2025 at 11:03 AM
April 14, 2025 at 11:01 AM
I understand that, but you would expect it to balance out the next Q as suppliers also wants to get paid.
Again look at the numbers since Mar-19.
March 24, 2025 at 7:28 AM
According to your explanation, Capex Outflow follows PP&E on the balance sheet. This explanation doesn't fit with the 'timings' argument when you split all the Q's till mar-19 (before that the BS is skewed because of new accounting rules about leasing).
March 23, 2025 at 2:31 PM
That's not true.
They book revenue on B2B deals and even to B2C customers by FOB Shipping Point.
From the sales agreement:
March 22, 2025 at 8:50 PM
1/ Notes on VIE's and related party transactions in the $TSLAQ 10-K's.
Do you spot it too?
@bradmunchen.bsky.social
In 2023 Tesla declared RPT with SpaceX and X. In 2024 it adds xAI, Boring Co and .... Redwood Materials.
And suddenly a new line shows up. Operating Lease Vehicles worth $392m.
March 20, 2025 at 11:33 AM
1/ This is not yet the bottom for #TSLAQ .
The stock is consolidating on higher than (rising) average volume. It never did that on an actual bottom in the past. It would go straight up again.
So are bigger players offloading on dip-buyers?
Even more visible on the P&F chart.
March 19, 2025 at 9:11 PM
The graph is even more interesting when you plot the Republican vs Democratic presidencies.
March 13, 2025 at 3:11 PM
A half decade ago the simps told the world the high stock price is because Tesla is besides a car factory also a battery (cell) company and is leading the competition by at least 10 years.
Current situation.....😂
January 6, 2025 at 12:31 PM
Then do CO2 per capita.
India is way below and scores even better than Sweden which is one of the cleanest countries in EU.
Be careful with statistics.
December 29, 2024 at 11:16 AM
Now do CO2.
December 29, 2024 at 11:16 AM
Some will always stand in line to eat Musk's shit no matter how it scores on the Bristol stool chart.
December 26, 2024 at 11:17 AM
Another one bites the dust.
November 15, 2024 at 7:43 AM