GRA
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Re: TSLA corporate outlook

Tue May 15, 2018 2:00 pm

LTLFTcomposite wrote:^ It could just be that they are burning out and have other opportunities that are equally lucrative.

Entirely possible. Tesla has always had high turnover in the executive ranks. It's not for anyone who insists on having a life.
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LTLFTcomposite
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Re: TSLA corporate outlook

Wed May 16, 2018 2:13 am

Here's another moat around Tesla, extreme leftists:
https://www.cnbc.com/2018/05/16/george- ... bonds.html
If and when the going gets rough I'm convinced there will be no shortage of friendlies to lend a hand. It might not exactly be self determination but they won't be dissolving. Actually the changes it would bring about would probably be what sets the stage for the "real" meteoric rise.
I wonder if this is one of those "short the stock buy the bonds" situations.
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lorenfb
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Re: TSLA corporate outlook

Wed May 16, 2018 9:34 am

LTLFTcomposite wrote:Here's another moat around Tesla, extreme leftists:
https://www.cnbc.com/2018/05/16/george- ... bonds.html


Hey, lighten up, especially on MNL.
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Re: TSLA corporate outlook

Wed May 16, 2018 9:57 am

lorenfb wrote:
LTLFTcomposite wrote:Here's another moat around Tesla, extreme leftists:
https://www.cnbc.com/2018/05/16/george- ... bonds.html


Hey, lighten up, especially on MNL.

Oh come on
LTL
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palmermd
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Re: TSLA corporate outlook

Wed May 16, 2018 11:53 am

A moat full of candy. Sounds like a good idea. haha.

https://www.inc.com/charles-morris/elon ... t-bay.html
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LTLFTcomposite
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Re: TSLA corporate outlook

Wed May 16, 2018 1:04 pm

Usually moat would refer to a barrier to entry or choke point that provides an advantage or protection from competitors, but in this context I was thinking of protection from creditors, or a barrier to exit. Can Soros provide that?

Then there's always that adage that when you borrow $1000 from the bank they own you, but when you borrow $1M you own the bank. (need to multiply those by 1000 to keep up with the times)
LTL
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edatoakrun
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Re: TSLA corporate outlook

Wed May 16, 2018 7:12 pm

GRA wrote:
LTLFTcomposite wrote:^ It could just be that they are burning out and have other opportunities that are equally lucrative.

Entirely possible. Tesla has always had high turnover in the executive ranks. It's not for anyone who insists on having a life.

TSLA, of course, uses nondisclosure agreements to prevent open discussion by present and former employeees of what is really happening.

So you need to judge for yourself if the comments below ring true:

Let me start by saying I'm on my way out, along with so many others soon to come...

Before Model 3 ramp it was basically my dream job. Then Elon decided to bet the company on Model 3.

Not only were impossible timelines forced upon us, but so were manufacturing mandates that were thought up by someone with a clear lack of manufacturing background. Elon's ego is too big to realize the mistakes he's making when he's making them. He hires the best and brightest, but then undermines the decisions they make...

So here we are, a year into Model 3 ramp. Admittedly we've come an incredibly long way in the time we were given. Something most companies would never be able to accomplish. Problem is, it's nowhere close to what Elon made us promise. It has also been at the expense of hundreds of employees who have had to work 16+ hours a day, 7 days a week for the last year. Most of us not even doing it at home since a majority of this ramp took place in Reno and we were forced to travel.

Elon still isn't happy. He routinely insults (literally, insults) the competency and dedication of those of us who have sacrificed so much. He faults and fires those who are closest to the chaos even though they have their hands forced in the decisions they make. Think Elon's design mandate is a bad idea? You can tell him but you'll probably get fired for "not being a believer". Fail to execute on Elon's bad ideas? You're clearly at fault and deserve to be fired. That's what we're all dealing with. Most of the lines and machines you've heard about in the press releases have been a direct result of poor decisions that Elon has made. Yet here we are taking the blame and trying to clean up the mess, while Elon gets to tout to the public the "ridiculous things he sees on the lines that are obvious problems" as though he's the saving grace of manufacturing.

To say he creates a toxic workplace is an understatement. He runs the company as a dictatorship, through a pure culture of fear. Even VPs and other C level execs don't stand up to him for fear of their jobs...

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lorenfb
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Re: TSLA corporate outlook

Wed May 16, 2018 10:52 pm

LTLFTcomposite wrote:
lorenfb wrote:
LTLFTcomposite wrote:Here's another moat around Tesla, extreme leftists:
https://www.cnbc.com/2018/05/16/george- ... bonds.html


Hey, lighten up, especially on MNL.

Oh come on


Have you no humor?
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Re: TSLA corporate outlook

Thu May 17, 2018 3:03 am

lorenfb wrote:Have you no humor?

I'm dripping in humor, just didn't get what you were saying... like maybe "extreme leftists" is offensive or something.
LTL
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Joe6pack
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Re: TSLA corporate outlook

Thu May 17, 2018 5:37 am

LTLFTcomposite wrote:Usually moat would refer to a barrier to entry or choke point that provides an advantage or protection from competitors, but in this context I was thinking of protection from creditors, or a barrier to exit. Can Soros provide that?

Then there's always that adage that when you borrow $1000 from the bank they own you, but when you borrow $1M you own the bank. (need to multiply those by 1000 to keep up with the times)


Yeah, I think something along these lines. I generally stay out of discussing Tesla - it's too much like politics and religion, but I don't see how they make it without raising capital. Maybe perfect execution gets them there, but that's a lot to count on. And they've been anything but perfect so far.

But you are correct - Musk has a lot of friends and there is a lot of vested interest in Tesla's success regardless of the fundamentals.
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