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.