Read on Twitter
$TSLA master thread.
In case you missed any of the below threads on topics including:
Tesla& #39;s current & future EV powertrain & battery tech advantages, production growth, operating leverage, Wright’s Law, share price drivers, S&P 500, options delta hedging, converts, UK BIK taxes
In case you missed any of the below threads on topics including:
Tesla& #39;s current & future EV powertrain & battery tech advantages, production growth, operating leverage, Wright’s Law, share price drivers, S&P 500, options delta hedging, converts, UK BIK taxes
1)
Tesla Powertrain Introduction: https://twitter.com/ReflexFunds/status/1207686110769483776?s=20">https://twitter.com/ReflexFun...
Tesla Powertrain Introduction: https://twitter.com/ReflexFunds/status/1207686110769483776?s=20">https://twitter.com/ReflexFun...
2)
Tesla current Battery Cell Technology https://twitter.com/ReflexFunds/status/1207687744752930816?s=20">https://twitter.com/ReflexFun...
Tesla current Battery Cell Technology https://twitter.com/ReflexFunds/status/1207687744752930816?s=20">https://twitter.com/ReflexFun...
3)
Tesla’s Possible Future Cell Technology and Roadmap https://twitter.com/ReflexFunds/status/1222842920983834625?s=20">https://twitter.com/ReflexFun...
Tesla’s Possible Future Cell Technology and Roadmap https://twitter.com/ReflexFunds/status/1222842920983834625?s=20">https://twitter.com/ReflexFun...
4)
Tesla current Battery Pack Technology https://twitter.com/ReflexFunds/status/1207690194259984384?s=20">https://twitter.com/ReflexFun...
Tesla current Battery Pack Technology https://twitter.com/ReflexFunds/status/1207690194259984384?s=20">https://twitter.com/ReflexFun...
5)
Tesla’s Powertrain Battery to Wheel Efficiency: https://twitter.com/ReflexFunds/status/1207691740758589440?s=20">https://twitter.com/ReflexFun...
Tesla’s Powertrain Battery to Wheel Efficiency: https://twitter.com/ReflexFunds/status/1207691740758589440?s=20">https://twitter.com/ReflexFun...
6)
Tesla’s Powertrain & Battery Weight advantage: https://twitter.com/ReflexFunds/status/1207692697097637888?s=20">https://twitter.com/ReflexFun...
Tesla’s Powertrain & Battery Weight advantage: https://twitter.com/ReflexFunds/status/1207692697097637888?s=20">https://twitter.com/ReflexFun...
7)
Tesla’s Drag Co-efficient advantage: https://twitter.com/ReflexFunds/status/1207693229099012096?s=20">https://twitter.com/ReflexFun...
Tesla’s Drag Co-efficient advantage: https://twitter.com/ReflexFunds/status/1207693229099012096?s=20">https://twitter.com/ReflexFun...
8)
Wright’s Law/Learning Rates/Experience Curves: https://twitter.com/ReflexFunds/status/1223932435240554496?s=20">https://twitter.com/ReflexFun...
Wright’s Law/Learning Rates/Experience Curves: https://twitter.com/ReflexFunds/status/1223932435240554496?s=20">https://twitter.com/ReflexFun...
9)
Feedback loops at play in the Tesla story (Wright’s Law, Capitalism, viral marketing, reflexivity etc) https://twitter.com/ReflexFunds/status/1223908358744309760?s=20">https://twitter.com/ReflexFun...
Feedback loops at play in the Tesla story (Wright’s Law, Capitalism, viral marketing, reflexivity etc) https://twitter.com/ReflexFunds/status/1223908358744309760?s=20">https://twitter.com/ReflexFun...
10)
Tesla Maxwell Battery Technology Summary thread: https://twitter.com/ReflexFunds/status/1219586550188650496?s=20">https://twitter.com/ReflexFun...
Tesla Maxwell Battery Technology Summary thread: https://twitter.com/ReflexFunds/status/1219586550188650496?s=20">https://twitter.com/ReflexFun...
11)
Tesla Future Operating Leverage Potential: https://twitter.com/ReflexFunds/status/1218162176151769089?s=20">https://twitter.com/ReflexFun...
Tesla Future Operating Leverage Potential: https://twitter.com/ReflexFunds/status/1218162176151769089?s=20">https://twitter.com/ReflexFun...
12)
Tesla’s 2020 and 2021 Production Potential: https://twitter.com/ReflexFunds/status/1217455867378970624?s=20">https://twitter.com/ReflexFun...
Tesla’s 2020 and 2021 Production Potential: https://twitter.com/ReflexFunds/status/1217455867378970624?s=20">https://twitter.com/ReflexFun...
13)
Tesla’s 2020 and 2021 Production Potential Second Thread: https://twitter.com/ReflexFunds/status/1220685106219835393?s=20">https://twitter.com/ReflexFun...
Tesla’s 2020 and 2021 Production Potential Second Thread: https://twitter.com/ReflexFunds/status/1220685106219835393?s=20">https://twitter.com/ReflexFun...
14)
UK market potential for Tesla on huge BIK tax incentive improvement from April 2020. https://twitter.com/ReflexFunds/status/1208742484370755585?s=20">https://twitter.com/ReflexFun...
UK market potential for Tesla on huge BIK tax incentive improvement from April 2020. https://twitter.com/ReflexFunds/status/1208742484370755585?s=20">https://twitter.com/ReflexFun...
15)
What are share prices exactly and what are the key drivers of price change? https://twitter.com/ReflexFunds/status/1214130085852319744?s=20">https://twitter.com/ReflexFun...
What are share prices exactly and what are the key drivers of price change? https://twitter.com/ReflexFunds/status/1214130085852319744?s=20">https://twitter.com/ReflexFun...
16)
S&P 500 potential inclusion summary and impact: https://twitter.com/ReflexFunds/status/1213806684176625666?s=20">https://twitter.com/ReflexFun...
S&P 500 potential inclusion summary and impact: https://twitter.com/ReflexFunds/status/1213806684176625666?s=20">https://twitter.com/ReflexFun...
17)
Tesla’s late 2019 share price rally drivers thread: https://twitter.com/ReflexFunds/status/1208034717339136000?s=20">https://twitter.com/ReflexFun...
Tesla’s late 2019 share price rally drivers thread: https://twitter.com/ReflexFunds/status/1208034717339136000?s=20">https://twitter.com/ReflexFun...
18)
Options Market Delta Hedging extremely powerful Tesla stock price feedback loop: https://twitter.com/ReflexFunds/status/1214985572655210499?s=20">https://twitter.com/ReflexFun...
Options Market Delta Hedging extremely powerful Tesla stock price feedback loop: https://twitter.com/ReflexFunds/status/1214985572655210499?s=20">https://twitter.com/ReflexFun...
19)
Tesla& #39;s $4.20bn convertible bonds are now all in the money. What does this mean for Tesla? https://twitter.com/ReflexFunds/status/1224630896717893632?s=20">https://twitter.com/ReflexFun...
Tesla& #39;s $4.20bn convertible bonds are now all in the money. What does this mean for Tesla? https://twitter.com/ReflexFunds/status/1224630896717893632?s=20">https://twitter.com/ReflexFun...
20)
Elon’s Stock comp bonus awards & why it has limited impact to $TSLA& #39;s P&L. https://twitter.com/ReflexFunds/status/1224661528420536320?s=20">https://twitter.com/ReflexFun...
Elon’s Stock comp bonus awards & why it has limited impact to $TSLA& #39;s P&L. https://twitter.com/ReflexFunds/status/1224661528420536320?s=20">https://twitter.com/ReflexFun...
21)
Could $TSLA book a one off up to $2bn deferred tax profit in 2020? https://twitter.com/ReflexFunds/status/1218938290998599680?s=20">https://twitter.com/ReflexFun...
Could $TSLA book a one off up to $2bn deferred tax profit in 2020? https://twitter.com/ReflexFunds/status/1218938290998599680?s=20">https://twitter.com/ReflexFun...
22)
4Q19 Earnings Recap: https://twitter.com/ReflexFunds/status/1222120714469285888?s=20">https://twitter.com/ReflexFun...
4Q19 Earnings Recap: https://twitter.com/ReflexFunds/status/1222120714469285888?s=20">https://twitter.com/ReflexFun...
23)
Tesla 4Q19 cash balance & undrawn credit lines and 2019 capital efficiency. https://twitter.com/ReflexFunds/status/1224313174243139584?s=20">https://twitter.com/ReflexFun...
Tesla 4Q19 cash balance & undrawn credit lines and 2019 capital efficiency. https://twitter.com/ReflexFunds/status/1224313174243139584?s=20">https://twitter.com/ReflexFun...
24) What drove the crazy share price moves this week (starting 3rd Feb): https://twitter.com/ReflexFunds/status/1225137658688569345?s=20">https://twitter.com/ReflexFun...
