1/ I wrote something I think is important about $TSLA in China today. As usual, I was more the scrivener than the thinker. My inspiration came from @SeekingAlpha's MaxedOutMama (MOM), who agreed to collaborate with me. Link at the end, in case I'm not allowed to link again today.
2/ The problem with a collaboration is that sometimes the person you entrusted as writer doesn't spell out the argument with the clarity you had hoped for. So, you have to do some clean-up operations in the comments. Such was the situation in which MOM found herself.
3/ RandomDude1, referring to an earlier MOM comment, posed to her this question:
"You said you would consider investing in the Shanghai operation. I'm curious why you would want to invest if you thought it would take a decade for Tesla to pay the loan back?"
"You said you would consider investing in the Shanghai operation. I'm curious why you would want to invest if you thought it would take a decade for Tesla to pay the loan back?"
4/ MOM had a lengthy answer. Bear with me through this thread. Here's the start of the response (overlook the extra "issues"):
8/ Don't mess with Mama. She'll eat you for lunch.
9/ Here's the link to the article. I think it's the most insightful $TSLA piece I've ever written.
Thanks, of course, to my Mama. https://seekingalpha.com/article/4339781-teslas-transformation-chinese-company-seems-unstoppable
Thanks, of course, to my Mama. https://seekingalpha.com/article/4339781-teslas-transformation-chinese-company-seems-unstoppable