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Yaman Tasdivar Profile picture
Yaman Tasdivar
@ValueAnalyst1
Sep 18, 2018 • 11 tweets • 3 min read
@nealboudette Responses to the points made in your article:

nytimes.com/2018/09/17/bus…

$TSLA "He has been following and investing in car companies for nearly 40 years"

Those closest to the traditional way of doing things will be the last to accept the new $TSLA way. This is as expected.
Aug 6, 2018 • 23 tweets • 6 min read
2018 Q3 Update

This thread presents my quarterly projections, which I believe if #Tesla achieves, would value $TSLA at $2,500 by 4Q21 and $5,000 by 4Q23. I use them to track @Tesla's progress. Poll follows each projection. Please vote, discuss, and retweet for larger sample. Model S/X
- 2H18: High demand due to credit phaseout
- 30% GAAP gross margin by 4Q18
- Refresh: Interior in 2019; 2170s in 2020
- 2020+ expansion in Asia, LatAm, ME
- Savings benefit customers
- 2025: 200k S/X per year @ 30% GM
$TSLA Intrinsic Value: $1000