Sharon Coppy
164 posts





Yes, $TSLA could always raise configurator prices, but that’s not been the practice of the past 18 months, and that’s not how analysts model revenues for TSLA or any other company. Analysts build promotional spending (inventory discounts) into each quarter as a way of balancing production and current orders and to deal with seasonal buying patterns (e.g. fewer cars sold after the holidays). They then reassess the promo allowances every quarter based on history. TSLA has tried this tactic before — reducing inventory discounts and configurator prices simultaneously — but the inventory discounts always come back. Meanwhile, TSLA has destroyed 50% of its earnings power by cutting configurator prices which investors view as more permanent. If volumes increased to offset the price cuts that would be great but that clearly hasn’t happened to date. @MartinViecha @elonmusk









Ironic that @TSLAFanMtl @realMeetKevin @GerberKawasaki and I have been right to be cautious on $TSLA over the past year and still get attacked by bulls who want to believe everything at $TSLA is wonderful despite the 50% collapse in $TSLA earnings power over the past year. Where’s the analytical rigor?













