GLJ Research, LLC

cc: @GordonJohnson19

$SPWR @SunPower

@TipRanks @GordonJohnson19 @FutureConfirmed @wallstreet_zen Your methodology is extremely flawed when it comes to GLJ. We've told you this time and time again; yet, you refuse to listen. You do NOT get (any of) our work; so, your process does not work for us. So, just stop.

@GordonJohnson19 @FutureConfirmed @GLJ_Research @wallstreet_zen Hi Gordon. You can see your full list of stock coverage on TipRanks, as seen in the attached image. Please feel free to let us know if we have missed anything. Thank you.

As @GLJ_Research has been stressing now for, what, 18 months?

Today, we lowered our '24E yr-end price objective on $TSLA to $23.53/shr, from $24.33/shr prior. In short, we moved from using a 20-yr DCF analysis to value $TSLA (which involves thousands of inputs), to employing a much more simplified P/E multiple framework. @GordonJohnson19

See @GLJ_Research discuss Cleveland Cliffs now rejected bid for U.S. Steel🧑‍🏭, as well as the current state of the U.S. and global🌎steel markets⛏️. bnnbloomberg.ca/video/the-u-s-…

We are excited to join the venerable @SullyCNBC on @LastCallCNBC tonight, at the top of the hour (i.e., 7pm EST), to discuss $TSLA, and, among other things, @kimbal Musk's recent ~$20mn sale of $TSLA shrs this week. Tune in!!! cc: @GordonJohnson19

Today, we discussed our bullish views on uranium⛏️, BUY rated Cameco - $CCJ - what we believe will be trouble in the solar space in 2023E🌞, and of course $TSLA, and it's China sales announced today... with BNN's always SHARP @AndrewBellBNN. bnnbloomberg.ca/video/uranium-…

cc: @GordonJohnson19

Today, we update our thoughts on $TLSA 🧐w/ the venerable @LizClaman on the @ClamanCountdown w/ @GerberKawasaki. Topics will include this week's China 🇨🇳sales, biz outlook, & the @RealDanODowd's superbowl 🏈ad featuring $TSLA "FSD" tech/vaporware. Join us at 3:45pm EST. 🚗⚡️🔌

cc: @GordonJohnson19

Today, we update our thoughts on $TSLA's 🚗just-reported 4Q22 results w/ @jchatterleyCNN, to include what to expect moving forward, demand, price cuts, @elonmusk's future projections⚡️, and if one should take him a face value. youtube.com/watch?v=pltBdl…

Join @GLJ_Research this am as we discuss $TSLA w/ @FrankCNBC 🚗, and what we expect for the all-important 1Q23 guidance, where there's EV puts/takes for both the bulls & the bears⚡️, ahead of the company's Q4 earnings 📈report post close today💵.

Today our CEO/founder discusses $TSLA 🚗 with the always SHARP @TheDomino, focusing on: (a) falling backlog📉, (b) margin-slashing price cuts😱, and (c) $TSLA's position as a tech laggard (NOT leader)🧐. @GordonJohnson19 cnbc.com/video/2022/12/…

We've been asked, by many recently, how we arrive at our yr-end 2023E PT of $23.44 (or -82.5% downside from today's closing price). So... here it is, as we've previously published. @GordonJohnson19 @GLJ_Research $TSLA

$FSLR

zerohedge.com/markets/tesla-… $TSLA

"One analyst who did accurately predict a miss for the quarter, however, was GLJ Research's Gordon Johnson, who predicted in late September that Tesla would see Q3 deliveries of about 348,000 versus consensus estimates at the time of 355,000." @GordonJohnson19 @GLJ_Research