https://www.youtube.com/watch?v=PH6nOmAxOoM
Video Highlights: - Tesla went from a pie-in-the-sky, hopes-and-dreams story to a business that produced tangible results that we can finally use to perform traditional valuation comps. -
Tesla's plan to entirely retire upcoming major debt maturities with internally generated free cash flow is a significant move to return capital to shareholders by building book value. This removes a major short-seller talking point. -
Tesla's EBITDA cycle explains the strategy of constant reinvestment for growth, and closely resembles Amazon's strategy in the early 2000s. - Jim Chanos will exit his short position by May 1, 2019.
Submitted November 15, 2018 at 04:23AM by gank_me_plz https://ift.tt/2QLc6wi
