Summary The nature of the Supply and demand behind every investment defines its risk. Bitcoin’s supply is theoretically fixed. But aggregate supply of crypto currencies might be even more relevant than just Bitcoin’s supply. Right now, behind the crypto currency demand is now a significant portion of amateurs and curious trading through their mobile apps… Read More Is Bitcoin A Safe Investment? 3 Thoughts On Bitcoin And Cryptocurrencies
Electrek reports that several suppliers have received orders from Tesla to resume the company’s guidance of 5,000 units per week. This seems to indicate that Tesla have overcome the production bottlenecks. Note that the tech blog also mentions that this might not instantly translate proportionately into deliveries, since if the parts are now being produced… Read More Tesla: Suppliers hint at Model 3 production rate on its way to 5,000 units weekly
Summary There’s too much emphasis on cash flow statements, and financials in general, when evaluating Tesla. The mismatch between current operating cash flow and Capex for the Model 3 make it impossible to understand the current state of affairs using just financials. Philip Fisher used scuttlebutt techniques. The internet has taken it to a whole… Read More What Musk’s Biography Can Tell You About Tesla Surviving The Production Hell
Here’s a short video with Waymo’s (Google owned) full self-driving car. This will certainly be disruptive in the medium term.
CNBC is quotting Nomura’s analyst Jeffrey Kvaal stating that the demand for the iPhone X is “exceptional.” Apple had already stated, on Friday, that “We can see from the initial response, customer demand is off the charts.” However, note that the problems involving the production of key components for the X line have not disappeared. The… Read More Apple in all-time high supported by “exceptional demand” for the iPhone X
Musk shared a photo of the tunnel his recent venture, The Boring Company, is building in Los Angels. The rationale behind this venture is the idea that so far high density cities have continuously built higher buildings (high density), while the transportation ways have been kept mostly two-dimensional. Therefore, we have huge highway bottlenecks and… Read More Musk unveils first photo of his experimental LA tunnel