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At exactly 3:38pm GMT on Tuesday, Barclays released an exhaustive, 89-page pdf research report titled "iNDUSTRIE 4.0 VS. Tesla’s ‘lights out’?", which if it wasn't clear by the title, explained "why Tesla is deeply overvalued and a structural short." A terrific report, and one which an increasingly insecure Elon Musk will be quick to deride and mock, it had just one problem: nobody read it, especially not Americans, and certainly not tech investors, at least according to Barclays.In an amusing post-mortem note published shortly after the full report was distributed to Barclays clients, its author Kristina Church slammed not only TSLA CEO Elon Musk - as one would expect - but also the "tech investor" collective which has elevated Musk on a pedestal, and - for good measure - also took a shot at, well, Americans in general because why not. To wit:"while European readers may if anything view this tome as skimpy, we recognize that many US investors, and dare we say especially those on the tech side, need a Twitter-length summary of it." Hey @elonmusk: German OEMs & other dinos you have mocked will be rolling out exciting new BEVs -- 6 new models in ’18, & 13 in’ 19 (p. 27-28) Production hell, nein; Industrie 4.0, ja: German mfg is state of the art now & gets better w/ a harmonious blend of humans + robots, AI, IoT TSLA went a robot too far? Despite the quest for an “Alien Dreadnought†@elonmusk admitted that automation needs to be dialed back, is that good for gross margins? Showdown on scale: German OEMs will leverage scale economies either thru large native EV platforms (VW) or modular approaches (BMW) With solid & profitable EVs coming while TSLA struggles, legacy OEMs deserve rerating – BMW (European OW, Top Pick) and GM (OW in US Autos)
Tesla's dead Jim.
RIP Saint Elon. King of the Grifters. Long live the king.
Wonder if I can jam a small block Chevy engine in a Tesla? If so I will pick one up at the bankruptcy liquidation the bank has at the end of the year.
I think there will be a market for those body shells. Can you say "Kit Car"
Hey @elonmusk: German OEMs & other dinos you have mocked will be rolling out exciting new BEVs -- 6 new models in ’18, & 13 in’ 19 (p. 27-28) Production hell, nein; Industrie 4.0, ja: German mfg is state of the art now & gets better w/ a harmonious blend of humans + robots, AI, IoT TSLA went a robot too far? Despite the quest for an “Alien Dreadnought†@elonmusk admitted that automation needs to be dialed back, is that good for gross margins? Showdown on scale: German OEMs will leverage scale economies either thru large native EV platforms (VW) or modular approaches (BMW) With solid & profitable EVs coming while TSLA struggles, legacy OEMs deserve rerating – BMW (European OW, Top Pick) and GM (OW in US Autos)
A friend I had in High School had a Bradley.
I'm going to go with a big fat "No" on that one.
I'm pretty sure Frank could get one in the backseat of a Tesla.
Damn tootin'. You can put any engine in any car, whether it's a good idea or not is another matter....
I had a Rebecca in High School. A real fast number she was.
She was a real barracuda that one.I took her to dinner.I took her to dance. I even bought her a bouquet of flounders, on porpoise. And what did I get for my troubles? A case of the clams.
@Frank Cannon Remember this?https://www.ronsusser.com/inventory/listing/1966-two-engine-toronado-the-ultimate-sleeper-car-850hp/When i was high school there was a great place called Johnny's Speed and Chrome and I don't know if it was this one but they had a two engine Toranado for sale in their parking lot.
That thing is damn impressive. It's a steal for what they are asking for it. I would love to know how they used the horn buttons like paddle shifter with a TH400.
She drank like-- she drank a lot.
@Frank Cannon They must have placed an actuator on either side of the column linked to servos on the tranny? And that's NOT
I hope the first group of Space X , space travelers remembers this graphic....