Vicki Bryan's Bond Angle
Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
Latest
Top
Discussions
Tesla Q1 Deliveries: Look Out Below
Q1 Deliveries trailed plunging market consensus, my even lower number, and Tesla's expectations as sales crashed while it overproduced to a new record…
Apr 3
•
Vicki Bryan
3
Share this post
Tesla Q1 Deliveries: Look Out Below
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
2
March 2024
Tesla Q1 Trends: Rockslide
You know it's bad when delivery trends blow through even my lowest estimates—no thanks to the hapless CyberTruck which continues to shoot Tesla in the…
Mar 25
•
Vicki Bryan
3
Share this post
Tesla Q1 Trends: Rockslide
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
February 2024
Elon Musk Can't Be Trusted. He Also Can't Be Stopped, Apparently.
Tesla Q1 must be worse than I expected based on the uptick in Elon Musk's unhinged lies, hate speech, interference in US national security, wacko…
Feb 28
•
Vicki Bryan
1
Share this post
Elon Musk Can't Be Trusted. He Also Can't Be Stopped, Apparently.
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
1
January 2024
Doh! Here's My Tesla Model, As Promised
I referred a lot in last night's report to my latest Tesla model, updated with its disappointing fourth-quarter results. Too bad I forgot to attach it!
Jan 26
•
Vicki Bryan
3
Share this post
Doh! Here's My Tesla Model, As Promised
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
Tesla: Moving The Goalposts Works Until It Doesn't
As I warned, troubled Q4 results tracked my ests but were worse than even plunging market ests following disappointing deliveries dubiously called a…
Jan 26
•
Vicki Bryan
3
Share this post
Tesla: Moving The Goalposts Works Until It Doesn't
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
December 2023
Elon Musk's "Global Sewer" May Derail Bankers' Trying To Finally Dump Toxic Twitter LBO Debt
Elon Musk totally screwed his bankers who foolishly funded his Twitter LBO. Big mistake. I show how Banks can take over control from Elon, Twitter goes…
Dec 1, 2023
•
Vicki Bryan
3
Share this post
Elon Musk's "Global Sewer" May Derail Bankers' Trying To Finally Dump Toxic Twitter LBO Debt
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
4
October 2023
What Really Happened to Tesla's latest Ex-CFO?
Tesla's Q3 10-Q reveals CFO Zach Kirkhorn was fired. It also made Kirkhorn reveal any whistleblower efforts, threatened him if he talks—then declare…
Oct 24, 2023
•
Vicki Bryan
1
Share this post
What Really Happened to Tesla's latest Ex-CFO?
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
2
Tesla's Problem is Fading Demand, Not Disruptive Factory "Updates"
Factory shutdowns for "updates" don't explain Tesla's huge Q3 miss on deliveries because bloated excess inventory was enough to cover the 20k "miss…
Oct 5, 2023
•
Vicki Bryan
4
Share this post
Tesla's Problem is Fading Demand, Not Disruptive Factory "Updates"
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
1
Tesla Q3 Deliveries Are Looking Ugly
Market consensus estimates for Tesla's Q3 deliveries have been falling so hard and fast they now approach my formerly well below market estimate. Cue…
Oct 1, 2023
•
Vicki Bryan
1
Share this post
Tesla Q3 Deliveries Are Looking Ugly
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
July 2023
Elon Musk's Latest X-ceptionally Bad Idea
Musk has killed Twitter's last and greatest value—its strong, globally recognized brand worth as much as $20 billion—by renaming it X. As in, fill in…
Jul 27, 2023
•
Vicki Bryan
5
Share this post
Elon Musk's Latest X-ceptionally Bad Idea
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
Tesla Q2: Solid Beat, At Any Cost
Q2 deliveries solidly higher vs expectations, thanks to 11th hour fire sales on top of fire sales to move sluggish inventory. Margins & profits probably…
Jul 5, 2023
•
Vicki Bryan
4
Share this post
Tesla Q2: Solid Beat, At Any Cost
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
June 2023
Tesla's Panicky Q2: Everything Must Go!
Prices have been slashed and slashed again, on top of expensive incentives like free charging, cheap leases, & juicy subsidies. But Tesla has been…
Jun 29, 2023
•
Vicki Bryan
2
Share this post
Tesla's Panicky Q2: Everything Must Go!
bondangle.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts