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Showing posts from March, 2019

The VIN Gap - a Hypothesis

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[Updated 2/6/2019 with fresh legal data. See below]
If you're a Tesla bear and haven't read Bad Blood, well stop reading this and go get yourself a copy. It's a great read, but I suspect in a year or two when "Disorder of Magnitude- The Elon Musk Story" (h/t @ElonBachman) comes out it'll make Theranos seem like Sesame Street.

In the wake of the SEC & 35K announcement many bears think the end is nigh. I'm skeptical of that, but it's a good time to clarify my thoughts and put down my guesses as to what's really going on at Tesla. Hopefully in a year or two, we can look back and see how accurate or wildly inaccurate my inferences were.  I should add that my track record here on what's going with Tesla is not great, but you only hit the pitches you swing at.

In this, the first of two posts, I'll explain the "VIN Gap", what it means, and why I think Tesla has acted as it has.

The VIN Gap
A group of bears has been tracking US Mode…