Tesla Q1 Trends: Rockslide
• You know it's bad when Tesla's delivery trends blow through even my lowest estimates, which already had trailed market projections.• With no help from the hapless CyberTruck which, not surprisingly, continues to shoot Tesla in the foot.
• See my latest Q1 and full-year estimates—which still prove to be too high.
Tesla designs, develops, manufactures, sells and leases electric vehicles and energy generation and storage systems, and provides services related to its products. The company operates as two reportable segments: automotive, which includes the design, development, manufacturing, sales, and leasing of electric vehicles as well as sales of automotive regulatory credits; and energy generation and storage, which includes the design, manufacture, installation, sales, and leasing of solar energy generation and energy storage products, services related to such products, and sales of solar energy system incentives.
Vicki Bryan has a different way of looking at bond markets & market movers—especially marginal and troubled companies.
So she wasn’t surprised, for example, that spectacular unicorn WeWork would fail to close its storied IPO and run out of cash almost immediately as she had projected—though the market was stunned. She also anticipated by nearly two years the colossal collapse of Valeant Pharmaceuticals, accurately pointed Babe Ruth-style to the bankruptcy of American Airlines, and correctly timed both the crash and the turnaround point for Navistar International (because not everything the market is afraid of is going down).
Vicki Bryan founded Bond Angle in 2018, after more than 20 years in investment management, research, and sales with a primary focus in high yield and distressed markets and selected coverage in investment-grade fixed income and equity.
Before Bond Angle, she was a senior analyst for more than 10 years with Gimme Credit LLC, an independent bond research firm where she was cited in national, global, and regional media, building on her more than 12 years on the buy side as Partner/Vice President with AIM Capital Management, now Invesco PLC.
Vicki Bryan's Bond Angle provides insightful commentary and analysis on high yield bond markets and market movers, including financial, economic, and industry catalysts, noted for spotting management stumbles and shenanigans early and often.
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