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Ted Lange

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Posts posted by Ted Lange

  1. Last time City dropped points in the PL, March, 1-1 draw to Arsenal.   Last loss 18 matches ago in December 6th at Villa.   They are an absolutely unstoppable machine at this point.   Arsenal took a big step forward this year, on pace to have more wins than the Invincibles, but that still won’t be enough.   Wild. 

    • Like 1
  2. 30 minutes ago, Captain Ron said:

    Going back a few days one thing lost about the earning call that Tesla did was this:

    https://www.pymnts.com/earnings/2024/tesla-calls-itself-an-ai-robotics-company-as-profits-plunge-55/

    image.thumb.png.b3de24edd9ec361753370bb0e1e2bda7.png

     

    So a man that gets pissed about people identifying as whatever gender they choose to identify as, just said that his car company identifies as an AI Robotics company? Am I reading that right?

     

    BTW - on Pivot a few days after this earning call, both Swisher and Galloway called out Elon and Tesla. Especially Galloway who really noted a few things:

    • Elon Musk really does the Jazz hands when his earnings suck. In this case he ran off the Affordiable car thing, the Robotics thing, the AI thing and even noted the autonomous taxi idea (which they currently see as DOA).
    • There was zero reason for Tesla to increase stock price based on that call because their earnings were awful
    • Despite whatever Musk says, Tesla is a car company and they should trade around where a car company should traded. He ran some numbers on Enterprise Multiple (EV/EBITDA) and how out of whack Tesla is:
      • Tech companies
        • Google - 20
        • Meta - 21
        • Microsoft - 26
          Scott called these strong and well performing/good companies
      • Automobile companies
        • GM - 7
        • BYD - 6
      • Yet for some out of whack/people are having a fever dream about it - Tesla trades at 35

    Fun listen - you should check it out:

    https://podcasts.apple.com/us/podcast/karas-ketamine-trip-meta-and-tesla-earnings-and-the/id1073226719?i=1000653671341

    friends-pivot.gif

    • Haha 4
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