TSLAQ Podcast: Recent Episodes
tslaqpodcast
Podcast to document $TSLAQ Twitter and follow the timeline of the ongoing Tesla business saga https://www.patreon.com/TSLAQPodcast
The last 9 months of 2020 was mostly winter for all types of equity bears, particularly $TSLAQ Twitter.
Mention that $TSLAQ is not happening anytime in the foreseeable future
Slight discussion of Gamestop and overall market views
Brief mention of Tesla's Q4 2020 results
Trying to knock the Podcasting rust off
Brief mention of apparent S&P 500 Committee Decision
Talk of the absurdity of $TSLA Equity doubling w/ split announcement
Mention of At-The-Market $5B offering from Tesla
Talk of my trading misses to start September 2020
Discussion of some presumed unifying thoughts of skeptics of Tesla
Returning to Podcasting in a Post-COVID World
Brief Review of Q1 2020 and Preview for Q2 2020
Ranting on the overall market and other shorts besides $TSLAQ
Background on Matthew (Chemical Engineer)
Tesla skepticism since ~2014
Fuel Cells and Clean Tech in general
Writing Experience
Journalistic/Engineering Ethics
Tesla Whistleblower Hell article: https://www.thedrive.com/tech/29089/tesla-enters-whistleblower-hell
Collection of Fuel Cell-related articles: https://fuelcellsworks.com/?s=klippenstein
Exoskeleton vs. Skeletal System Analogy Article: https://www.thedrive.com/tech/27065/the-bug-in-the-battery-take-all-perspective
"Koch Brothers" Article: https://dailykanban.com/2018/05/what-if-the-koch-brothers-were-running-tesla-into-the-ground/
2015 article on Solar City referenced: https://cleantechnica.com/2015/11/01/solarcity-mypower-loan-payback-fine-print-not-pretty/
Over 2 hours with Elmer covering the following:
Boeing
Tesla, Fremont non-shutdown
Coronavirus
Other short and long ideas
Discussion of some trading strategies and tactics from Larry, from many years of experience Benefits of trading AFTER news, use of stop losses, etc.
Some discussion of recent price movements for $TSLA equity
Talking our books
Tuesday 3/24/2020 Technical Analysis/Market Call from TQP
Several Long Ideas from Elmer (including $SABR)
Discussion about using other people's research and positioning
Talk of this episode of the Infinite Loops Podcast with Jim O'Shaughnessy interviewing Jim Chanos:
https://podcasts.google.com/?feed=aHR0cHM6Ly9pbmZpbml0ZWxvb3BzLmxpYnN5bi5jb20vcnNz&episode=YjkyODM2NDEtZjQ1Yy00MGMwLTgxMGEtMWIxMzQzMWViZDJi&hl=en&ved=2ahUKEwi0rpzTi5noAhURUa0KHdBvBrAQjrkEegQICxAG&ep=6
Light on the Coronavirus
Quick interview with my wife, with her asking a few questions and me telling her a bit about Nikola Motor Corporation going public
Enjoy the Marital Banter
Bit of discussion about soon-to-be-public Nikola Motor Company ($VTIQ initially)
Brief NTSB Hearing Discussion
Panasonic Exits Buffalo Solar Operations
Share Price Discussion
A few quick non-Tesla Watchlist ideas
Discussion of Tesla's recent results
Mention of $2.3B Equity raise
What I've watched/listened to lately (DeLorean & Ford mostly)
Mention of Recent r/wallstreetbets mania action
Episode of American Innovations, interviewing Jason Torchinsky, Senior Editor at Jalopnik (https://twitter.com/JasonTorchinsky) talking about autonomous future
https://player.fm/series/american-innovations/innovation-fails-delorean-autonomous-future-3
Discussion of Narratives
Brief update on the overall control of the narrative with SUA petition and class action lawsuit
Brief preview of Q4 2019 earnings coming on Wednesday - See here: https://www.patreon.com/posts/q4-2019-33483795
Mostly a discussion of the Narrative of TQP
The story of how I ended up becoming the $TSLAQ Podcast Host
Discussion about the importance of narratives and story-telling, with a few short song clips included
Links mentioned in the Podcast:
NHTSA Petition on Sudden Unintended Acceleration (SUA):
https://static.nhtsa.gov/odi/inv/2020/INBC-DP20001-3494.pdf
Troy Teslike Tracker:
https://docs.google.com/spreadsheets/d/1YeLtMxFt9Lh8mndZhjOqrzFfWQ_r5T9LS-l3gQzPXCk/edit#gid=0
Tesla Shipping Google Sheet:
https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJcrkZ-T3NmLkLnTo6xqbdtaOI/edit#gid=0
EU-EVs for Netherlands, Norway, and Spain: https://eu-evs.com/
Tom T. Hall's Paradise: https://www.youtube.com/watch?v=NErBIcsIyu4
Josh Ritter's Temptation of Adam: https://www.youtube.com/watch?v=FH9MhovIY9g
Punch Brothers' Another New World: https://www.youtube.com/watch?v=NkZDjPRpg0Y
5 Different Angles from which NHTSA is or should be looking at Tesla vehicles
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Autopilot Generally
-
Autopilot Disengagement and Impact on Statistics
-
Sudden Unintended Acceleration reports
-
Whompy Wheels
-
Battery Fire Risks from aged batteries
Toyota SUA article: https://www.thetruthaboutcars.com/2011/02/ttacs-toyota-recall-coverage-a-retrospective/
greentheonly experiment Tweet: https://twitter.com/greentheonly/status/1202782364537151488?s=20
Senator Markey 11/19/19 letter to Tesla/Elon: https://www.markey.senate.gov/imo/media/doc/Letter%20--%20Tesla%20Autopilot%20Safety%20System%2011-19-19.pdf
https://www.markey.senate.gov/news/press-releases/senator-markey-urges-tesla-to-address-safety-flaws-in-its-autopilot-system
SUA instance from 12/10/2019 Video: https://www.youtube.com/watch?v=cz4S5Ydr93s
Associated Tweet: https://twitter.com/aidelacruz/status/1213919058543828992?s=20
Edward Chen NHTSA Battery "Nerfing" Petition: https://www.scribd.com/document/428763323/Tesla-NHTSA-Petition
Tweet regarding associated NHTSA Investigation: https://twitter.com/markbspiegel/status/1190058419270668291?s=20
Horrific Child Autopilot Video: https://twitter.com/MelaynaLokosky/status/1213883587797192704?s=20
Bonus near the end of the Episode: Diversity of Sources of Tesla Fires
Discussing some of the past occurrences to recall parts of why $TSLAQ Twitter exists
From Summer 2018 into Summer 2019
Some commentary on past events in light of more recent events
Check out the annotated price chart on the Patreon posting for this episode (free) for what I used for notes for the first ~22 minutes of the episode
https://www.patreon.com/posts/32797850
Further information on Karl's Whistleblower experience
Bit more information about thefts at GF1 (copper/scrap/etc.)
List of Favorite Twitter Accounts to follow
Timelines of Legal Activities
Cybertruck up the AlCan Highway?
Catch-up Episode
Solar City Lawsuit Discussion
10Q Discussion
Insider Sales (but no buys)
Cyber Truck Reveal Timing Speculation
Discussions of the recent Q3 2019 financial results
Questions sourced from Twitter (including Boomers and Gitmo)
Nuances of Accounting
Long discussion about Boeing and Cashtag $BA.D
We talk about Ed's book "Ludicrous", along with the Tesla saga in general
Lots covered in almost 80 minutes here
Don't miss the Bonus portion on Patreon (become a Patron if you haven't already):
https://www.patreon.com/posts/episode-48-ed-30483288
Quick update episode
Advanced Summon Release
Unredacted Solar City Lawsuit
Delivery Estimates
Leaked Delivery Chance Email
Year-over-Year Revenue & Gaming it with Advanced Summon
Discussion of recent events, and their impacts on Tesla's share price
China Pumps
Walmart Suit
Solar City Suit
Unsworth Suit
Solar City Bailout Suit
Model S Plaid Drivetrain, OMG (Elon's so clever with his SpaceBalls joke)
Mention of Rivian's 100,000 vehicle order from Amazon
Walmart Lawsuit (covered only briefly)
Silly VW "Buyout Rumor"
Tesla Insurance Release
Bethany McLean's excellent "He's FOS" Vanity Fair piece
Taycan Triggering
NTSB Report
August Deliveries Estimate
Brief Review of recent Interview Episodes (40, 41, & 43)
Discussion of $TSLAQ-sourced short idea list (for >$1/month Patrons)
Verbal discussion of the standardization of the ".D" cashtag nomenclature for unlikely-to-go-bankrupt short ideas
Talk about FSD and Insurability of Teslas with so-called Full Self-Driving
Turnover in the NHTSA
New Video (multiple angles) of a Tesla parallel parking attempt becoming legitimately scary to consider (https://twitter.com/KawasakiKR11/status/1161456566412939264?s=20)
Tinfoil portions of the episode inspired by 8/13/2019 NYT article regarding an 8/16/2018 visit to 9 East 71st St in Manhattan, NYC
A discussion of who Karl Hansen is, discussing his military background, medical ombudsman role, and now de facto Tesla Whistleblower ombudsman role in Reno, Nevada
GoFundMe Campaign Link: https://www.gofundme.com/f/Karl-Hansen---Tesla-Whistleblower---Support-Fund
Link to Karl's Sarbanes Oxley suit filing:
https://www.courthousenews.com/wp-content/uploads/2019/07/Tesla-suit.pdf
"Whistleblower Hell" Article from Matthew Klippenstein at TheDrive:
https://www.thedrive.com/tech/29089/tesla-enters-whistleblower-hell
The Jacob's Letter, regarding the Uber security team, referenced by Karl:
https://assets.documentcloud.org/documents/4330131/Waymo-Uber-Jacobs-Letter.pdf
Articles from Engadget and Wired about the Jacobs letter:
https://www.engadget.com/2017/12/15/jacobs-letter-unsealed-accuses-uber-of-spying-hacking/
https://www.wired.com/story/uber-waymo-jacobs-letter/
For the Academic Paper document, I have attached that to the following Post on my Patreon Page:
https://www.patreon.com/posts/episode-43-karl-29076985
One year after Elon's infamous Tweet
Quick mention of Plainsite's FOIA goldmine (NHTSA)
Falcon Heavy Launch Distraction
No boring/boneheaded questions, let's go to YouTube
5,000 Model 3's per week
Martin Tripp
Thai Soccer Team Cave Rescue
Montana Doxxing
Funding Secured
Former Tesla engineer Christina Balan discusses her Tesla journey
From being a key part of the Model S design team, to caring for Tesla so much to try to report directly to Elon
To working on a Management-sanctioned, touch-operated electrochomic visor special project, which Doug Field seemed quite excited about
To being defamed by Tesla in a response note (apparently written by Dave Arnold) to a Huffington Post article
Nearly 100 minutes with Christina Balan
Interview with Federally-recognized Whistleblower Melayna Lokosky
Melayna's Background and the Genesis of "Killing My Career"
Talk of Whistleblowers, Silicon Valley/Venture-Funded Items, FDA Approvals
Discussion of Neuralink
Even a bit of Boeing Talk ($BA.D)
Record Deliveries still leading to a Loss
Catching up on Q2 2019 results and call on Twitter in real-time
Lots of mentioning of Average Sales Prices (ASPs)
Rant on publicity of Tesla crashes being a direct result of Tesla autonomy marketing
Real-time observations of SpaceX StarHopper Test videos from YouTube
https://patreon.com/tslaqpodcast
Brand New Sarbanes-Oxley-related lawsuit from Karl Hansen
Tesla Tucks Tail, Failing to Produce Videos from April Autonomous Model 3 Demonstration
Bit of discussion about $TSLAQ having gotten distracted
Speculation about why Tesla didn't want to produce evidence
Brief Quarterly Financial Report preview
News rundown of early July for the first part of the period between Q2 Deliveries & Financials (?Earnings?)
More Exec Departures
More Insider Sales
New Site from Ted Stein: https://predictableabuse.com
Update in the Skabooshka restraining order case
Escobar Brother claiming Elon stole Flamethrower idea
& More
Some final thoughts before the 2019 Q2 Delivery Announcement on either July 2nd or 3rd
Final guesstimate of 88,500 total deliveries
Discussion of Elon's "attack" on Twitter of Charley Grant (@CGrantWSJ on Twitter)
Talk of Financials being the true test
TeslaCharts Live Tweets "The Bachelor"
Twitter Quelling Free Speech by blocking http://tesladeaths.com
Upcoming Delivery Report Scenarios
Tamberrino Timing
https://elonmusk.today
Price Action of $TSLA
Options pin perhaps at $225 this week? (NOT ADVICE)
Discussions of how to utilize the Government
Twitter Suspension Discussion
Twitter Sillcon Valley Billionaire Baiting
$TSLAQ Origins
& More
Also, there is another 23 minutes of discussion available to Patrons - https://patreon.com/TSLAQPodcast
Discussions including Montana's Background,
Tesla's contingent liabilities,
Elon Musk's "Unsworthian Liabilities",
Book Recommendations to become a better investor/thinker,
Chances of a Tesla takeover,
Need for ANOTHER capital raise
Also, an interview role reversal which includes some trading strategy talk
Mention of a responsible testing of autonomous driving technology
Dave Arnold Sr Director of Communications departs from Tesla
NTSB releases a preliminary report on March 1st DelRay Beach, FL accident
Elon Musk's May 16th, 2019 Employee Email, regarding Cost Reductions
Share price fall, and after-hours defense of $420/2 per share
Speculative Episode about possible sunsetting of Tesla's SolarCity business
Gavran (@ravenvanderrave) suspended on Twitter
Could Tesla default on (now due in) June $165 million payment?
Quick Reminder to $TSLAQ at the end
Discussion about Tesla's new capital raise, associated market reaction
"Effective Yield" is more like 8.4 or 8.5%
Robo-taxi strategy shift, with vehicle appreciation
Elon took over the official @Tesla Twitter Account?
https://Patreon.com/TSLAQPodcast
Some discussion of Tesla's capital raise
Tesla requested workers volunteer for EOQ delivery push
Used Car Salesman Tactics
Nearly 1-year anniversary of Elon's May 7, 2018 pre-market pump
"Ross Bonds" (2025 5.25% original coupon, 8+% YTM)
March 11th through 14th, 2019
New Whistleblower Sean Gouthro revealed
Media coverage of Tesla Whistleblowers
Tesla buys a trucking company (or their trucks, at least)
Model Y Reveal Day!!
www.patreon.com/TSLAQPodcast
The word FRAUD!
Discussion about aspects of Tesla's business that have hints, aromas, or aspects of fraud
Discussion is NOT intended to be comprehensive
Quite a bit of discussion about autonomous vehicle (AV) technologies as well
https://www.patreon.com/TSLAQPodcast
Timeline from March 8th to 11th, with new items from April mixed in
Bit of discussion of Elon's weekend Twitter-ings
Discussion of Media impacts on Tesla strategic decision-making
How Trip Chowdhry's updated Q1 forecast fared
https://www.patreon.com/TSLAQPodcast
Quick episode, with thoughts on Demand, particularly for the Model S and X Is a capital raise possible with Elon's margin levels and the post-delivery share price? A few other random thoughts on Y reveal timing and future Patreon premium content
https://patreon.com/TSLAQPodcast
Summary of TSLAQ Twitter goings on from March 1st into March 8th
Huge Phone Calls
Transcript to aid in pushing Tesla towards compliance with Reg FD
Electric Willy Wonka as dubbed by a "blue checkmark service club member"
Tesla's "adequate access to bank lines"
WSJ --> Tesla Still on Hook for Store Leases
https://www.patreon.com/TSLAQPodcast
Shining a light on "the Spreadsheet"
This spreadsheet lists 57 deaths from Tesla crashes (23 driver deaths), with news article links
https://docs.google.com/spreadsheets/d/1ESnyJ4b7m96OCjs3GSQ6EGF7YOMuv0XV-ROXTYIazTs/edit#gid=26425775
New Patreon Account Link:
https://www.patreon.com/TSLAQPodcast Go read the subscription tiers for a bit of humor.
Assortment of Bachman-themed Twitter Profile Pics:
https://twitter.com/TeslaCharts/status/1111106802933006336
Announcing the set-up of a Patreon Account for the Podcast.
Only 90 seconds of audio
The too long, didn't listen (TL;DL) version is:
$TSLAQ Podcast Patreon account is here
https://www.patreon.com/TSLAQPodcast
SEC Contempt News
Brief mention of Davie, FL accident reconstruction/investigation
Chicago Boring Tunnel project may be dead
SR Model 3 announcement
Store closings (before the March 11th partial reversal of that decision)
Rapid rundown of items, including:
Charlie Munger throwing shade (https://twitter.com/Oslo_Skeptic/status/1096124926136930304)
Musk corrects guidance, then Butswinkas leaves
Cookie Monster
Consumer Reports drops Model 3 Rec
Musk Mortgage news hits mainstream outlets
Davie, FL crash
Gigafactory Scoop, Panasonic, and purchase obligations
Brief mention of Model Y reveal news
Ed is a seasoned analyst.
We discuss the SEC's new show cause, along with many other aspects of the Tesla short thesis.
Ed is on Twitter @ eddiemac3356
Shorty Store is at evacuationboy.com
cash.me/$TSLAQPodcast is where contributions to the Podcast can be made.
Discussion of Tesla safety issues, including:
Whompy Wheels
Autopilot
Battery Fires
Not Covered:
Door Handles for Emergency Exits
Episode Links:
https://teslabears.club/
https://www.amazon.com.au/Great-SunCube-Swindle-Keef-Wivaneff-ebook/dp/B00GPAGPR6
TSLAQ Origin Story
Shorty Air Force and Ground Force Origins
Inventory Discussions
General TSLAQ Talk
Follow-up on NHTSA and Buffalo News Items
Musk's New (as of December 18th, 2018) Mortgages
Dept. of Defense Inspector General Inquiry of SpaceX
GM Electric Truck Rumors
Shorty Air Force Update - Tesla HQ Inventory Storage
Massachusetts Demand Data Point
Chicago Boring Tunnel Ties
SEC San Fran Office Tweets
Buffalo Gigafactory 2 News Stories
Odometer Rollbacks?
Tesla Price Cuts
Schrodinger's Homolagation
Reuter's Article on "Picked Clean" Model 3 Reservation list
NHTSA Regulatory Capture? / Auto-steer Safety Claims
ARK Invest decides to partially divest
InsideEVs January U.S. Delivery Estimates
New Stuart Meissner SEC Whistleblower Client
TSLAQ.org Launches
Model 3 - UNLIMITED DEMAND!! (if only the customers had enough cash)
Deepak Retires (Elder Millennial Replacement)
Pre-emptive Q1 Seasonality Excuse
Average Cash Balance Estimate from Interest Income
Q4 2018 GHG Credit Revenue Estimate
A review and update of Montana's 23 point thesis from February 2018.
For information about Montana's doxxing here is a link to a "Hidden Forces" YouTube video:
https://www.youtube.com/watch?v=bnX_Y9lkYGM
Discussions of Manufacturing, Quality, Maintaining "The Brand", and the upcoming China Gigafactory
Update on the Podcast
Update on the Weekend of $TSLAQ (layoffs, Supercharger price increase, dual-nature of Tesla news items)
Discussion of SpaceX Photoshop and Frenchy Thoughts on Doxxing Immaculate Quarter (Q3 18) & More (including a few fun questions)
Shorty Coast Guard #SCG springing into action Elon Musk's Margin Levels A&M clandestine meeting(s) w/ Gracias? $TSLAQ Timeline Watching
SpaceX layoffs; still no 8K for China GigaFactory
Skippable synopsis of a thread about Tesla's founder Martin Eberhard from about the 10:30 to 18:20 marks of the episode
Mention of some Form 4's and overall timelines of Musk-controlled businesses
*Meant to state that Melayna has no position in $TSLA rather than no position in $TWTR; talking and trying to say the correct Silicon Valley stock starting with a T can be a tall task
Run-down of 9 items that have mostly popped up since Episode 5. Demand items, SEC disclosure items, and pumps discussed within this episode.
Daily TSLAQ and SpaceX items Future $TSLAQ Musical? Slight Tinfoil-ness A $TSLAQ manifesto Also featuring, "Short People" by Randy Newman
In this episode, I discuss Tweets related to the 2018 Q4 Tesla Production & Delivery report and also attempt to add some polish to the pod
3rd episode, summaries of some well-done $TSLAQ Twitter threads, some rambling about annoyance of Twitter bookmarks being unavailable from full website, and no editing (unlike planned near the end of the episode)
A brief rundown of some of the cast of characters of TSLAQ Twitter
Released before 4:20 Central (not California) time