TSLAQ Podcast

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

No particular show notes, mostly just some ramblings about the recent market

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 1. Autopilot Generally 2. Autopilot Disengagement and Impact on Statistics 3. Sudden Unintended Acceleration reports 4. Whompy Wheels 5. 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