Tesla’s So-Called “Blowout” Delivery Numbers For Q1

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Whitney Tilson’s email to investors discussing a skeptical take on Tesla’s “blowout” delivery numbers; Musk’s broken promise; Spiegel March letter; NASDAQ:TSLA vs. global auto industry market cap vs. unit sales. Q1 2021 hedge fund letters, conferences and more A Skeptical Take On Tesla’s “Blowout” Delivery Numbers1) Tesla reported “blowout” “estimate-crushing” delivery numbers for Q1, leading to a 4.4% increase in the stock today. One friend isn’t impressed however: For Tesla, a 4.4% move on the day is nothing to hang in The Christmas Tree. Ford was also up 4.4% today, coincidentally. It’s far…

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