Just a reminder.
Ark bear case stated 3.2 million Tesla cars sold in 2024. Reality 1.79 million.
#ark #bearcase #tesla #infinitedemand
Ark bear case stated 3.2 million Tesla cars sold in 2024. Reality 1.79 million.
#ark #bearcase #tesla #infinitedemand
January 10, 2025 at 10:20 AM
Just a reminder.
Ark bear case stated 3.2 million Tesla cars sold in 2024. Reality 1.79 million.
#ark #bearcase #tesla #infinitedemand
Ark bear case stated 3.2 million Tesla cars sold in 2024. Reality 1.79 million.
#ark #bearcase #tesla #infinitedemand
Even the worst scenario has a floor
Even if AST SpaceMobile's growth stalls, analysts say spectrum assets create a valuation…
#ASTS #BearCase #Valuation #SpaceMobile #StockAnalysis
Catch the full episode on Spotify - https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk?si=8LcaG1TAQfumiwZhRoAUOA
Even if AST SpaceMobile's growth stalls, analysts say spectrum assets create a valuation…
#ASTS #BearCase #Valuation #SpaceMobile #StockAnalysis
Catch the full episode on Spotify - https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk?si=8LcaG1TAQfumiwZhRoAUOA
September 5, 2026 at 12:55 PM
Even the worst scenario has a floor
Even if AST SpaceMobile's growth stalls, analysts say spectrum assets create a valuation…
#ASTS #BearCase #Valuation #SpaceMobile #StockAnalysis
Catch the full episode on Spotify - https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk?si=8LcaG1TAQfumiwZhRoAUOA
Even if AST SpaceMobile's growth stalls, analysts say spectrum assets create a valuation…
#ASTS #BearCase #Valuation #SpaceMobile #StockAnalysis
Catch the full episode on Spotify - https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk?si=8LcaG1TAQfumiwZhRoAUOA
Tesla's 300x P/E relies on robotaxi dreams—but Q2 showed 1.4% margins and -$1B free cash flow. When narrative meets reality, the gap is brutal. Read the contrarian case: https://post.kapualabs.com/ms67k4au #TSLA #BearCase
July 31, 2026 at 11:39 AM
Tesla's 300x P/E relies on robotaxi dreams—but Q2 showed 1.4% margins and -$1B free cash flow. When narrative meets reality, the gap is brutal. Read the contrarian case: https://post.kapualabs.com/ms67k4au #TSLA #BearCase
The bear case: this is a volatility-juiced one-off with two lucky quarters. The bull case: a capital-light intermediary with a 20% ROE. I lean toward the latter. The math is straightforward. #Investing #BearCase #Valuatio…
https://www.beatingthetide.com/p/boring-middleman-600m-cash-against-9b-price
https://www.beatingthetide.com/p/boring-middleman-600m-cash-against-9b-price
June 19, 2026 at 8:10 PM
The bear case: this is a volatility-juiced one-off with two lucky quarters. The bull case: a capital-light intermediary with a 20% ROE. I lean toward the latter. The math is straightforward. #Investing #BearCase #Valuatio…
https://www.beatingthetide.com/p/boring-middleman-600m-cash-against-9b-price
https://www.beatingthetide.com/p/boring-middleman-600m-cash-against-9b-price
What is Yogi & Boo-Boo’s Bearcase?
May 2, 2025 at 8:02 AM
What is Yogi & Boo-Boo’s Bearcase?
Phone conversations are complicated.
#iPhone16 #PhoneSkins #Customization #TechStyle #StylishPhone #WildlifeArt #GadgetGoals #BearCase
Featuring Hey Bear iPhone 16 Series Skin 👉 https://istyles.com/b/iphone16-fatherspeaking
#iPhone16 #PhoneSkins #Customization #TechStyle #StylishPhone #WildlifeArt #GadgetGoals #BearCase
Featuring Hey Bear iPhone 16 Series Skin 👉 https://istyles.com/b/iphone16-fatherspeaking
January 10, 2025 at 5:09 PM
Phone conversations are complicated.
#iPhone16 #PhoneSkins #Customization #TechStyle #StylishPhone #WildlifeArt #GadgetGoals #BearCase
Featuring Hey Bear iPhone 16 Series Skin 👉 https://istyles.com/b/iphone16-fatherspeaking
#iPhone16 #PhoneSkins #Customization #TechStyle #StylishPhone #WildlifeArt #GadgetGoals #BearCase
Featuring Hey Bear iPhone 16 Series Skin 👉 https://istyles.com/b/iphone16-fatherspeaking