Author: larrygoldberg

The Valuers Dilemma: Understanding the Tesla Stock Valuation

This morning I watched a fascinating debate on the YouTube channel “Tesla Daily” (https://www.youtube.com/watch?v=C0Fl6JBQgrc) between Rob Maurer and David Trainer. Rob is a self-confessed Tesla Bull, a columnist on The Street who hosts this excellent and influential YouTube Channel. (full disclosure – I am a subscriber and Patreon supporter of his). David is a respected, […]

Elon Time? Part 1

Elon Musk has developed a reputation for so-called “Elon Time”, projecting new products or services in seemingly impossible to deliver timescales. While good humouredly accepting the charge, he responds “I may be late, but I always deliver!” Despite this reputation, Musk consistently projects the financial performance of Tesla with amazing accuracy; in fact, one may […]

Placing a Value on Tesla

This morning I watched a fascinating debate on the YouTube channel “Tesla Daily” between Rob Maurer and David Trainer. Rob is a self-confessed Tesla Bull, a columnist on The Street who hosts this excellent and influential YouTube Channel. (full disclosure – I am a subscriber and Patreon supporter of his). David is a respected, long […]

A Tale of Two Countries…Part Deux

On May 9 we wrote about the great divide between the “hot” cities/states, and the rest of the country, remarking on the significant divide between those states with high rates, versus the majority of states with low COVID-19 infections (https://www.linkedin.com/pulse/tale-two-countries-larry-goldberg/?trackingId=KoRoENT6ZX6AqnV%2BX%2Fe44Q%3D%3D) Now that the infection rates have risen significantly in many states and localities, it is […]

Testing, testing, testing…

Readers of these posts know that we are extremely disappointed in how the whole testing story unfolded throughout the entire COVID-19 pandemic in the US. On the 7th May we wrote in these columns: “If there is any single major failure of policy and implementation of the science at the CDC, and at every level […]

Errors in the COVID-19 Data?

The data remains as puzzling as ever, and in our view no one has yet been able to interpret them with any accuracy. Today we are going to review emerging aspects of data that raise questions. We start with Figure 1. our own tracking graph that seeks to find the correlation – if any – […]

…and now it gets serious

There is no further mystery in the data: the relationship between the rate of infection and subsequent mortality from COVID-19 in the U.S. this late in the pandemic has become clear. The news is not good. The spike in the death rate has arrived…and it is bad From Tuesday of this week (July 7th), and […]