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 […]