TL:DR – Twitter could be a win for Elon and his investors (details provided), but the political risks are clouding the outcome. we simply attempt to be fearful when others are greedy and to be greedy only when others are fearful Warren Buffet, Berkshire Chairman’s letter 1986. The timing of Elon Musk’s Twitter bid may […]
Author: larrygoldberg
Road-Tripping with an EV…pictures included
We set off on the maiden voyage of our brand-new Tesla Model X, for which we had waited for almost a year. A 6,000+ mile road trip. Some comments on long-range journeys in EVs in the US today (plus my review of the X). TL/DR – in a Tesla, it’s a snap! X is great […]
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, […]
Just Not FEELing it
In a recent DecisionCAMP conference, in the “ask a vendor” free-for-all, I – once again – voiced my concerns about the inclusion of FEEL (Fairly Easy Expression Language) in the DMN (Decision Model and Notation) specification. This is an issue that I raised at the outset of my involvement with the working group, and continue […]
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 […]
Weekly Statistical Survey of COVID-19 in the US
This week we provide a brief survey of an update to the statistics we have followed over the past five months. This graph summarizes, in 7-day moving average trend lines the state of the pandemic in the USA. The secondary peak of infections is shown to have occured on 7/26. This chart indicates a 26 […]
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 […]
It’s Going Backwards…
On Saturday, July 26, the US reported 908 deaths. Saturday and Sunday are generally light reporting days because a lot of counties (all US death reporting is done at the county level) take the weekend off. Nonetheless, this level of mortality on a Saturday has not been seen in the US since the last weekend […]