Holy fuck. The whole industry missed big - except $TSLA. I think I remember a certain telecom company that continued to post great numbers as the industry collapsed around them in the early 2000s... what happened to them again?
1/ As I've said before, I've spent whatever free time I could over the last week or so going back over $TSLA$TSLAQ earnings calls (back to 2012). It was quite a task. But, as promised, here is a thread on some of my favorite tidbits from those calls (in chronological order)
$NVDA spent $2.376 billion on R&D last year... $INTC $13.543 billion.... $TSLA spent $1.460 billion. The first two are chip makers, the third is a car company. Yet, $TSLA claims to have designed a better chip than either of those companies could. Ok, right.....
So, I had a typo in the original post so fixed it and posting again. re: $TSLA board member margin loans. Elon, Kimbal, Gracias and Straubel. Buried in the footnotes of the 2018 proxy.