GLJ Research, LLC (@GLJ

$TSLA we raised our 2023E yr-end price objective to $73/shr, and are incrementally less bearish (i.e., we see -89.9% downside by yr-end 2023E vs. -92.4% downside before) ahead of Q2 results 🚗⚡️ @GordonJohnson19

GLJ Research, LLC

@GLJ_Research

Dec 21, 2022

We've been asked, by many recently, how we arrive at our yr-end 2023E PT of $23.44 (or -82.5% downside from today's closing price). So... here it is, as we've previously published. @GordonJohnson19 @GLJ_Research $TSLA

GLJ Research, LLC

@GLJ_Research

Oct 8, 2020

#TSLA #TSLAQ @SquawkCNBC @chamath Can someone point us to the data center where TSLA stores its millions of miles in real-world "data"?

GLJ Research, LLC

@GLJ_Research

Oct 21, 2020

$TSLA #TSLA $TSLAQ $TSLAQ @chamath @SquawkCNBC

bloomberg.com

Watch GLJ Research CEO Gordon Johnson on Tesla Earnings - Bloomberg

Tesla bear, GLJ Research CEO Gordon Johnson gives his pessimistic take on Tesla. He speaks with Vonnie Quinn on "Bloomberg Markets." (Source: Bloomberg)

GLJ Research, LLC

@GLJ_Research

Jan 12, 2021

@SquawkCNBC @chamath @NorthmanTrader @realJosephRich @elerianm $TSLA

Squawk Box

@SquawkCNBC

Jan 12, 2021

"This is kind of crazy. $NIO is trading at a market cap of ~$98B, above VW. $NIO has sold 47,000 cars this year. VW is estimated to sell ~10M cars," says @GLJ_Research's Gordon Johnson. "You're talking about margins that are grossly negative ... we think people are being misled."

00:00

GLJ Research, LLC

@GLJ_Research

Sep 14, 2020

$TSLA $TSLAQ #TSLA #TSLAQ TSLA's China market share falls from 15.5% in July 2020 to 10.8% in August 2020; GM and BYD sold more cars than TSLA in August, moving TSLA's rank in China to 3rd place in August from 1st place July.

GLJ Research, LLC

@GLJ_Research

Mar 27, 2020

$TSLA $TSLAQ We see TSLA’s 1Q20 deliveries coming in around 76K, vs. the current Consensus est. of around 100K. And, we also believe TSLA is including items in its primarily illusionary $11.6bn in current liquidity (our opinion) that it does not have access to, to include:...

GLJ Research, LLC

@GLJ_Research

Dec 9, 2019

Some thoughts on a few of the TSLA mistruths that we continue to see peddled on major TV outlets by the "TSLA optimists”... $TSLA $TSLAQ

GLJ Research, LLC

@GLJ_Research

Sep 15, 2020

$TSLA $TSLAQ #TSLA #TSLAQ Ahead of TSLA's "battery day", we note these prior promises on batteries:

GLJ Research, LLC

@GLJ_Research

Oct 26, 2020

@SquawkCNBC @chamath $TSLA #TSLA When adjusting TSLA's free cash flow for the methodology used by Amazon (whom TSLA is often compared), it burned -$1.0bn in 2019 (vs. it reporting a +$1.1bn gain) and burned -$1.2bn in the first two quarters of 2020 (i.e., 2x worse than '19).

GLJ Research, LLC

@GLJ_Research

Dec 5, 2019

$TSLA For the month of November 2019, year-over-year growth for Tesla's Model 3, Model S, Model X, and total cars sold came in at -44%, -64%, -47%, and -46%, respectively. At risk of stating the obvious, sales of Tesla cars in its core market of the US are currently in...

GLJ Research, LLC

@GLJ_Research

Oct 26, 2020

@SquawkCNBC @chamath $TSLA #TSLA Is this what hypergrowth/10yr lead/strong demand looks like - (a) US sales peak in 4Q18 (despite 4 price cuts in '20), (b) EU market share & growth imploding (despite several price cuts), & (c) China sales stagnating despite 7 price cuts this yr?

GLJ Research, LLC

@GLJ_Research

Feb 10, 2022

$TSLA $TSLAQ @Tesla cnn.com/2022/02/10/inv…

GLJ Research, LLC

@GLJ_Research

Jul 23, 2020

$TSLA #SPX #SPX500 TSLA CFO – 7/22/20: “We don't manage the business with the assumption that regulatory credits will contribute in a significant way to the future." "eventually this stream of regulatory credits will reduce.”