Tesla Has a 'Busted Growth Story,' Says GLJ Research

The transcript discusses Tesla's financial challenges, including its reliance on credit sales and the impact of increasing competition on its market share. It highlights Tesla's unmet promises and frequent capital raises, questioning its technology leadership. The discussion also covers Tesla's partnerships and the potential effects of regulatory actions on its revenue.

What was a significant observation made by the S&P regarding Tesla's earnings?

• Tesla's earnings quality was extremely poor.

• Tesla's earnings were improving steadily.

• Tesla's earnings were consistently high.

• Tesla's earnings were stable over the years.

Why might Tesla's reliance on credit sales be problematic in the future?

• Credit sales are increasing rapidly.

• Credit sales are unaffected by market changes.

• Credit sales are no longer needed by other companies.

• Credit sales are becoming more profitable.

What impact has increased competition had on Tesla's market share in Europe?

• Tesla's market share has doubled.

• Tesla's market share has fallen to single digits.

• Tesla's market share has remained stable.

• Tesla's market share has increased.

What was one of Elon Musk's unfulfilled promises mentioned in the transcript?

• Tesla would stop producing electric vehicles.

• Tesla would never need another capital raise.

• Tesla would produce flying cars.

• Tesla would dominate the smartphone market.

How has Tesla's approach to capital raising been characterized?

• Tesla rarely raises capital.

• Tesla raises capital only when necessary.

• Tesla raises capital based on fulfilled promises.

• Tesla frequently raises capital on unfulfilled promises.

What is a major concern regarding Tesla's technological leadership?

• Tesla manufactures all its components in-house.

• Tesla relies on external suppliers for batteries.

• Tesla has the most advanced self-driving technology.

• Tesla's technology is unmatched in the industry.

What was the Consumer Reports' review of Tesla's full self-driving feature?

• It was not reviewed.

• It was scathingly negative.

• It was neutral.

• It was highly positive.