Tesla Bear Gordon Johnson Sees Shares Falling to $72

The transcript discusses concerns about Tesla's social media policy, executive departures, and production targets. It highlights the lack of oversight and the impact of Elon Musk's actions on the market. The discussion includes the strategy of shorting Tesla stock, market predictions, and the competition Tesla faces from other electric vehicle manufacturers. The financial analysis suggests a potential decline in Tesla's stock value due to unmet financial targets and increased competition.

What was the main concern regarding Tesla's executive team mentioned in the first section?

• Departure of the general counsel

• Overstaffing issues

• The CEO's resignation

• Lack of a marketing team

What discrepancy in Tesla's production targets was highlighted?

• Inconsistency in quarterly reports

• Mismatch between sales and production

• Variation in international and domestic targets

• Difference between tweet and 10K report

What is the bearish argument regarding Tesla's stock price?

• It is overvalued due to unrealistic targets

• It is undervalued compared to competitors

• It is stable and unlikely to change

• It is driven by strong financial performance

How does Tesla's EV to EBIT da multiple compare to its peers?

• It is lower than its peers

• It is not applicable to Tesla

• It is the same as its peers

• It is higher than its peers

What is the anticipated impact of competition on Tesla according to the final section?

• It will lead to a decline in Tesla's stock

• It will strengthen Tesla's market position

• It will have no impact

• It will result in increased production