Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>Tesla's is in a slump entirely of its own making—and totally predictable.</li>
<li>Waves of recalls and lawsuits and government probes. Profitability has a serious asterisk. Market share is shrinking.</li>
<li>January monthly sales were sad. Will February results look better? 
</li>
</ul>


Tesla's is in a slump entirely of its own making—and totally predictable.
Waves of recalls and lawsuits and government probes. Profitability has a serious asterisk. Market share is shrinking.
January monthly sales were sad. Will February results look better? 



<ul>
<li>
Tesla is already straining versus its record 2021 pace when MY was new, M3 was still growing, competition was still thin, regulator oversight was still lax &amp; recalls were few. </li>
<li>
CEO Elon Musk's vulgar "jokes" don't help—nor does he care.</li>
<li>The bills are finally coming due for Tesla—but Tesla's workers and customers and other victims have borne the cost.</li>
</ul>



Tesla is already straining versus its record 2021 pace when MY was new, M3 was still growing, competition was still thin, regulator oversight was still lax &amp; recalls were few. 

CEO Elon Musk's vulgar "jokes" don't help—nor does he care.
The bills are finally coming due for Tesla—but Tesla's workers and customers and other victims have borne the cost.


Dear Elon: There's Nothing Funny About Hitler

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Capital Markets

<ul><li>The year 2021 was a particularly historic one for Tesla and electric vehicles.</li><li>Although the management faced supply chain challenges throughout the year, they increased their volumes by nearly 90% which was truly remarkable.</li><li>Tesla is building Model Ys in Texas with the structural battery pack and 4680 cells, and they will start delivering after the vehicle receives final certification, which should happen soon.</li></ul>

The year 2021 was a particularly historic one for Tesla and electric vehicles.Although the management faced supply chain challenges throughout the year, they increased their volumes by nearly 90% which was truly remarkable.Tesla is building Model Ys in Texas with the structural battery pack and 4680 cells, and they will start delivering after the vehicle receives final certification, which should happen soon.

Tesla Inc.: Is The Cost Advantage Sustainable? 02/22

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<ul>
<li>Tesla beat CapIQ consensus for 4Q slightly, beating by 3.3% at the OP level and 6.5% at the top line. </li>
<li>Despite this, the reaction after hours was negative pointing to excessive froth in the name. </li>
<li>With the collapse in momentum for low quality small caps it seems reasonable to us to expect Tesla to be next.</li>
</ul>


Tesla beat CapIQ consensus for 4Q slightly, beating by 3.3% at the OP level and 6.5% at the top line. 
Despite this, the reaction after hours was negative pointing to excessive froth in the name. 
With the collapse in momentum for low quality small caps it seems reasonable to us to expect Tesla to be next.


<ul>
<li>Reuters confirmed the latest delay until mid-2023 for Cybertruck's rollout. </li>
<li>This is the latest in a string of pushed targets—won't likely be the last.</li>
<li>I suspect exciting new competition from more credible truck-makers may have chased Tesla back to the drawing board.</li>
</ul>


Reuters confirmed the latest delay until mid-2023 for Cybertruck's rollout. 
This is the latest in a string of pushed targets—won't likely be the last.
I suspect exciting new competition from more credible truck-makers may have chased Tesla back to the drawing board.


Tesla Cybertruck Delay Confirmed to Mid-2023—at Least.

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

Will Tesla Get Good News This Week?

It's been raining recalls and lawsuits and government probes. January monthly sales were sad. Tesla's profitability has a serious asterisk. Will...

Vicki Bryan

Dear Elon: There's Nothing Funny About Hitler

Tesla is already straining vs its record 2021 pace when MY was new, M3 was still growing, competition was still thin, regulator oversight was still...

Vicki Bryan

Tesla Inc.: Is The Cost Advantage Sustainable? 02/22

The year 2021 was a particularly historic one for Tesla and electric vehicles. Although the management faced supply chain challenges throughout...

Baptista Research

Tesla – Starting to Look Safe to Short

Tesla beat CapIQ consensus for 4Q slightly, beating by 3.3% at the OP level and 6.5% at the top line. Despite this, the reaction after hours was...

Mio Kato

Tesla Cybertruck Delay Confirmed to Mid-2023—at Least.

Reuters confirmed the latest delay until mid-2023 for Cybertruck rollout, the latest in a string of pushed targets. Won't likely be the last as...

Vicki Bryan

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