The last 9 months of 2020 was mostly winter for all types of equity bears, particularly $TSLAQ Twitter.   Mention that $TSLAQ is not happening anytime in the foreseeable future   Slight discussion of Gamestop and overall market views   Brief mention of Tesla's Q4 2020 results   Trying to knock the Podcasting rust off

Brief mention of apparent S&P 500 Committee Decision Talk of the absurdity of $TSLA Equity doubling w/ split announcement Mention of At-The-Market $5B offering from Tesla Talk of my trading misses to start September 2020 Discussion of some presumed unifying thoughts of skeptics of Tesla

No particular show notes, mostly just some ramblings about the recent market

Returning to Podcasting in a Post-COVID World Brief Review of Q1 2020 and Preview for Q2 2020 Ranting on the overall market and other shorts besides $TSLAQ

Background on Matthew (Chemical Engineer) Tesla skepticism since ~2014 Fuel Cells and Clean Tech in general Writing Experience Journalistic/Engineering Ethics Tesla Whistleblower Hell article: https://www.thedrive.com/tech/29089/tesla-enters-whistleblower-hell Collection of Fuel Cell-related articles: https://fuelcellsworks.com/?s=klippenstein Exoskeleton vs. Skeletal System Analogy Article: https://www.thedrive.com/tech/27065/the-bug-in-the-battery-take-all-perspective "Koch Brothers" Article: https://dailykanban.com/2018/05/what-if-the-koch-brothers-were-running-tesla-into-the-ground/ 2015 article on Solar City referenced: https://cleantechnica.com/2015/11/01/solarcity-mypower-loan-payback-fine-print-not-pretty/

Over 2 hours with Elmer covering the following: Boeing Tesla, Fremont non-shutdown Coronavirus Other short and long ideas

Discussion of some trading strategies and tactics from Larry, from many years of experience   Benefits of trading AFTER news, use of stop losses, etc.   Some discussion of recent price movements for $TSLA equity

Talking our books Tuesday 3/24/2020 Technical Analysis/Market Call from TQP Several Long Ideas from Elmer (including $SABR)

Discussion about using other people's research and positioning   Talk of this episode of the Infinite Loops Podcast with Jim O'Shaughnessy interviewing Jim Chanos:   https://podcasts.google.com/?feed=aHR0cHM6Ly9pbmZpbml0ZWxvb3BzLmxpYnN5bi5jb20vcnNz&episode=YjkyODM2NDEtZjQ1Yy00MGMwLTgxMGEtMWIxMzQzMWViZDJi&hl=en&ved=2ahUKEwi0rpzTi5noAhURUa0KHdBvBrAQjrkEegQICxAG&ep=6   Light on the Coronavirus

Quick interview with my wife, with her asking a few questions and me telling her a bit about Nikola Motor Corporation going public   Enjoy the Marital Banter   Bit of discussion about soon-to-be-public Nikola Motor Company ($VTIQ initially)  

Brief NTSB Hearing Discussion   Panasonic Exits Buffalo Solar Operations   Share Price Discussion   A few quick non-Tesla Watchlist ideas

Discussion of Tesla's recent results Mention of $2.3B Equity raise What I've watched/listened to lately (DeLorean & Ford mostly) Mention of Recent r/wallstreetbets mania action Episode of American Innovations, interviewing Jason Torchinsky, Senior Editor at Jalopnik (https://twitter.com/JasonTorchinsky) talking about autonomous future https://player.fm/series/american-innovations/innovation-fails-delorean-autonomous-future-3

Discussion of Narratives Brief update on the overall control of the narrative with SUA petition and class action lawsuit Brief preview of  Q4 2019 earnings coming on Wednesday - See here: https://www.patreon.com/posts/q4-2019-33483795 Mostly a discussion of the Narrative of TQP The story of how I ended up becoming the $TSLAQ Podcast Host

Discussion about the importance of narratives and story-telling, with a few short song clips included Links mentioned in the Podcast: NHTSA Petition on Sudden Unintended Acceleration (SUA): https://static.nhtsa.gov/odi/inv/2020/INBC-DP20001-3494.pdf Troy Teslike Tracker:  https://docs.google.com/spreadsheets/d/1YeLtMxFt9Lh8mndZhjOqrzFfWQ_r5T9LS-l3gQzPXCk/edit#gid=0 Tesla Shipping Google Sheet:  https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJcrkZ-T3NmLkLnTo6xqbdtaOI/edit#gid=0 EU-EVs for Netherlands, Norway, and Spain: https://eu-evs.com/ Tom T. Hall's Paradise: https://www.youtube.com/watch?v=NErBIcsIyu4 Josh Ritter's Temptation of Adam: https://www.youtube.com/watch?v=FH9MhovIY9g Punch Brothers' Another New World: https://www.youtube.com/watch?v=NkZDjPRpg0Y

5 Different Angles from which NHTSA is or should be looking at Tesla vehicles 1. Autopilot Generally 2. Autopilot Disengagement and Impact on Statistics 3. Sudden Unintended Acceleration reports 4. Whompy Wheels 5. Battery Fire Risks from aged batteries Toyota SUA article: https://www.thetruthaboutcars.com/2011/02/ttacs-toyota-recall-coverage-a-retrospective/ greentheonly experiment Tweet: https://twitter.com/greentheonly/status/1202782364537151488?s=20 Senator Markey 11/19/19 letter to Tesla/Elon: https://www.markey.senate.gov/imo/media/doc/Letter%20--%20Tesla%20Autopilot%20Safety%20System%2011-19-19.pdf https://www.markey.senate.gov/news/press-releases/senator-markey-urges-tesla-to-address-safety-flaws-in-its-autopilot-system SUA instance from 12/10/2019 Video: https://www.youtube.com/watch?v=cz4S5Ydr93s Associated Tweet: https://twitter.com/aidelacruz/status/1213919058543828992?s=20 Edward Chen NHTSA Battery "Nerfing" Petition: https://www.scribd.com/document/428763323/Tesla-NHTSA-Petition Tweet regarding associated NHTSA Investigation: https://twitter.com/markbspiegel/status/1190058419270668291?s=20 Horrific Child Autopilot Video: https://twitter.com/MelaynaLokosky/status/1213883587797192704?s=20 Bonus near the end of the Episode: Diversity of Sources of Tesla Fires

Discussing some of the past occurrences to recall parts of why $TSLAQ Twitter exists From Summer 2018 into Summer 2019 Some commentary on past events in light of more recent events Check out the annotated price chart on the Patreon posting for this episode (free) for what I used for notes for the first ~22 minutes of the episode  https://www.patreon.com/posts/32797850

Further information on Karl's Whistleblower experience  Bit more information about thefts at GF1 (copper/scrap/etc.) List of Favorite Twitter Accounts to follow Timelines of Legal Activities Cybertruck up the AlCan Highway?

Catch-up Episode Solar City Lawsuit Discussion 10Q Discussion Insider Sales (but no buys) Cyber Truck Reveal Timing Speculation

Discussions of the recent Q3 2019 financial results Questions sourced from Twitter (including Boomers and Gitmo) Nuances of Accounting Long discussion about Boeing and Cashtag $BA.D

We talk about Ed's book "Ludicrous", along with the Tesla saga in general Lots covered in almost 80 minutes here Don't miss the Bonus portion on Patreon (become a Patron if you haven't already): https://www.patreon.com/posts/episode-48-ed-30483288