TSLA - this short fund manager has a pretty convincing rundown on all the Tesla business and finance problems.
https://www.valuewalk.com/2018/03/tesla-inc-tsla-stock-bubble-stanphyl-capital/
Basically, the whole car industry has jumped on the EV train with real prototypes and full scale production facilities so they will be rolling out all sorts of EVs in 2 years or something. Plus because they came later, they have benefits from using more recent battery tech, whereas Tesla had to make those choices years ago and got locked in on their tech specs and suppliers.
that last earnings call where Musk refused to answer the questions about the business details like cash requirements or car reservations was crazy. I hear the last Enron call was like that, where they refused fo answer questions that would uncover the real problems.
From all this, I think TSLA a pretty good short as non-time-specific shorts go, and I certainly wouldn’t be long. Still short a little.