35 Comments

Thanks for writing this and other posts. I always learn something. I'm a subscriber through your posts on Twitter.

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"There’s even a host of fun euphemisms to use, redundancies, headcount reductions, pro forma cost savings…" My personal favorite is. "synergies"

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founding

Probably the most, perhaps the only, actually stone cold analysis of the deal.

Would be interested to see you dive deeper into this deal, construct scenarios, etc

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Mine, too.

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Thanks master TLBS! Always a pleasure to read you sir! Greetings from Vigo, Spain.

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Thanks for always providing either thoughtful, in-depth and sometimes surprising topics on here. I enjoy the breadth if topics - and as a fellow "dabbler" in the dark arts of analysis it gives me an outside perspective to rub against and enlighten my own thoughts - or broaden my limited knowledge horizon.

Keep on writing, you're doing great!

Musk is also a word for a strong scent. Could be good, could be bad. But is it a parallel? 😁

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Greek cat, living in Denmark - found you on Twitter around a year ago and have been a fan of your thoughtful analysis since then. What I find admirable is your ability to present relatively complex issues in a very simple manner but also, your willingness to keep the discussion going with your readers.

Amazing work, keep it up Bear. Thanks for all the great content!

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Kuppy recommended your work about China Evergrande over at Twitter (lol), that's how I found TLBS. It was a good day.

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Not sure if you ever tuned in (it doesn't exist anymore) but the T&C Chartcast podcast sure did some outstanding work on Musk, revealing the slime underneath the slick.

I don't know how I found you! Some recommendation from somewhere. I'm an American expat living in Asia. I write stuff, and in my free time I diligently learn everything I can about markets. As I've said before, I enjoy your articles because you bring nuance and a fresh perspective. Good take on Tether and now a unique take on the Twitter deal. Excellent.

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Terrific as usual. 🙏

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Re: Footnote 2. Found you via Twitter. Australia-based Scot. 30 years in the markets (mostly on sell side). Really enjoy your notes. Thanks TBLS! I totally agree on this & the irony of Elno whining about "the bots" was hilarious. The same bots made the Ponzi scheme that is TSLA possible!

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Maybe it's all for the data.

From Feb 2021.... 30 seconds from Cathie Wood on AI and big data that is Tesla:

https://www.youtube.com/watch?v=I8PkE6Yi2x0&t=97s

"... in the end, the company with the most data and the most *quality* data ... will win."

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Thank you for writing, always a balanced opinion.

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founding

All great points, thank you Bear!

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