Jim has been trying to make a profit short selling TSLA forever. I can’t take anything he says seriously, crying wolf and all that (although Tesla is going to have liquidity issues at the end of the year if they can’t get their debt refinanced).
TLDR Capital intensive business facing challenges in rising interest rate environment.
Liquidation of specialized, heavy hardware is pennies if not fractions thereof on the dollar. I have my standard-issue Swiss bias against debt, but it seems--with the benefit of hindsight--that issuing debt was a bad call by Tesla.
There are various services (e.g. StarMine) that seek to rate actual (e.g. professional) analyst firms.
But generally speaking, nobody's abnormally right over the long term.
Has Tesla's stock price defied gravity up until this point? Sure. But eventually it's going to need some real reason why it's the most valuable car company in America. And, as it's bond prices are showing, there are some serious existential risks to its business.
A short still makes way much more sense here.
i think that's about as accountable as it can get. at least this guy puts his money where his mouth is.