Wednesday, December 20, 2017

TSLA

Summary: I think TSLA is rapidly becoming one of the Greenblatt "Stock Market Genius" poster children. If they run into cash flow problems and it causes their stock to swing down it might make sense to place a bet.

Forget model 3s and semi-trucks for a minute, did you catch this somewhat obscure post:
Slashdot: Tesla Big Battery Outsmarts Lumbering Coal Units After Loy Yang Trips (https://slashdot.us15.list-manage.com/track/click?u=aab6529d3675bd877963a652d&id=09c86ed030&e=d78fb7daea)
The Tesla big battery is having a crucial impact on Australia's electricity market, far beyond the South Australia grid where it was expected to time shift a small amount of wind energy and provide network services and emergency back-up in case of a major .

We could bemoan the aging infrastructure in the US, or we can think of it as an investment opportunity. 

And a quick reminder, this was the famous Elon Musk 100 day bet, he won, and it went operational 12/1/17.

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