ARKInvest/ARK-Invest-Tesla-Valuation-Model Issues
Bear case
Updated 3Violation in Monte Carlo model
Updated 1Interest Rate Impact
UpdatedBug in "Max cash deployable"
UpdatedArk
UpdatedBull Case needs many Giga factories?
Updated 2Make this a Google Doc
Updated 12"Bear Case" issues
Updated 2Detail review notes
Updated 1TE?
Updated 1Missing percentage of billable miles
Updated 3Missing income from IP
Updated 1Why Assume the ASP Does Not Go Down?
Updated 3