Open Letter to Tesla Bulls

ValueAnalyst
Aug 31, 2018 · 2 min read

Three quick tips for Tesla bulls, if I may.

“black typewriter” by Da Kraplak on Unsplash

Focus On The Longer Term

If we, as owners of the company, want Tesla & Elon Musk to continuously invest in the longer term, then we must also prioritize long-term thinking over short-term obsession with the stock price.

For example, if Tesla can now implement innovative production methods, which ultimately lead to quicker production rates and higher margins, then even if this innovation comes at the expense of near-term risk and misses, we should support such initiatives.

In exchange, I would ask Tesla to clearly communicate in its Update Letters how certain initiatives will accelerate the world’s transition to sustainable energy, by providing investors with specific quantitative or qualitative milestones on the way to long-term goals for long-term shareholders to track.

Selectively Block Trolls But Educate Others

Tesla is simultaneously disrupting multiple, multi-trillion dollar industries, so FUD will always exist and will likely intensify.

FUD needs attention to succeed, so if you are convinced that an account is created to spread FUD, then consider starving it of your attention by blocking it, but be very selective; we do not want to create a bull echo chamber.

Modus operandi and key markers of FUD:
(i) personal attacks and attempts to discredit well-known bulls;
(ii) downplaying of Tesla’s and Elon’s previous success, disregard of facts or extrapolation from immaterial facts to imply long-term grave problems; and
(iii) track record of moving the goalpost.

If you cannot prove that an account is created solely to spread FUD, then do not block it until you are certain, in order to avoid creating a bull echo chamber. Further, if you are convinced that a bear account is genuine, then protect it against unjustified attacks from other bulls.

The goal is to create a safe medium for productive exchange of genuine ideas, free of FUD and blind fanaticism.

Keep Each Other Accountable

Let us not jump to conclusions, even if that means continuously questioning our own bull thesis. Let us learn and freely discuss the risks to our investment better than bears ever could. Let us set the bar high for bears and media by ever-improving the already high quality of the TSLA bull thesis.

Thank you, and I look forward to discussing ideas with you.

ValueAnalyst

Written by

When people ask me "what do you do?" I assume they mean for fun.

Welcome to a place where words matter. On Medium, smart voices and original ideas take center stage - with no ads in sight. Watch
Follow all the topics you care about, and we’ll deliver the best stories for you to your homepage and inbox. Explore
Get unlimited access to the best stories on Medium — and support writers while you’re at it. Just $5/month. Upgrade