BYMOF News and Press, Bayerische Motornwrke Pfd From 01/17/24

2024-01-17 11:04:57 ET Summary I have been running a short bet against Tesla since July last year using Put options. Despite a setback in Q4, the bet is still up around 80%. After re-evaluation of the thesis, I decided to continue the short bet. I think risks are still skewed to t...

2024-01-08 06:27:49 ET Summary Global electric car sales Nov. 2023 up 31%YoY to 19% share. China sales up 39% to 42% share. Europe down 2% to 26% share. USA up 30.6% to 9.23% share. EV market news - Electric vehicle sales in US to hit record in 2023. U.S proposes Foreign Entity Of...

2023-12-08 14:17:07 ET Summary Global electric car sales Oct. 2023 up 37%YoY to 17% share. China sales up 41% to 39% share. Europe up 24% to 25% share. USA up 26% to 9.4% share. EV market news - Electric vehicles and hybrids grow to a record-high 18% of U.S. light-duty vehicle sal...

2023-12-04 07:00:00 ET Summary Tesla, Inc. faces challenges in the competitive EV market with decreasing margins, raising concerns about its high valuation and future sustainability. Industry competitors like Mercedes-Benz, Volkswagen, and Stellantis present tough competition, imp...

2023-12-01 17:39:02 ET Summary Elastic reported excellent Q2 2024 results, with revenue growing 17% YoY and Elastic Cloud growing 31% YoY. The company sees generative AI as a long-term opportunity but expects it to take time to become a significant driver of revenue. Elastic's...

2023-11-10 09:45:00 ET Summary Tesla, Inc.'s non-car business segments, including Tesla Energy and the charging network, have potential but do not merit a valuation at the current level. The Dojo supercomputer and Optimus humanoid robot are still in the early stages and may not ha...

2023-11-09 12:20:00 ET Summary Tesla, Inc.'s stock price has rebounded significantly from its lows in 2023, despite concerns about CEO Elon Musk's distractions and profit margins. Competitors Lucid Group, Fisker, and Polestar are at risk of trading towards zero due to financial ch...

2023-11-08 11:02:41 ET Summary Global electric car sales Sept. 2023 up 23% YoY to 17% share. China sales up 22% to 37% share. Europe up 15% to 25% share. USA up 59% to 9.9% share. EV market news - Norway’s EVs at a record 93% share. BP to buy $100M of Tesla ultra-fast charg...

2023-11-07 18:23:45 ET Summary Porsche reported solid earnings despite slowing global growth in the luxury market, driven by higher deliveries. Porsche saw sales grow by 12.6% to 30.13 billion in the first nine months, while operating profit rose 9%. Porsche's management expec...

2023-11-03 14:07:10 ET Bayerische Motoren Werke Aktiengesellschaft (BMWYY) Q3 2023 Earnings Conference Call November 03, 2023 09:00 AM ET Company Participants Walter Mertl - Chief Financial Officer Oliver Zipse - Chairman of the Board of Management Conference C...