Stanphyl Capital’s commentary for the month ended December 31, 2022, discussing their short position in Tesla Inc (NASDAQ:TSLA). Inventory Pile Up Despite running its new factories in the U.S. and Germany at only around 20% of capacity, massive amounts of excess Tesla inventory piled up in Q4, spurring huge, margin-slashing price cuts in China, Europe, […]
https://www.valuewalk.com/teslas-production-capacity-outstrips-incoming-orders-shortseller/
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