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Joined April 2022
Tenzin Passang retweeted
👀SNEAK PEEK Megapack Valuation👀 Here's our stock analyst report of $TSLA, rating Tesla as a "high conviction investment." Matt Smith did a great job researching, and cross-checking for this report. He provides a "base case" valuation. A prettier version coming next week 1/
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Enphase Energy $ENPH set to report Q4 earnings on Tuesday, 2/7. I doubled my position today @ $222 with the recent sharp pullback. This is the one company that has been matching $TSLA's 40% long-term revenue CAGR, but with astounding 25% FCF margins on flawless execution.
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Tenzin Passang retweeted
US Mega Cap Employee Growth from 2019-2022
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lock in you orders/price now. 😁😁
It looks like the EV tax credit guidelines from the IRS have been updated to raise the cap on ALL Model Y vehicles to $80,000. $TSLA
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Tenzin Passang retweeted
US Mega Cap Q4 YoY Net Income Growth
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Tenzin Passang retweeted
88% of financially successful people read at least 30 minutes a day. I became a millionaire with the help of these 8 books:
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Tenzin Passang retweeted
Q4 Net Income Growth, YoY % Change... Tesla $TSLA: +60% Microsoft $MSFT: -12% Apple $AAPL: -13% S&P 500 $SPY: -20% Google $GOOGL: -34% Facebook $META: -52% Netflix $NFLX: -91% Amazon $AMZN: -98%
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Tenzin Passang retweeted
My Tesla valuation last week got pushback, which doesn't bother me at all. My teaching side, though, decided that dissent & debate can be a forum to revisit first principles of business and valuation. So, if you are not tired of me or Tesla, here you go: bit.ly/3JDjd8m
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Tenzin Passang retweeted
I know many people are hurting in the investment & finance space, so I want to share this thread to make you feel better. It’s from the psychology of money. Unroll below ⤵️
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Tenzin Passang retweeted
Agh, clean air in Los Angeles… too bad!
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Not turbulent, but every time. Stay close to fundamentals; Buy & HOLD. Going to sleep, with a peace of mind, knowing no one can sell your shares but you is unbeatable.
In turbulent economic times, be wary of using margin loans to buy stock
Tenzin Passang retweeted
Updated chart to include Facebook's $META reported net income today (Now at -3% CAGR 😅), and added $GOOGL
Which would you rather own? $TSLA 😋
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Tenzin Passang retweeted
Please hold exhibits until 2/07 That’s in less than a week now
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Tenzin Passang retweeted
BREAKING: $META up 14% after hours after Zuckerberg admits focusing on 1990s-graphics virtual reality was not the best business move.
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Tenzin Passang retweeted
In 1997, Steve Jobs described the kind of device he’d want if it existed. This was 10 years before the iPhone.
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Tenzin Passang retweeted
“Ideas are 5%…execution is 95%.” ~ Spotify founder Daniel Ek, 2012.
Jon Erlichman
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Federal tax rates on gains (2022) for those of you who made $$$ last year! Tax season...is here
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This is pretty fucking crazy.
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