Deep Value, Unique Ideas
NYC
Joined September 2019
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Today, we lowered our '24E yr-end price objective on $TSLA to $23.53/shr, from $24.33/shr prior. In short, we moved from using a 20-yr DCF analysis to value $TSLA (which involves thousands of inputs), to employing a much more simplified P/E multiple framework. @GordonJohnson19
See @GLJ_Research discuss Cleveland Cliffs now rejected bid for U.S. Steel🧑🏭, as well as the current state of the U.S. and global🌎steel markets⛏️. bnnbloomberg.ca/video/the-u-…
We are excited to join the venerable @SullyCNBC on @LastCallCNBC tonight, at the top of the hour (i.e., 7pm EST), to discuss $TSLA, and, among other things, @kimbal Musk's recent ~$20mn sale of $TSLA shrs this week. Tune in!!! cc: @GordonJohnson19
Today, we discussed our bullish views on uranium⛏️, BUY rated Cameco - $CCJ - what we believe will be trouble in the solar space in 2023E🌞, and of course $TSLA, and it's China sales announced today... with BNN's always SHARP @AndrewBellBNN. bnnbloomberg.ca/video/uraniu…
Today, we update our thoughts on $TLSA 🧐w/ the venerable @LizClaman on the @ClamanCountdown w/ @GerberKawasaki. Topics will include this week's China 🇨🇳sales, biz outlook, & the @RealDanODowd's superbowl 🏈ad featuring $TSLA "FSD" tech/vaporware. Join us at 3:45pm EST. 🚗⚡️🔌
Today, we update our thoughts on $TSLA's 🚗just-reported 4Q22 results w/ @jchatterleyCNN, to include what to expect moving forward, demand, price cuts, @elonmusk's future projections⚡️, and if one should take him a face value. youtube.com/watch?v=pltBdl1X…
GLJ Research, LLC retweeted
Join @GLJ_Research this am as we discuss $TSLA w/ @FrankCNBC 🚗, and what we expect for the all-important 1Q23 guidance, where there's EV puts/takes for both the bulls & the bears⚡️, ahead of the company's Q4 earnings 📈report post close today💵.
On today's show with @FrankCNBC:
Markets with @AnnekaTreon
Microsoft with Timothy Horan
Tesla with @GordonJohnson19
Trading day with @jeffkilburg
+Reporting from @ArjunKharpal, @SilvanaCNBC, @melissa_repko, @phillipmenaNBC, and @ArabileG
See you at 5 on @CNBC!
Today our CEO/founder discusses $TSLA 🚗 with the always SHARP @TheDomino, focusing on: (a) falling backlog📉, (b) margin-slashing price cuts😱, and (c) $TSLA's position as a tech laggard (NOT leader)🧐. @GordonJohnson19 cnbc.com/video/2022/12/22/jo…
We've been asked, by many recently, how we arrive at our yr-end 2023E PT of $23.44 (or -82.5% downside from today's closing price). So... here it is, as we've previously published. @GordonJohnson19 @GLJ_Research $TSLA
"One analyst who did accurately predict a miss for the quarter, however, was GLJ Research's Gordon Johnson, who predicted in late September that Tesla would see Q3 deliveries of about 348,000 versus consensus estimates at the time of 355,000." @GordonJohnson19 @GLJ_Research
Some mixed Q2 numbers for $TSLA - the TechnoKing @elonmusk saying the problem is production, not demand after the #shanghai lockdown & lingering supply chain issues...but one short-seller @GLJ_Research's @GordonJohnson19 says its a $66 stock - here's why on @CNBCi #tesla #ev #q2