Tesla Investor Blog

Introduction Until yesterday, I didn't really pay close attention to Q2 deliveries, because I thought it would simply be too hard to estimate with any accuracy this quarter, due to the Fremont shut down, Shanghai ramp, Model Y ramp, and potential demand impacts from COVID-19. I just thought there were too many uncertainties, so I had decided to wait for the official P&D (Production and Deliveries) report from Tesla, before perhaps taking a look at how Q2's earnings could pan out. However, this post on TMC yesterday , containing global EV delivery numbers for the months April and May, made me want to look into Tesla's Q2 deliveries, because I thought that with this data I might be able to make some semi-accurate predictions. This post presents those predictions, including data and assumptions these predictions are based on, as well as a brief earnings forecast. P&D Shanghai Let's start with production and deliveries from Gigafactory Shanghai, because it's the

Introduction A few months ago, I published this post: The Mechanisms That Fueled TSLA's Meteoric Q1'20 Rise It contained a section listing the top 50 biggest TSLA shareholders at the end of 2019, and some details about what type of shareholder each of them is; long term investor, short term trader, market maker, index fund, etc. Now, a few months later, all big institutional investors and funds have reported their holdings at the end of Q1'20 to the SEC, so I am writing this blog to update my TSLA Holders spreadsheet, and to take a quick look at what has changed among Tesla's biggest shareholders. First off, here are links to the updated spreadsheet: TSLA Holders Q1'20 - PDF TSLA Holders Q1'20 - Excel TSLA Holders Q1'20 - Numbers Some data was taken directly from SEC Filings, but I got most of the data from Fintel.io , which is an excellent resource for finding out about institutional and insider ownership in companies. I'll briefly go over the largest 5