TT 192 2020 Q4 Earning Call
FinancialsMargins miss by about 20%Zac: one time chargesEmployee Stock increase and Stock based compensationBonds coming due which converted to stocksS and X refurbIf excluded above, would be better than previous quarterRisks for this year: Global Semiconductor marketOther Covid impacts could affect themCould look at Tesla as revenue/cell output and it’s value as a companyThey’ll excel because of efficiency and want all cell manufacturers to produce and sell to them. Will buy as much as ...