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  • Posts

    • At a minimum of $10k more than the Cadillac, higher due to tariffs if they don't build it in the US.
    • The EQB is a bad car, and the Optiq is the best of that group but also the newest.     We’ve seen the new CLA that charges twice as fast as the Optiq, that will become a new GLB in a year and there will be an electric GLC in about a year.
    • The Optic competes with the EQB which it out accelerates, charges faster than, has more range than, has more power than, looks better than, and has a substantially nicer interior than. The EQB interior is just trash for the price. It feels like they took a Dodge Colt Vista and tried to make it luxury. BMW doesn't even compete in this space yet.  Audi has the Q4 eTron, but the Optiq again has more range than, has a nicer interior than (though the Q4 is closer than the EQB), and I think the Cadillac looks better than.  Sure there's the Q6 eTron and Q8 eTrons, but then you're into Lyriq and Lyriq-V price range. Optiq seems to be selling pretty decently too. Anyone selling EVs these days needs to switch their advertising to torque instead.
    • Styling reminds of a mix of the new Defender with a ‘70s IH Scout.  Simple and clean.  
    • There are different stock price patterns toward the end.  They can just drift downward exponentially.  Sometimes, they enjoy some weird upward ticks, and then drop.  I'm not the biggest believer in efficient markets and some geek PhDs in econ/finance study them, but they probably have to give props to market efficiency so they don't rock the boat.  I wonder how many academics think otherwise. TSLA is not a value stock, so people who aren't really, really financially comfortable should just stay away from it.   The Enron thing was mind boggling ... the flow chart of how they did this was mind boggling, as in overly complex.  There's an interesting movie called "The Smartest Guys in the Room" which we watched in a night class I took.  The head perpetrator has an MBA from Northwestern.  Of all the firms who recruited undergrads from the business school, Arthur Andersen was by far the most arrogant.  (Not enough time and space for details.)  I was actually pleased that they bit the dust and that they were the sacrificial lamb for reform.
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Drew
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