Share Financial Filings Podcast
Share to email
Share to Facebook
Share to X
By The Narrative
The podcast currently has 18 episodes available.
Our penultimate read and commentary on the Tesla 2021 10Q.
The management discussion of Financial Commentary and why we strongly disagree with managements assertion that they are a self funding business.
Ticker: TSLA
$TSLA $TSLAQ
Due to time constraints we had to limit to commentary instead of reading (more of a cliff notes style), focusing on highlights (or lowlights) of the S1 with appropriate passages read. It does focus heavily on downside risk, while not so much on upside potential. However we figured we'll let you all determine how much upside is there, we will just show the risks. Hope it's helpful.
Ticker CFLT
$CFLT
In this section we continue with the reading of the Tesla Q1 10Q finishing off the Consolidated Notes to Financial Statements Section:
Covered in this episode:
Elon is set to get paid!
Legal troubles are brewing!
Will supply chain derail their plans?
Full Disclosure: No mentions of Robotaxi
Ticker: TSLA
$TSLA $TSLAQ
Our first time reading and explaining a 10-Q on the program. And of course we had to choose the most controversial stock of them all...Tesla.
This one will take more than one episode to complete. So this is part 1. Listen and learn just how Tesla has structured their accounting, and find out some of the hidden drivers of future profitability along with potential risks.
Ticker: TSLA
$TSLA
$TSLAQ
Hear CEO Jeff Lawson's Letter to Shareholders where he gives his take on the digital transformation, IOT, and Twilio's Strategy to Continue to Win.
Ticker: TWLO
$TWLO
Monday.com recently went public, jumping from an IPO price of 155.00 to now well over 200.00 per share.
Hear the prospectus summary in this recording.
Ticker: MNDY
$MNDY
Hear Marc Benioff's Shareholder Letter included in the FY 2021 Salesforce Annual Report.
Ticker: CRM
$CRM
Jeff Bezos' last letter? Listen to the Amazon 2020 Letter to Shareholders
Ticker AMZN
$AMZN
Top Headlines from 8K filings on 6/10/2021.
Stocks talked about: RBLX, VIRT, DFS, MELI, VELR
$RBLX $VIRT $DFS $MELI $VELR
The Marqeta Prospectus Summary from it's IPO filing.
Ticker MQ
$MQ
The podcast currently has 18 episodes available.