Just when you thought the bizarre, Silicon Valley, sci-fi, soap opera starring Tesla CEO Elon Musk couldn't get any more interesting.
This happens.
Earlier this week Hedgeye Industrials analyst Jay Van Sciver provided a new update to institutional investors on his Tesla short call. He initiated the call on 6/14/17. Shares of Tesla have fallen approximately 30% since. (If you are interested in receiving Van Sciver's institutional research send an email to sales@hedgeye.com.)
Here are a few slides from his latest 50-page slide deck.
This one below from Van Sciver is super revealing.
And just to be clear.
Lastly, here's a brief clip from the Q&A portion of his Tesla call on Monday.