Workflow
dilution
icon
Search documents
X @Cassandra Unchained
Cassandra Unchained· 2025-12-02 14:45
I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $500 million bet. No, it was $5 million. 13Fs and journalists…The full text of what I wrote:“Outgrowing dilution, for purposes of achieving maximum present value for an enterprise, is not easy.Tesla dilutes its shareholders at about 3.6% per year, with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart.With recent news of Elon Musk’s $1 trillion ...