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Citron Research · research-note

Tesla, Inc. (TSLA)

9 pages · 4 arc beats · 3 loops

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Tesla, Inc. (TSLA)

Citron Research · 2018-10
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 9 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
— 0/1 slides
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits
— 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides · 4 hits Evidence & Proof 2 slides 100% 2/2 slides 100% 2/2 slides · 19 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits Solution & Approach 4 slides 100% 4/4 slides 100% 4/4 slides · 29 hits
— 0/4 slides
— 0/4 slides
25% 1/4 slides 100% 4/4 slides 100% 4/4 slides

Slide inventory

9
every slide · same image gating as the playbook
01
Slide 1
This is a pivot slide from a famous short-seller reversing their stance.frame_situation
Open slide detailBeat · Situation & ContextLoop · Cost Of Inaction
02
The slide uses two charts from Datawrapper to highlight Tesla's growth trajectory relative to competitors.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
03
Citron Research note highlighting Tesla's market leadership in Q3 2018.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
04
The slide uses a comparative table to show the inverse relationship between Tesla Model 3 sales growth and the declining sales of traditional luxury sedans.preempt_rebuttal
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
05
The slide uses a table to show YoY decline in mass-market sedan sales for Toyota and Honda to support the thesis that Tesla is cannibalizing their market share.summarize
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
06
Includes a screenshot of a Bloomberg terminal-style chart showing T Rowe Price's position in Tesla.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
07
This is a research note from Citron Research, historically known for short-selling, pivoting to a bullish stance on Tesla.preempt_rebuttal
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
08
The slide uses a quote from Munro to pivot from a previous bearish stance to a bullish one, supported by a sensitivity table showing EPS outcomes.quantify_opportunity
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
09
The slide includes a defensive narrative regarding the firm's trading history and a speculative comment on Tesla's earnings release date.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction