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Michael Burry slams Tesla valuation, warns of 'ridiculous' dilution (electrek.co)
11 points by breve 7 days ago | hide | past | favorite | 4 comments




He also noted recently that a lot of tech companies have been extending depreciation times from say 3 years 5 years ago to 6 years today, to inflate earnings, without any convincing explanation for why.

I think a lot of disk/compute has legitimately lasted longer than they initially thought it would. The initial estimates are too conservative

You can read part of his response to this here: https://stansberryresearch.com/whitney-tilsons-daily/alphabe...

The dilution only happens if the stock value skyrockets so this article makes no sense. If you told me you were going to make me a millionaire but in exchange I would have to give you $100k, I would not complain.



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