Tesla Mortgages Factory

These figures indicate that borrowing against the Freemont factory will not save Tesla. If the 5.3-million square foot facility is only worth $1.8 billion, Tesla will not be able to borrow more much more than that against it, and it has $10.76 billion in debt.

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Who would Buy Uber??

A leaderless Uber with its value destroyed will be a natural acquisition target.

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Tesla Planning Electric Semi-Truck and Pickup

If Musk can really build an electric big rig he’ll demonstrate that Tesla has some amazing design and manufacturing capabilities. Creating such a machine and getting it running will be an amazing feat.

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Does Volkswagen Make Money?

All this indicates that Volkswagen is a very cash-rich company that is definitely undervalued by the markets. It also fits the value investing criteria of a really good company going through a rough stretch.

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