x.com/WillKoulouris/…

We've been asked, by many recently, how we arrive at our yr-end 2023E PT of $23.44 (or -82.5% downside from today's closing price). So... here it is, as we've previously published. Gordon Johnson GLJ Research, LLC $TSLA

Today our CEO/founder discusses $TSLA 🚗 with the always SHARP Dominic Chu, focusing on: (a) falling backlog📉, (b) margin-slashing price cuts😱, and (c) $TSLA's position as a tech laggard (NOT leader)🧐. Gordon Johnson cnbc.com/video/2022/12/…

Join GLJ Research, LLC this am as we discuss $TSLA w/ Frank Holland 🚗, and what we expect for the all-important 1Q23 guidance, where there's EV puts/takes for both the bulls & the bears⚡️, ahead of the company's Q4 earnings 📈report post close today💵.

We are excited to join the venerable Brian Sullivan on Last Call tonight, at the top of the hour (i.e., 7pm EST), to discuss $TSLA, and, among other things, 𝙺𝚒𝚖𝚋𝚊𝚕 𝙼𝚞𝚜𝚔 🤠 Musk's recent ~$20mn sale of $TSLA shrs this week. Tune in!!! cc: Gordon Johnson

Today, we lowered our '24E yr-end price objective on $TSLA to $23.53/shr, from $24.33/shr prior. In short, we moved from using a 20-yr DCF analysis to value $TSLA (which involves thousands of inputs), to employing a much more simplified P/E multiple framework. Gordon Johnson