Michael Burry slams Tesla valuation, warns of 'ridiculous' dilution

https://electrek.co/2025/12/01/the-big-short-michael-burry-slams-tesla-tsla/

by breve • 8 months ago

11 4 8 months ago

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.

sidibe• 8 months ago

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

ghtbircshotbe2• 8 months ago

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

enslavedrobot• 8 months ago

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.

Michael Burry slams Tesla valuation, warns of 'ridiculous' dilution

Related Stories