Here’s some background

1. Global Vehicle Fleet

@bburnworth 2. Natural Demand for new vehicles to support the evolution of the Global Vehicle Fleet
@bburnworth 3. BEV Penetration S-Curve that you already alluded to
@bburnworth 4. Evolution of BEV supply based on combining Natural Demand and the BEV Penetration S-Curve
@bburnworth 5. Evolution of Tesla volume based on 20% Global Market Share of BEVs
@bburnworth 6. Tesla Unit Volume
@bburnworth 7. Quick Summary
@bburnworth 8. Pro-Forma Income Statement for 2031 - Automobiles
@bburnworth 9. Pro-Forma Income Statement for 2031 - adding FDAS Software
@bburnworth 10. Pro-Forma Income Statement for 2031 - adding FDAS Operation
@bburnworth 11. Putting it all together
@bburnworth 12. Converting Market Value to Stock Price and bringing it back to a present value

Nothing difficult about doing any of that

- standard analysis

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A THREAD ON @SarangSood

Decoded his way of analysis/logics for everyone to easily understand.

Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen

1. Keeps following volatility super closely.

Makes 7-8 different strategies to give him a sense of what's going on.

Whichever gives highest profit he trades in.


2. Theta falls when market moves.
Falls where market is headed towards not on our original position.


3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result

He believes in a market operator, if market mover sells volatility Sarang Sir joins him.


4. Theta decay vs Fall in vega

Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.
I just finished Eric Adler's The Battle of the Classics, and wanted to say something about Joel Christiansen's review linked below. I am not sure what motivates the review (I speculate a bit below), but it gives a very misleading impression of the book. 1/x


The meat of the criticism is that the history Adler gives is insufficiently critical. Adler describes a few figures who had a great influence on how the modern US university was formed. It's certainly critical: it focuses on the social Darwinism of these figures. 2/x

Other insinuations and suggestions in the review seem wildly off the mark, distorted, or inappropriate-- for example, that the book is clickbaity (it is scholarly) or conservative (hardly) or connected to the events at the Capitol (give me a break). 3/x

The core question: in what sense is classics inherently racist? Classics is old. On Adler's account, it begins in ancient Rome and is revived in the Renaissance. Slavery (Christiansen's primary concern) is also very old. Let's say classics is an education for slaveowners. 4/x

It's worth remembering that literacy itself is elite throughout most of this history. Literacy is, then, also the education of slaveowners. We can honor oral and musical traditions without denying that literacy is, generally, good. 5/x