My Investing Muse

  Even if Elon is to leave Tesla today, the business should continue forward based on the plans set and systems in place (ERP, GigaFactories, AI, work processes, procurement, supply chain network and more). What is of greater concern is the  culture  of the business where Elon drives the First Principle, Empowerment (and how the union is not a good fit), innovation, hard work, compensation & benefits, innovation, and more. Photo  from the Business Journal The company should have the momentum to last for years and maybe decades. Maybe the culture can get even better. I think that Tesla China should do well. So, in terms of business operations, there should not be concerns for a while. Elon is a dreamer who has the drive, the innovation, the conviction, and the values.  If a good significant of the market attributes Tesla's success and dependency on Elon, they may cash out . This may not apply to some of us. What follows should be scrutiny of the subsequent ea...

This summary is taken from a  post  by Twitter (X) user TeslaboomerMama. This provides a good summary of some of the leading global companies. Items covered included country of origin, market cap (as of 10 Nov 2023), Cashflow from Operations (USD), cash to debt ratio, Debt to equity, Debt to EBITDA, Debt to revenue, Altman Z-Score and Rating from both S&P and Moody’s. How we should interpret these data: A healthy cash-to-debt ratio would generally fall  between 1.0 and 2.0 , with anything above 2.0 being considered very strong. This indicates that the company has more than enough operational cash flow to cover its total debt. (Carbon  Collective ) The optimal D/E ratio varies by industry, but it should not be above a level of 2.0. A D/E ratio of 2 indicates the company derives two-thirds of its capital financing from debt and one-third from shareholder equity. ( Investopedia ) Generally, net debt-to-EBITDA ratios of  less than 3  are considered acceptab...

The Twitter Takeover by “Free Speech Absolutist” Elon Musk has been garnering much attention. This has drawn the attention of the President Of The United States (POTUS) who has laced his comments with concerns. My preference for Elon to build a new platform Personally, I would have preferred for Elon to build a “new” platform from scratch. Without understanding the structure of Twitter’s business structure and IT platform, I assume that building from scratch could be easier. However, the user base will need to be built from ground zero. This would take years to ramp up but maybe this runway is not feasible given the losses and debts incurred by Twitter. However, Elon would have little difficulty drawing some of the best to work on Twitter. This new platform can be custom-built accordingly to what Elon wants and envisions. With Elon’s background in PayPal and his Tesla products, I am quietly confirmed that this can be much more than just another microblogging APP. With references made t...