With Tesla stock going 100 % over the past two months, the toss off short sellers are getting absolutely hammered in this. Video wouldn't take a look at all the types of sorcerers where they are right now and although we were still going to cover the famous tassel short sellers, like Gordon Johnson, we wouldn't take a look at some lesser-known Tesla sorcerers dive equally as much money as the Most famous Tesla short sellers and with that being said, let's get right into it. The Tulsa sources are covering their shares, asked us to stock, goes up and, as a result, they're being forced to cover their position and buying back their toss of stock, causing the stock price to increase more and more. But as these tosses sorcerers continue to cover their position, they're making the stock price go up, causing even more tussle sorcerers have to cover their position, and this is a cycle we're seeing over and over again and Tesla.

Stalker just keeps going up. These are this. As a result, they're just so many tosses short sellers they're getting hammered, so let's go ahead and cover who these Tesla sorcerers are and what they're doing right now. The first short silence list is Jeff Osborn.

This is a Wall. Street analyst has been saying short Tesla. So many times constantly reiterating this sell rating on toss of stock. Since August 2018 he's actually reiterated his celebrating 31 times and most recently he actually stopped repeating that sell rating and strangely enough he's sticking to his sell rating and he's out he's still holding on to his toss up short right now.

Let's take a look at some of the ridiculous things he's said in the past. It is fallen clip he talks about competition, something we've always heard over and over again it's changing that he's actually talking about a demand cliff. How does the man will diminish over time? It seems like Tesla still doesn't have a brand rival in electric vehicles. I mean, I know other people make them, but it's like individual little vehicles, it's just if you think about high quality or at least high visibility, electric vehicles, it's just Tesla.

So how much of this $ 200 price target that you have on the stock assumes that that's still going to be the case in two years, or that it's not going to be the case that they really will have a brand rival yeah? No exactly so, we valued off of one 20 earnings power and certainly the lower demand that we've seen in the first two months of the year. You know begs the question as to what the sustainable rate of demand for Tesla is going forward. Now that the deposit base has been depleted, I think that's sort of the million-dollar question is: what is the natural run rate of demand globally? Certainly, things have decelerated quite dramatically here in the US, but you've got Europe and China. These are horrible arguments, but what Jeff Osborne is most famous for is having the lowest price target on toss of stock.

This took place at around july 2019 and, let's just see what he has to say about this price target in counting managing director and senior analyst Jeff Osborne he's actually got the lowest price target on the street for Tesla. At this very moment. What is it? Yeah? We're at 140 Andrew so 100 based off of a multiple in 2021 earnings power, and what do you think's gon na, have to happen between now and then for that number to be realized in terms of the the price target, I think it's the profit, less prosperity Of the cars you know feel touched on and in his hit there, but you know right now: they're, essentially wrapping dollar bills on every car that they're sending out and not investing in the brand. So there's a whole host of problems.

I don't dispute that the quarter will be pretty solid in terms of the delivery estimates. There's been a lot of leaks during the quarter, and so estimates have been raising throughout the quarter, which is nice to see, but it's certainly a mad scramble here. At the end of the quarter to hit the estimates, so these two cliffs are actually within a one month span period in the previous clip he talked about how Tesla had a demand problem where they peaked out in q1 and q2, but in this video he openly Admits that q3 tousle demand was solid. I don't dispute that the quarter will be pretty solid in terms of the delivery estimates and we're constantly seeing this happen to all these short sellers they're changing their thesis on Tesla stock, all the time.

First, its Tatas no demand tests, economic profits and now the Tesla's made profits. A lot of tussin strong sellers have scrambled away from the media, but a few of these short sellers are actually still here with us today on the media and they've made a total fool of themselves, and one of these tests, Sarris they're still here with us today - Is Craig Rowin now Craig was actually bullish and Casta at one point he was constantly reiterating his hold grading and at one point actually a by rating, but recently he's actually turned into a sell rating, and ever since then has to stop causing going up over and Over again after appearing on CNBC four days ago, Craig Oren has made horrible arguments, and one of these was about Tulsa, recently raising two billion dollars in capital by offering shares to investors. This is something praised by many Tesla Bulls, but apparently Craig sees it as a bad thing. On behalf of gene, they raised the money yep.

It puts me to even better position than they were a day earlier yeah. If this whole story is about, are they gon na have a cash crunch? They just help themselves to measurably, so they had six point: seven billion in cash at the end of the quarter. Why do they need another two to three right? The only reason they need. Another two to three is if they're going to reverse, what's benefited to them to the tune of 400 million over the last two quarters, the leaned out of the channel, and then we're gon na see increased Rd and sgna this year.

Instead of you know Rd down like in what happens, if I told you that they were gon na build another factory in China, they're gon na have the demand for that. They got to actually sell the vehicles before they can do that, and the factory in China they've been telling everyone has capacity for 150,000 cars. I mean today the run rate that they theoretically can produce at is you know a thousand thousand cars a week. Fifty thousand cars - they don't need cash.

For that. I think this is just them doing anything the stocks worth. I think it's worth about three hundred you're. Still, you don't think this advanced your calls at all.

No, I mean, I still think do you think was smart for him to do this. Absolutely it was the right move for the CFO. He made a good decision. There's an old axiom right.

You raise money when you cannot, when you have to last year. You know they were backed into a corner a little bit. That's why everybody was negative. Is it just me or does Craig seem overly fearful of what he's saying his voice is shaking up and down, and he doesn't seem like he's confident about what he is stating another toss or seller that has recently been on.

The media is David Weston now, for one thing, I can't really tell is this guy really a bear on Tulsa because he won in CBC and he was talking about how his price targets 326 dollars, and this occurred on January 30th. 2020. But as you can see in the following clip, he really just boxed out the bull case. Even though he's supposed to be the bear, there's there's smart people everywhere I mean some retail investors are, are very, very astute and some are just following a trend.

It really just depends how much work you want to do and and how much interest you have. I would caution, though, there's a difference between I think right now, a lot of people feel very, very, very smart that they invested. You know, say under 200 dollars a share and went on that's great. That they've made a lot of money but being an analyst means you're, not in love with the company in love with the CEO and there's a big cult-like following around Tesla in around Elon yeah.

So to that point, you're, fair value on Tesla's 3:26. Obviously, it's trading at 644 645 a share right now. How do you get to that number and why do you see such big risks to the price right now? Well, I wouldn't say: there's I don't want to get too negative here because I did say my note. Last night, that this is the most optimistic I felt about the company in my over five years of coverage.

It's just that in terms of vehicle volumes, I've already been pretty generous with them to get to my 326 number. For example, I'm in about five hundred sixty six thousand deliveries in 2020, and I happen for a while - it's certainly possible that number could could go up a bit because they've got some more capacity coming online. I just think we've got a you've got to think about the whole picture here. You've got to think about Kia and RIS you've got to think about balance sheet risk, although they do have a lot of convertible debt that they could possibly just pay off without issuing cash.

But I've just never seen anything like this and there's still a very small company after the second largest market cap in the world, they're small in terms of volume I mean so yes, it's a very exciting story, but stocks don't go up forever either, for especially for A little reason throughout this whole interview, David Wilson, basically defies himself. He dating all these bullish arguments. In fact, this is the most optimistic he's been about Tesla yeah. For some reason, he still has a 326 dollar price target.

So tell me David: why aren't you moving that price target for aiming for 566 thousand vehicles plus for 2020? This is massive growth for Tesla and in fact this is actually quite a bullish vehicle estimate and he actually talks about how the estimate is lower than he thinks it is, and this next toss-up bear we're not really sure, if he's a short seller, although it's pretty Likely really isn't too surprising, but at the same time it's also corrupt. This just totally exposes Business Insider, a media source that just constantly talks negative about Tesla, the CEO of this company, Henry Blodgett, is actually a Tesla Bear. This isn't really too surprising, as the whole Business Insider is bearish against Tesla. We see this current over and over again, and it's not a surprise that the CEO of the company is a short seller of Tesla and the following clip is funny because Henry budget talks about how Tesla stock was basically fought over the past five years.

At the time he was speaking, but he made the statement right before Tesla went to the moon and is now $ 850, a share at the time that recording this video stocks down more than 30 % over the past year and flat for five years. This is no longer this big growth story that everybody's got a jump on it's the future. It is a company that needs to work from you. Go back to Apple Steve Jobs had Tim Cook even before Steve Jobs.

Left Tim Cook was a master at producing devices. Everybody knew who he was. Everybody knew who the rest of the management team was at Tesla. It's still just Elon, and this is a huge company.

So, even if he does not, even if you stay CEO and you do whatever he wants, doesn't actually have to do anything, you need to build up more folks on the management team who investors know and trust and who are consistent and deliver on what they say. They're going to build a part of it is that this story keeps changing all the time and I think that it's a red flag not to have some just seriously experienced people who can come in and talk to their prior car making experience and the financial experience That goes into that and just say: we're gon na build the controls into place and the consistency that you deserve being a shareholder of a company of this size and scale, and it wants to be a car company for the next hundred years. It's pretty clear that no one to trust Business Insider with the CEO openly stating that he's bearish on Tesla, given the fact that the CEO of Business Insider is bears against NASA and that Business Insider makes tusks or articles. It will not be a surprise if the Business Insider articles were negative on Tesla and that's just the sad truth of the media and now, let's move on to the most infamous types of short seller, Gordon Johnson, and this time, let's actually take a look at what His argument is on Tesla now at this point, if you're Gordon Johnson you're just mentally insane, you cannot change your mind and admit that you're wrong Tesla.

Over the past 10 years, every single year they've lost money on the net income line over those 10 years. They have a cumulative loss of over 6 billion dollars, this type despite billions of dollars in taxpayer, incentives and it's just factually incorrect. They haven't generated free cash flow over the past five quarters. I don't know how you're defining that, but when looking at operating operating cash flow, less capex, that's just factually incorrect.

We'll see what happens this year. But when looking at the facts and not looking at an aspirational story, demand for their cars is collapsing and Europe, the USA and China as well. As you know, pretty much. Every other locale and you're gon na see that in one q4q they did about a hundred eleven thousand and deliveries.

I think that number could be as low as 80,000 in 1q they're selling three hundred and sixty seven thousand cars a year. Vw is doing millions of cars period after spewing out. All these lies, there's no media source that would ever invite Gordon over unless it's just for the views. If you enjoyed this video, please hit the like button and subscribe and I hope to see you in another video.