The unprecedented global outbreak that I can't name on YouTube has dropped Tesla stock over 48 percent from its highs a month ago. As a result, this has left many Tesla short sellers laughing with joy with the short interest jumping back to the high 20s, it's safe to say that the short sellers are back mark Spiegel mark Spiegel once had a short position and Tesla worth 20 % of his Fun Stanfill capital after the stock kept affianced expectations, Spiegel coveted short position until it's only worth 5 % of his fund since Tesla's recent drop. He is added to his short position today, he's often seen rambling on and off in Twitter, about Elon Musk and Tesla. Many Tesla shareholders believe dr.

q. One delivery numbers were astonishing. Deliveries rose 40 percent year-over-year. However, Spiegel would like to argue the opposite.

Seeing that those numbers were a fraud, also another common thing mark Spiegel. Does it say that Elon Musk needs to be investigated for criminal activity I'll leave his Twitter profile in the description below is quite hilarious: material, Jim Chanos, despite all the ups and downs in Tesla stock on April, 2nd Jim Chanos stated that he is still maximum short. However, he was still forced to cover a lot of his short position due to the fact that the position had gone past. The 5 % limit in his fund on CNBC Janus explained how Tesla was similar to the dot-com boom.

So let me ask you you, you said you know. One thing that makes it hard to stay short is, is when a stock gets creamed like some of the energy ones have done and like luckin has done today, where you've covered it all. The other is when a stock goes. Parabolic like it's Tesla did a lot of winter.

Are you still short that and and how did that impact your thinking on your positioning, so Tesla and - and we told clients in in in January February that the three-month period sort of November December January was one of the craziest periods I've ever seen in my 40 Years on Wall Street and and if you remember - and I know, Josh saw some of this stuff - and maybe some of your other panelists retail for some reason - came pouring into the market in individual names and individual stories. In a way, we haven't seen really since sort of January February of 2000 at the end of the dot-com boom, and we saw the parabolas. We saw the Tesla's, the the Virgin, Galactic's and and others, and and we saw it in the data of retail trading at E Trade and options and Robin Hood - and I had not seen that was the one thing that has been missing in this bull market. In the ten years was just manic, speculation by individuals well sure enough by January February we had it and you know we saw these stocks go parabolic and if you're a parabolic you're short.

Obviously your position is getting much bigger. So in situations like that, if we like the name like we like Tesla, we will have to cover some if it goes through our risk parameters. But then we we will sell it even back down if we want to keep a maximum position again. One of the challenges of the short side is that you you get bigger when it goes against you and you get smaller when it goes your way we are still, we are still basically maximum short Tesla.

It's still one of my favorite positions, nothing's changed. In my viewpoint, here this is car company. It will lose money again this year, Gordon Johnson, Gordon Johnson is easily one of the rudest Tesla short sellers. Often all rumors are that he was fired from vertical group for his horrible performance.

After leaving vertical group, Gordon Johnson started his own hedge fund named goj research. Nowadays, Gordon Johnson doesn't seem to appear in the media anymore. For an obvious reason, however, that doesn't stop him from making ridiculous claims. As most of you know, Tesla recently reported eighty eight thousand four hundred deliveries in q1 of 2020 Borden claims that this is the exact opposite of a super growth or growth.

Company Tesla clearly has a demand problem after walking. Analysts estimates down from 93 thousand on Friday to 80 thousand this past Monday, Tesla reported 1q 20 deliveries yesterday of 88 thousand for leading many to claim victory with some even saying Tesla crushed at 1q 22, the re-estimate he continued to say that despite its china factory Being fully functional for the share of 1q 20, its model y all-wheel-drive and model y all view performance cars being available for purchase, as well as the introduction of six other new car variants from the third quarter of 2018 to the first quarter. Twenty twenty pesos total car sold grew from eighty-three thousand seven hundred to just 88 thousand four hundred or up 5.5 percent. First of all, I just want to say Gordon, if you're watching this, it's pretty clear that you're just trying to convince yourself at this point.

Why did you choose specifically the third quarter of 2018, rather than the first quarter of 2019? We all know that the vehicle business is cyclical, so it doesn't make any sense to compare the third quarter of 2018 in the first quarter of 2020. Gordon continues to say that Tesla is currently valued at 98 billion versus fifty nine point: five billion for Volkswagen, despite the fact that Volkswagen sold ten point five million cars last year versus three hundred sixty seven thousand five hundred for Tesla Tesla needs to see exponential growth To justify this valuation, we see 1q twenty, as the exact opposite of that numbers. Don't lie and, as we've stressed, Tesla has a bulging demand problem. While I've never read a statement with this much misinformation packed into just a few sentences.

Tesla does not have a demand problem in the first quarter of 2020 tesla produced 100 mm vehicles and delivered eighty eight thousand vehicles that brings around fourteen thousand vehicles not delivered yet with a 102 to 88 production to delivery ratio. There clearly is not a demand problem. Also house Tesla, not a growth company when deliveries increased 42 percent year-over-year despite a global outbreak occurring right now. If you want to debate Gordon, a hives Twitter account linked in the comment section below.

As of now, nobody is commenting on his Twitter posts, so I'm sure he will see your reply. David Einhorn, David Einhorn spun mean like capital, continues to fail as time goes on, unlike the other short sellers on this list who have benefited from Tesla stocks. Recent drop in Hoorn some other holdings and tussles competitors have dropped far. Martin casa Einhorn second largest position in his portfolio General Motors, used to make up 225 million dollars of its portfolio today.

That position is worth under 112 million dollars, marking a total loss of over 113 million dollars, General Motors since the fourth quarter of 2019. The funny thing about Einhorn is that he actually owns a Tesla Model S yet somehow Owens GM stopped and shorts tassel stock. This type of logic clearly displays Einhorn's horrible investment strategies On January 21st, Einhorn reported that he had also added to his Netflix short position in Netflix stock is up 7 % since then, due to the global outbreak, I can't talk about on YouTube. Einhorn largest position mean great partners is down close to 50 percent since the fourth quarter in 2019, marking a loss of close to 130 million dollars.

He is especially famous for the following clip good morning. It's like the 11:00 a.m. US Open match. Let's get this thing started: I'd like to remind everybody that the ideas I'm about to present our existing positions in our portfolio.

We may change our positions at any time today, I'd like to talk about planes, trains and automobiles. Let's start with automobiles Napoleon once said. Never interrupt your enemy when he's making a mistake, so I won't just watch the screen. That's a lot of horse.

We had in a prominent Auto analyst from Morgan Stanley just a day before yesterday and in talking about the relative value of Tesla on the one hand and General Motors in the other. He said if you gave me twenty billion dollars to give to either Elon Musk or Mary Barra. I would give it to you on musk, because there's more growth there yeah it was his response yeah. So, what's your response to that question because you have a short position on Tesla same time, you're proposing this for General Motors yeah.

I think it's a question of what the purpose of the twenty billion dollars is. If the purpose of the twenty billion dollars is to earn a profit and a return on the twenty billion dollars, I think you would give it to Mary Barra, because GM is interested in its return on capital they're. Trying to make about a 20 percent return on its invested capital and that's a wonderful return on 20 billion dollars to the extent that they were able to deploy it. I think if the purpose of a business is to advance the future, to have science, experiments and really cool buzz, word II kind of things, then you would give it to Tesla, because there you have a guy who's done all kinds of fancy, innovation, and - and it's Thinking about how society should be 50 years from now a hundred years from now, but he's yet to actually take any money and turn it into a profitable business.

And I and I don't have any optimism that that will change that's gon na wrap it up. For this video, if you guys enjoyed please hit the like button and subscribe, your support is greatly appreciated.