Twists and Turns in the Tesla Story: A Boring, Boneheaded Update

Excellent, objective analysis.

The financial arguments speak for themselves, but the personal arguments hit the nail on the head, I believe:

> With a story stock, it is imperative that you have a CEO who not only is able to get the market to buy into a big story, but one who stays focused and disciplined. [...] Elon Musk is a gifted story teller, but as the last few months have shown, focus and discipline are not his strong points.

> If you are a Tesla investor, your primary concern should be that Musk, with his numerous and often conflicting claims about the company, has muddled the Tesla story and perhaps put the company at risk.