More evidence about Tesla’s Big China Bonanza is coming in. It is data Elon Musk forgot, or refuses to share. At least not publicly with small investors. Yesterday, China-watcher JL Warren Capital issued a new research note to clients, providing background, amplification, and analysis to the bits and pieces of what became available over the weekend. In the note, JL Warren examines “the reasons for TSLA’s spectacular sales (measured in shipment, not profit) in China 2016.” The note provides insights into data intelligence normally not available to the average investor. It also triggers a few big questions. Like, why does Elon Musk think you are stupid?
