53 Comments

MOODYS=MORONS

Expand full comment

This is just ABSURD, CRAZY, NUTS, BONKERS and makes no sense AT all!! Thanks Alexandra for good content on this. Do email rene.lipsch@moodys.com and robert.fauber@moodys.com about this absolute BS that Tesla is NOT yet Investment grade - when many legacy auto that are about to go out of business ARE INVESTMENT GRADE, so a true INVERSE relation to what REALITY shows. This also shows that credit ratings agencies are NO LONGER NEEDED OR EVEN USEFUL and IMO should be ditched by the entire investment community. Do include these URLs to Moodys: https://www.youtube.com/watch?v=acLKaMI1KEI and https://www.youtube.com/playlist?list=PL3kevSWD7hk5pmJjl6lbnRjBU6ekd1xsk as well as the Apple Product Portfolio strategy: CATEGORY KILLERS ONLY=SAME AS TESLA and Apple did pretty/does pretty well. https://www.youtube.com/watch?v=Tmy6I54dCYA&t=4s

Expand full comment
Aug 30, 2022Liked by AlexandraMerz @TeslaBoomerMama

Excellent content!

TBM might you consider making your spreadsheets available on Google Sheets so that interested followers may sort columns, etc. to do comparisons meaningful to them.

Thank you for your research. Looking forward to more articles from you. Keep up the good works.

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Thanks so much for publishing this! Given that the real victims are individual investors in large funds who are being deprived of the opportunity to participate in Tesla, it would be interesting to hear what advice is out there on how people can take better control of their personal/retirement investments to avoid being locked out of such opportunities, e.g. in their pension accounts.

I took those steps back in 2014 or so, cashing out my pension and learning to invest on my own, but that was in Canada, and it required relatively drastic measures (like quitting my job). American investors and those in other countries have different environments and rules to follow, but I imagine there are some creative hacks out there.

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Given Tesla's steady high growth rate, EV prospects WW and increasing profitability the rating agencies RA will be forced to upgrade Tesla to investment grade or look like fools. RA's remind me of judges at a boxing match. Once a judge loses credibility by issuing outlandish scores, their own prospects decline...

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Is there any data on how much institutional capital resides in firms that are prevented from investing in equities that are not rated as investment grade?

Expand full comment

Great post! Seems like rating agencies are at sleep at the wheel - amazing to see the OEMs are all pretty bad scores compared to Tesla.. bankruptcy next ?

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Excellent!

Thank you.

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Thank you for the work. Excellent article. It seems that holding ratings agencies accountable is extremely difficult. Hopefully this issue will rise to a point of action soon.

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Thank you Alexandra for your diligence, professionalism and integrity. My eyes are now wide opened to this rigged ratings game! They are legacy institutions prime for disruption in the eras of decentralized blockchain and Tesla.

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

If you are not following Tesla Boomer Momma on Twitter a huge part of your life is missing!

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Thank you for the MISSION!!!! 🌍🌎🌏🌍💯😁

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

These agencies are no stranger to fraud. S&P was caught for their ‘pay for ratings’ fraud after the financial crisis. Unfortunately the DOJ fines are so tiny to them, that you could say it encourages this behavior. Enter #ESGgate, the next thing to blow open.

Example:

https://www.justice.gov/opa/pr/justice-department-and-state-partners-secure-1375-billion-settlement-sp-defrauding-investors

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

In Depath Review. Want to share my opinion too, Tesla has proved the Auto Industries in the Covid Time, War Time, Inflation Time that they are Unstoppable and Unpredectible in Bull Side. Elon, Driving tool of Tesla has get only Mature, if he wouldn`t sell in Late December to answer to Bernie, If he would not spoke that he has a crazy feeling for Economy and lastly Twitter Purchase saga and lastly shoul not sell immediatly after qaurterly result in Q2, Tesla would be have the Investment Grade Rating and may Surprass the # 1 Company in the world by Market Capitalisation. He has to stop or has Mature and have resposibility that He is not Teenage for his actions does not affect. It always hurts Makets as all investors are mature and very serious about their single dime. Feels great to write to you in this space where as if it would be Twitter than It will be difficult. Love from India. Vishal Mehta.

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Huge amount of dilligence thank you. Institutions clearly weight Cash from Ops highly. what is the Tesla average over last 3Qs. ( Q2 was an outlier ).they also appear sceptical on Market Cap possibly due to the heavy weighting of retail Investors in TSLA. They also seem to discount the Altman Score.

Where did the institutional money go ~ 2021 from both GM & Tesla. can i access a sortable ( by column) Excel sheet anywhere please. Thanks for your time and efforts. What is the precedent of scale of movements in historic positive ratings adjustments.

Expand full comment
Aug 23, 2022Liked by AlexandraMerz @TeslaBoomerMama

Thank you for the write-up and we need a contributor like you to make investing in Tesla more meaningful and strengthening our conviction in TSLA is vital with such detailed financial information you provided...

Expand full comment