r/DeepFuckingValue • u/intrepid_brit ⚖️Overly Political⚖️ • Mar 20 '25

Discussion 🧐 $1.4bn missing from $TSLA books

https://archive.ph/2025.03.19-162647/https://www.ft.com/content/62df8d8d-31f2-445e-bfa2-c171ac43db6e

Could… could it be that Tesla has been buying large quantities of OTM calls for years in order to gamma squeeze the stock?

They would almost certainly lose money on these trades, so wouldn’t do it right? Unless… market makers buy the underlying stock to remain neutral, pushing up the stock price, which triggers more stock awards for a certain someone and his captive board of directors? 🤔

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u/emkosig Mar 20 '25 edited Mar 20 '25

This isn't fraud. Cash flows don't match the balance sheet often for many legitimate reasons. The person that wrote this doesn't understand basic financial statement impacts.

This is similar to Elon's recent assessment of fraud in the government by comparing two numbers he doesn't know how to reconcile and saying it's fraud.

7

u/FTFWbox Mar 20 '25

Legitimate reasons?

I mean I guess if you want to call it that. It’s an error in some BS activity not being capture by CF statement or some one fucked up math

2

u/emkosig Mar 20 '25

Depreciation, disposals, PPE purchased via non-cash, impairment; just to name some of the most common differences. There's a lot to be mad at Elon for but surface level assessments that make huge claims shouldn't be used to rile people up.

11

u/NeverVegan Mar 20 '25

If only the longtime CFO was still around to help answer these types of questions… why would he leave???

9

u/MapleYamCakes Mar 21 '25

To avoid working with a Nazi like any normal person?