Tesla Shareholder Meeting Post-Mortem... How to Solve the Inventory Problem
As outlined in the chart below, $Tesla(TSLA.US$ has typically been able to "move metal" into quarter end via discounts, incentives, fleet deals (RIP $HTZ mgmt), etc. - but that failed in Q1'24, resulting in a $2.5B cash burn.
As we approach Q2'24 end, the inventory mountain has never been higher. Will we see $TSLA's most aggressive discounting ever in the next few weeks? Or will they take it on the chin via cash burn?
![Tesla Shareholder Meeting Post-Mortem... How to Solve the Inventory Problem](https://ussnsimg.moomoo.com/sns_client_feed/70815640/20240617/42ed3bfd041c40c1a9e4799771e1041c.png/big?area=100&is_public=true)
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