Andrew Bhrams
@glosoli.bsky.social
$TSLA to $0 - $TOFU to $1000
Reposted by Andrew Bhrams
Live feed of me realizing that my index funds are going to be force fed a crapload of SpaceX/Xai stock.
a man in a suit and tie is standing in front of a wall with plaques on it .
ALT: a man in a suit and tie is standing in front of a wall with plaques on it .
media.tenor.com
February 5, 2026 at 3:06 PM
Reposted by Andrew Bhrams
Reposted by Andrew Bhrams
Ok, let’s do this🙄
We’ll start with an explainer covering:
🕒What is a 15-minute city
🏫What on Earth is going on with Oxford
👽Where the conspiracy theories have come from
And then we’ll look at the Telegraph article
🧵
1/25
We’ll start with an explainer covering:
🕒What is a 15-minute city
🏫What on Earth is going on with Oxford
👽Where the conspiracy theories have come from
And then we’ll look at the Telegraph article
🧵
1/25
February 1, 2026 at 11:13 AM
Ok, let’s do this🙄
We’ll start with an explainer covering:
🕒What is a 15-minute city
🏫What on Earth is going on with Oxford
👽Where the conspiracy theories have come from
And then we’ll look at the Telegraph article
🧵
1/25
We’ll start with an explainer covering:
🕒What is a 15-minute city
🏫What on Earth is going on with Oxford
👽Where the conspiracy theories have come from
And then we’ll look at the Telegraph article
🧵
1/25
Reposted by Andrew Bhrams
🚨 A few thoughts on Tesla Gross Margin
In the Q4 earnings report, Tesla #$TSLA surprised analysts by reporting a 3.4% increase in automotive gross margin from Q3. This was achieved despite an overall decrease in sales of 16%. So how did that happen?
In the Q4 earnings report, Tesla #$TSLA surprised analysts by reporting a 3.4% increase in automotive gross margin from Q3. This was achieved despite an overall decrease in sales of 16%. So how did that happen?
January 30, 2026 at 6:14 PM
🚨 A few thoughts on Tesla Gross Margin
In the Q4 earnings report, Tesla #$TSLA surprised analysts by reporting a 3.4% increase in automotive gross margin from Q3. This was achieved despite an overall decrease in sales of 16%. So how did that happen?
In the Q4 earnings report, Tesla #$TSLA surprised analysts by reporting a 3.4% increase in automotive gross margin from Q3. This was achieved despite an overall decrease in sales of 16%. So how did that happen?
Reposted by Andrew Bhrams
1/n Making a bold prediction here: I don't think Tesla and SpaceX will merge in 2026:
January 30, 2026 at 2:59 PM
1/n Making a bold prediction here: I don't think Tesla and SpaceX will merge in 2026:
Reposted by Andrew Bhrams
Attention all Second Amendment enthusiasts. There’s a movement you might wanna join.
January 28, 2026 at 3:50 PM
Attention all Second Amendment enthusiasts. There’s a movement you might wanna join.
Reposted by Andrew Bhrams
Go fuck yourself, Bill.
January 24, 2026 at 10:52 PM
Go fuck yourself, Bill.
Reposted by Andrew Bhrams
Reposted by Andrew Bhrams
After this, I promise, I won't write any more posts discussing Tornetta v. Musk.
montanaskeptic.substack.com/p/final-thou...
montanaskeptic.substack.com/p/final-thou...
Final Thoughts on Tornetta v. Musk
A disquieting email from a reader prompts one final post on the controversial compensation decision. With implications for the U.S. Supreme Court in its upcoming executive power cases.
montanaskeptic.substack.com
January 17, 2026 at 1:29 AM
After this, I promise, I won't write any more posts discussing Tornetta v. Musk.
montanaskeptic.substack.com/p/final-thou...
montanaskeptic.substack.com/p/final-thou...
Reposted by Andrew Bhrams
Trump: "A friend of mine who's a very smart guy, very very rich, very powerful man actually. But he's very fat. And he took the fat drug. I won't give you which one. It was Ozempic ... the drug doesn't work on him. I saw him recently. He's actually fatter than ever."
January 16, 2026 at 3:35 PM
Trump: "A friend of mine who's a very smart guy, very very rich, very powerful man actually. But he's very fat. And he took the fat drug. I won't give you which one. It was Ozempic ... the drug doesn't work on him. I saw him recently. He's actually fatter than ever."
Reposted by Andrew Bhrams
My thoughts on the Delaware Supreme Court's decision in Tornetta v. Musk:
montanaskeptic.substack.com/p/the-tornet...
montanaskeptic.substack.com/p/the-tornet...
The Tornetta Reversal: More Than Meets the Eye
The Delaware Supreme Court has reversed the Chancellor's rescission of the 2018 stock options grant. But it affirmed her finding that Tesla's Board breached its fiduciary duty to the shareholders.
montanaskeptic.substack.com
December 20, 2025 at 9:27 PM
My thoughts on the Delaware Supreme Court's decision in Tornetta v. Musk:
montanaskeptic.substack.com/p/the-tornet...
montanaskeptic.substack.com/p/the-tornet...
Reposted by Andrew Bhrams
If you see that the Uber or Lyft you ordered is a Tesla, you can cancel free of charge within 2 to 5 minutes.
December 20, 2025 at 1:42 PM
If you see that the Uber or Lyft you ordered is a Tesla, you can cancel free of charge within 2 to 5 minutes.
Reposted by Andrew Bhrams
1/ Delaware Supreme Court just released its opinion in Tornetta v. Musk. It's a big win for Elon Musk (though not for Tesla shareholders).
The opinion is "per curiam" (by the Court, rather than signed by any particular justice).
courts.delaware.gov/Opinions/Dow...
The opinion is "per curiam" (by the Court, rather than signed by any particular justice).
courts.delaware.gov/Opinions/Dow...
courts.delaware.gov
December 19, 2025 at 9:51 PM
1/ Delaware Supreme Court just released its opinion in Tornetta v. Musk. It's a big win for Elon Musk (though not for Tesla shareholders).
The opinion is "per curiam" (by the Court, rather than signed by any particular justice).
courts.delaware.gov/Opinions/Dow...
The opinion is "per curiam" (by the Court, rather than signed by any particular justice).
courts.delaware.gov/Opinions/Dow...
Reposted by Andrew Bhrams
View the full and uncut version of ‘Encircled: 1 Onion Subscriber vs 20 Non-Subscribers’ here:
1 Onion Subscriber vs 20 Non-Subscribers | Encircled
YouTube video by The Onion
www.youtube.com
December 3, 2025 at 6:30 PM
View the full and uncut version of ‘Encircled: 1 Onion Subscriber vs 20 Non-Subscribers’ here:
Reposted by Andrew Bhrams
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
A Quick Look at How Bad Tesla's Start of Q4 Is
In all countries that report monthly Tesla sales (ex-North America), Tesla's October sales fell by 33% YoY to new lows since 2022's pandemic.
open.substack.com
November 13, 2025 at 11:40 PM
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Reposted by Andrew Bhrams
Zohran Mamdani Refuses To Share Plan For Making Rich Richer https://theonion.com/zohran-mamdani-refuses-to-share-plan-for-making-rich-richer/
November 5, 2025 at 10:00 PM
Zohran Mamdani Refuses To Share Plan For Making Rich Richer https://theonion.com/zohran-mamdani-refuses-to-share-plan-for-making-rich-richer/
Reposted by Andrew Bhrams
Independents are especially likely to blame government dysfunction on corruption.
November 3, 2025 at 8:43 PM
Independents are especially likely to blame government dysfunction on corruption.
Reposted by Andrew Bhrams
Wow - those are quite phenomenal headlines given the details of the story.
Ahh look, he’s just a ‘nerdy’ guy. No harm done.
You need to scroll down to paragraph 13 of the Sky piece to find the full story!
🧵
1/9
Ahh look, he’s just a ‘nerdy’ guy. No harm done.
You need to scroll down to paragraph 13 of the Sky piece to find the full story!
🧵
1/9
October 29, 2025 at 1:06 PM
Wow - those are quite phenomenal headlines given the details of the story.
Ahh look, he’s just a ‘nerdy’ guy. No harm done.
You need to scroll down to paragraph 13 of the Sky piece to find the full story!
🧵
1/9
Ahh look, he’s just a ‘nerdy’ guy. No harm done.
You need to scroll down to paragraph 13 of the Sky piece to find the full story!
🧵
1/9
Reposted by Andrew Bhrams
$UNP donated to the Trump ballroom. Smart move. When it comes time for the STP to rule on the deal, it will be loaded with Trump goons. Deal goes through - massive new coast-to-coast quasi-monopoly. Deal fails - stonk scraping lows and $20B+ cash for buybacks and such. DYODD, not advice etc.
October 27, 2025 at 3:15 PM
$UNP donated to the Trump ballroom. Smart move. When it comes time for the STP to rule on the deal, it will be loaded with Trump goons. Deal goes through - massive new coast-to-coast quasi-monopoly. Deal fails - stonk scraping lows and $20B+ cash for buybacks and such. DYODD, not advice etc.
Reposted by Andrew Bhrams
To the surprise of nobody, Grok is sharing an innumerate and exaggerated defence of Sarah Pochin's comments, which is being widely celebrated by those with as or more prejudiced views than those expressed by Pochin.
October 26, 2025 at 5:53 PM
To the surprise of nobody, Grok is sharing an innumerate and exaggerated defence of Sarah Pochin's comments, which is being widely celebrated by those with as or more prejudiced views than those expressed by Pochin.
Reposted by Andrew Bhrams
'Populism is often triggered by bad economies, but then makes what is already bad still worse. This is true of both the left- and rightwing varieties. The former attacks economic elites; the latter assails foreigners...' Martin Wolf on populism - on.ft.com/47hvI3j
The hard task of exiting the populist trap
[FREE TO READ] Javier Milei’s plight in Argentina demonstrates how difficult it can be to rescue economies
on.ft.com
October 21, 2025 at 7:11 PM
'Populism is often triggered by bad economies, but then makes what is already bad still worse. This is true of both the left- and rightwing varieties. The former attacks economic elites; the latter assails foreigners...' Martin Wolf on populism - on.ft.com/47hvI3j
Reposted by Andrew Bhrams
Checking in on Trevor Milton
[FREE TO READ] Nikola? I hardly even…
on.ft.com
October 13, 2025 at 1:49 PM
Reposted by Andrew Bhrams
Thread.
When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system
When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system
"The hundreds of billions of dollars companies are investing in AI now account for an astonishing 40 per cent share of US GDP growth this year... In a way, then, America has become one big bet on AI."
America is now one big bet on AI
It’s seen as the magic fix for every threat to the US economy
www.ft.com
October 6, 2025 at 5:14 PM
Thread.
When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system
When Enron collapsed, taking Arthur Andersen (then one of The Big Five accounting firms) with them the two big issues were:
1. Enron’s corporate culture which was dependent on the value of their shares always going up.
And
2. Their Mark-to-Market bookkeeping system
Reposted by Andrew Bhrams
During what turned out to be a 13 day government shutdown in October 2013 CEA released a report that projected 120,000 private sector jobs lost.
It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.
It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.
October 1, 2025 at 2:31 PM
During what turned out to be a 13 day government shutdown in October 2013 CEA released a report that projected 120,000 private sector jobs lost.
It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.
It ended up being 227,000 private sector jobs gained--even more than any of the prior four months.