https://www.cnbc.com/2017/10/10/inve...-patience.html

If Tesla doesn't start posting some black numbers soon and Elon doesn't back up his boastful predictions, investors may take that rope they've given Tesla and hang TSLA with it.

"There is no question that Tesla makes a good luxury car, there is some question about whether Tesla is a well run company, given the production delays and huge cash burn and there are serious questions about whether holders of the stock at these levels could ever make a positive return," Morgan Creek Capital's founder and chief investment officer Mark Yusko, whose firm manages $1.8 billion, wrote in an email. "Every month that passes without significant deliveries of the Model 3 will shine the lights on Tesla and force stockholders to check under the hood and they may be distressed to find a cash incineration engine."