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  1. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Market is waiting on the post-market ER. Btw, other big companies report also today, so the waiting part (and low volume) is not unique to TSLA. Edit: Question- if the report is expected (internally) to be bad, doesn't it make more sense to report on Friday (letting the market to digest...
  2. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    LYFT IPO didn't go well (Carl Icahn was smart to unload his share before the IPO). UBER is yet to go public. The Autonomy event was not a fluke. The bears might try to spin it as much as they want, but the chances are- any big investor will proceed very carefully when considering putting money...
  3. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    OT OK, I will do you the favor- what are the games you sell on Steam? :) Seriously though, any stock holder that intents to keep the stock for at least couple of years has just need to relax and stop following so closely TSLA related news. The shorts pay for the news and dominate the news. A...
  4. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's not just a camera though. Pictures are only part of the data they collect. You have velocity, speed, etc. Then you have the cars used as "a mule" to test scenarios and so on and so on.
  5. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Can you guess how many people in the past said something similar to Elon? How did it work out eventually? We are not talking here about short stunt of action that Elon decided to do for a week or to. That's an execution of a long term plan with many opportunities to think what can be done and...
  6. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It will be faster than that. Once FSD is proven to be better than human driver, most people will prefer FSD cars driving the streets. What Musk said is not theoretical- people will want the human element removed from the driving seat. Cars with "human capability driving" will be punished via...
  7. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They can't afford (politically) to chose Tesla. The German Auto industry is vital for the German economy. Many of their constituents will end up without jobs. Most likely they will make the "easy" choice and subsidize in some way the German trio. Luckily for us, whatever choice they make, the...
  8. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Oh and uh short burn of the century comin soon. Flamethrowers should arrive just in time. Short squeezes are more likely to occur in stocks with small market capitalization and small floats, although can involve large stocks and billions of dollars, as happened in October 2008 when a short...
  9. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's the worst part- it's done under the pretext they care about the environment, while in fact- the result is in the complete opposite direction. How many people bought "clean diesel" with sincere care about their CO2 footprint? How long it would've going on if it wasn't for the exceptional...
  10. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Interesting insight on the state of Autonomy from the Founder of Creative Destruction Lab and AI expert : teslamotors I work for one of the major customer experience companies (Enterprise Software) in the world and just got back from our annual customer conference in Las Vegas. We have a lot of...
  11. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The German manufacturing sector figures showed a marginal rise to 44.5, still below expectations of 45 and well below the 50 point level which would mark a shift to expansion. Manufacturing output in France fell for a third straight month from 49.7 to 49.6 and is at a 13-month low. It had been...
  12. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon already answered that- the valuation of the cars TSLA produce jumps 5 to 10 times as a result. How he arrived to those numbers is probably the question.
  13. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Let's assume a billionaire with a big project in mind comes to TSLA and orders all the batteries it can produce in an year and pays for them as if they were put in the cars (same margin). Does it sound like a good deal? If you think it does, please continue to discuss the topic of larger...
  14. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So the market will be open during that time, correct?! wow Btw, anyone else that can confirm the time? Originally DaveT posted about that here : Tesla Autonomy Day April 22nd
  15. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    But the years since haven’t been as kind. Even after accounting for Einhorn’s prescient Lehman bet, Greenlight has returned just 1.1 percent a year from 2007 to 2018, lagging the HFRI index by 1.8 percentage points a year and the S&P 500 by 6 percentage points. The fund was also down 34 percent...
  16. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If you plan to buy a car either way - 1. Else - 2.
  17. shlokavica22

    Super Bulls Only

    You <- ------------------- ->The point I was trying to make :D That was an example of a case, when the hardware you can produce, simply makes more money than one off payment after selling it to customer. I was...
  18. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fun fact regarding that one- a few years back the second hand GPU card prices went way above the retail prices of new GPU Cards. In other words- they appreciated after the purchase. Many people who used them for gaming (and initially bought them with that purpose) stopped using them for fun...
  19. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's if you consider the car as pure investment. However if you need to buy the car either way, there is clearly a night and day difference (eventually) between Tesla and any other vehicle on the market. If on 22, Elon & team show clear and definite path for near term Tesla network, then...
  20. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Absolutely. The FUD exists in order to insert noise to the picture and distract people from the really important data/info. Even if some of the quotes you compiled were shared before, it is good to have them pointed out again (especially the way you linked them together).
  21. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Even so, after 22 they might be actually happy their IPO happened before that date. Uber on the other hand ...
  22. shlokavica22

    Super Bulls Only

    Anyone familiar with Cryptocurrency ASIC miners? Basically it's hardware that prints money, especially when new (best) to the market. The recent ,FSD related comments by Elon, reminded me of that. Until now, the SEXY line was considered a product for "consuming". You manufacture it, sell it...
  23. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Define lately :D You are right- the ones that get the timing right, with many call options "alive" will make bank.
  24. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Oh, we are way past that. The question now is what is the value assigned to the cars and not the number of cars produced. This fella said the value should be 5-10 times more than the current prices. He also made me add more to my position.
  25. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Former VW boss charged over diesel emissions scandal. BBC
  26. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In essence- the event will be not driven by trying to "please" investors, but rather convince customers to purchase "Fully self-propelled steering" with their new car. Showing more detail about Tesla Network will probably convince many people who sit on the fence to go and buy fully loaded...
  27. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Short answer- ads add cost to the end product. TSLA's priority is to drive the prices down and make them affordable to significantly larger population asap. In the long term this is the best solution for both customers and investors. The marketing industry might not like that, but that's the...
  28. shlokavica22

    Super Bulls Only

    Option_Sniper on Twitter looking at tesla makes all tesla bulls sad (yet passionate as ever)... but bears not happy either... worst scenario, bulls wait for another 6 months to be mad but bears have only 6 months of life left.. they gotta cherish it, leave families a note and do whatever they...
  29. shlokavica22

    Best posts

    Just to add to that- Most informative (specifically for the day) is invaluable for people interested in the stock and wanting to keep up with the important news, without sacrificing hours of their time reading the vast amount of post in the investor threads. Removing this feature leads to the...
  30. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is a bigger game at play here. Some see it, some don't. Model S/X are/were the mean to get to mass-produced FSD capable (hardware wise at first) EV. The more Model 3's are in the wild- the faster FSD capability will improve (collecting edge cases data). Consider this- many TSLA...
  31. shlokavica22

    Super Bulls Only

    $700 Jan'20 leaps are so cheap it's a no-brainer really. I don't even intend to roll them anymore. The GF3 will continue to create a lot of positive noise. The Chinese government will continue giving free marketing to TSLA. Semi trucks will probably start to be introduced by the end of the...
  32. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's absolutely correct. However, there is still a lot of power in customers' hands (or rather pocket). The responsibility is entirely ours to make responsible and informed choice.
  33. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What the Commission found: From 2006 to 2014, the three German automakers conspired to limit the development and roll-out of emission cleaning technology for passenger cars sold in Europe. The talks were aimed at restricting competition and "breached EU antitrust rules." Two types of technology...
  34. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    ING economist Carsten Brzeski says: "These days, German industry leaves many analysts scratching their heads. Sure, there are external headwinds but the slowdown has been too severe to exclusively be justified by Brexit, China and trade. Either there is more and structural weaknesses finally...
  35. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Brand marketing is not isolated in vacuum though, is it? It will create interest. it will lift demand. Demand that at this point of time can't be met. Why spend the money then? Why now? Why not allocate the funds once they have enough supply? How are the potential customers going to react if...
  36. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is no sense spending money to advertise a product and create demand you can't meet.
  37. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How so? Is the EV the future or no? What company/companies expand EV manufacturing capabilities with the fastest pace? What is the most desirable EV brand? List the top 3 EV models selling with a positive margin? Then we have all the wild cards that conveniently are not really included in...
  38. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He mentioned they build the tools for Software 2.0. He also pointed how important is to have good data sets, with big variety. The implications from TSLA's FSD program go far beyond self-driving.
  39. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They adjusted numbers more than once (Q4 is only one of the instances). Willingly, or unwillingly they provided a "source" for countless bear articles at a time TSLA was fighting hard to ramp up production. I can understand the doubt from the side of people with deep statistical knowledge...
  40. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I guess right after rating this post Informative, @Lycanthrope rushed to order one pair of second hand socks (hopefully before they run out of stock) :D
  41. shlokavica22

    Best posts

    Thank you for pointing that out. Unfortunately this thread doesn't serves the same purpose. Best posts is voted by the community, while the linked thread is Moderator's choice.
  42. shlokavica22

    Best posts

    Is there possibly a way to have a section (or user setting) that is not filtering threads (includes all that's posted on the forum)? The reason I ask is because thread, like the one I pointed above, are the threads benefiting the most from such a feature (Best posts). The content posted in them...
  43. shlokavica22

    Best posts

    Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable
  44. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And on the way expanding the overall EV market, showing clearly the EV market is not a separate/niche one. Double yummy. Yeah, 'cause the dirty bastards were waiting for Freder Reeve to come up with ideas.
  45. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    OT That's the disturbing part: Under the new rules, cars will also be fitted with compulsory data recorders, or "black boxes". So if you have an accident, the police and your insurance company will know whether you've been going too fast. If you've been keeping your foot down and routinely...
  46. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What is the "worst case scenario" ruling that the judge can issue in your opinion? If we assume Elon is removed as CEO, who says he can't appoint (obviously with board approval, etc) his brother as such and effectively be a CEO in a shadow mode? What I'm getting to is- he is the major...
  47. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Exactly. For me your initial post seemed too upbeat, implying the policy has the progress of EVs as a main priority. Thanks for clarifying that. TSLA will indeed soar. Even if German politicians somehow find a way to hinder it's progress there, the impact will be restricted mostly in Germany...
  48. shlokavica22

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The devil is in the details. The "FAZ" According to the SPD politician had met last week with VW boss Herbert Diess , after the group had called for a stronger promotion of electric mobility. As a replacement for the climate-damaging internal combustion engine, with which the manufacturers can...
  49. shlokavica22

    Best posts

    It seems that BEST POSTS section is now excluding certain threads. Is that change intentional? Or is there a user setting that can regulate that?