General Discussion: 2018 Investor Roundtable

[RubberToe]

Seeking Alpha article on "Why he won't sell Tesla short". Good reading. Nice to see someone over there on the slippery slope to sanity...

Seeking Alpha: Why I Won't Sell Tesla Short Going Forward.
https://seekingalpha.com/article/4214401-sell-tesla-short-going-forward

 

[bhtooefr]

I wanted to start a new discussion about this subject but I don't know how to.

I'd suggest the Market Politics thread in this subforum.

Mod: moved it. --ggr.

 

[elasalle]

Anyone know if any of the big name Rental companies have Tesla in their fleet?

 

[mongo]

Anyone know if any of the big name Rental companies have Tesla in their fleet?

Enterprise was handling Tesla^2 loaners in some locations, I believe.

 

[BOBTHEJOCKEY]

It would be fun one day to rent a Model 3 with autopilot for a day.

 

[mongo]

It would be fun one day to rent a Model 3 with autopilot for a day.

Turo

 

[neroden]

If the Democrats get both houses they will extend the $7,500 ev tax credit and or rebate but the stock market over all will probably tank.

Stock market usually rallies when Democrats are elected.

 

[ggr]

Enterprise was handling Tesla^2 loaners in some locations, I believe.

Yes, I've had service rentals through Enterprise that were Teslas.

 

[electracity]

Seeking Alpha article on "Why he won't sell Tesla short". Good reading. Nice to see someone over there on the slippery slope to sanity...

Seeking Alpha: Why I Won't Sell Tesla Short Going Forward.
Why I Won't Sell Tesla Short Going Forward - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha

Santos is a smart guy, but he missed superchargers in the "plus" column. It's interesting to me how some of the smartest bearish writers ignore both superchargers and the proven demand for Tesla cars.

 

[RobStark]

UAW nonprofit builds lakefront cabin for retired president amid scandal, report says

 

[BioSehnsucht]

UAW nonprofit builds lakefront cabin for retired president amid scandal, report says

"nonprofit"

 

[nwdiver]

Seeking Alpha article on "Why he won't sell Tesla short". Good reading. Nice to see someone over there on the slippery slope to sanity...

Seeking Alpha: Why I Won't Sell Tesla Short Going Forward.
Why I Won't Sell Tesla Short Going Forward - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha

Thank you for the link. I really enjoyed that.

WOW. Santos was one of Teslas more vigorous critics. Who's next? J Peterson??

 

[RobStark]

Cal OSHA Identifies Extension Cord As Biggest Safety Hazard At Tesla

 

[Sunlight]

We had supper with Environmental Consultant friends last night who had just had a high level meeting with Ford executives (at an Environmental level) Ford has a big factory here in South Africa.

Some quick take-aways:-
Ford is hopping on the "batteries are so polluting to make that BEVs may not be the right way to go" bandwagon
Ford are parroting the "Fuel Cells are better" story to show interest and concern (our friends say there is a lot of Greenwashing going on)
Ford will trumpet a lot of EV news but they will actually do the minimum necessary to stave of criticism

Lots like Tesla and China/Korea? pretty well have an open goal staring at them if they can execute well...…

I can't help but feel that some legacy car makers will go to the wall.

 

[Mader Levap]

In other words, we can already think about Ford as bankrupt?

 

[Intl Professor]

Bankrupt as far as ideas go but many have made the case here with their existing commitment to the past they can't move at all in the right direction fast as changes are happening. I know, BFO.

If you put water in a barrel of crap, what's likely to float on top? Disgusting analogy, but....

 

[UnknownSoldier]

Stock market usually rallies when Democrats are elected.

It's actually unusual that the stock market rallied so much when a Republican was President the past 2 years, but Trump isn't exactly a typical Republican either. I hope we see a rally in November though, these past few weeks of the market have given up all of 2018's gains.

 

[hobbes]

Regarding the DOJ investigation on that is supposedly "deepening" according to WSJ reportin on Friday, I read a bit through the info available on the website someone posted in the Market Action thread. Just trying to piece together the big picture on how this case is proceeding. Disclaimer - no legal background, especially not in US law, so correct me if I am misreading anything.

• There used to be two plaintiffs: Wochos and Srinivasan. The latter terminated his participation on 03/23/2018 according to the "Parties" tab.
• May 25: Number 30 under the "Docket" tab is a motion to dismiss by Tesla
• Aug 27: Number 42 ) says "ORDER by Judge Charles R. Breyer granting 30 Motion to Dismiss with Leave to Amend"
• On Sep 28 an amended complaint is filed.

So my take from this would be that the court wants to dismiss (at least the original case) and the plaintiff has to come up with new accusations to keep the case going. Would be happy to have someone with more legal background to chime in.

 

[ggr]

Regarding the DOJ investigation on that is supposedly "deepening" according to WSJ reportin on Friday, I read a bit through the info available on the website someone posted in the Market Action thread. Just trying to piece together the big picture on how this case is proceeding. Disclaimer - no legal background, especially not in US law, so correct me if I am misreading anything.

• There used to be two plaintiffs: Wochos and Srinivasan. The latter terminated his participation on 03/23/2018 according to the "Parties" tab.
• May 25: Number 30 under the "Docket" tab is a motion to dismiss by Tesla
• Aug 27: Number 42 ) says "ORDER by Judge Charles R. Breyer granting 30 Motion to Dismiss with Leave to Amend"
• On Sep 28 an amended complaint is filed.

So my take from this would be that the court wants to dismiss (at least the original case) and the plaintiff has to come up with new accusations to keep the case going. Would be happy to have someone with more legal background to chime in.

The case you refer to is a civil action, and has nothing to do with the supposed DOJ criminal investigation.

Supposedly, the DOJ is investigating Elon/Tesla making deliberately misleading statements about production. There are essentially no publicly known facts about this supposed investigation except Tesla's statements that they were asked A YEAR AGO by the DOJ for some documents, which they provided. I keep saying "supposed" because my best guess is that the DOJ dropped any action ages ago. But, like everyone else, I don't actually know anything.

 

[neroden]

We had supper with Environmental Consultant friends last night who had just had a high level meeting with Ford executives (at an Environmental level) Ford has a big factory here in South Africa.

Some quick take-aways:-
Ford is hopping on the "batteries are so polluting to make that BEVs may not be the right way to go" bandwagon
Ford are parroting the "Fuel Cells are better" story to show interest and concern (our friends say there is a lot of Greenwashing going on)
Ford will trumpet a lot of EV news but they will actually do the minimum necessary to stave of criticism

Oh my God. Well, goodbye Ford. That's full denialism. They're toast.

I can't help but feel that some legacy car makers will go to the wall.

Sounds like Ford has decided to go splat. Too bad.