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  • The latest TMC Podcast (#17) is now available on YouTube and all major podcast networks. We covered EV Tax Credit 2.0, Model Y & 3 Gangbuster Sales, Low Model X Demand, and California FSD Drama.

Recent content by Drax7

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

    Consider Argentinian warehouses as an alternative. 😀
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Maybe his legal advisors read him the riot act. Maybe his investors are not secured. It now seems the odds of the deal closing are very high. At the least the twitter overhang will forever be gone.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Taxes anybody? Hope he does not have to sell more in the future to pay for long term capital gains.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He might as well buy PayPal and merge it with twitter.
  5. D

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

    From being on the verge of bankruptcy to the wealthiest man alive, can inflate one’s ego. He clearly got carried away.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why I sold my Ducati after 18,000 miles. Too many injured and killed friends. don’t even sell it, just give it away.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    One justification is that Amazon owns the internet retail mkt. That dominance is unassailable as far as the eye can see. AWS is growing and profiting immensely. Even Costco has a huge valuation with negligible profit margins (under 2%.).
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Voting with fidelity account help menu help with what? input : proxy voting Proxy screen appears vote right there
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If you park the bolt in your home garage, just make sure your house is well covered by insurance for fire.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Kimbal definitely has an information advantage, moreover he is wealthy enough that a few million barely motivates him, unless he is very bullish .
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Consider adopting and expanding to 50
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If we are actually in a recession of sorts , then consumer prices may recede , implying less aggressive tightening. It’s seems Interest rates will finish in the 3 plus range and the fed will let quantitative tightening reduce liquidity to bring inflation down. basically shifting tightening to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Or it could be that they don't know how to value Tesla and use the credit rating issue as an excuse to avoid the stock. If there is a will there is a way. Moreover, nobody seems to get fired yet for avoiding tesla, including the JP Morgan analyst.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Google already generates 70 billion Fcf while Amazon practically nothing. another worthless barons article.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    competition has been trying to hurt tesla since inception, I would not give them any economic advantage.

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