Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Recent content by FrankSG

  1. FrankSG

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

    If nothing has been omitted from BRK's 13F this time, it looks like the mystery investment(s) was/were Chevron, Marsh&Mclennan, Verizon: SEC FORM 13-F Information Table
  2. FrankSG

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

    I agree with what @generalenthu posted. The delta on these options should be so low that they have effectively no influence on the stock movement.
  3. FrankSG

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

    I think they most likely learned their lesson with the M3. Besides, Shanghai 3 ramp went fine in terms of logistics. And I don't think any ramp will be as taxing on Tesla's logistics infrastructure in terms of percentage increase as the M3 was. If there are major logistics issues, that'd be a...
  4. FrankSG

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

    Extrapolating Q4: 720k Shanghai Y same ramp as Shanghai 3: 150k That means you only need another 130k from Berlin, Austin, faster Shanghai Y ramp, potential increase in demand for new S & X, Semi, further Shanghai 3 ramp, and/or further Fremont Y ramp to get 100% growth in 2021. Berlin looks...
  5. FrankSG

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

    Thank you! I reckon the biggest reason for this move is the fact that everybody who wanted to sell, got a pretty good chance to do so on S&P inclusion day. It once again should've further weeded out whatever 'weak longs' were left, and further strengthened the average conviction, and increased...
  6. FrankSG

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

    Thank you :) I'm not too unhappy with my prediction. Although to be fair, I predicted this kind of SP after the S&P dust settles. It is certainly very possible that this movement is still a part of that entire transformation of the float, but there is also some chance that it is not, and that...
  7. FrankSG

    trading

    No idea. I haven't really checked the stock for a few days. I had a lot of leaps from late 2019 to the S&P inclusion, as you know. I think it's pretty obvious that TSLA will never see another year like 2020 again, and although I think it could continue to rise slowly and steadily from $650...
  8. FrankSG

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

    Going to have coffee with him next week :) My real-estate agent in Singapore also happens to be a huge Tesla fan, and has ~90% of his portfolio in Tesla. And Singapore is usually number 4 on highest traffic countries on my blog, after US, Canada, UK. Lots of people love Tesla here. The store...
  9. FrankSG

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

    Tesla's S&P 500 Inclusion Part 3: The Final Chapter
  10. FrankSG

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

    Was watching billions Season 5 Episode 6 just now, and noticed they're trading TSLA: Here's the clip (pause at 0:08):
  11. FrankSG

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

    @JusRelax @MP3Mike @zach_ Who were the ones that looked at VOO's reported holdings at the end of this week and used it for some calculations? Can you point me to where you found it? This is what I found on Vanguard's website: And it has TSLA nearly perfectly balanced in accordance with the...
  12. FrankSG

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

    Macros very red (look at IWM) + Profit taking + Delta Hedging + Panic Selling imo.
  13. FrankSG

    trading

    Sold the final 4/7th for ~2x return before the drop to $650. IBKR wouldn't let me hold onto them past 3:45PM, and it felt it too bothersome to roll them over to next week, so I just bought stock.
  14. FrankSG

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

    Same. I sold them before it just dropped to $650, because IBKR told me I could not hold them until after 3:45PM.
  15. FrankSG

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

    I haven't had time to think about this. Too busy today talking to IBKR about holding ITM options expiring today until final minutes before close :rolleyes:

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top