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Recent content by gwright

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

    In Texas and have FSD. Took some practice to learn the ropes on the safety score. Switched to the insurance and started with a 90. Initial quote near identical to Progressive and that's what I paid month 1 (~$152). Just got the notice about my rate next month...$116. Safety score of 96 and...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Same here. I am wondering whether there will be any reservation requirement or tickets required for either event. As a shareholder I should be able to attend, but with COVID rules could be different. Anyone have any clue about access to 9/22 event?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What affect would a secondary/supplemental offering have on strike prices for outstanding options, particularly OOTM call options? I assume the option contract would not change as it is essentially a separate security. But if there is a secondary offering with dilutive effects, that would seem...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    CleanTechnica posted an interview with some mining folks that speaks to this point. Per their comments, mines take years to develop, and the price pressure their customers demand makes the cap-x needed to develop new mines less appealing. They suggest that manufacturers (including Tesla) need...
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    Tesla infotainment system upgradeable from MCU1 to MCU2

    I can speak to that. 2017 MS 75D with 2.5 and MCU 1 originally. Kicking around the MCU upgrade but thinking may trade this car when Cybertruck arrives. Anyway, had the new FSD for about 2 or 3 weeks. No cones/garbage cans. Graphics are all in the IC and consist of cars, cyclists, stoplights...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I thought the same when I bought my S in December 2017. I love to drive the car...right?! I couldn't really get comfortable with it on my test drive in heavy traffic in Dallas. About 3 months in a friend let me take an extended drive in his X using NoP. I ordered the next day, with the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Since service was a big topic heading into ER, I thought I would share my experience. 12K miles on MS. Annual service per service plan. I live 120 miles away, so scheduled and rescheduled a couple of times via app and email without problem. Spoke on phone with a rep about possibility of...
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    Papafox's Daily TSLA Trading Charts

    That actually seems to be an important announcement that may shed light on Q4 performance to date - and pretty much must happen today or tomorrow. If TSLA elects to settle in cash (suggesting continued strong operations), does that signal momentum for the stock price to the market?
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    TSLA Market Action: 2018 Investor Roundtable

    I think the alternative mutual fund could have one stock, if the manager was willing to structure it that way. It would not work like regular mutual funds with daily prices, diversification, etc. It could even limit liquidation events to correspond to TSLAP. But it would aggregate current...
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    TSLA Market Action: 2018 Investor Roundtable

    Theory on Special Purpose Vehicles - SEC.gov | Investor Bulletin: Alternative Mutual Funds So, Fidelity and/or TRowe could manage an alternative mutual fund that has its own unique rules. They might even limit it to accredited investors, although that doesn't appear to be required. Other...
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    TSLA Market Action: 2018 Investor Roundtable

    Not throwing darts here - just asking. How do we know that Elon is acting as an individual? TSLA lists his twitter feed as a way to follow TSLA information. Nothing in his tweets indicates "I'm not speaking for TSLA here, but am considering going private." Since he wants to KEEP his shares...
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    TSLA Market Action: 2018 Investor Roundtable

    One more thought that the talking heads haven't discussed much. This will not be a typical LBO. TSLA doesn't have the credit for it and already has too much debt. This is a venture capital deal. New shareholder money (or an increase by current shareholder) to buy the long shares that don't...
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    TSLA Market Action: 2018 Investor Roundtable

    Shareholders "control" every corporation by voting their shares. They elect the board who hires/elects the officers and provide (generally speaking) vision for the company's operations, which vision is executed by the executives. Shareholders can always vote in blocks - that's an inherent risk...
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    TSLA Market Action: 2018 Investor Roundtable

    Elon said no investor would have control. Wonder if the juice to get China to agree to a "privately" owned foreign business in China was allowing them to make a substantial investment - but not controlling - in the TSLAP he was putting together. Plausible? After all, I think TSLA is the first...
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    TSLA Market Action: 2018 Investor Roundtable

    Board made a public announcement, but not an 8k. Conservatively, I would think they would file, even if it didn't add any new facts (like who the investors are) to avoid a technical violation - simply because the transaction is SO material they couldn't legitimately claim it wasn't important...