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Recent content by hobbes

  1. hobbes

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

    Sawyer Merritt: "Typically there is a 90-day post-termination (or leaving) exercise window period where you have to exercise (ie, pay) for your vested incentive stock options or else you lose them." So the timing was very likely not his choice.
  2. hobbes

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

    Are the expiration dates independent of whether he´s still employed by Tesla? Or did he maybe have to sell once he left?
  3. hobbes

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

    At least Elon does seem to consider now it according to what he said on the call (that was the first time he mentioned it, right?)
  4. hobbes

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

    Let´s hope Mr. Market likes this and we have another green day tomorrow :) Max pain is stil at $155 though... but only regular stock options expiry tomorrow (4th Fri of April)
  5. hobbes

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

    You didn´t read my spoiler, did you?
  6. hobbes

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

    We haven´t had any technical analysis here for a while.. I like this one:
  7. hobbes

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

    Did he even sell or just turn his options into shares? And as @mongo said, the option sale was not his choice, he had to do that now.
  8. hobbes

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

    When I read this correctly he exercised the options, so he now has stock, correct? If he sold the stock, too, that would be visible elsewhere? Sorry for the basic questions, never did anything with options.. Just want to see if this can be interpreted as a voluntary decision to get out of TSLA...
  9. hobbes

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

    In case anyone else wondered, that´s Drew Baglino. Wow, 180M is a nice sum to retire on 🤑 Looks like he didn´t watch the Ron Baron interview today though 😂
  10. hobbes

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

    The vehicle that you posted the VIN sticker of is from 4/11, the recall was for vehicles built through 4/4 so it should not be waiting. The recall notice also mentioned 3878 affected vehicles, so your VIN 7864 seems quite high for just a week later! However, as we know that while VINs are...
  11. hobbes

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

    Yeah that´s the sweet spot Tesla should address with the next generation vehicle IMHO (at least for Europe and other non-US markets). Better sooner than later, don´t give the Chinese too much of a head start for market penetration in this segment. Looked at a review from ADAC (German AAA) and...
  12. hobbes

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

    With all due respect, I don´t follow you here. Your points one and two dont change the product breadth, why do we need 3 versions of the Y and even bigger ones than currently? Agree with three and four. Different view probably comes from different taste in cars a bit..
  13. hobbes

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

    This might have been posted already, but to good to not quote Ron Baron here 🤩 He makes it sounds like "stupid question when, now is the bottom so it can only go up!" 😂 Skip to 8:29 for the quote:
  14. hobbes

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

    Nice review. Seems like they like the car (although this is not really an independent review, the video says "Werbung"=ad in the corner, likely because they probably got the trip to LA sponsored) but the only thing that kind of stands out as a slight negative to them is the brake starting to...