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Recent content by Hock1

  1. H

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

    1.Fear of change. 2.Brand loyalty. 3.Ignorance of Tesla technological superiority 4.Hate for Elon based on MSM false narrative. 5.Lack of interest in learning the unknown.
  2. H

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

    This confusion allowed the MSM to count ALL of the vehicles BYD produced in their comparison to Tesla. I.e. all vehicles include hybrids (which account for 1/2 of the NEVs), forklifts , buses, etc. Of course Tesla "took back the lead" in BEVs. They never lost it.
  3. H

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

    What is it with "New Energy Vehicles".? If you read BYD's breakdown of their various electric vehicles, I infer that NEVs are actually PHEVs. It's possible that NEVs are being counted as BEVs when necessary to create confusion? FUD.
  4. H

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

    Keep in mind its Bloomberg "reporting"
  5. H

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

    I believe BYD does not break anything out. I.e., BEV, NEV(plug-in hybrids,) Buses, forklifts etc., are all lumped together. If they are price competitive with Tesla on BEV, I'll bet the remainder of their offerings are subsidizing them to do so.
  6. H

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

    Does anyone have the "real" numbers from China for February? Barron's has an article that, predictably, looks like BS. I refuse to subscribe to these fudsters so have not seen entire article. TIA.
  7. H

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

    Barron's has definitely ascended to the top of the Fudster roster. Their POV clearly demonstrates the difference between ignorance and stupidity, while having a significant component of both. Laughable.
  8. H

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

    What we need is a few more of the “smart money” people to announce that the stock is going nowhere for 2 years.
  9. H

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

    Cool in theory. Maintenance and hassles, not so much.
  10. H

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

    I don't have the article handy, but I read that Hertz is having its largest problem with Polestar cars. They had a 100,000 car contract with Polestar. Hertz has recently asked to be relieved of the remainder of their obligation to purchase. I think when it gets down to it, there are more...
  11. H

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

    Then there are the idiots who think short selling is investing!
  12. H

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

    I highly recommend taking an hour to listen to Pierre. He has done some very in-depth research on Tesla. He has the most positive view on BESS that I've heard from any analyst or anyone else outside of Tesla Management. He does not see the same organizational structure for Robo taxi as many...
  13. H

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

    The rise of interest rates excluded a meaningful amount of potential Tesla buyers due to the fact that most car buyers, buy on time. As interest rates come down, incremental raises to the sales prices can be made, every dollar of which will go directly to the (pre-tax) bottom line. Also, in the...