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Recent content by Khamul

  1. Khamul

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

    From Barrons.com: GM Stock Is a Buy. The Company Is Quickly Becoming a Major EV Player. "Several factors play into the bullish case for GM—with a key part being that the automaker plans to double its revenue to about $300 billion by 2030. Nearly a third of those sales, GM predicts, will come...
  2. Khamul

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

    I saw it posted somewhere, possible Alex Voigt on twitter, that the cars could be sold, but not before the final permit has been issued. I think it was a german official that said it.
  3. Khamul

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

    There’s been some talk about Joe Justice and his merits or lack thereof. On r/teslainvestorsclub, someone who claims to have worked at Tesla for 4 years claims that JJ is wildly exaggerating. His comments are worth reading just for the general info on management structure, and the differences...
  4. Khamul

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

    Does anyone have the link to the decryptor?
  5. Khamul

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

    His oldest two kids must also be nearing the age when they start university.
  6. Khamul

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

    At this rate we'll reach a full Krugerrand eyebrow raise today!
  7. Khamul

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

    I’ve been thinking, maybe we’re not as good as we thought we were. I mean, stealing candy from a kid is unquestionably despicably and mean, and yet here we are, taking money from people like this guy. It’s like we’re stealing candy from a badly mentally disabled and paralyzed baby.
  8. Khamul

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

    I found this tweet in relation to the news that VW will have to lay off up to 30.000 workers: The article itself is paywalled, so I can't verify it, but it's news to me that VW is considering casting bodies from one piece. The whole thread is very informative.
  9. Khamul

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

    Forget Fords loan plans. THIS is why they're up!: (Yes, it's real. The QR code takes you here, there's no date, but it says 2021)
  10. Khamul

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

    And just for good measure, when asked for his source:
  11. Khamul

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

    Alex Voigt has this very interesting bit of info: According to a credible source with access to VW's order book, about 70-80% of weak deliveries are due to demand constraints and not semiconductor shortages (supply constraints) This is likely the case with other automakers too More about this...
  12. Khamul

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

    I haven’t seen this linked: Agile at Tesla, by Joe Justice Joe is apparently a big name in agile, and in this video he details how Tesla does agile. I recommend watching it, there are a lot of details, including how Elon works at Tesla, plus some SpaceX stuff in the end (which is still...
  13. Khamul

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

    Something scary has happened: the Guardian has a positive - actually, really, really positive - article about Elon. What is the world coming to?! There's nothing new in it, but I liked it. ‘The smartest person in any room anywhere’: in defence of Elon Musk, by Douglas Coupland