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L
La_crolle
reacted to
LiveLong&Profit's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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Agree. But energy seems very depending on the steepness of the curve of the extreme ramp in battery production - both by Tesla in house...
Mar 20, 2021
L
La_crolle
reacted to
Artful Dodger's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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They specify ZERO CapEx in 2025, so are pricing the terminal value of the company (no future growth after 2025), priced at standard...
Mar 19, 2021
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La_crolle
reacted to
goinfraftw's post
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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$0 from Dojo as a service
Mar 19, 2021
L
La_crolle
reacted to
st_lopes's post
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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$0 from energy, $0 from licensing, $0 from any software other than FSD Their Monte Carlo simulation outputs have prices going upward of...
Mar 19, 2021
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La_crolle
reacted to
Chenkers's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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And still they don't model anything for Tesla Energy or Solar businesses.:rolleyes:
Mar 19, 2021
L
La_crolle
reacted to
2daMoon's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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SMR on what Tesla might do in India is interesting and his conclusion makes sense. I recently saw that the world's largest Solar farm is...
Mar 19, 2021
L
La_crolle
reacted to
StarFoxisDown!'s post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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Bill repeating that Semi deliveries will happen in Q2. Hopefully that announcement on Q1 earnings(or maybe a surprise note about Semi...
Mar 19, 2021
L
La_crolle
reacted to
buttershrimp's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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Ugh I bought so much more at 640, I’m gonna be living large if this thing goes up to 2000 but let’s not talk about the alternative...
Mar 19, 2021
L
La_crolle
reacted to
Lycanthrope's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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Next weeks chart is currently very clear - "thall shalt not pass $700", but TBH I think all bets are off for the moment until this 10Y...
Mar 19, 2021
L
La_crolle
reacted to
NicoV's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Informative
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Tesla stops assembly of Model S/X in Tilburg (The Netherlands), potentially laying off almost a hundred employees...
Mar 18, 2021
L
La_crolle
reacted to
Norwalk79's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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IMPORTANT!!! I just realize that VW is doing the classic smearing campaign, amplify and spread bad news “VIOLENT CRASH” to tell...
Mar 18, 2021
L
La_crolle
reacted to
buttershrimp's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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Breaking news - I think price is returning to 850 within 4 weeks
Mar 17, 2021
L
La_crolle
reacted to
canoemore's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Like
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I know this doesn't matter much, but Tesla's graphic design - exemplified here in their slide deck and as executed in their user...
Mar 17, 2021
L
La_crolle
reacted to
Mo City's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Sometime during 2021/22, TSLA is gonna launch to ~$2,000, maybe more. It primarily hinges on FSD and the speed of the 4680 ramp. Would...
Mar 16, 2021
L
La_crolle
reacted to
Pras's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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I would say without significant upside/ surprise we will be range bound ~650-850. 1000-1200 if both Berlin and Austin starts...
Mar 16, 2021
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