Recent content by perwis

Or if he is a Buffet fan, you can show him this classic speech/article "The Superinvestors of Graham-and-Doddsville" in which the GOAT himself argues that you on the contrary CAN consistently beat the index, if only you follow the principles laid down by Benjamin Graham...

I am curious if anyone here has some more information or thoughts on Leo KoGuan's options strategy? As you probably know, Leo KoGuan is by now the third largest individual shareholder of Tesla. Apparently he started amassing shares in 2019, and as per Bloomberg he new owns more than 7B dollars...

Really nice video. I found a version with english subtitles here: I watched it twice, first to read the subtitles and then in 0.5 speed so I could get a better view of all the rapidly moving robots. Don’t miss the cars driving themselves in the factory at the very end of the video...

S3XYZ

Great song. Text is likely about Elon. But not a takedown or anger, but more a beautiful love song about letting the one you love free. Also likely a reference to the Ian M Banks book Player of Games and perhaps the Expanse books/tv show. Video and song here

Check out jpr007 on Twitter and their patreon site which has lots of stats and graphs. (You do not need to be a patreon supporter to access but recommend that you support as I do) Also Holden investments report that came out some weeks ago. I posted the link in a previous post here.

If you have not done so already you all should check out the new report on Tesla by Holon global investments. They value Tesla today at 3369 USD/share. It is a well-researched and comprehensive report of 144 pages covering a lot of the broader competition as well as details on Tesla including a...

I believe a similar request was asked at one of the last earnings calls, but shot down by Elon or Zack (or was I dreaming this, I couldn't fint it in the transcripts?). But given that Elon has said that he expects Tesla Energy will be at least at big as the auto business, I also anticipate more...

Thanks! Where do you find the max pain? Also helpful to hear about your LEAPS strategy. I was inclined to go a bit more OTM that far out, but seems useful to be able to sell calls when you are DITM. (This is my first real options buy, I have just used warrants before.)

What tools do you use to evaluate different options? I found optionsprofitcalculator website good but it not easy to compare different strikes and dates.My brokers’ tools are just confusing. Would appreciate any tips on tools. Also, planning to buy some LEAP calls soon. What strikes and...

I guess some other foundation will get my money then. Really disappointed in Gates. And this the day after it becomes public that Berkshire bought a large stake in Chevron. I hope Elon will start a foundation on his own. Just call it “The Foundation”, as in Asimov’s excellent book series (which...

Thanks for posting this. Great to see and hear Elon speak. He seems to be in good spirit and shape. A benefit of doing zoom interviews is that Elon is not as easily interrupted, which most journalists do when interviewing him. (This was also not journalists interviewing him.) Most striking for...

New World Energy Outlook report by International Energy Agency IEA released today. The report is not free to read, but there is a nice summary of graphs and some main results here: World Energy Outlook 2020 shows how the response to the Covid crisis can reshape the future of energy - News -...

Yes, I agree that Wall Street has been watching Tesla closely for some time, especially over the last year or so the narrative around Tesla has changed a lot and that the analysts are getting better (or learning some from retail youtube analysts maybe?). I find Stealth Wealth Investor's...

+1 I could not care less about new small automotive-startups. I think people underestimate the difficulty of creating a viable car-company and what Tesla has done. If they are any good they will probably be bought by the existing large auto companies, as a last chance to save them. Wouldn't...