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P
PeterJA
reacted to
Artful Dodger's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Helpful
.
No, Model Y production started at Fremont during Q1 2020 with 2 separate rear casting halves, jointed by two metal pieces. The single...
Mar 23, 2021
P
PeterJA
reacted to
MikeAtkinson's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Like
.
Disagree. By not including energy ARK have lost some credibility. The other problems with their analysis are matters of judgement...
Mar 23, 2021
P
PeterJA
reacted to
Mo City's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Helpful
.
Rob's criticism is focused more on Ark using Monte Carlo simulations, not so much their target numbers.
Mar 23, 2021
P
PeterJA
replied to the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
.
Warren's respectful but devastating criticism of Ark's model makes sense to me. In short, Ark's forecast for vehicle sales doesn't match...
Mar 22, 2021
P
PeterJA
reacted to
Carl Raymond's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Like
.
I read that as humour, but in seriousness, I agree. Eventually the dealers will have to offload them at whatever price reduction...
Mar 22, 2021
P
PeterJA
reacted to
Mike Smith's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Helpful
.
Let's not pretend we don't know why ARK didn't include entire business segments in their estimate. ARK doesn't benefit from being...
Mar 22, 2021
P
PeterJA
reacted to
elasalle's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Informative
.
If we are referring to the real kids(pre teens), they are being taught about Renewables, Recycling and Pollution in the classrooms. (My...
Mar 22, 2021
P
PeterJA
replied to the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
.
What's going through the minds of these kids, I wonder. Do Teslas excite them because they are fast and fun, or is there more to it...
Mar 22, 2021
P
PeterJA
replied to the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
.
Or a "complain about other people's posts" thread.
Mar 22, 2021
P
PeterJA
reacted to
Discoducky's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Helpful
.
Yeah, every bootloader is unique to the chip, memory, board layout, OS...etc and is a must in order to add real features to devices as...
Mar 22, 2021
P
PeterJA
reacted to
ZeApelido's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Funny
.
That's actually Jim Chanos after capitulation. He's just aged 30 years in the last year due to his TSLA short position.
Mar 22, 2021
P
PeterJA
reacted to
st_lopes's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Helpful
.
Actually capital costs get amortized through Costs of Goods Sold. If units are not coming off of a particular production line, then the...
Mar 22, 2021
P
PeterJA
reacted to
Discoducky's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Informative
.
Yep and we worked really hard on that bootloader so as to not brick (render inert due to screwing up a memory overwrite) the device. So...
Mar 22, 2021
P
PeterJA
reacted to
EVMeister's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Like
.
I know this feeling well. I live near a primary school and secondary school and every time I drive my car around and there are kids...
Mar 22, 2021
P
PeterJA
reacted to
ninpb's post
in the thread
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
with
Funny
.
You know to seal the deal you should of demonstrated fart mode. The car, not you.
Mar 22, 2021
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