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Recent content by shlokavica22

  1. shlokavica22

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

    Market is waiting on the post-market ER. Btw, other big companies report also today, so the waiting part (and low volume) is not unique to TSLA. Edit: Question- if the report is expected (internally) to be bad, doesn't it make more sense to report on Friday (letting the market to digest...
  2. shlokavica22

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

    LYFT IPO didn't go well (Carl Icahn was smart to unload his share before the IPO). UBER is yet to go public. The Autonomy event was not a fluke. The bears might try to spin it as much as they want, but the chances are- any big investor will proceed very carefully when considering putting money...
  3. shlokavica22

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

    OT OK, I will do you the favor- what are the games you sell on Steam? :) Seriously though, any stock holder that intents to keep the stock for at least couple of years has just need to relax and stop following so closely TSLA related news. The shorts pay for the news and dominate the news. A...
  4. shlokavica22

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

    It's not just a camera though. Pictures are only part of the data they collect. You have velocity, speed, etc. Then you have the cars used as "a mule" to test scenarios and so on and so on.
  5. shlokavica22

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

    Can you guess how many people in the past said something similar to Elon? How did it work out eventually? We are not talking here about short stunt of action that Elon decided to do for a week or to. That's an execution of a long term plan with many opportunities to think what can be done and...
  6. shlokavica22

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

    It will be faster than that. Once FSD is proven to be better than human driver, most people will prefer FSD cars driving the streets. What Musk said is not theoretical- people will want the human element removed from the driving seat. Cars with "human capability driving" will be punished via...
  7. shlokavica22

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

    They can't afford (politically) to chose Tesla. The German Auto industry is vital for the German economy. Many of their constituents will end up without jobs. Most likely they will make the "easy" choice and subsidize in some way the German trio. Luckily for us, whatever choice they make, the...
  8. shlokavica22

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

    Oh and uh short burn of the century comin soon. Flamethrowers should arrive just in time. Short squeezes are more likely to occur in stocks with small market capitalization and small floats, although can involve large stocks and billions of dollars, as happened in October 2008 when a short...
  9. shlokavica22

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

    That's the worst part- it's done under the pretext they care about the environment, while in fact- the result is in the complete opposite direction. How many people bought "clean diesel" with sincere care about their CO2 footprint? How long it would've going on if it wasn't for the exceptional...
  10. shlokavica22

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

    Interesting insight on the state of Autonomy from the Founder of Creative Destruction Lab and AI expert : teslamotors I work for one of the major customer experience companies (Enterprise Software) in the world and just got back from our annual customer conference in Las Vegas. We have a lot of...
  11. shlokavica22

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

    The German manufacturing sector figures showed a marginal rise to 44.5, still below expectations of 45 and well below the 50 point level which would mark a shift to expansion. Manufacturing output in France fell for a third straight month from 49.7 to 49.6 and is at a 13-month low. It had been...
  12. shlokavica22

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

    Elon already answered that- the valuation of the cars TSLA produce jumps 5 to 10 times as a result. How he arrived to those numbers is probably the question.
  13. shlokavica22

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

    Let's assume a billionaire with a big project in mind comes to TSLA and orders all the batteries it can produce in an year and pays for them as if they were put in the cars (same margin). Does it sound like a good deal? If you think it does, please continue to discuss the topic of larger...
  14. shlokavica22

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

    So the market will be open during that time, correct?! wow Btw, anyone else that can confirm the time? Originally DaveT posted about that here : Tesla Autonomy Day April 22nd
  15. shlokavica22

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

    But the years since haven’t been as kind. Even after accounting for Einhorn’s prescient Lehman bet, Greenlight has returned just 1.1 percent a year from 2007 to 2018, lagging the HFRI index by 1.8 percentage points a year and the S&P 500 by 6 percentage points. The fund was also down 34 percent...