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Recent content by Svetlin

  1. S

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

    Haven’t posted in a while.. just wanted to commemorate the first day since 2012 that I stand to make no gain from any further appreciation of TSLA. Sold all my leaps over the last 2 weeks and the remaining shares are all spoken for by covered calls that are now in the money as of $245. And I...
  2. S

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

    I think it’s very easy to say if unsupervised FSD is currently better or worse than the average driver. Do you trust your (presumably average) Uber driver enough to sit on the back seat while they drive you to work? Do you trust FSD with the same?
  3. S

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

    It seems unrealistic to sell 20M cars at $50K. Their ASP will likely fall below $50K this year at around 2M sales at best. If you are including FSD in that price, OK, but that is an assumption some people aren't willing to bake into their models just yet.
  4. S

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

    That guy is so comfortable interrupting Elon and taking over, it's amazing. You don't see that often.
  5. S

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

    Thanks for not calling it “soccer” ;)
  6. S

    Russia/Ukraine conflict

    Yes, every article about "well, the West brought this on themselves by expanding NATO eastward" basically boils down to the assumption that 150 million Eastern Europeans have no right to chose their destiny and allegiance. I believe the proper scholarly response to that is "иди нахуй".
  7. S

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

    Breakeven for the options position may be $412, but you should also calculate at what price the options would start making you more money than if you just held the stock. $412 is 0% return on your new option position (thus breakeven). But if you did nothing and held your stock, and we were back...
  8. S

    Near-future quarterly financial projections

    Could the 4k Rest of APAC be a bit too low with 2 ships to S. Korea and 1 ship to Taiwan that have plenty of time to unload and deliver? Plus maybe some containers to Australia, NZ, Japan?
  9. S

    Market politics

    Should we kill them too, like the homeless? In fact, "progressives" are even worse, not only useless, but can be dangerous... if elected, they can give you healthcare, or commit terrible atrocities, like stealing your hard-earned money to pay public teachers a living wage...
  10. S

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

    Thanks for digging this up. I remember watching it in early 2013. Towards the end, my girlfriend (now wife) walked in and finished watching it with me. At the end she said, "I hope Tesla makes it". I said they have already made it. Now the rest of the world has to realize it. Two months later...
  11. S

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

    My not advice: Sell the 100 shares and buy 2 calls for late 2021 or jan 2022. Should be able to get strikes around 300-350 with the 57k from selling 100 shares. When you have the cash next year, let the calls get exercised and you end up with 200 shares. Worst case, you lose all your money...
  12. S

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

    So, a week ago I sold a couple of 580 covered calls for this Friday. I'm still new to this, being a Market Maker and all. How do I get the price to stay under 580? (I know, I'll just buy them back if I have to)
  13. S

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

    Third Row Tesla crew blew it too. Can't believe they had Kimbal there and didn't ask him about Plant a Seed Day.