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  1. Drumheller

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

    Quality is another consideration. I think Tesla will buy as many cells as possible that are suitable for their products and quality expectations.
  2. Drumheller

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

    That's only true if there is a truth reckoning at some point that brings the investment to where it would be without the misinformation. If the misinformation can successfully keep the value of the investment suppressed for the duration of your investing years, then you never realize the true...
  3. Drumheller

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

    No green for you! Oil prices rising on conflict fears when gas prices are already high Inflation burning far hotter than lying govt numbers, especially food and housing. Wages stagnant In all of this, Tesla offers products that don't use gasoline, have lower maintenance costs, and are far...
  4. Drumheller

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

    This is an underrated comment. While reading this thread, I frequently remind myself that many of the contributors are retired and have been out of the corporate world for years. I'm still working and my impression of most C level staff is not favorable. My current employer is the best I've...
  5. Drumheller

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

    Thanks go to Sawyer Merritt for sharing this. Updated guidelines on $7500 tax credit for point of sale. Released today.
  6. Drumheller

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

    I share this view. All of the people calling for ads: pool your resources, make one, air it, and see how it goes.
  7. Drumheller

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

    Looks like a Put wall at $250. Target for Friday close. The $7500 tax credit going to Point of Sale will result in lower monthly payments. Many people shop for cars based on monthly payment. That's how dealers rob people blind using the four quadrants pen and paper BS
  8. Drumheller

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

    More price cuts. Tomorrow, I anticipate TSLA will close wherever the options market dictates. Monday, the stock price will drop and the excuse will be the price cuts. Unless there is some other catalyst over the weekend. Maybe some communication, some detail...anything... regarding a...
  9. Drumheller

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

    Seems to me that SEC vs Elon will likely have a direct impact on the stock price, either way. Elon successfully bringing light to the corruption and achieving an overhaul would be a boon to retail investors everywhere
  10. Drumheller

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

    https://www.autocar.co.uk/car-news/new-cars/best-selling-cars-europe-2023 best seller in Europe so far in 2023.
  11. Drumheller

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

    For those looking, they are currently only available in Washington state per the inventory system in my local store. Congrats to those of you that can find one . As for the cybertruck, it's now Q4 and last communication from Tesla was that first deliveries would be in Q3. I understand...
  12. Drumheller

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

    Where are the call and put walls this morning for this week? It seems to me that almost nothing else matters to TSLA anymore other than options manipulation
  13. Drumheller

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

    The plaid is a steal at 90,000 in the USA, but it is still a 90,000 dollar vehicle in a time when the economy is failing.
  14. Drumheller

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

    This may be the most quiet I recall this thread being on the night before production and delivery numbers. Seems like most expect a miss and a further beat down of the price, and hope that the cybertruck delivery event is soon and brings some positivity. Any other thoughts? Any other...
  15. Drumheller

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

    So roughly 1 year in 7, TSLA is close to fair value. The other 6 years are constantly referred to as short term and buying opportunities. We've been in our current buying opportunity for nearly 2 years.
  16. Drumheller

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

    Same strategy to peacefully change govt Step 1. Become a trillionaire Step 2. Buy all of the politicians and wall street movers Step 3. Use their corruption to make them behave in a way you see as emulating an honest system.
  17. Drumheller

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

    I still think Oct 1st, which is Sunday, the first day of next week. 🙂 I also wouldn't be surprised to see another stock price fake out this week. The price rises during the week and then sharply falls on Friday into close. What does max pain point to for options? The tail continues to wag...
  18. Drumheller

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

    This should be added to all dictionaries as the prime example of a public slap on the wrist. I wonder if I could rob a bank, get away with $250,000, get caught, and be ordered to pay a fine of 7 cents. That ought to stop be from doing it again, right? Let them die. We should stop throwing...
  19. Drumheller

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

    Yes, the anti-EV lies and misinformation has been spread daily for years on social media. I still use Facebook and every day I see posts about an oil change being better than replacing a $20,000 battery, not having to worry about your ev catching fire, how evs are for men that can't change a...
  20. Drumheller

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

    Nkla up over 30% today. Media reason... they announced a new Chief Operating Officer. Obviously Elon isn't primarily motivated by money. Otherwise he would forget this production stuff and focus on Tesla making exciting announcements
  21. Drumheller

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

    I am not an expert but my understanding of financials in a company suggests that it would be better to be the first day of Q4 rather than the last day of Q3. That's where my expectations have been set
  22. Drumheller

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

    Tesla HVAC product announcement may be tomorrow As I just replaced my system with a heat pump today.
  23. Drumheller

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

    I would very much like a 2 seat convertible from Tesla. The Miata is the only ICE vehicle I miss driving. I enjoyed the Model S P85+ I owned as my first Tesla and would likely be happy with a Plaid S but I've been holding out for the new Roadster
  24. Drumheller

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

    Berlin and Austin have room to continue production growth.
  25. Drumheller

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

    The Roadster 2020? Do you think Tesla is still going to make it? If it is canceled, perhaps announcing so would cause those waiting for a Roadster to buy a Plaid instead.
  26. Drumheller

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

    There was a $35,000 Model 3 available in the past, early 2019 if I recall correctly. It was short-lived, like the Model S 40. The "promise" of a $35,000 Model 3 was already kept.
  27. Drumheller

    Off topic galore

    Social engineering is the fancy term for it. Some of us are more technical than others and people looking to steal from you can use that to their advantage. Usernames often contain personal info such as name, year of birth, birthdays, favorite animal names, etc. Many people do not pick...
  28. Drumheller

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

    I've purchased two Teslas, so far. Debunked.
  29. Drumheller

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

    Posted on X I haven't seen the source of that number, yet
  30. Drumheller

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

    I'm amazed you were able to. I've made 6 attempts at the different Phoenix stores in the past 18 months and have been told they either do not have one or will not allow test drives. I have told them I'm not going to buy one if I cannot test drive it. This includes using the web site to...
  31. Drumheller

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

    I wonder if the people complaining about resale value are going into Best Buy a year after buying a TV and asking for money back.
  32. Drumheller

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

    If Tesla had waited a week to reduce S/X prices, the media narrative then would have been, "Tesla lowers prices in response to failing to bring model 3 refresh to USA" The media has never been fair to Tesla. They aren't going to be fair to Tesla. It boggles my mind how many people here still...
  33. Drumheller

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

    Tesla makes it very difficult to run over those protesting for more drilling and oil.
  34. Drumheller

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

    Tsla is underperforming many others on my watch list.
  35. Drumheller

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

    The Model 3 Highland could see a significant price reduction IF Tesla is planning to not sell the Model 2 in the USA for years / ever. That would make sense, sell the lowest cost model in other countries where the Model 3 is too expensive for most people. If the Model 2 starts production in...
  36. Drumheller

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

    So this is how cats take over the world. There never was any US EV competition.
  37. Drumheller

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

    It seems to me that it makes financial sense, with respect to factory costs and ramping a new vehicle line, for Tesla to not deliver any cybertrucks to customers until October 1st. Same with Highland.
  38. Drumheller

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

    So what happened to the quad motor? I recognize that account as often having decent info.
  39. Drumheller

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

    I disagree. I think most younger people are ok with the new controls. I think Model S / X buyers, on average, are older than Model 3 / Y buyers as most younger people cannot afford the S or X. I don't have data to back this up; it's my perception from talking to people. I think a Highland...
  40. Drumheller

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

    Not everyone has an issue with the new Model S controls. I'd like another Model S but it's my financial situation that keeps me from buying one at this time. I know others that are in similar points of view and situations. Inflation has been worse than reported. Wages have not increased as...
  41. Drumheller

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

    That sounds awesome! Where could I see something that cool? And would you describe yourself as being closer to 20 or closer to 90? Just curious.
  42. Drumheller

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

    It will iterate and gradually improve, i dont think there will be some massive change in one release. I think it would be better to let it speak for itself than continue hyping it, but at least Elon actually tweeted something about Tesla again. Plenty of people disappointed that features have...
  43. Drumheller

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

    A math point, if you have portfolio fees of 0.50%, a 7.6% increase of those fees raises the fees to 0.538%
  44. Drumheller

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

    How much will you regen on the way down?
  45. Drumheller

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

    Going to need to open the Burnt Hair for another spray today.
  46. Drumheller

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

    Something obvious occurred to me today. What if the Highlander reference ("There can be only one") is code for Tesla switching all vehicle production to 48 volt architecture? Seems like a big switch with coordination to suppliers and I haven't heard a leak, so maybe far-fetched.
  47. Drumheller

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

    Please elaborate on how Tesla decided to stuff inventory. It seems to me they are selling vehicles as soon as they find buyers, not intentionally building inventory. I've had multiple text messages from Tesla advisors in the past month trying to sell a Model S to me.