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  1. ZachF

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

    Does that goofus not know that regen breaking cuts wayyy down on brake use?
  2. ZachF

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

    Yes, but it’s the principle of it…
  3. ZachF

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

    TFW Saudi Aramco is the most valuable company on the planet:
  4. ZachF

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

    Graphics cards are now selling under MSRP too.
  5. ZachF

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

    Combined with the AH drop they’re trading at ~28x this quarter’s earnings annualized, and recently growing 40-50% per year.
  6. ZachF

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

    Lol, Honestly didn’t mean anything political, it’d just be a cool “what if?”
  7. ZachF

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

    Newsom should use the CA surplus to build lots of battery storage.
  8. ZachF

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

    First trillion-dollar company… in revenue.
  9. ZachF

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

    I think there is a good chance Tesla will make more cars in the second half of this year than they did in all of 2021.
  10. ZachF

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

    Society will crumble if 17yos need to switch over to Instagram stories from Snapchat to share their best beer pong shots with their friends. Obv.
  11. ZachF

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

    I don’t think many dumb analysts appreciate the following: 1. Tesla makes ~$10,000 of profit now on every car it makes. 2. Tesla already has enough capacity built to ~double current production. 3. Tesla has basically already sold out the production during the time needed to ramp this...
  12. ZachF

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

    11,100 is basically the 2019 peak adjusted for inflation.
  13. ZachF

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

    How is a company that could literally disappear from existence and change basically nobody’s life (SNAP) causing 4-8% drops in Apple, Google, Amazon, Tesla and FB?!?! 🤣
  14. ZachF

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

    I dunno. It’s not worth $150b+, that’s for sure though… 🤣
  15. ZachF

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

    The next tech stock to get kicked in the nuts is probably gonna be salesforce. They report on the 31st. They trade at 300x operating income, and haven’t been able to grow it since 2019… (It also doesn’t help that their products suck either)
  16. ZachF

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

    Tesla needs to make a Cybervan.
  17. ZachF

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

    If it makes you feel better, tech bubble burst (and declining population) is probably gonna kick California RE in the teeth.
  18. ZachF

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

    Nvidia seems pretty close too… still high growth and about 35x Q1 annualized
  19. ZachF

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

    Tesla is about 19x likely 2024 earnings…. Tesla will probably be making $200b in profit a decade from now… 19x that is $3.8t market cap.
  20. ZachF

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

    It seems the market decided not to choose violence… 🤓
  21. ZachF

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

    Australia suffers from pretty strong Dutch disease, manufacturing is down to only ~5% of GDP now. I don’t think Australia is a large enough market to devote its own Giga factory to, and finding suppliers there would probably be a pain. Maybe a battery factory someday, maybe… They do have the...
  22. ZachF

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

    PE is about 50x this quarter and ~28x next year, and <20x for 2024….not really that expensive when growth is factored in. Current PEG ratio is probably about 0.6 at these prices. 😮
  23. ZachF

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

    Cheap plentiful solar will do that eventually
  24. ZachF

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

    Giga Jakarta Giga Rio Giga Barcelona Giga Nashville 😎 Watch…
  25. ZachF

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

    Giga Indonesia could take over as the export hub and retire a lot of political risk, IMHO. Shanghai can focus on the giant Chinese domestic market, and Indonesia will probably have a lower cost basis anyway as Shanghai GDP per capita is only slightly lower than Japan/Korea/Taiwan these days, and...
  26. ZachF

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

    I said like 6 months ago macros were going to bring the stock down to the $700s… and that was before Putin did his little Anschluss.
  27. ZachF

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

    Yep. We’re at the very bottom of an s curve that’s going to completely re-orient or replace at least 20% of global GDP.
  28. ZachF

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

    No kidding, this stuff is quaint compared to may/April 2020, never mind 2018/2019…
  29. ZachF

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

    While I do think (and have thought for a while) that Tesla should have a COO (Zach?), If you think Elon stepping down as CEO would help the stock I want some of what you’re on. The day Elon stepped down the stock would drop >25%. I know some people here don’t like that Elon is pointing out that...
  30. ZachF

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

    ~53x Q1 annualized, and ~28x likely 2023
  31. ZachF

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

    The fact that it’s the same people who did the portnoy hit piece makes me less likely to take this seriously.
  32. ZachF

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

    Going into the end of trading like… Edit: that 🤏close..
  33. ZachF

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

    It seems like the “growth” stocks are starting to show a bit more support after having been beaten down recently. It also seems like the market finally caught on to Wal Marts laughable valuation too. Costco got rekt too. Perhaps from here most of the declines will occur in these low/no-growth...
  34. ZachF

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

    Not many people do it yet, but eventually, more and more of his neighbors will do it and the logic of it will be obvious.
  35. ZachF

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

    Ideally, I’d like the farm/ranch to have enough battery (mega pack?) and solar to pay for itself and the property taxes. Also, Tesla-bot farm hands that could help manage the property would make this dream even more awesome.
  36. ZachF

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

    Texas will probably overtake California in population and economy sometime in the 2030s. They will probably produce many multiples of California’s output in solar and wind by then. They will probably be the top American producer of both batteries and EVs too.
  37. ZachF

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

    …and we get to what ESG is, a new Wall Street grift trying to capitalize off investors with good intentions, as ultimately the best way to increase scores is to pay them to learn how to game their system, or put people on your company’s board who will work for them instead of you. 🤣
  38. ZachF

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

    Just deciding to make enough power for themselves and their trucks is a massive win and a huge step in the right direction.
  39. ZachF

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

    The original roaring 20s didn’t start off that great BTW. Spanish flu, an economic depression, and lots of countries (like Germany) had their currencies totally collapse.
  40. ZachF

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

    USA is about 1/3rd even split between D, R, and I. The slight D bias towards the buyers probably has more to do with Tesla’s current lineup than anything else. (No truck yet… Rs love their trucks) The best way to sell the Cybertruck IMHO (and solar) is the self sufficiency angle. This is an...