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  1. tinm

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

    Thanks for pro-tip, Phil. I didn’t know you had a lot of journalism experience. Also, Isaacson is a lightweight historian who tends to overlook important facts, misleads readers with historical inaccuracies you could sail a Glovis ro-ro ship through, and doesn’t do the deep homework, but...
  2. tinm

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

    Where did I refer to “Tesla supporters” as fanbois? I never used the phrase “Tesla supporters,” you added that. But “fanbois” was the correct term in the context of what I wrote. Bottom line, I stand by every single damn thing I’ve said. Deal with it. I’m going to bow out now so the mods...
  3. tinm

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

    I call it as I see it: that’s the cause, so it only helps. Elon can participate or not, cooperate or not; his choice. But he doesn’t get to complain he didn’t have an opportunity to confirm/deny/clarify facts, stories, and viewpoints. He’s had three years of ample opportunity to, and has so far...
  4. tinm

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

    Yes of course. Multiple times . Have gone thru all the proper channels, done all the things one does engaging with a company like Tesla, etc, etc etc. Not going to share details here. Suffice to say, the culture and the cult of personality create barriers, but, one accepts it, it’s part of the...
  5. tinm

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

    Have not posted since September 2020 due to moderator threats and harassment and repeated deleted posts (no doubt this will vanish too). I’m still around TMC but refuse to participate anymore because of you know who. Been working on a Tesla book for 3 1/2 years. Seen and have learned a ton...
  6. tinm

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

    "If you have the facts on your side, pound the facts; if you have the law on your side, pound the law; if you have neither the facts nor the law, pound the table."
  7. tinm

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

    I’ve known Jack since 1988. I’d tried over the past few months to interview him for my book. He was fine with the idea but he must’ve gotten too sick to set up a time and it never happened. RIP Jack.
  8. tinm

    Just ordered a Tesla 16.32kw system with (4) powerwalls

    I hope to get solar at some point and am curious: why 4 PowerWalls? Frequent grid outages in your area? Just curious what drives the requirement for so much battery storage.
  9. tinm

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

    You’re right, we don’t need cheaper vehicles to drive demand. But that isn’t Tesla’s mission. The mission is to accelerate the transition to sustainable energy. Cheaper vehicles accelerate the transition. So we need cheaper vehicles ASAP.
  10. tinm

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

    Below is a different viewpoint, way less optimistic than Seba but arguably more realistic. This is a podcast interview by Vox’s Ezra Klein with guest Saul Griffith who’s leading a decarbonization effort called Rewire America. It’s a great discussion. How to decarbonize America — and create 25...
  11. tinm

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

    Never heard of speed bumps, have they
  12. tinm

    Is Tesla service deteriorating as they scale??

    The CEO of the company does not understand service and its importance to not only customer retention but customer acquisition. The company has been able to get away with inconsistent service, poor communications, poorly managed expectations, uneven quality, and apathetic management for years...
  13. tinm

    White interior - Should i get it? How well has your interior held up?

    I got the white seats in my 2020 Model S LR+ only because it was an inventory model, one of the last available that offered lifetime free supercharging, so I decided that was worth it to deal with the white seats (I would've preferred an all-black interior). Anyways, I use Huggies® Unscented...
  14. tinm

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

    So like... check out this image, which was shared in the DEF14A statement issued by Tesla this morning to SEC. This I assume is the cover of the shareholder materials for the shareholders meeting and Battery Day. In fact I think it is a lot related to Battery Day. Look at these lines in the...
  15. tinm

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

    I agree that it’s likely a StarLink pizza box might wind up peeking out of the top of the fenced-in, locked area where the heavy-duty supercharger equipment sits at lots of supercharger sites. And yes the supercharger computers may sing like canaries reporting data back to the mothership. But...
  16. tinm

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

    I was talking to an old high school friend today and the topic of Tesla came up and I mentioned I traded in my 2013 S this summer for a new 2020 S, then I rattled off all the fantastic improvements including 400mi range. All she wanted to know was price. When I said it was in high 70s I could...
  17. tinm

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

    News Flash: Tesla IR puts out more details sbout Sept 22 Tesla Announces Updates to 2020 Annual Meeting of Stockholders and Battery Day Event | Tesla, Inc.
  18. tinm

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

    News happens fast: Uber and Lyft granted stay by judge at last minute, so they can still operate for a while in CA Judge grants Uber and Lyft temporary stay in driver reclassification case – TechCrunch I still think this is a shot across both their bows in terms of Tesla Network (autonomous or...
  19. tinm

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

    2010 was in fact the movie that got me interested in EVs. There’s a brief scene with an EV early in the film.
  20. tinm

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

    I don’t think it’s been mentioned yet but Uber and Lyft are both closing down their rideshare services in California as of tomorrow, due to the judge’s order re drivers being classified as employees. Not only could this have ramifications for the Tesla Network due to the vacuum left by U+L, but...
  21. tinm

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

    LOL. I'm reading off the stock price to my wife this morning as famous historical moments.... Whoa, Kennedy just got elected. Yikes, Kennedy just got shot. Civil Rights Act enacted. Revolver album! Sgt Pepper! MLK! RFK! Woodstock! Kent State! Watergate break-in! 18-minute-gap on the tape! Oh...
  22. tinm

    Performance 21 Nail in Tire only 100 miles

    I got a new 2020 S LR+ in late June and picked it up in Colorado after an 8-hr drive from New Mexico in my old S which I traded in. Eight hour drive hone, the same day, in the new S. Parked car in garage. Next morning, rear left tire flat. 4” nail. Tire ruined. Had to special-order new tire...
  23. tinm

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

    An elderly relative of mine sold a multimillion-dollar home last year right when TSLA fell to the 200s. I suggested they immediately take a small but serious portion of the proceeds, say $200K, and buy TSLA and hold for a few years. They wimped out and didn’t do it. My extended family has always...
  24. tinm

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

    When a major notorious Wall Street SHORT, a species that excels in abusing TSLA shareholders, comes out complaining about shareholder abuse, a) it’s projection (a lot of that going around these days) and b) you know Tesla’s upcoming split is causing unease amongst the shorts. As the Randy...
  25. tinm

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

    If you’re not a member of your nearby Tesla Owners Club, join it. The one here in New Mexico hasn’t met since January and we’re going crazy. All looking forward to our monthly meetings again. I plan to travel to a dozen or two TOC events next year in a nationwide road trip hawking my Tesla...
  26. tinm

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

    The Texas videos aren't yet interesting in my opinion, unless you like watching dirt being moved on a massive basis. Berlin is taking shape, and that's great. I love how somebody somewhere must have taken my suggestions to heart about annotating the videos, because I'm seeing that often and the...
  27. tinm

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

    133”? That’s all? Excuse me while I whip out this picture of my 144” screen that I’m surfing TMC on at the moment after catching an old episode of The West Wing.
  28. tinm

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

    Ha! For me it was $7200 more! On June 19th I traded in a 2013 S85 for a 2020 S LR+ costing like $16K less (tax incl), and they gave me $7200 higher than they’d quoted me in Feb. My car on trade in day had 120K mi.
  29. tinm

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

    I’m as long on TSLA as you can get, but I’d sell a share if it would help me get my hands on a legit personal supply of 3M N95s or P-100s.
  30. tinm

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

    Next 2 models will be Ig-pay and Atin-lay.
  31. tinm

    I want to flee PROPANE

    It also seems my interests here dovetail with Elon’s occasional comments about Tesla getting into hot water heaters and HVAC. I’m all ears, Elon! :-)
  32. tinm

    I want to flee PROPANE

    The county didn’t run natural gas to my area just outside Santa Fe. House came with propane.
  33. tinm

    I want to flee PROPANE

    I live in New Mexico. My house has an underground outside tank with a 1000-gal capacity for propane. The house uses it for • two hot water heaters • a boiler for the radiant floor heating throughout house during cold months • kitchen for the stone • dryer in the laundry room In the warm...
  34. tinm

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

    Higgins’ book on Tesla is scheduled to come out from Doubleday on 3 Aug 2021 fyi. Expect massive publicity. Tom Randall’s new biography on Elon (“Architect of the Future” I think is the subtitle) is scheduled to come out around February 2021 so I hear. My book on Tesla will come out at some...
  35. tinm

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

    Until I hear otherwise I have to think that this whole split thing is the brainchild not of Elon but recently-added board director, Hiro Mizuno, who as we know, is no friend to shorts. I think he wants them to feel pain. I suspect they are about to. [EDIT: Yes, yes, I just in the past few...
  36. tinm

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

    Spiegel couldn’t get something straight even with a ruler and an exacto knife.
  37. tinm

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

    As soon as I saw the word “concern” and “Robotaxi” both appearing in the same opening sentence I knew you were in for some Disagrees. TMC can be an unreceptive place to anyone who dares to not stick to the perfect vision of glitch-free execution and untold wealth from the resulting trillion-plus...
  38. tinm

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

    Television advertising is key for the franchise auto dealers. Here in New Mexico, you almost never, ever, as in EVER, see a single page of print ads for a car dealership in any of the major papers in the state. The dealers use TV and radio and online. The days of big full-page dealership ads...
  39. tinm

    Offensively misinformed journalism?

    The byline is right there, and is clickable, and leads to this page Connor Hoffman Staff Editor where there's contact info for the author Connor Hoffman.
  40. tinm

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

    If Tesla had selected the exact same Albuquerque site as the original 2007 Model S “WhiteStar” factory they announced to great fanfare but then abandoned (the land is still vacant), I bet they could gave gotten it for $5 million or so.
  41. tinm

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

    What I found interesting is that Robert Reich was pushing the screenshot of the 2015 LA Times FUD piece (conveniently, it cropped out the date of publication and the byline) long before Bernie Sanders got it. I assume someone within the Bernie team heard about the Reich play, or maybe Reich...
  42. tinm

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

    Failed the purity test eh? You’d rather investors were not aware of a wide range of information, even the occasional FUD, that might be swirling around out in the marketplace, information that, again, however bogus, might move markets, impede Tesla’s mission, and/or influence the public? From...
  43. tinm

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

    Meanwhile, a seemingly giddy Russ Mitchell spreading a rumor on Twitter about Tesla Fremont layoffs pending . . . . https://twitter.com/russ1mitchell/status/1291539587412574208?s=20
  44. tinm

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

    If it’s remotely Wall Street-related, assume shenanigans.
  45. tinm

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

    No, it means that I found the story on Google which, being Google, likes to wrap its digital tentacles around the WSJ’s own URL for its own story, such wrappage for all intents and purposes turning it into a Google URL enabling Google to snoop around and “learn” more about you and your interests...
  46. tinm

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

    Meanwhile, good ol’ boy Holman W. Jenkins, Jr. of The Wall Street Journal comes out with this love letter to Tesla... ...correction: not love letter, rather, a hit piece, and not just against Tesla but pretty much against all EVs which seem to deeply offend his precious sensibilities: Opinion...
  47. tinm

    I challenge you to say this sound is normal.

    OP here. This past June I traded in the car that made the sound described in Post 1 for a 2020 S LR+. The car made the sound until the very last day. Various mobile techs told me it was the brake's vacuum pump. At one point they did OK a warranty repair, as it was too noisy, and that did help...

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