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  1. StealthP3D

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

    I'm surprised non-GAAP EPS doesn't automatically exclude the Bitcoin charge. Traditionally, non-GAAP accounting is used specifically to ignore 'expenses' that are more of an accounting or tax oddity than a real and practical impact to earnings in order that real trends that matter won't be...
  2. StealthP3D

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

    Are you saying that production line employees believed the indecent proposal allegations against Elon and that impacted production line efficiency? o_O
  3. StealthP3D

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

    Tesla does spectacular light show using only their cars. GM VP of Corporate Imaging: We should do a Lyric light show. GM VP of Promotional Production Budgets: I think that's a good idea, but funding is a little tight. GM VP of Corporate Imaging: I'm sure it won't cost much, I want it to be a...
  4. StealthP3D

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

    Nothing wrong with being greedy, you just have to be good at it! ;)
  5. StealthP3D

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

    True. Except with Dr. Doom Roubini you would have to take that chart back another two decades.
  6. StealthP3D

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

    They don't call him "Dr. Doom" without good reason. It's who he is. He is incapable of seeing anything as a positive. If you gave him a Tesla for his birthday he would say "Oh, great, just what I need! Have you seen how high my electric bills already are? How am I going to afford this?"
  7. StealthP3D

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

    Just buy a couple of ants. In time they will build you more anthills than you know what to do with.
  8. StealthP3D

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

    How many Dr. Doom articles should we read? Dr. Doom Roubini has been predicting economic collapse since around the time I graduated from high school. Had I listened to his dire predictions, I never would have invested a penny of real money. Instead, I trusted my own instincts, that people...
  9. StealthP3D

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

    Interestingly, if you purchased TSLA exactly one year ago, you are up 0.5% on that purchase right now! I can think of a lot of ways your investment capital would not have been in as happy of a place! Just a little perspective.
  10. StealthP3D

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

    That's funny! I don't feel joy about the low share price but I'm pretty ambivalent about it because I never treat the current trading price as anything but the price I could sell for right now, if I wanted to sell (or the price I could buy at, if I wanted to buy right now). If I don't want to...
  11. StealthP3D

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

    Alternatively, Munro is providing a welcome service for people who have far more money than they may ever need in their lifetime. These are the people who did not believe the TSLA FUD because they had confidence in their own vision of how things would play out. It's all a matter of perspective...
  12. StealthP3D

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

    When I test FSD on Mt. Baker Highway in Washington State, it's more common for FSD to be held up by other drivers than it is for FSD to hold up faster drivers.- If I did much FSD testing when the ski area is open, it would be the other way around. Skiers are keen to get to the mountain and get...
  13. StealthP3D

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

    The future becoming clearer to all in a year or two bodes well for the price of TSLA in the next year or so because it's very difficult to make a killing in the stock market buying something that everyone already knows is a no-brainer. Those who buy big during the darkest looking times, profit...
  14. StealthP3D

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

    It's true, Porsche and Audi are selling the 12 model versions of the Taycan and 7 model versions of the e-Tron to the people who still think leather and chrome are cool. Last year Porsche sold 41,296 Taycan globally and Audi sold 29,100 e-Tron. Which means, of the global auto sales of 67.7...
  15. StealthP3D

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

    It's not whether Telsa currently competes solely on price, apparently, right now they don't have to in order to take increasingly large chunks out of ICE sales. Consumers would not be paying more if the ICE car was comparable. We know ICE SUV's are inferior in just about every metric except for...
  16. StealthP3D

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

    O.K, now let's do the same exercise with legacy auto. Unfortunately, we can lump them all together without taking too many liberties: 1) Crappy, ill-handling, unsafe, over-priced vehicles that have more buttons, knobs and switches than a nuclear submarine. 2) Greedy inefficient dealerships who...
  17. StealthP3D

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

    To be clear, I'm not claiming FSD is ready for level 5 deployment, I'm saying the improvements from last year are substantial and very real. I think there are plenty of rough edges that may or may not be difficult to improve, but I think most people would be blown away with what it can already...
  18. StealthP3D

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

    No FSD step changes since last year? Really? I don't test in Bay Area suburbia or anything similar because that type of FSD driving is already well covered. I test on a mountain road where one small mistake can lead to death. Cliffs or near cliffs on both uphill and downhill sides of the...
  19. StealthP3D

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

    Haha, but I was talking about people that were grumpy and pessimistic (about TSLA). Because we have @Krugerrand . Additionally, grumpy is @Krugerrand 's trademark. It's mostly an act. Sorry to let the cat out of the bag. I will provide 6 minutes of cat and dog information in compensation:
  20. StealthP3D

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

    I, for one, do not agree. You can't put words into my mouth that easily. Long-term, TSLA is the lowest risk investment I can think of in the stock market right now. It's the only investment I have that I'm confident will perform well through all the disruption caused as the economy transitions...
  21. StealthP3D

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

    You can rest easy knowing those who are always grumpy and pessimistic probably have a long history of watching the rest of us get the lion's share of the gains. It's no wonder they are so grumpy, it can't be easy having to watch us rake in millions and increase our share counts while their...
  22. StealthP3D

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

    I disagree with that. A dollar is a dollar no matter where it comes from. For a working person, it all comes down to whether you spend less than you make. We lived like poor college students even after we had made our first million (other than owning the very modest, small, older house we lived...
  23. StealthP3D

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

    Elon makes plenty of mistakes, but they are not necessarily what you think they are. He also motivates employees in many ways that are effective but may not be traditional corporate motivational techniques. Elon seemed somewhat introspective and listless (for lack of a better word) through most...
  24. StealthP3D

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

    I think there is a certain amount of truth to what you say here but it deserves some perspective; Yes, the ramp is not as fast as Elon would have liked but we know beyond a shadow of a doubt that Elon's expectations are always insanely high. Even considering that, it probably makes sense to...
  25. StealthP3D

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

    For over 20 years, I no longer invest almost all my money in one stock. The specific percentage varies, but it would take a very special situation to get me over 50% Not because I had a bad experience doing that, but because I manage risk differently now that my portfolio is much larger than...
  26. StealthP3D

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

    Ha-ha, that's great! That's the same time I was mopping up shares, from $250ish ($50) down to $210 and then I held off as it fell further unable to believe my good fortune. For the first time in years I was watching the ticker every day, all day, ready to make the biggest TSLA purchase of my...
  27. StealthP3D

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

    Sorry, my keyboard has been reluctant to type "a" or "s" (or double typing the same letters!). I meant to type "months to a year". Meaning approximately 9-18 months. However, the $7500 tax credit will likely mess with that unless it is delayed. I don't have a current cost breakdown and I don't...
  28. StealthP3D

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

    GM and Ford must already have crack AI vision/LIDAR teams. I put on my best reading glasses and I still couldn't see they had a booth. Or maybe they have already solved autonomous driving but are waiting for the Hummer and F-150 Lightning to reach high volume production before releasing it? 🤪
  29. StealthP3D

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

    Tela does not need to sell the Model Y at $65K to make a profit. Their cost to produce is so far below that it's not even funny. The high price is a function of two related things: 1) Trying to match demand to production. It's not ideal for Tesla to let buyers reserve a car at a fixed price for...
  30. StealthP3D

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

    The ICE vehicle market is mature. Manufacturers are constantly adjusting production to meet demand and they adjust their prices/offer incentives to sell all the cars eventually. sometimes they sell the leftovers at a loss. High volume models have relatively slim margins to take as much market...
  31. StealthP3D

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

    You are predicting a TSLA FUD hit piece sometime in the next 10 days? Does that mean the sun will also rise on at least one of those days? 🤪
  32. StealthP3D

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

    There will be a time and a place for PR and it will come from the smallest and leanest PR department (relative to the size and value of the company) that the world has ever seen. Other PR departments will laugh nervously at the small size of Tesla's PR department, relative to Tesla's size and...
  33. StealthP3D

    Funniest Tesla Question Thread

    I let anyone who wants to drive my Model 3 Performance take a test drive - it generally blows their mind. In fact, I encourage them to test drive it. It's insured. Sure, it would still be a bummer if they crashed it, but mot accidents are caused by carelessness and inattentiveness, and I find...
  34. StealthP3D

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

    Yes, it would drain the Lightning's available kWh's down by approximately 15%-20% more than the kWh's added to the vehicle receiving the charge. But since EV's normally have a lot more charge than they need at any given moment, it's generally not a big problem. The largest battery available in...
  35. StealthP3D

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

    I think you are making a mountain out of a molehill considering that BTC is such a small percentage of Tesla's total cash on hand and, once an impairment is written off, it's written off. What I mean by that is if BTC goes sky high again and then crashes back to 18K, they won't have to write off...
  36. StealthP3D

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

    I decided to watch my first "Now You Know" in a long time when I saw they went camping with their RT1. Jesse made it very clear the reason they were so harsh on Rivian for not having a useable charge network was two-fold: 1) The Rivian is billed as an "adventure vehicle", this means trips to...
  37. StealthP3D

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

    How do you expect us to talk EV's without discussing the leader in EV's? As to Ford, they have done a very "big brotherly" thing by including a Tesla charge adapter with every F-150 Lightning to rescue the hordes of Tesla drivers who couldn't quite make it to the nearest Supercharger. We know...
  38. StealthP3D

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

    I love using Google Trends to do various analyses like that. One thing to be aware of when searching for "EV's" and "Tesla" and various Tesla models is the way people commonly use language may not capture things as expected. For example, people often use "Tesla" and "EV" as almost synonymous...
  39. StealthP3D

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

    It's worth something when you can open "UPGRADES" in the app for your car and it says "You have all available upgrades". 🤪
  40. StealthP3D

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

    Ha! Speak for yourself, I love high oil and gas prices! Reg. unleaded is over $5.50 at the cheapest high-volume gas station I drive by on the local Reservation that has a sweetheart tax deal from the state of Washington. That's still too cheap for me! Now all we need is higher production of...
  41. StealthP3D

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

    I think you misrepresent Elon when you claim he alleges Twitter is a free speech platform. What I have gathered from the sum total of Elon' comments I have seen, is that he believes Twitter has replaced the town square as well as traditional media as the defacto "town square" or public forum...
  42. StealthP3D

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

    Wives are humans too, which is to say they need educating too. The fact that you are married to your wife make this even more important to both of your continued happiness and productivity in such a partnership. And in whose reality are free humans not free to disagree? There are some scary...
  43. StealthP3D

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

    I can't see where you are going with this, but I'm having a hard time thinking it's enlightening in any way. Can a mod delete their own posts? 🤪 Self-censorship is sometimes a good thing and this just might be one of those times. ;)
  44. StealthP3D

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

    True. And if they were to actually work on the car, they would be trained just like any new junior hire with no experience. There is no point to this article other than to take a positive (Tesla being flexible with their resources) and trying to turn it into a hit piece. Most investors are too...
  45. StealthP3D

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

    How come no one ever worried about the valet using your old school metal key to cut a new key while you were enjoying your dinner? Answer: Because your car is insured - it's just not a big deal. That said, I do park my own car whenever it's practical because it leaves me less dependent upon...
  46. StealthP3D

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

    Market conditions can always change on a dime no matter how strong they look in the moment. Never retire based on a strong market, that would be like building your house on a sandy beach because the tide was low. It's when your retirement looks good in a crappy environment like this that you...
  47. StealthP3D

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

    Ten employees is almost certainly a stretch. I would be surprised if it were more than 3 or 4. Anonymous letter? I can see they have real conviction there!
  48. StealthP3D

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

    I think there is a reasonably good chance Tesla will introduce the higher voltage wiring with the Cybertruck for three reasons: 1) The time is right 2) It's Elon's "baby" 3) It represents the modern truck and deserves modern wiring. Tesla semi might share the same 48V wiring as well.
  49. StealthP3D

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

    You will be happy to know that current market conditions are unsustainable. LOL! /S I always plan to maintain at least two years cash reserve, so I never have to sell stock during market downturns. Ideally I can be buying when the price is low. Today I bought a couple hundred more at $635 and...
  50. StealthP3D

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

    Ford has a legal obligation to fix the problem without limiting acceleration. Otherwise, customers will successfully sue for not replacing the contactors with more expensive contactors that can actually handle the advertised 0-60 mph times. There is a reason Tesla tends to advertise 0-60 mph...

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