Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. D

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

    Maybe his legal advisors read him the riot act. Maybe his investors are not secured. It now seems the odds of the deal closing are very high. At the least the twitter overhang will forever be gone.
  2. D

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

    Taxes anybody? Hope he does not have to sell more in the future to pay for long term capital gains.
  3. D

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

    He might as well buy PayPal and merge it with twitter.
  4. D

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

    From being on the verge of bankruptcy to the wealthiest man alive, can inflate one’s ego. He clearly got carried away.
  5. D

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

    Why I sold my Ducati after 18,000 miles. Too many injured and killed friends. don’t even sell it, just give it away.
  6. D

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

    One justification is that Amazon owns the internet retail mkt. That dominance is unassailable as far as the eye can see. AWS is growing and profiting immensely. Even Costco has a huge valuation with negligible profit margins (under 2%.).
  7. D

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

    Voting with fidelity account help menu help with what? input : proxy voting Proxy screen appears vote right there
  8. D

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

    If you park the bolt in your home garage, just make sure your house is well covered by insurance for fire.
  9. D

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

    Kimbal definitely has an information advantage, moreover he is wealthy enough that a few million barely motivates him, unless he is very bullish .
  10. D

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

    Consider adopting and expanding to 50
  11. D

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

    If we are actually in a recession of sorts , then consumer prices may recede , implying less aggressive tightening. It’s seems Interest rates will finish in the 3 plus range and the fed will let quantitative tightening reduce liquidity to bring inflation down. basically shifting tightening to...
  12. D

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

    Or it could be that they don't know how to value Tesla and use the credit rating issue as an excuse to avoid the stock. If there is a will there is a way. Moreover, nobody seems to get fired yet for avoiding tesla, including the JP Morgan analyst.
  13. D

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

    Google already generates 70 billion Fcf while Amazon practically nothing. another worthless barons article.
  14. D

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

    competition has been trying to hurt tesla since inception, I would not give them any economic advantage.
  15. D

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

    Abandoning the S and X would allow breathing room to other high end EVs to survive and adopt Tesla’s master plan 1 . Some people like large luxury vehicles, anyhow what does Elon drive?
  16. D

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

    Diess leaving, i guess VW with 183 billion in debt can hardly afford a transition to EVs. The cash flow necessary just to pay interest becomes daunting. Can’t substitute a profitable product for an unprofitable product without compromising your business . On the other hand they appear too big...
  17. D

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

    JP Morgan has an aura of competence if you listen to Jamie Dimon‘s pronouncements and moreover the praise he gets from Buffett. Then how is it possible their analyst is still employed after being wrong for so long? Gotta wonder by association if anything else is mismanaged at JPM.
  18. D

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

    Moreover $18 billion invested in short term t bills at a 3% yield about $500 Million per year.
  19. D

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

    oh, I frequently heard 100 square miles, I will check what Elon said to confirm.
  20. D

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

    If an area the size of 100 square miles of solar panels powers the entire USA, tesla could undertake that project or a fraction of it to transition the whole country to renewables. That in itself too would have a huge impact on carbon emissions. Apparently there is lots of land and sunshine in...
  21. D

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

    Agree it does not make sense, fsd and Optimus are probably the best AI projects in the world. Maybe he is burnt out and needs to Chill out.
  22. D

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

    inflation is a monetary phenomenon, and the money supply grew by about 41.2% between Jan 2020 and May 2022. From $15.401 trillion to $21.754 trillion. Higher rates and quantitative tightening will offset that with a lag.
  23. D

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

    Whether we like it or not, Twitter is affecting tesla stock in a negative way. That plus Bitcoin were unnecessary adventures. it seems whenever Elon is elated about tesla’s success or overcoming a difficult problem, he seeks another even more risky challenge.
  24. D

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

    Without economies of scale production and positive gross margins , their trajectory is still sloping down.
  25. D

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

    if you believe that than short apple , in the same boat.
  26. D

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

    Crude oil Below $100, and if we get an outside day up in the tesla stock price, i will add to my position.
  27. D

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

    milton friedman lecture on inflation, for those interested.
  28. D

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

    Tesla‘s lawyers should go after him , that would send a shot across the bow to Wall Street .
  29. D

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

    Without fsd tesla is worth zero, quite a morale booster. loose lips sink ships.
  30. D

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

    It seems every time Elon tells how bad things are, it’s a free shot to sell all day long. It’s either how bad the economy is, or why it’s necessary to fire salaried workers, or the billions lost in Berlin and Austin, and now admitting the 4680 is not yet ready. Then it takes great positives to...
  31. D

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

    Elon could have bought GM instead of twitter …… but it never crossed his mind for obvious reasons
  32. D

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

    Twitter and GM have about the same mkt cap, i don’t think even Musk could turn GM around. Unions, dealers, and the actual product make it very hard.
  33. D

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

    No don’t want to bet, though it could signal or hint at peak inflation. Which in turn helps stocks.
  34. D

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

    Brent crude nov delivery down 5.23 to 107.09 give me a close below $100 and hope will resurface
  35. D

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

    Wonder when affordability becomes an issue. Apparently tesla is not worried given the waiting list for deliveries. That indicates strong demand. Strong demand is bullish. I would take that signal seriously, given the fed is looking for aggregate economic demand destruction.
  36. D

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

    Let’s get the price of crude oil below $100 as the first sign of relief, the rest seems like Micky Mousing monthly data and seasonals
  37. D

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

    Or 2 square miles per state on average of course depending on sun light
  38. D

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

    Food shelf life is limited, really doubt that will be an issue.
  39. D

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

    Check list 1. do I understand the company, product and financials 2. do they have a sustainable competitive advantage 3. do i trust the management 4. is the valuation ok
  40. D

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

    Healthcare and tuition have been rising substantially for the last 20 years while the cpi barely rose. Which may imply the cpi is under reporting inflation.
  41. D

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

    Deflating portfolios can certainly impact human behavior. it’s the negative wealth effect, plus higher costs that may cause the consumer to recede
  42. D

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

    Inflation is probably much higher than that reported. healthcare and tuition have reach absurd levels
  43. D

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

    Ok Mule, especially your insights on short term options
  44. D

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

    Agree, and moreover they gained a first mover advantage, making it very diffuct for startups to compete on price unless they reach scale, and the encumbents cant afford to switch from profitable ice production to unprofitable EV production.
  45. D

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

    Do they have a sustainable competitive advantage? Not really. Without pricing power the business is less attractive. Bty, I am vegan.
  46. D

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

    Supply shock for sure if you add the COVID pandemic coupled with the Ukrainian war, however the fantastic money supply growth is the bigger culprit . Inflation is a monetary phenomenon. Monetary stimulus plus expansive fiscal policy pushed aggregate demand to very high levels while aggregate...
  47. D

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

    thankfully Tesla has no inventory and moreover has pricing power given high demand. Costco probably has no inventory issues Either.
  48. D

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

    Elon has been thru so many near death experiences between space x and tesla, That at the slightest feel of something seriously bad, such as a recession he chooses to act rather than react. He reduced outstanding long term debt to practically nothing, Thus avoiding the possibility of...
  49. D

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

    The stock trades like a pet.com, with little appreciation for brilliance of what they have accomplish and what is yet to come Is even greater. EVs are the antidote to high oil prices, a scourge plaguing us economically and politically since the 1970s. Unless the mkt expects an electron...

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top