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  1. dakh

    ideas on constructing a macro-neutral long TSLA trade

    Hardly been even lurking here since I retired, so Hi! I like the current TSLA setup with upcoming stock split, already great and still improving financials, AI day coming up.. But I'm not willing to take much if any macro risk for this trade. What would be a good way to hedge the overall...
  2. dakh

    Breaking into a Model Y

    Had a good-up over the weekend that got me to learn how to break in to my car. Turned out it is extremely easy. I drove out into the middle of nowhere in the woods to practice some trials on my new electric trials bike, closest cell reception is 20 miles away. Then I thought, well, if I leave...
  3. dakh

    eco friendly dirt biking

    I have been here for a while for the investment forum, but thought you fine folks in MY section would get a kick out of this: It is an EM ePure Race with a stock MY hitch and an aluminum hitch carrier. Some points of interest: 1. This doesn't seem to impact range that much, computer...
  4. dakh

    All anecdotes and discussion about Fit and Finish

    I guess I'll continue since it's investment related. They haven't quite figured out Model Y production in Fremont. Nothing glaring but after checking the car out closely, there are substantial things not quite aligning right. The trunk is skewed maybe 2-3mm, both back edges of the front doors...
  5. dakh

    portfolio management/diversification

    Starting a thread to cover this topic that started to come up more and more often since folks now have an outsized portion of their holdings in TSLA. Personally I have had a completely unreasonable 'all-in-TSLA, with leverage' so-called portfolio for the last 5 years. Growing a $200K...
  6. dakh

    unwinding LEAPS and tax consequences

    I try to maximize LEAP use in my 401K but I do have some in a taxable account. I'd like to understand what's my best strategy to deleverage. Especially relevant in a short squeeze scenario of course but applies to any. All of my LEAPS at this point are long term holdings. Some are 2019...
  7. dakh

    How will US Presidential elections affect TSLA?

    This is a touchy topic but I wanted to solicit some opinions on the subject matter. It irked me quite a bit that Elon was quite frank in saying that Tesla will be "used as a political football" and "kicked around". Now the way I see it as long as Tesla is competing with S-Classe that statement...

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