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  1. larmor

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

    Or maybe twitter board is trying to figure out how elon plans to make money on twitter and just do it themselves. At least that's what a bot told me.
  2. larmor

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

    If it’s not the Twitter issue, it will be something else there’s always an issue. Tesla trades in opposite world. I have been here for a long, long time. The Q3 financials mean nothing – – how they match up to someone’s expectations of what they should make is meaningless. Those people making...
  3. larmor

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

    Ramping several new factories is difficult and well within the scope of decreased or even no deliveries in a quarter. However factory improvements are being done to increase the run rate, which appears to be on target for the end of the year.
  4. larmor

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

    Hope it sells for much more.
  5. larmor

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

    A related question who would be interested in buying a bot that can put packages into cardboard boxes, tape them up and then load them into the van. And whose margins are in part linked to labor cost
  6. larmor

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

    First bots will have to unionize..
  7. larmor

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

    Yes most Silicon Valley companies are thinking we can do this in 6 months also… I agree… this will decimate any former or future competitors of Tesla because Tesla has so much experience with motors etc
  8. larmor

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

    The predictions of what it can, and can’t do are pie in the sky, but it literally showed it picking up a box and taking it across the room. That in of itself with a little bit more programming and self-awareness could be used for simple tasks around the factory. This alone is its own company...
  9. larmor

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

    Speaking to the public control-- who orders more of these Amazon or some large armed forces?
  10. larmor

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

    Somewhat related, for the past month since the most recent software update on my 2016 auto pilot 1, model X, lane changes, initiated by turn signal, are intuitively smooth, they are not slow, and they are not fast or sharp. It is actually quite surprising. It feels as if I am doing the driving...
  11. larmor

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

    When Tesla gets investment grade, then I presume a lot of institutions and funds would be required to purchase, that should dampen volatility. Volatility has been pretty easy to predict on a daily and hourly basis for the past many years.
  12. larmor

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

    If optimus can pick up an object in a pile, such as a tire and take it across the room, the level of trolling will have to be better-- maybe they will use an AI engine to generate trolling...
  13. larmor

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

    Becoming a Texla issue in some areas...
  14. larmor

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

    This 'news' is a daily occurrence over the past 10 years, sometimes hourly. TSLA remains highly sensitive to any (un)related news since continued profits, filled order books, increasing number of factories, and increasing margins are just too much positive for the market to handle. As an...
  15. larmor

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

    If optimus can just pick up a tire, from a random pile, and take it across the room, that would be transformative. And I would guess that the number one interested party would be amazon...
  16. larmor

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

    The street is pouring money into their spreadsheets, since a beat on earnings is generally a positive for the equity. Shhhh no one tell them that TSLA trades in opposite world...
  17. larmor

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

    NPR is super anti Tesla and anti musk. They were outraged that musk wanted to buy twitter-- how can one person get so much control, and then when it is publicly noted that a huge percentage of twitter users and content are bot related, NPR is again alarmed that musk is "trying to get out of the...
  18. larmor

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

    More spending on infrastructure would be a great stimulus for the economy-- the roads, bridges, ports, airports, water supply, etc are crumbling, and these are not privatized-- so does not matter if you are red or blue, the roads (among other infrastructure) everywhere in the US need fixing...
  19. larmor

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

    Wait hold on, tesla has 1.1 million vehicles on the road? Or are they in parking lots without chips or in powerpoint presentations?
  20. larmor

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

    And ramping several new factories as well...
  21. larmor

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

    They are very good at math. They are good at what they do-- ignore the obvious profit train powered by increasing margins in the auto industry which is hard to do. And soon to come lithium extraction, otherwise known as margins equal to software companies.
  22. larmor

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

    And please anyone reading this kindly cancel your cybertruck reservation. Asking for a friend...
  23. larmor

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

    I can almost set my clock on the MMD...
  24. larmor

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

    Some peoples' business is to short sell, that is their revenue stream. TSLA fits perfectly because historically any headline can shift it down by 1-5% and thus a business is born. The SEC is protective of all businesses, presumably those who serendipitously change their investments on a minute...
  25. larmor

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

    Rental of EVs is still a bit of time to become mainstream. People on vacation renting a car are likely going to drive more than usual (greater than 300 miles), so there really needs to be hotel/destination charging to make this a regular rental option.
  26. larmor

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

    Revenue won't be realized but increasing number of testers to the beta program bings exponentially more data. Data in of itself has value with regards to the development of the program. The secondary value is that FSD is designed to be 2x better (or more) than a human driver which translates...
  27. larmor

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

    Or maybe chip shortage is a euphemism, for no one wants to buy that car…
  28. larmor

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

    That would be a run rate of 1.1 million cars per year, just saying.
  29. larmor

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

    I'm sure all the automakers have been watching the direct to consumer sales model with interest, and whatever car they make, presumably they want to maximize profits. Also, the world, and transactional world, has changed significantly since the inception of the dealer model was established.
  30. larmor

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

    Many people are buying Tesla cars…
  31. larmor

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

    That is nowhere near 50% growth…
  32. larmor

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

    Moody's should give credit where credit is due...
  33. larmor

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

    And this is how one can make a business in the small market gyrations, not as exciting or difficult as making a car but a business nevertheless.
  34. larmor

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

    The train is loaded with cars that are all ready sold…
  35. larmor

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

    Buffalo GF is pretty close to Ontario Canada
  36. larmor

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

    This is actually very important news. Tesla has paved the way and people are now excited about EVs. Car afficionados are now drifting (pun intended) to EVs and I hope polestar can get it done. The car market is huge, and tesla really needs 10 factories of their own working full time to just...
  37. larmor

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

    The main underestimation from the market is the improvement to the production of the car and battery and motor. Improving margins can happen with economies of scale, but are hard to do with increased cost of parts and labor prices increasing as well. The auto industry is closely watching...
  38. larmor

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

    The original battle for 200 and then 300 was based on probable execution and probable volume and probable profits. Now these metrics are all here, and in each segment are actually increasing. The market can cover its eyes, and label TSLA junk, but if someone is looking to invest in a sold out...
  39. larmor

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

    Apparently it is expected for Tesla and other car manufactureres and tech companies to make durable goods at increasing margins and continued profits on a continued basis— except they are not. Oh wait that only applies to Tesla which is doing it regularly it’s not as exciting as a PowerPoint...
  40. larmor

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

    Another possible excerpt which was left on the editing floor: "Manufacturers only got serious about electric vehicles when it became apparent that new electric entrants like Tesla were going to take over the market were going to make increasing margins and increasing profits in setting of...
  41. larmor

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

    Also since Tesla was from the beginning was in California, this is not technically part of the United States as most of the United States well tell you…
  42. larmor

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

    GM is buying TSLA to cover the bolt issue....
  43. larmor

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

    Hold on, not even increasing production and deliveries of cars, tesla's primary product, and increasing margins has very little to do with TSLA...
  44. larmor

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

    Or prior quarters' data with continued outperformance in setting of world ending supply chain nightmare.
  45. larmor

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

    But there are alot of retail investors who would favor a lower priced stock. And of course there is that pesky investor grade based on a valuation of a company's credit rating from ongoing profits.
  46. larmor

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

    No one wants to steal a hyundai so they can open source their security-- take it if you want.
  47. larmor

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

    But short term ongoing profits and improving margins are continually being ignored by the market, because the market still can't comprehend a simple balance sheet or comprehending of said balance sheet does not make profit for their business.
  48. larmor

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

    didn’t the P85D with introduction of the extra motor have improved efficiency?
  49. larmor

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

    Does means the battery pack is better then expected?

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