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  1. ZachF

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

    I mean, they’re probably going to generate around $5 billion of FCF this quarter.
  2. ZachF

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

    Tik tok should’ve been banned two years ago. It’s quite literally malware designed to destabilize us.
  3. ZachF

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

    Just Google + screenshot on phone
  4. ZachF

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

    Manchin’s permit reform bill would have been great for green energy though. Right now it’s progressive NIMBYs who are the biggest obstacle to green energy. This is why Texas is completely dunking on California in terms of new installed capacity. They are almost always the ones stopping new...
  5. ZachF

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

    Manchin’s permitting reform bill, which would have sped up the permitting process for green energy projects, failed because of “progressives”. He’s gonna try to attach it to a defense bill. Make sure to tell your critters to support it.
  6. ZachF

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

    It’s basically followed the NASDAQ with higher volatility for the last year.
  7. ZachF

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

    Left leaning centrist here, the Democrat party has completely 180ed from the optimism and hope of Obama. Life has been a bit rough. A year of covid nonsense, then right after me and my siblings have had to deal with *both* of our parents getting cancer. SpaceX and Tesla have been huge white...
  8. ZachF

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

    Facebook has declining revenue and rapidly expanding costs. If you take Facebook’s guidance for spending next year and they keep having declining or flat revenue they will *lose* money… that’s why the stock price is so low. Pretty much all of the tech mega caps are post growth.
  9. ZachF

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

    I think we’re headed for a little double dip recession. California and the Bay Area specifically will be the worst hit imho. Signs of such are starting to show up.
  10. ZachF

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

    Meta just announced mass layoffs in the thousands. EDIT- to add, this may push up Meta stock, as cost control has been one of the biggest issues with the stock… could have macro effects too.
  11. ZachF

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

    It’s 100% just following macros
  12. ZachF

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

    Something to think about; it’s going to be interesting seeing how other automakers fare in an environment of rising interest rates considering how debt dependent many of them are. Many automakers, most especially the German ones had pretty poor FCF over the last decade and were pretty dependent...
  13. ZachF

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

    Elon’s superpower? Avoiding this: Andrej talks about it too.
  14. ZachF

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

    Model smöl 😉 (I think jrp3 coined this)
  15. ZachF

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

    I’m literally in tears… 🤣🤣😂 His endorsement really *is* the kiss of death.
  16. ZachF

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

    There were debt ceiling fights and gov shutdowns during both of those periods btw. There was also large reductions in the budget deficit as well (even surpluses in the 90s).
  17. ZachF

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

    They are probably counting the food they sell in vending machines and the cafeteria as revenue.
  18. ZachF

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

    IDK but that would even be a bad number for a one person falafel stand.
  19. ZachF

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

    Bruh, $14k revenue is like under the table street vendor territory.
  20. ZachF

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

    Well, On that front it looks like D president and R Congress which has historically been the best for the markets FWIW. (1995-2001, 2011-2016)
  21. ZachF

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

    The NASDAQ hit 9700 in feb 2020, and is 10500 now. Inflation since then has been 14.5% so that is a 5% loss in real inflation adjusted terms since that peak. The Nasdaq peaked at ~16,000 roughly a year ago, that’s a drop of 35% in nominal terms and ~40% in real inflation adjusted terms.
  22. ZachF

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

    Those draggy LiDAR assemblies on the roof probably reduce range ~20% just by themselves.
  23. ZachF

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

    If Tesla doesn’t release comparison videos I’ll be both surprised and disappointed.
  24. ZachF

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

    Remember, electric horsepower is worth much more than ICE horsepower when it comes to acceleration. -much less drivetrain losses (no transmission) Multi motor EVs don’t even need differential gears. -much better traction control -average power delivery is much closer to peak rating than on ICE...
  25. ZachF

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

    That’s because the hate is mostly virtue signaling
  26. ZachF

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

    Most stocks down a percent or less right now.
  27. ZachF

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

    The price will probably be higher because of the recent inflation, but my guess is battery storage from the gigantic amounts of wind & solar in the interior which have very low prices during oversupply.
  28. ZachF

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

    ? When shorts cover the stock goes up
  29. ZachF

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

    Probably shorts covering more than anything… it’s down like 30% in just the last week.
  30. ZachF

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

    I remember when Mark Zuckerberg used to be worth more than Tesla, now Elon is almost worth more than Meta/Facebook…
  31. ZachF

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

    TSLa holding well considering the other tech mega caps down ~2%.
  32. ZachF

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

    Hence the need for Tesla bot to drive the labor input of industry down as close to zero as possible. A Mars colony will be 99% robots supporting the domed humans who maintain them.
  33. ZachF

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

    I know this might be crazy, but back in the before times you could like, respect, or be friends with a person without having to agree or endorse everything they’ve ever done. People hired dentists and plumbers who did the best job and not the closest voting record... It was madness
  34. ZachF

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

    Own those right wingers by purchasing a car produced by a company that was literally founded by Adolph Hitler.
  35. ZachF

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

    The bickering fuels our gains! 😈
  36. ZachF

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

    Savings flows are the biggest determinant of trade surpluses and deficits. Tariffs do very little to change it ultimately. See Michael Pettis “The Great Rebalancing “ or “Trade Wars are Class Wars”.
  37. ZachF

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

    Falcon Heavy launch in ~30min btw
  38. ZachF

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

    I’ll just say this as a person in the center; the extremely online woke left continuously overestimates the popularity of much of their stances. Loud =/= popular. Outside of coastal enclaves (which are now hemorrhaging population because of it btw) it is extremely unpopular. Movies and shows...
  39. ZachF

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

    Major evidence of market bottom guys! 🥳
  40. ZachF

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

    Bickering feeds the chaos gods who grant us our gains!
  41. ZachF

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

    Lol Go ahead. Start a trade war with the country that spends hundreds of billions a year defending your borders, securing your energy supplies, and and keeping the sea lanes safe for your exports, and does all of this while letting you have a trade surplus with us. Normally I wouldn’t be so...
  42. ZachF

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

    Cybertruck wrapped in black with brush guards and a winch is basically a batmobile

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