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  1. Krugerrand

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

    Don’t read it. Remove yourself from the situation that causes aggravation. Most of it is just ‘talk’ to see themselves in print and they just egg each other on.
  2. Krugerrand

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

    A.) It’s yet to be determined if Rivian is going to be staying in business B.) It’s yet to be determined the outcome of Ford’s EV division with its terrible financials and poor sales C.) The people making the comments had no intention of buying a Tesla, if and until they were forced to - some...
  3. Krugerrand

    Germany bans Cybertruck

    So - many - straw - man - arguments. How does anyone get through the day? 🙄
  4. Krugerrand

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

    I don’t disagree. Make sure you haven’t assumed that I’m a bad customer. It would be a really bad assumption on your part or any business owner’s part.
  5. Krugerrand

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

    You may be right, but good customers can have surprising power. I’ve been with this company for over a decade and I had to switch at the time because the company I was with didn’t cover where I moved to. In this time they’ve literally made a decade worth of free money from me via multiple...
  6. Krugerrand

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

    Small town. The broker will be incentivized to keep my business. He’ll do the most he can within the parameters he has from the insurance company. I understand the sarcasm. But I’m an ideal client. Four policies, about to be a fifth, and I don’t make claims. It’s literally free money for...
  7. Krugerrand

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

    I made an appointment to see my broker in person. Way harder to lie to me or dispense bs. For starters, I’ll be expressing my desire that the company stop spamming commercials using high dollar athletes and actors to sell their products. Animated talking reptiles and cartoon characters seem...
  8. Krugerrand

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

    I don’t think insurance companies will do that. They are vultures. I’ve had my rates raised the last two renewals between 15-25% for both vehicles, twice. So 40%+ increases. I called to find out what specifically was going on. The explanation I got was that during Covid rates were reduced...
  9. Krugerrand

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

    Nah. That just leaves them with another ‘plausible’ narrative to short it more. 🙄
  10. Krugerrand

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

    Good. Hope they estimate to zero. Hope the estimates stay at zero. I’d support all estimators going on an extended vacation. Forever.
  11. Krugerrand

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

    Well , now I’m confused. According to the dude, raising prices April 1 for NA is because demand for Q1 is so bad and they’re trying to goose Q1 sales. Then along comes a rise in prices in Europe but for March 22nd. Now I’ve been hearing from the dude how bad things are in Europe with sales...
  12. Krugerrand

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

    Yeah. The same way they take a picture of a Model S and write an article about Fisker’s potential bankruptcy.
  13. Krugerrand

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

    Hmm…poetry. Technically, though, not sure that rule matters in application anymore.
  14. Krugerrand

    CyberTruck (CT) waiting room

    Not even close to that.
  15. Krugerrand

    CyberTruck (CT) waiting room

    So basically not much wrong after purposely and for fun driving several times through water as high as to the bottom of the windshield. A couple trim pieces came loose, a set of buttons to open/close cover and tailgate no longer working but both can still be opened and closed via APP, and some...
  16. Krugerrand

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

    Just assume 383,000 and you’ll be happy with the results.
  17. Krugerrand

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

    It’s a double edged sword, isn’t it? Mystery and intrigue vs handholding. The reality is that Tesla has done it both ways and despite what some are saying - if Tesla would guide, WS wouldn’t punish the stock because of the uncertainty - that’s the biggest pile of 💩. WS players wallstreet...
  18. Krugerrand

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

    I have no data new data for you. SSDD
  19. Krugerrand

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

    What wave are we in? And will you be changing your mind as often as CNN changes their headlines?
  20. Krugerrand

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

    The whole market is the same. And factually, in this moment, TSLA is doing better than many. Just ignore it all. It’s a moment in time and insignificant on the whole - unless you’re being bad and trying to make a quick buck playing along side the crooks. Then you get what you deserve by...
  21. Krugerrand

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

    Thanks as always for the information. On one hand I agree with your fascination, on the other hand I want the manipulation to stop and the perpetrators severely punished. Someday, I would like to see all your data put into historical text. It would add another dimension to the Tesla story...
  22. Krugerrand

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

    Here’s the thing; you just shifted blame to ‘us’. Instead of making media responsible for reporting factually and without bias or agenda, you blamed ‘us’ for what media does. If media was ethical and responsible, they would simply do their jobs as they should and ‘we’ would be fine with it...
  23. Krugerrand

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

    Good to know Chinese media sources aren’t any more accurate than North American.
  24. Krugerrand

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

    Doesn’t make sense for Tesla to trial a new production line for semi first in Germany.
  25. Krugerrand

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

    Is it harsh? Let me scroll back through the forum and other threads and count the number of times she’s been called loony, crazy, out of touch etc… You may not be trying to belittle her, but you’re liking posts by those who are, which leaves a certain impression. This is the first post where...
  26. Krugerrand

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

    I can ignore it. Just as I ignore everyone else’s incorrect models. They’re all wrong. Why would I put any effort looking at models that have been wrong for the entirety of Tesla’s existence? I guess you could say so I knew what not to do. What? Cathy saw, still sees, potential where many...
  27. Krugerrand

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

    The point, sir, that’s being purposely ignored because it doesn’t fit the narrative being pushed is that regardless of her model, she’s the only one (besides Andrea James) that got the outcome correct. All the other ‘experts’ with their schooling, education, decades in the business etc… got...
  28. Krugerrand

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

    You tell us what it means for them to be selling cars at 1/2 the price. We’ve long since discussed it here and determined what it means. But clearly you think it means something bad for Tesla. We’re all ears.
  29. Krugerrand

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

    Vibe is par for the course. It’s cyclical. Too low SP and Tesla, Elon, and long term investors become spit targets.
  30. Krugerrand

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

    Or, all the small percentages are from the same small percentage group and not separate individuals. Nobody ever said Elon was god. You and those like you keep repeating that lie. The facts are that Tesla keeps expanding at breakneck speed, while being cash flow positive and, and, and...
  31. Krugerrand

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

    It’s not any stranger than you calling her method junk, when she is only one of two analysts that got the outcome correct. It’s not any stranger than you supporting your own method, a copy of every other analyst, all wrong in their method AND in the outcome. How about you come up with the...
  32. Krugerrand

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

    Why do you care so much how Tesla or TSLA gets there? Is it because you want to make money on the churn, on the lies? Or that you simply can’t wrap your brain around how it all ends? It is of no consequence to me how Tesla gets to the goal. It only matters that they get there. That’s how I...
  33. Krugerrand

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

    And everyone else was wrong for all the wrong reasons. That’s the whole point. Like what’s his face, that professor whose name starts with a D. His model was junk too and he’s supposed to know what he’s talking about. Nobody’s model has been correct but you all just keep making them and/or...
  34. Krugerrand

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

    Again. You and others said the same thing the first time around when she had a ‘ridiculous’ valuation. And yet - it happened. As it happened when everyone was laughing and pointing fingers at Andrea James, calling for bankruptcy. It’s not relevant how close ‘they’ got to being right. They...
  35. Krugerrand

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

    It’s March. You may be right, but it’s a bit early in the year to call it. Don’t you think?
  36. Krugerrand

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

    Andrea James was loony. Cathy was loony with her first valuation model too. And yet. It’s hard for a lot of people to digest and accept a never before seen event. If it’s never happened, it can’t happen. Right? No way rockets can become reusable. No way man will land, let alone live on...
  37. Krugerrand

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

    Close only counts in horseshoes and grenades. 2,000,001 is over 2,000,000. Tesla will at least do 2,000,001. I’m betting 2.2m and I won’t be adjusting my estimate every 6 days. Final answer.
  38. Krugerrand

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

    You’ve put a different tire on. What did you get (mileage) in the ATs?
  39. Krugerrand

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

    🤦‍♀️ Every quarter for the last decade.
  40. Krugerrand

    Honest review of the Cybertruck

    I’m well aware CT isn’t a finished product. Neither was the S, X, 3 or Y when they hit the road. It’ll become ‘relatively’ finished after a year of production. I’m ok with that. Eyes wide open. It’ll serve my purposes on The Mountain perfectly. It’ll tow what I want, it’ll haul what I...
  41. Krugerrand

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

    You’re too old car people. And it didn’t start as you described. It was a low budget opening film with lesser known actors and actresses. It was a hit and as the series moved along the big name actors came onboard etc…
  42. Krugerrand

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

    Car people know who Paul Walker was. He would have appreciated a Tesla.
  43. Krugerrand

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

    That’s not what he said. It’s what I was saying. And we know Tesla doesn’t exactly copy and paste. They make one iteration at one place and then improve on it at the next. And so on. Again, he didn’t say that. I suggested it would be done that way given what they’ve done to date. He’s...
  44. Krugerrand

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

    And yet you want them to start new models at multiple factories at once. Nothing to derisk for that, huh? 🙄
  45. Krugerrand

    Honest review of the Cybertruck

    I am reminded of a scene from Ford vs Ferrari. After Ken Miles died, Shelby had a new driver trying out a new race car. The driver got out of the car and claimed it was great. Shelby turns away in disgust and mumbles under his breath something like, ‘how can you tell, you drove it for less...
  46. Krugerrand

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

    And yet they didn’t do the Model 3 refresh in Shanghai and Fremont at the same time. So, until they actually do what you suggest, I’ll assume they won’t (for any number of reasons I can think of off the top of my head) until they actually do.
  47. Krugerrand

    Leaving Phone in Car while at work

    Exactly. Simply program PIN to drive. Power off your phone. Put in glovebox. Lock car with keycard. Easy.
  48. Krugerrand

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

    And he didn’t kick it off because there were only three competitors in the segment.