Search results

Or if he is a Buffet fan, you can show him this classic speech/article "The Superinvestors of Graham-and-Doddsville" in which the GOAT himself argues that you on the contrary CAN consistently beat the index, if only you follow the principles laid down by Benjamin Graham...

I am curious if anyone here has some more information or thoughts on Leo KoGuan's options strategy? As you probably know, Leo KoGuan is by now the third largest individual shareholder of Tesla. Apparently he started amassing shares in 2019, and as per Bloomberg he new owns more than 7B dollars...

Really nice video. I found a version with english subtitles here: I watched it twice, first to read the subtitles and then in 0.5 speed so I could get a better view of all the rapidly moving robots. Don’t miss the cars driving themselves in the factory at the very end of the video...

S3XYZ

Great song. Text is likely about Elon. But not a takedown or anger, but more a beautiful love song about letting the one you love free. Also likely a reference to the Ian M Banks book Player of Games and perhaps the Expanse books/tv show. Video and song here

Check out jpr007 on Twitter and their patreon site which has lots of stats and graphs. (You do not need to be a patreon supporter to access but recommend that you support as I do) Also Holden investments report that came out some weeks ago. I posted the link in a previous post here.

If you have not done so already you all should check out the new report on Tesla by Holon global investments. They value Tesla today at 3369 USD/share. It is a well-researched and comprehensive report of 144 pages covering a lot of the broader competition as well as details on Tesla including a...

I believe a similar request was asked at one of the last earnings calls, but shot down by Elon or Zack (or was I dreaming this, I couldn't fint it in the transcripts?). But given that Elon has said that he expects Tesla Energy will be at least at big as the auto business, I also anticipate more...

Thanks! Where do you find the max pain? Also helpful to hear about your LEAPS strategy. I was inclined to go a bit more OTM that far out, but seems useful to be able to sell calls when you are DITM. (This is my first real options buy, I have just used warrants before.)

What tools do you use to evaluate different options? I found optionsprofitcalculator website good but it not easy to compare different strikes and dates.My brokers’ tools are just confusing. Would appreciate any tips on tools. Also, planning to buy some LEAP calls soon. What strikes and...

I guess some other foundation will get my money then. Really disappointed in Gates. And this the day after it becomes public that Berkshire bought a large stake in Chevron. I hope Elon will start a foundation on his own. Just call it “The Foundation”, as in Asimov’s excellent book series (which...

Thanks for posting this. Great to see and hear Elon speak. He seems to be in good spirit and shape. A benefit of doing zoom interviews is that Elon is not as easily interrupted, which most journalists do when interviewing him. (This was also not journalists interviewing him.) Most striking for...

New World Energy Outlook report by International Energy Agency IEA released today. The report is not free to read, but there is a nice summary of graphs and some main results here: World Energy Outlook 2020 shows how the response to the Covid crisis can reshape the future of energy - News -...

Yes, I agree that Wall Street has been watching Tesla closely for some time, especially over the last year or so the narrative around Tesla has changed a lot and that the analysts are getting better (or learning some from retail youtube analysts maybe?). I find Stealth Wealth Investor's...

+1 I could not care less about new small automotive-startups. I think people underestimate the difficulty of creating a viable car-company and what Tesla has done. If they are any good they will probably be bought by the existing large auto companies, as a last chance to save them. Wouldn't...

It took some time for me to digest the information from Battery day, but now I am more bullish than ever! The speed of innovation at Tesla amazes me and the future for Tesla looks much clearer and brighter now after Battery day. I now think that Battery day is best summarized by Rob Maurer in...

@DaveT discusses JB in one of his recent videos on YouTube: My two cents: JB seems like a decent man and it seems implausible that he would be so greedy to just be on the board to get a stake in the company. But who knows?

Yes, I am sure you are right that Gali's view is too simple, and I think you are more correct. But I do not see such a big difference between what you and Gali are saying, essentially that "Mr Market" has trouble valuing corporations correctly, and that the world is changing, quicker than...

New must-see rant by Gali on HyperChange. Love his enthusiasm and how he clearly articulates many of the issues that should be on the mind of every Tesla investor. For example, what theory of value investing should we rely on? the wider macro environment with low-yielding bonds, disruptive...

Warning: anecdotal evidence but... In the Swedish Tesla fb owners groups there is a lot of talk lately about “phantom braking” on the latest versions of the firmware in their Teslas. What happens is that the car slams the brakes on the highway scaring the driver and passengers and the traffic...

Cathie Wood has a new video out published yesterday on the Ark Invest YouTube channel where she reflects on the macro environment and the recent market correction last week. I found it quite interesting and useful. For example, she and Ark think that we should expect low interest rates over the...

There is an acronym list in the FAQ: FAQ: TSLA Investor Discussions but BB is missing I see. Generally I think one should avoid using acronyms that are not common (eg FAQ). Too much acronyms can easily lead to incomprehensible language for newcomers. Market seems to anticipate good news for...

what did Elon say about partnerships? I must have missed this. Quick google couldn’t find anything.

Thought I got a notification from my Webull app that TSLA was up 5% while busy writing my other post. But now when looking the chart it was down 5%! I think I just should remove notifications for when TSLA goes down, because I do not really care when it goes down, only when it goes up! :)

I believe checks are still used in the US today. When I lived there 5 yeas ago it was still common to use physical checks. For example, our bank (PNC) could not even transfer the sum for our rent to our land-lord who also used PNC electronically, so we had to go to the bank to drop off a check...

This is the kind of thinking that I would like to see more of from analysts: How many more giga factories can Tesla build by raising more capital from rising stock prices? pretty sure similar calculations have been made and used for plans in Tesla Inc. HQ. After all, Elon has repeatedly said...

Cudos to Rob Maurer to end today’s Tesla Daily talking about the passing of Jack Rickard and cutting together some nice shots of Jack. Especially the final shot of Jack getting into his new badass black Model Y. Took this screenshot so that I will always remember this and for you all.

Cancer. Don’t know which type. He just mentioned it briefly at the end of his second to last video. Was very stoic and calm about it. Can recommend that video to all. One notable event in that video was Jack’s acknowledgement of the new breed of Tesla-focused youtubers and in particular Steven...

Damn it. He sounded so positive on his last video. But he also said that he accepted it and was ready to go if that was the way it was going to be. I am glad for him that he got his Model Y and that he got to see the TSLA liftoff before he had to leave us. RIP Jack and thank you for everything!

Bought my first freshly minted shares after the split. It felt so good to get so many shares for a cheaper price! :) But seriously, Tesla raising more money sounds great to me. And points toward S&P I guess. Could not resist to buy the dip! Accelerating the transition to sustainable energy...

I agree that I also find it hard to find better investments. But I don’t think focused investing in Tesla needs to be YOLO-based necessarily. On the contrary - we have so much analysis and insight and transparency into the Tesla business available to us. This makes it relatively easy to do an...

I think Webull app has volume in it’s free version. It is my goto app to follow the real time, pre and postmarkets.

TSLA looks like a stair over the last week. Stairway to heaven?

So, what’s the most likely explanation for the 10:55 sudden rise today? Whale + algos?

No, not really but not totally unrelated. The Great filter is the hypothesis that intelligent civilizations will not survive for very long after they have discovered technology. Thereby explaining the great silence in the universe. (The Fermi Paradox) Similar ideas seem to be important for...

So many actors want 5x number of chairs on the record. I put in a small sell order for just below 3k, and other below 4K, just in case something weird happens. Maybe I should add some more going upwards? Also glad I bought some option-like call warrants earlier today. The shortest is up 45%...

Tesla be like this:

What is the macro "weather" outlook for today? Do you think it looks like there will be an updraft for TSLA or a downdraft?

To celebrate the latest milestone in my TSLA investment I just reserved a Model Y for Europe. Production will start early 2021 it says. I have never bought a new car before and have some remorse because I will have to sell some TSLA shares to fund it... But then I also want my family to...

Clearly they did not take the lessons from Warren Buffet and Peter Lynch: invest only in what you understand. Quoting Lynch: “It’s when you’ve decided to invest on your own that you ought to try going it alone. That means ignoring the hot tips, the recommendations from brokerage houses, and...

To celebrate the latest ATH today @1835.54 (before the stock split) I want to tell you the story of my TSLA journey. My first clear memory of Tesla is when one my favorite podcasters, John Siracusa, mentioned that he had driven a friends Model S and commented on the huge screen and the...

Here is a list of some 15-890 baggers over 10 years. I think Tesla will definitely be on a similar list in the future. (From Peter Lynch’s book “One up on Wall Street”.)

Actually the new Polestar 2 uses the new Android Automotive OS, which seems really good. I’ve seen reviewers claiming they prefer it to Tesla’s. This is one area where I am most afraid of competition actually...

I don’t think this is correct. I seem to be able to buy ARKK for example here in Sweden (through Avanza), but I have refrained from doing so because I would rather have pure TSLA (ARKK sells TSLA when the stock price increases, due to their diversification strategy).