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  1. AMN

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

    What's so special about today?
  2. AMN

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

    Wall Street is not stupid. $55B "share buyback" opportunity will turn Tesla's balance sheet from a mere fortress into the US Navy.
  3. AMN

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

    $333M in interest income on its cash position. That's $1.3B+ annualized... LOL
  4. AMN

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

    Exactly. VW and Ford will need to buy more credits from Tesla. Apparently it's cheaper vs making their own EVs. Short-term fix and will only so slightly postpone their demise. Or government bailouts...
  5. AMN

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

    What was the WLTP range for the old Model 3?
  6. AMN

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

    Added $3B to the cash pile and very good GAAP margin while the industry is bleeding. Long-term Jackpot!
  7. AMN

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

    Yes. This is all about taking market share. Checkmate.
  8. AMN

    Model S/X minor refresh coming soon?

    I ordered a Plaid X 5 days ago. Est. Delivery shows "December 10 - February 4". Something is up.
  9. AMN

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

    Sorry about your FOMO for not investing in TSLA 5 years ago but it's still not too late. It will be the largest company on Earth soon enough.
  10. AMN

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

    Michigan is an important swing state for winning US presidency. Barra and Farley know they WILL get that money from either party if bankruptcy is on the table.
  11. AMN

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

    I generally like your content but this ^^ kind of stuff is just packing foam. No? :)
  12. AMN

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

    Exactly. Also, using GAAP to value a fast growing disruptor is also silly.
  13. AMN

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

    Only growth matters. At least to those concerned with long-term wealth accumulation.
  14. AMN

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

    Here is Ferrari price list for a couple random things: - Apple Car Play -- $4219 - Back Radar -- $2767 - HomeLink Garage Opener -- $1350 - Electrochromic Rear View Mirror -- $1350 - Parking Camera -- $2700 - Front and Rear Parking Sensors -- $1519 - Wireless Phone Charger -- $1687 And...
  15. AMN

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

    I believe the dividend they pay is adjusted for that ratio. Having said that, there are risks with any financial instrument compared to just owning the equity.
  16. AMN

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

    Recessions and slowdowns tend to shine the light on real leaders with sustainable business models. Tesla is executing very well given what's happening in the world. Imagine what's going to happen when the world is back in growth mode. I 100% agree with Musk. Now is the time to take market...
  17. AMN

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

    Dude... move on. Don't you have healthier things to do in life?
  18. AMN

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

    He is back at the main office in East Setauket, NY
  19. AMN

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

    $0.8B in FX impact? LOL. What happened to good ol' hedging?
  20. AMN

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

    You are missing the point. Tesla is taking market share at an alarming pace. They can keep cutting prices and maintain positive free cash flow. Toyota, GM, Ford, VW have so much debt to service and less margin than Tesla to keep playing these games. Tesla is bullying the incumbents.
  21. AMN

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

    There are so many soiled undies right now in Germany, Japan, and Detroit.
  22. AMN

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

    This is how you say "We are going nuclear" without saying "We are going f'n nuclear!"
  23. AMN

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

    Dude.... there were like 500 people like you on this forum over the last 10 years. My main concern is not Tesla selling cars but Tesla becoming a monopoly. GM, Ford, VW, Toyota all have insane amount of debt that they are barely capable of servicing now. Legacy auto will be dead without...
  24. AMN

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

    Then take your groundbreaking BIZ101 insight to investor relations already. You can email them or just tweet to Martin. You won't accomplish much for your favorite company by whining here. :)
  25. AMN

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

    No, I am not buying that. There is a ton of inventory S/X cars in the US. Having said that, S/X is less than 2% of the revenues for the company. At this point, if they ditch them, they may be better off...
  26. AMN

    Refreshed 2021+ Model X and Model X Plaid waiting room

    I believe this is the old color.
  27. AMN

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

    Model S/X is less than 5% of total revenue...
  28. AMN

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

    I had a similar conversation with a BMW I3 owner a few days ago... when I asked him if he knew that the logo on his car represents a Nazi Propeller, his response was that it's not the same. Well... humans.
  29. AMN

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

    I sold $190 puts during the power hour. Let's see if those clowns cough it up!
  30. AMN

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

    I am scared... did hell just freeze over? WSJ got hacked?
  31. AMN

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

    The carnage has officially commenced. I suspect they will still guide for 18-20% margins given the new IRA battery credits to Tesla, much lower commodity prices, and higher production volume. Should be a fun earnings call.
  32. AMN

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

    Eventually, we will reach the tipping point.... Most of Wall Street hates Musk and anything related to him. However, more than they hate Musk, they hate losing to each other. They are sharks and will stab each other in the back while competing for new capital. We are at the point of no denial...
  33. AMN

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

    3 days they say How come do you still have free cash in this kind of environment?!? What are you, 90 or something? :)
  34. AMN

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

    I cancelled my Founders Roadster Reservation yesterday.... to buy more TSLA. I have a good feeling about this. :) Also picked up the new beast today. What a day!
  35. AMN

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

    Well, 10,000 free supercharging miles... I have to take that Plaid X. LOL
  36. AMN

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

    Picked up our new Plaid beast last night. They were busy! Best Tesla to-date for sure. Like the new screen too. Cheers to Q2!
  37. AMN

    Refreshed 2021+ Model X and Model X Plaid waiting room

    People who picked up cars recently, could you please post a close up picture of the headlight? Congrats!
  38. AMN

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

    I know 2 barely posting members on here with TSLA holdings above the stated number.
  39. AMN

    2022 X Plaid Red/White FSD $150k ($157k MSRP)

    The car is sold.
  40. AMN

    2022 X Plaid Red/White FSD $150k ($157k MSRP)

    SOLD
  41. AMN

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

    The split will make it very likely that TSLA will be joining DJIA which is stock price weighted (vs market cap in S&P500). At 3% entry into $10T index... that's another $300B of float that will get locked up. Buckle up!
  42. AMN

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

    Only growth and positive FCF matter. The rest is noise.
  43. AMN

    Refreshed 2021+ Model X and Model X Plaid waiting room

    LOL, wow. Do you mind posting your VIN without the last digit?
  44. AMN

    Refreshed 2021+ Model X and Model X Plaid waiting room

    Got a VIN in Minnesota. Plaid X. Red/White, 20", FSD. Feb 1 delivery. VIN 7SAXCBE61NF33142*
  45. AMN

    Refreshed 2021+ Model X and Model X Plaid waiting room

    Tesla changed my Plaid 5-seat order to 6-seater and increased the price. LOL