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  1. T

    Elon & Twitter

    Yea as you said at least some of the equity investors probably won't pay $54.20 hence pull out of the deal. For bank loans, IIRC some of the loans are collateralize on the future cash flow of Twitter, I see a scenario where the banks say 1) Elon's claim over the bots make it harder to justify...
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    Elon & Twitter

    Thanks for the clarification. So there is a chance that Elon is forced to buy yet Banks pull out at last minute so Elon is forced to sell 40B+ worth of TSLA to fund the transaction? I know it is not likely but it doesn't sound negligible either, I will give 1-5% of that happening.
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    Elon & Twitter

    Just want to summarize possible outcomes of the Twitter situation and use the crowd wisdom to see if I am missing/misunderstanding anything: Elon walks away with no strings attached Elon walks away paying 1B breakup fee Elon settles with a lower acquisition price Elon made to pay “the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well if Bill’s mom didn’t sit on IBM’s board...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not sure if this was posted here(200+ views on YT so probably not) PCAUTO getting exclusive visit to Teslas China-Made Model Y Gigafactory The video is in Chinese but JayinShanghai did a great job summarizing it in the description part, and I will be happy to translate any specific timestamp...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If Gali needs to liquidate 10% of his TSLA position to buy a MY, that means he is not even a Teslanaire yet... We really should start a GoFundMe campaign for the guy
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Semi OT. I heard SP goes up whenever our favorite analyst makes an appearance on screen so I figure I will just leave this here as a good luck charm for Monday. Took the photo when I boarded a high-speed train after I paid a visit to GigaSH a couple weeks back. Simulation...confirmed?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    why he has to mention the same fact twice
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In a recent podcast, when asked to compare Tesla and Jaguar, Trevor said something like "in terms of software Tesla destroys Jaguar, in terms of quality Jaguar destroys Tesla"
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For those who don't want to go through 20 pages of confusing debate on simple math and well-understood procedure, here is a TLDR about the split: 1) The split itself is supposed to have zero impact to any market participants, be it stock holder, option trader, short seller etc, all the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    now we all know who's your fav child