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

    I think the article makes a perfectly fair point, though high quality shareholders are largely thoughtful retail investors and funds who have a sophisticated understanding of a company's worth. The article didn't come across as particularly anti-Tesla either.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Are we expecting Tesla will be GAAP profitable in Q3? Thinking about the accrual of Elon's 2nd and 3rd tranches, which based on the last 10-Q would indicate an expense of about $200M if I'm reading correctly.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's not obvious that he needs to be so rich to accomplish this. An irony of the fact that Tesla and eventually SpaceX are self-financing and will never be bankrupt is that no external pressure can get in the way of his accomplishing Mars missions and a sustainable future (to the extent either...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't think Elon's comment on valuation or profitability was the problem per se. But very objectively watching the presentation, you don't get the sense that this is a company that necessarily wants to return money to its shareholders (eventually -- over whatever horizon). At the end of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The last two shareholder proposals are precisely why the first shareholder proposal that votes be counted on a simple majority is a terrible idea.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Also have to consider how hard it is to predict correctly where the stock would close that week. For example, you won't get an award for predicting that Berkshire Hathaway stock will close around $220 this week. Also the "max pain" level changes over time. I think it makes sense to me that...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I know it's a dense question, but why are many here so convinced there's a lot of MM mediated price manipulation? Is the SP really so grossly undervalued right now on the basis of what relatively less committed investors would be willing to pay (i.e. the marginal buyer in the market)? I...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Someone pointed out that companies in the S&P 500 must have a public float that's 50 percent of shares outstanding (Source). The definition of "public float" for the purposes of float adjustment among other things excludes shares held by: directors and officers, private equity and venture...