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  1. The Blue Owl

    Market politics

    Tesla is a minus zero.
  2. The Blue Owl

    Market politics

    Pa. Muah. Xxxjoxo.
  3. The Blue Owl

    Market politics

    So this is where I ****ing come down. President Trump is my ****ing president. Hm. Hrrr.
  4. The Blue Owl

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

    Tesla's surge is largely due to fear of missing out, says ROTH's Irwin
  5. The Blue Owl

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

    Jim Cramer on CNBC: "TSLA should exceed F + GM combined. Nobody is selling. Battery Day is coming." Jim Cramer: Tesla is a tech company and must be valued as one
  6. The Blue Owl

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

    Word. This reminds me of the old joke: what do they call the person who graduates last in med school? They call him Doctor.
  7. The Blue Owl

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

    In most articles containing option trading examples the premium quoted is per share, to keep calculations easy (many people find it easier to use mental math when comparing strategies if the costs per option are directly comparable to the costs per share). I personally always look at the total...
  8. The Blue Owl

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

    Gross injustice to Salieri, who could actually write beautiful music.
  9. The Blue Owl

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

    CNBC is obviously pleased with the aforementioned segment.
  10. The Blue Owl

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

    Finally, they are discussing TSLA on CNBC. Very sophisticated chatter about mahjong penetration in Florida. No light thrown whatsoever on why the stock appreciated 70% in 90 days. They just asserted this very statistic and then promptly shrugged their collective shoulders (4 highly educated...
  11. The Blue Owl

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

    Tim Seymour best shot for "nice" stock to own: Macy's (more than -40% YTD). He likes Boeing. No mention of TSLA at all.
  12. The Blue Owl

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

    Tim Seymour coming up on CNBC Power Lunch. I'm told his afternoon will also include a Power Visit to the restroom.
  13. The Blue Owl

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

    No, the program ended with no mention of TSLA. I thought I heard the host saying something like "TSLA coming up on The Exchange", but I may have misunderstood. That, or they decided 6.35% is already too high and didn't want to have anything to do with pushing it even higher.
  14. The Blue Owl

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

    TSLA discussion coming up on CNBC "The Exchange".
  15. The Blue Owl

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

    Jon Najarian on TSLA (25 min. ago). Go to 39 sec into the video.
  16. The Blue Owl

    Market politics

    This is an exceptional dialog about the true nature of journalism: .
  17. The Blue Owl

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

    I had no idea GM owned Opel for that long. Amen. I'm on record passionately defending "mainstream media" before, but the problem is I'm not sure what that means anymore. I still subscribe to publications like the FT, for instance, but Bloomberg, as demonstrated by such journalists like Dana...
  18. The Blue Owl

    Hub motor/drivetrain (out of main)

    I am not a mechanical engineer, but I am an engineer, and reading the explanations from contributors like yourself, @KarenRei, @Fact Checking, @Krugerrand, @JRP3, @mongo, or the faithful departed @neroden, and many others (apologies for not mentioning everybody) feels to me like connecting to...
  19. The Blue Owl

    Tesla BEV Competition Developments

    Yes. It's all the people who learned from a famous investor on Twitter that Tesla's competition is finally here and is way ahead in EVs. That is simply the period when they started searching for them in droves on Google. And it turns out these legendary cars can be found all over the place...
  20. The Blue Owl

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

    There is a union vote underway at the VW plant in Tennessee. If the UAW succeeds there, they might feel emboldened to continue their underhanded tactics against Tesla. Tesla isn't mentioned at all. The article makes it about foreign-owned producers, as if the UAW cares. If the UAW prevails in...
  21. The Blue Owl

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

    Nice job. We should all remember that when we respond publicly to deliberately obtuse commenters, it's not to change their mind. They're not trying to convince you, either. I think your responses work beautifully for their true purpose. From Thank you for smoking: Nick: Okay, let's say that...
  22. The Blue Owl

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

    Supporting argument from authority with more scoffing (non-authoritative, if I may) is your argument? You have no idea what he spends his time on, but I agree he's not wasting any of it. Also, contrary to popular opinion, Musk has not designed and built Tesla's FSD infrastructure all by...
  23. The Blue Owl

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

    There are other alternatives, for instance (as I think is the case) it's possible that self-driving is a really hard problem, and Tesla is much closer to solving it, as hard as it is, than its competitors, without anyone having overlooked anything easy. Rather, they may have overlooked (avoided)...
  24. The Blue Owl

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

    The point you made in your post is consistent to your definition, however, this phrase has ancient origins and its meaning is in accord with @neroden's usage. (Contrary to what is commonly assumed, Isaac Newton did not coin the phrase, but his statement is probably the most well-known: "If I...
  25. The Blue Owl

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

    Mark is in a self-reflective mood today.
  26. The Blue Owl

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

    Even if it's been posted, it should be re-posted. Every Tesla investor should see it. It shows in the most dramatic terms possible the huge disconnect between what the world understands about Tesla's technology and what Elon believes 'has objectively occurred'. Elon is as sure as he can be that...
  27. The Blue Owl

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

    I don't know if this has been posted but it is exceptional: Elon Musk: Tesla Autopilot | Artificial Intelligence (AI) Podcast
  28. The Blue Owl

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

    I think Musk is prepared to live with this for a while. He aluded to it in the Autonomy Day presentation when he answered a question about battery supply constraints with "that's a whole other discussion". If I were to read his mind, my bet is that he's thinking that the current strategic...
  29. The Blue Owl

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

    Fortunately he still kept a few, arranged in pairs, for himself. He needs them to play this game of 3D chess he's just started.
  30. The Blue Owl

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

    For the longest time, I fully agreed with this view. But now that I've finished watching the full presentation, beginning to end, my conclusion is this: I am certain every word that was spoken on that stage will prove to have been the literal truth. This was no technical presentation; it was a...
  31. The Blue Owl

    Market politics

    I certainly don't, either. Neither do the authors of the book, it seems to me. The way I framed my agreement with a certain "view" of history may have been confusing, since I haven't fully specified what that was. The part that I found compelling was the whole idea that history has a certain...
  32. The Blue Owl

    Market politics

    I highly recommend this article about this very view of history. I find this view fascinating and I think it's true.
  33. The Blue Owl

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

    This is a bit of a drive-by comment (no dog in this hunt), but one difference is that there are not 40k deaths every year caused by train collisions. There is a lot more to gain in the automotive world, and it goes well beyond safety, too. If we can have all trains drive themselves, we save on...
  34. The Blue Owl

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

    I've read that article the other day, and I was quite surprised and pleased to see it posted here. I think your framing of it is very insightful.
  35. The Blue Owl

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

    Hey, Karen? Hi. You don't know me, but I couldn't help overhearing your question. It is an important question, so much so that one almost never hears it being asked out loud. Most people go through their entire lives being too afraid of the answer. Most don't come to ask it at all. So, no...
  36. The Blue Owl

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

    I don't have any evidence either, but I just wanted to point out that everything you said makes way, way more sense for China than it ever did for the Saudis (and we know those guys bought over 5% on the open market and wanted more). All I'm saying is, maybe you're on to something.
  37. The Blue Owl

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

    Could you please let CNBC know in advance? I'd like to see Phil LeBeau reporting to Melissa on it.
  38. The Blue Owl

    Market politics

    Brilliant. Thanks for posting this. Oh, you have no idea.
  39. The Blue Owl

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

    I propose that we, as a society, come together and turn April Fools' Day into April News Day; make it the one day a year when all news is real, all interviews are well-meaning, and all articles factual. Judging by the headlines, it's already Fools' Day every other day. Since we can't seem to be...
  40. The Blue Owl

    Articles re Tesla—Fact or Fiction?

    I agree with all you wrote. I wonder, though, whether this situation is better or worse than before. Before Twitter, journalists used to live in the much smaller universe of personal contacts, self-motivated leakers, celebrity publicists, government and corporate press bureaus, and PR outfits...
  41. The Blue Owl

    Please don't put this in the trash

    Maybe you should all review my posts in reverse order, and go back a little in my posting history. You will see that I'm quite stable (at least that's what it looks like, you can't ever be completely sure), and that I tend to not blabber about things I don't understand. I asked many times for...
  42. The Blue Owl

    Please don't put this in the trash

    To the 227 who already viewed this thread and to the following viewers. You are all making a mistake. It's not that big of a deal, but you might regret later that you stayed on the sidelines. What is happening is the mother of all events that ever made people remember "where they were at the...
  43. The Blue Owl

    Please don't put this in the trash

    Familial Rhino on Twitter
  44. The Blue Owl

    Please don't put this in the trash

    Guess I found another way. Going for a walk. It's a beautiful day.
  45. The Blue Owl

    Please don't put this in the trash

    Not Elon, but yeah. That was... something. Gotta chill a bit (but i had a good reason to be excited). Sorry for the noise.
  46. The Blue Owl

    Please don't put this in the trash

    How do I post an audio file here? It's on my hard drive. I can't believe this *sugar* is htis hard.