Search results

Mr Market will react when an actual average person not under NDA or similar can make an order and take delivery of the truck.

Someone in between the two extremes would be the best choice imo.

At least one of these points is totally, completely, self inflicted.

The overall economy is doing pretty damn well already, even with "high" rates. Other manufacturers are doing quite well, at a higher average price. So no, the issue is tesla specific. To be honest the mood in the call yesterday was the most somber ive seen yet, almost like "we know we have made...

Traditional automakers aren't valued at 70+ P/E, for multiple reasons.

Let's talk one more second about 2025 target prices and similar, with some basic math, as ive seen some terrible takes lately. So far, for 23H1 we have less than 2$ EPS. Make it 4$ EPS for whole of 2023. Means a P/E of 62. Now, let's say we get 7$ EPS for 2024, reasonable yet a bit hopeful...

Can we discuss a bit about the FBX index? Down 90% from the peak in late 2021. Has somebody done a proper analysis on this, reasons and so on? Is there a quantifiable impact on tesla earnings?

SPX average return is 10%/y historically afaik, maybe lower. The fact that you personally had bigger returns during the previous 10 year bull run is irrelevant for the future outlook imo. While I would love to see tsla at a 2t valuation or more soon (I'd divest some to build an amazing house...

Counterpoint. I couldn't give two shits about what the stock price is today or tomorrow. Stock price often doesn't represent the actual company current and future worth, there's a very big speculation component as well. Please explain how the current elon and twitter fiasco is a net gain for the...

Not terrible premarket reaction so far, following macro. As it should. I'd argue P&D numbers are a vestige of years ago when +- 1000 cars made or broke the quarter. Now all that matters are the actual earnings imo.

Even though I was half-asleep already during the Investors presentation (it was close to midnight in my local time!) I immediately noticed that the model 3 image shown on the slide was different than the current model, so it's good to have a proper comparison done here. Although, since the...

Been a couple of nice early spring sunny days lately, our solar's been generating >100kwh/day. Solar is amazing.

Hey guys, thought i'd introduce myself briefly after lurking for a while here. I'm probably younger than 99% of the users in here. First time I'd heard about tesla was during a trip in Croatia, where I saw 4 superchargers directly overlooking the sea (still one of the most beautiful SuC...