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  1. geometro

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

    Yes, it would be (is) worse bc of that. Still not a fan.
  2. geometro

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

    That bottom one is a price chart? No dividends, so less useful.
  3. geometro

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

    This sounds like the unfortunate but most likely cause. The stock has been cascading ever since. Not sure what else it could be. Very surprised at how quickly the broader narrative around EVs has happened… it’s not like anyone enjoys going to the gas station, having maintenance and poor...
  4. geometro

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

    Negative sentiment is strong this year. Definitely need to have the board announce the new comp plan to start and then Elon committed to raising awareness of EVs and their superiority over ICE (I have notlet heard him expound on this in a while). Too much noise, not enough signal these days.
  5. geometro

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

    Yes, this. TSLA > $350 and I’d be getting one now too.
  6. geometro

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

    This seems like a demand lever, right? I wonder if pricing has caused some not to configure.
  7. geometro

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

    Rivian's "one more thing" was a great move. It's exciting enough while also being plausible to actually happen (roadster had this surprise element too, but it's been such a long time... and "next year" could mean December 2025).
  8. geometro

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

    It doesn't seem like a fire (while disastrous) should lead to such a lower SP.... especially after yesterday, which also made little sense.
  9. geometro

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

    I’ve gotten use to some of the volatility in this share price, and normally don’t mind when it does its own thing on no news but this feels weird… like there is a big seller out there. Hopefully this post will age poorly
  10. geometro

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

    Anec-data… a relative just picked up their Model Y (and first Tesla) yesterday! Their Jeep 4xe has been un-driveable for the past several months due to their recall on the battery system (which got very little news coverage… shocking!). Cybertruck is infiltrating Austin and seeing more of...
  11. geometro

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

    https://stocks.apple.com/AKnOSX_BCTA-RBuuvRBc0kQ Small amount, but desired effect.
  12. geometro

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

    That’s above my pay grade 😂
  13. geometro

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

    Fair, but recall AAPL pays dividends and has done many buybacks.
  14. geometro

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

    But the cash needs to be invested somewhere to grow at higher than the risk-free rate (like any corporation)… either back into the business, or stock buyback/dividend. Fair to have a cash pile for safety reasons, but beyond a certain point it’s not useful to investors.
  15. geometro

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

    Generally not a fan of these articles, but thought this was helpful: https://stocks.apple.com/A_Z-Q_cmbR8CiFzj9TgWC1Q
  16. geometro

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

    "Incentives drive behavior".... until the Board determines / corrects the comp package, it seems like we won't have Elon doing the Tesla discussion or amplifying all of the good work the team is doing (at least not to the same extent). I'm not saying there's no captain on the ship, it's just...
  17. geometro

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

    This pricing volatility would continue to scare buyers away, IMO. Definitely fleet buyers have gotten scared as leasing becomes really difficult (for that, you want stable residuals and predictable pricing). Making $100 on a car sale is good? Sure if your alternative is $0, but that’s not...
  18. geometro

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

    What a waste of time… https://stocks.apple.com/Ab8vT3HO4Qh6gXkmjhZoucA
  19. geometro

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

    Why did people expect a new Y in NA this year? They just released the new 3 a few weeks ago. Likely they’ll do the same with new Y… launch in Asia then Europe and then NA.
  20. geometro

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

    Don’t know the author, but the article states many things that are consistent with what we can see… distracted Elon, lack of alignment with climate change (at least in contrast to prior alignment)… leading to a “what’s next for Tesla?” quandary.
  21. geometro

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

    Worth reading as parts of this ring true for many on this forum: https://apple.news/AOuwAJHoaQpiVtOPuXmN6Rg
  22. geometro

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

    GDP larger than Italy is a low bar!
  23. geometro

    What tires are you running?

    I thought I did my research last year and moved to the Michelins Pilot Sport AS4s (from stock Primacy). Handling is better in the wet, but efficiency is about 20% worse and noise isn’t great. The Hankook ion EVO seem like the answer for me.
  24. geometro

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

    Ugh: https://stocks.apple.com/ARTdRl4xFRlyCCMxivLNB0g
  25. geometro

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

    Good point… this court decision made me forget about those two reporting AH.
  26. geometro

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

    https://www.wsj.com/business/elon-musks-55-billion-tesla-pay-package-struck-down-by-judge-3e619f53?st=kynyxu1iqv3m187&reflink=article_copyURL_share Short blurb, but this stood out: The ruling means the electric-vehicle maker must draft a new compensation package for the CEO.
  27. geometro

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

    This is rather confusing for sure, but unfortunately bad for shareholders given the AH dump (-3.65%).
  28. geometro

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

    GM's Cruise... "failure of leadership" (related to pedestrian accident last year): https://www.wsj.com/business/autos/gms-cruise-confirms-doj-investigation-of-driverless-car-incident-b249c13b?mod=browser_push
  29. geometro

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

    Does the demographic that purchases a <$30K Tesla have a convenient way to charge? I've been wondering about this as I hear younger folks in the office with M3 that have to stop at the supercharger every few days (in contrast, they were filling up with gas weekly; these are all folks who rent)...
  30. geometro

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

    “growth is lower because we are capacity constrained”…. Something like that?
  31. geometro

    Hankook new iON tire, an "EV" tire (not the same as Kinergy GT)

    How are these in the cold? Not traction, but efficiency? I recall the mxm4’s getting worse by about 20% (240-> 280) once the temp went down to 45 degrees or so.
  32. geometro

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

    Perhaps, but as long as it’s a possible high ROI option I’d like to know management considered it.
  33. geometro

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

    This nonsense needs to stop… they don’t bother to mention anything about reducing reliance on Middle East oil, reducing greenhouse gases or any of the other benefits. They take a very (unnecessary) political angle… reminds me of ten years ago and all of the nonsense back then...
  34. geometro

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

    I know there are a bunch of different uses of capital possible but a modest share buyback would be a nice signal from Tesla that the shares are cheap.
  35. geometro

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

    There are exchange funds (not ETFs), but you have to get them through an advisor and they only delay the tax payment not avoid it. But it allows for greater diversification sooner. (In essence, you contribute your TSLA to a pool where others contribute their concentrated stock and the you get a...
  36. geometro

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

    Great post. The big (unfortunate) difference between then and now is the growth trajectory and margin expansion. Right now there is a big “?” Over the whole sector and the legacy mfrs are loving this. I think the team at Tesla is still hungry and motivated and second to none, but this will be...
  37. geometro

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

    https://apple.news/AJCH-X8SkS0Cz1rYi5j6W9g
  38. geometro

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

    I want the one that's going to show he's focused on leading a team to deliver FSD, Optimus, TSLA > (Aramco+Apple) (not necessarily in that order).
  39. geometro

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

    Damn good point. Damn; good point. Damn.... good point.
  40. geometro

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

    I'm still hoping for a good earnings call.... if it gets "wacky", then I'm going to be beyond frustrated. I want to hear discipline, fortitude to navigate choppy waters (i.e., bad sentiment for EVs), something about cold weather plans (Chicago winter FUD), resolution on Elon's comp package...
  41. geometro

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

    So, are we de-risked going into 1/24 earnings call?
  42. geometro

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

    Or, I don’t know… much, much better??
  43. geometro

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

    More drama, what a shock…. I can’t think of a good reason for this to be done in public.
  44. geometro

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

    Lot of high beta stocks down today… RIVN, COIN, etc.
  45. geometro

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

    I got to LAX a few days ago and Hertz did not have my Tesla ready. Said that it would take 30mins… which I didn’t have so they offered me a polestar or a Chevy bolt (they had tons of those sitting in the lot). I ended up with a gas car as I don’t know where to charge these other EVs. Again...
  46. geometro

    In 2023, who's making the best all-weather, all-season tires for the Tesla Model 3?

    Hankook has some tires for EVs that seem to be getting good reviews for efficiency and noise.