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  1. C

    Tesla Unionization

    Tesla strikes back. Finally - in my view - Tesla makes an effort to explain their position in a long interview in Sweden's daily business paper. (Likely paywall for non subscribers) ”Ingen frågar om kollektivavtal” The first part of the article, autotranslated in Word: It's lunchtime at the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Swedish "Medieakademin" conducts annual surveys of randomly selected Swedes' trust in political parties, institutions and corporations. In this year's survey, they included Tesla, who ended up in the bottom of the 11 companies they asked about. Even lower than the Swedish state owned railways...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Really? Are you one of the extremely few that foresee we would end up here a couple of years ago? I do not recall reading many predictions of how demand would be low due to macro and Tesla would counter that with a long series of price reductions. If you did not, what makes you confident the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I like this. Humble and to the point.
  5. C

    Tesla Unionization

    The Union doesn't give up, even though it is now very clear that a majority of the Tesla workers does not strike. Now another sympathy measure is on its way, which aim to prevent Tesla chargers of being installed or serviced. In my opinion, the unions are not doing themselves any favors by their...
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    Tesla Unionization

    Tesla comments tonight, in Sweden's largest business daily, and reiterates that 30 out of 300 in total are on strike. Tesla fyra månader in i strejken: 90 procent arbetar I doubt that they would dare to lie about that so my guess is that the backwards calculation of 44 on strike from earlier...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I can't stand that SMR guy. Extremely full of himself and constantly bashing on anything that isn't 100 % bullish on everything Musk or Tesla do. Is there any episode where he shows even a shred of humility or sensible analysis? I miss Rob Maurer.
  8. C

    Tesla Unionization

    Not sure there is a big mismatch. Tesla has reported that about 10% of their employees are on strike and they had 289 employees in total in Sweden at the end of 2022. If Tesla has grown a lot during 2023 they may now have so many employees that 44 is about 10% of that and the number 44 is also a...
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    Tesla Unionization

    Not sure if anybody cares about this Swedish strike anymore but today a Swedish large daily newspaper published news based on open statistics showing that 44 full time equivalents, about a third of the Swedish Tesla workers who could be on strike were on strike in 2023. So actually a little more...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My guess is that it is because there are more people willing to buy than willing to sell on yesterday's price.
  11. C

    Tesla Unionization

    Except that even though this, now quite old, interview is made in the Union's own paper, he never says that half of the mechanics are striking. What he says is that half of the mechanics are union members, that they must strike if they want to keep being members and that the Union is in dialogue...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, but also take out your calculator. Tesla merited a high valuation because of projected growth of earnings. Now analysts slash future earnings and then a P/E of 60 is very high. There also seems to be a lot of deflation psychology going on - I'd be happy to buy, but let's wait until tomorrow...
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    Tesla Unionization

    We have multiple interviews in Swedish media of actual Tesla employees saying that they are not afraid of Tesla, that they are staying there because they like the company, its vision and their working conditions. We also know that the labor market for mechanics in Sweden is very strong so there...
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    Tesla Unionization

    I see two losers in this conflict, however it ends.
  15. C

    Tesla Unionization

    Yes we do and you know too since you also frequent the Swedish Tesla club forum where multiple witnesses and actual local employees have commented on this. I am beginning to feel you are not discussing this in an honest way.
  16. C

    Tesla Unionization

    As you know, most (or all?) Swedish blue collar unions are gathered under LO, the centralised Unions organisation, which is also why we see sympathy strikes from other unions. So I still think it is relevant to talk about the Union in a wider sense. The rest sounds mostly like you are trying to...
  17. C

    Tesla Unionization

    Pension money is important but for 300 employees it is nothing. Board seats in a local subsidiary is pointless, no real decisions are made there anyway. A collective bargaining agreement does not mean you get more members and thereby union fees. They will have the same number of members and...
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    Tesla Unionization

    Answers: Postnord has union member employees who in sympathy strikes refuse to handle mail to Tesla. Due to constitutional strike rights, Postnord as an employer can neither force them to deliver Tesla mail, nor ask non union members to do so, as that would be against the constitutional strike...
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    Tesla Unionization

    Well, why does the Union care about a collective bargaining agreement for less than 300 employees? I am willing to bet it is about image and power. I doubt that they are particularly worried about the working conditions at Tesla, when we have black labor construction workers actually dying here...
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    Tesla Unionization

    No, you didn't miss much. Mostly semantics and name calling :D Like this thread, the actual strike has also become much less in focus. Haven't read about it in Swedish news for days. Which may be a good thing, perhaps easier for both sides to agree when it is not so heated.
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    Tesla Unionization

    Yes, I think that is definitely plausible. There are many Swedish companies with more employees that do not have collective bargaining agreements and that are not subject of conflicts like this.
  22. C

    Tesla Unionization

    I'm claiming that you calling Timbro "far right" is not consistent with how the term far right is used, definitely not today and probably not even in the past.
  23. C

    Tesla Unionization

    On the one hand, I think the Swedish system with strong, political, unions is corrupt. On the other hand, Swedish unions have a history of being very pragmatic and quite industry friendly. Obviously, I cannot know exactly how things would have played out but I think with a more humble approach...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How does it benefit Tesla that Musk picks a side in this? If this is indeed the most important US political issue, there must be some people among the 19% republicans, 32% independents and 55% democrats who feel very strongly that Musk is totally wrong. Free speech doesn't mean you are forced to...
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    Tesla Unionization

    Discussion seems to be going a bit out of hand. I wanted to give another Swedish view than @SwedishAdvocate but I would also be the first to admit that his views are fairly representative for a lot of Swedes, especially among the left, and I think it is good that his views are represented here...
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    Tesla Unionization

    No it's not "far right" in any context. It's liberal, in a Swedish context, which means something different than how "liberal" is commonly used in the US. It's a voice for free markets and less government intervention, so closer to libertarian although that term would be used for someone much...
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    Tesla Unionization

    This is probably the absolute worst effect of the Union's strike. Twenty workers at Hydro Extrusions will lose their job directly because of the Union's action against Tesla, and this at a work place that HAS signed a collective bargaining agreement (otherwise the union would not be able to use...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I hope the thumbs down option is not used because someone disagrees with a conclusion or an opinion. This forum is more interesting and useful if different perspectives and outlooks are met with curiosity, not judgement.
  29. C

    Tesla Unionization

    Oh no, we have been exposed.
  30. C

    Tesla Unionization

    You seem not to understand what a journalist's role is. Their role is to seek the truth and present fair, unbiased news, not to parrot sources.
  31. C

    Tesla Unionization

    Which only goes to show - in my opinion - how indoctrinated we are in this respect in Sweden. Both the unions and the employer confederations have what is very close to taxation rights through their unemployment insurance and collective bargaining agreements. The "voluntary" collective...
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    Tesla Unionization

    Just letting one side tell their side and not trying to present an angle just because the other side wishes not to comment is exactly what I mean with lazy journalism. And you do not need to be very conspiratorial to doubt that they would accept that way of telling news if the only opinion...
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    Tesla Unionization

    And I disagree with your analysis. Of course, how we perceive media is obviously influenced by our own political standpoints. But I think it is fair to say that Sweden is still a homogeneous country with a strong pressure to conform to the "right" opinion. And when it comes to the so called...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How so? Traders also benefit from - and they also contribute to - short term irrationality.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I subscribe to almost everything he writes but disagrees with his first sentence and am quite sure Ben Graham would too: "The stock market is not designed for investors." Quite the opposite - it is the fact that the market is short term irrational but long term rational that makes it designed...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fair enough, I just don't want you or anybody else to believe in conspiracy theories about how the market works. I do not know Dan Ives personally but I do know other analysts, fund managers and investment banking employees and I have also worked during most of my life in the financial services...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is this really what you believe? That a guy like Dan Ives tries to manipulate a stock? Given that he as a price target on Tesla way above current trading price, I take it you believe that he is trying to manipulate the stock price upwards? How do you see him making money from that, indirectly...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Swedish google is confused, says TSLA trading at 307.58 after hours :)
  39. C

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

    What's the fake drama? An analyst's role is to analyse intrinsic value and predict short term movements. Yesterday Dan Ives did just that, and it would seem quite correctly so. Anyone listening to him for short movement advice could have sold at market opening a price about 4% higher that at the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Personally I like Dan Ives and appreciate his analyses. He's been right a number of times, and I think he gets both the short and long term stock movements. And this is precisely his role as an analyst. With the risk of stating the obvious, institutional investors rely on analysts to determine...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Dan IVes is not happy with the call.
  42. C

    Tesla Unionization

    As a representative of the Swedish people I would definitely say Russian aggression is the top priority. Just the other day a large number of Swedish companies and organizations were hacked by a Russian group. The so called Swedish model is hailed as a good way of avoiding conflicts but most...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    1. If everytime the Tesla stock drops it is due to manipulation and not because of fundamental issues, like price reductions and production stops, then just thank Mr Market for being irrational. If the market was always fully rational, i.e. efficient, buying anything but an index fund would be a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I predict that in the end of 2024, we will eagerly await a newer version of FSD which is no more than two weeks away and that will blow our minds.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, and what I specifically liked is that the answers from him were fact based, humble and respectful. That is how you win people over, not by reacting as an angry teenage boy whenever you are criticized. LIke this answer here: https://x.com/rohanspatel/status/1737093923258978627?s=20
  46. C

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

    Yes!! This is how a company should communicate.
  47. C

    Tesla Unionization

    We'll see about China. So far the Chinese sell a lot of stuff in Sweden but there are very few Chinese companies with Swedish employees. But Volvo cars is a Chinese owned company and they are definitely unionized. The main focus when its come to China is to what extent their companies are in...
  48. C

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

    Or maybe not focus on garages but charge while you drive :O Elonroad
  49. C

    Tesla Unionization

    Agreed and I am not surprised.
  50. C

    Tesla Unionization

    Somehow your words go very well with that image of an angry cat :) After you state several opinions of your own, you end your post by saying opinions lack value. It seems what you really mean is that the wrong opinions - in your eyes - lack value. This is a forum for discussion and it would be...