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  1. Chartered321

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

    Tesla became a way to get those 2 min of popularity. It's crazy but this is the world we're living in at the moment. We all know who the Delaware's judge is, the 7 shares guy and his lawyers, CNBC reporters, even ws analysts. Now senators... Everyone's here using Tesla to redeem from their...
  2. Chartered321

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

    Problem is wall street sees what happens in 2yrs not more than that. The mass market is not ready for EV yet. People need to understand that vs ICE there's a huge advantage either in price or in ease of use. There's nothing we can do until the sentiment of the consumer changes. Today people...
  3. Chartered321

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

    I can see what Elon is thinking: now that Tesla is profitable with 2m cars run rate they can stop growing the production YOY of the car company (hello analysts and bankers, yes that's the old Tesla, so you're somewhat right... until now) and switch completely into being a software company...
  4. Chartered321

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

    Cars are a pain to produce for a Ferrari EBIT margin of max 28-30%. Software is 60-70% EBIT margin. So at some point you decide where to allocate your resources and skills. Wanna compete with Chinese batteries and manufacturing or go 100% silicon valley software?
  5. Chartered321

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

    What if... Instead of producing model 2 cars with implied lower margins Tesla buys them from the chinese EVs makers and retrofit them with chips and cameras to build the RT fleet? Missing puzzle pieces are a compact car and a van for a reason. The opportunity here are miles driven under FSD. So...
  6. Chartered321

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

    AI is gonna make Tesla products (cars, robots, anything FSD especially) the best in all their cathegories. Microeconomically we're seeing reactions and proactive behaviour vs bad macro, and inaction vs media which I find hilarious even though I admit it can hurt the stock price short term...
  7. Chartered321

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

    It's now crystal clear $TSLA is being systematically manipulated downwards by the market makers, with the help of Elon and his no / gloomy guidance which allowed the stock to trade sidelines for quarters. Maybe he wanted to grab some cheap shares too. I think the bottom is around. I'm buying...
  8. Chartered321

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

    Worst earnings call ever: CFO couldn't reply to questions clearly and in a good english, I missed 40% of what he said, never said anything financially meaningful, even Deepak was better than him. No official guidances given, only an implied downgrade of the revenues growth rate from 40% to 10%...
  9. Chartered321

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

    I am afraid this price cuts are going to bankrupt VW, GM, Ford, Toyota..
  10. Chartered321

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

    I am afraid this price cuts are going to bankrupt NIO, Lucid, Rivian, etc..
  11. Chartered321

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

    Past returns are not a proxy of future ones unfortunately
  12. Chartered321

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

    Today's entire market is manipulated, not only TSLA, you can find hundreds of examples of bubbles bursting. Why? because powell and the fed wanted to bring the banks back in business again. So they killed retail investors and push for more unemployment. Today no big retail investor has the money...
  13. Chartered321

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

    Those who talk about prices in this market manipulation are just making unnecessary noise. Valuation is what it matters
  14. Chartered321

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

    Who's selling at $154 ? Has someone lost his mind? 😆
  15. Chartered321

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

    Do we remember $TSLA is a war stock? It has always been the case, nothing new here. Those who look at the price are getting distracted from the value. VALUE: relatively to competition Tesla is getting stronger. A recession can slow trajectories but also kill many more before the best in class...
  16. Chartered321

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

    Me thinks that Tesla will get out of these inflation / recession / war times better than ever relatively speaking. So hold on tight dear TMC community. Floor must be somewhere around 💪 💪💪
  17. Chartered321

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

    Just picked up my first Tesla ever, after being an investor for loooong time:p Life is good:cool::cool::cool: And we're just getting started...
  18. Chartered321

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

    We've seen this so many times, with low volumes and no news it's time for the shorties to do the manipulation game. It feels great for once to have some spare money to buy some shares. I love a little volatility:D;)
  19. Chartered321

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

    So Nio + Xpeng > 1/4 Tesla You've got to be kidding be:D
  20. Chartered321

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

    Here's my 2 cents: -10 to battery day gives institutionals the last opportunity to get in before something too good is announced and it's too late to get in (S&P). During this period with no catalysts whoever with firepower can manipulate the stock as much as he wants. Therefore in the next 5...
  21. Chartered321

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

    OMG this Gordon Johnson banker guy just made my day, his suit, his paintings and his attitude. I apologise in case this has been posted already Thanks for being a bear GJ, it really reassures me a lot
  22. Chartered321

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

    At least part of the amazing price discount of today is a direct consequence of the amazing and well paid job of Tony Sacconaghi of Bernstein, probably one of the last survivals of an endangered specie. These sell side analysts are just giving us temporary discounts to the stock price before...
  23. Chartered321

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

    Fear and greed again... Love how a tweet freaks people's mind out You're just humans I don't blame you though. Better to have a vision next time though. Maybe with a model or some P&L projections
  24. Chartered321

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

    Who's selling for these reasons? Are you maaad????? Give them stocks to me :D
  25. Chartered321

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

    I simply love Elon, for those who don't get it, the message is: ''fu@k the Wall Street'' and all the people that focus on money without understanding the underlying genius and vision. He now can play with the media and the wall street as it pleases him. And I totally get why, and long term...
  26. Chartered321

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

    I just feel bad for CNBC and Jim Chanos... they really tried hard all these years :(:D
  27. Chartered321

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

    Impressive, well done on underpromise and overdeliver. That's what we aim for!!
  28. Chartered321

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

    This movement is typical of institutionals selling before sending out their downgrades. They missed the rally and now they're taking their revenge. I'm buying.
  29. Chartered321

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

    Buying order set for 690, 680, 670, 660. Hope it goes to 650 but very unlikely. My target price is 1800 USD within 2 years
  30. Chartered321

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

    Just became a supporter of this guy. Go duck yourself CNBC we don't need you
  31. Chartered321

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

    Let me just say that despite JB leaving the CTO role, I'm very happy for the results and the future of Tesla. So many options, so many products and applications are possible. 3 gigafactories, best in class products and tecnology. Promising financials and cheap fundamentals. Being profitable is...
  32. Chartered321

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

    Very positive results. After market action is a nonsense as it was the last 6 months. As a long term investor what I see is very promising especially given such a strong competition :D
  33. Chartered321

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

    Also the annual shareholders meeting on the 11th of June ;)
  34. Chartered321

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

    I had a nice conversation tonight with a Uber driver. As the majority of UberX ones he was driving a Toyota Prius for economy reasons. Late twenties, smart, playing cool music, good driving skills, I asked some questions about the Uber moltiplicator and the last passengers trend. Finally I came...
  35. Chartered321

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

    Car industry is just very under pressure, it's probably the most challenged among the manufacturing players, as they're switching technology and migrating private ownership into platform based shared ones. Tesla just leapfrogged profitability to get into the subscription based shared economy...
  36. Chartered321

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

    Hey fund managers, hey private bankers, hey Jim Cramer or other financial experts, are you buying Amazon? Apple? Facebook? Oohhh that's smart and such a nice piece of advice, very responsible and it must be coming from years and years of experience and studies. Except for the cloud business, I...
  37. Chartered321

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

    50k shares traded with no significant news, someone is panicking big time. Time to buy
  38. Chartered321

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

    I think at this point we can summarize the situation as today as a 50% go big and 50% go home. Under a financial point of view the operating leverage is not there yet. It means that an economy of scale is always possible thanks to huge monetary investments (2-5bn dollars per new factory...
  39. Chartered321

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

    Capital Raise!! LiveSquawk on Twitter
  40. Chartered321

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

    Bought 150 shares! No more margin calls :D
  41. Chartered321

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

    I've been margin called 4 times today. I'm not gonna try the 5th so yeah.. this should be the bottom :D
  42. Chartered321

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

    Is this a simulation or reality? I've been margin called 3 times today :D
  43. Chartered321

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

    Shortsellers are doing whatever they want now. I'm buying shares with gearing x50 (2% margin) and stop loss 1%. Today I've been margin called 2 times so far :mad: I'm just trying to find the bottom..
  44. Chartered321

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

    Amazing, we set the bottom. Sky is the limit now
  45. Chartered321

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

    Duck the wall street and the media! Hold my beer..
  46. Chartered321

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

    So is this past 1Q19 the last loss making quarter? Are we ready for a decade of consecutive profits? I am, certainly I'm not selling my shares now. Are you?
  47. Chartered321

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

    Everyday a bad news... Bloomberg - Are you a robot? I really don't undersand these media guys
  48. Chartered321

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

    Internet is against Tesla. Every day there's a bad news and the media industry found in Musk & co. something real effective to feed the masses and monetize on that. People want to read about failure, less about success and Tesla is easier to understand compared to AI, cyber seecurity or biotech...