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  1. O

    Tesla Annual Shareholder Meeting and Battery Day

    Maximilian Fichtner an expert in the field and high up guy in the Helmholz-Institute was impressed by the stuff Tesla showed yesterday. Wohin geht die Entwicklung bei Elektroautos? (it's in german)
  2. O

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

    Those high end cars are for big manufacturer always marketing, and the roadster seems particular well suited for that, I personally would question more the pickup,
  3. O

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

    The bigger the stuff the harder to innovate, I am all for nuclear, but I don't see that someone is willing to put all that R&D money into a technology that the ignorant public dislikes, the state probably should, but those big bureaucracies aren't very good at developing new technology short of...
  4. O

    TSLA Market Action: 2018 Investor Roundtable

    Don't worry I send Deepak an electroshocker with detailed instructions how to use it to take Elon out if he tries to say something crazy Don't worry I sent Deepak a teaser with detailed instructions on how to use it to take Elon out if he tries to say something crazy
  5. O

    TSLA Market Action: 2018 Investor Roundtable

    Tesla (TSLA) Q3 2018 Results - Earnings Call Transcript ................................ Adam Jonas: Hey Elon, great Q Elon Musk - TSLA How many model 3s did you estimate we can deliver 2018, you bonebeeeeeeeeeeeps !? .....................
  6. O

    General Discussion: 2018 Investor Roundtable

    Nah we need someone who knows the industry, was in high positions in the industry and shines with her or his elaborate and balanced analysis of complex situations and has a lot of experience ... in other words, we need Bob Lutz
  7. O

    General Discussion: 2018 Investor Roundtable

    It's a pitty, he should have fought those SEC bureaucrats running amok, they had no case.
  8. O

    General Discussion: 2018 Investor Roundtable

    UBS says Audi's new electric car shows industry has a long way to go to catch Tesla UBS believes Tesla's lead in electric vehicle technology may last longer after seeing Audi's latest offering. The Audi "e-tron underscores that catching up with Tesla is more difficult than expected by many,"...
  9. O

    General Discussion: 2018 Investor Roundtable

    When you read stuff like that piece in the New York Times and you know a bit about the issue you have to wonder where else you get mislead, very annoying ... and when you ask yourself something like that loud the media types cry Trump.
  10. O

    General Discussion: 2018 Investor Roundtable

    Have you checked out marketing lately, companies try to manufacture a controlled outcry so that the pop media runs with it, it's a new form of publicity stunt ... I just say H&M and Nike ^^
  11. O

    General Discussion: 2018 Investor Roundtable

    They produce the cars for China and the EU at begin of the quarter and they arrive overseas at the end of the quarter would be my guess.
  12. O

    General Discussion: 2018 Investor Roundtable

    You sometimes have to Well I guess who flunked physics is always a matter of perspective 2:10 Murray Gell-Mann (probably the most, or one of the most, accomplished physicist of the second half of the century) : "Feynmann of course, as usual, put it in a form so that the common people could...
  13. O

    General Discussion: 2018 Investor Roundtable

    People just a reminder why we are doing this, if we don't stop global warming this majestic creature goes extinct
  14. O

    General Discussion: 2018 Investor Roundtable

    Don't get triggered by the word transhumanism, Fuller is an almost pathological contrarian, he likes to play with controversial ideologies and transhumanism certainly is one. Don't get me started, the (over) precautionary principle that EU regulation is based on stifles innovation and turns...
  15. O

    General Discussion: 2018 Investor Roundtable

    You are right, the whole "Limits of Growth" thing triggered me and btw. It is a valid argument that the limits of growth that they figured out were way off. If you acknowledge a problem like global warming you have options, for example, the club of Rome crowd advocates for a post-growth society...
  16. O

    General Discussion: 2018 Investor Roundtable

    Yeah, but I think the world is such a complex system that we are hardly able to produce intended effects and no that doesn't mean we can switch off your brains and don't consider potential dangerous, but the overemphasis of unintended consequences comes very much from a place of privilege and...
  17. O

    General Discussion: 2018 Investor Roundtable

    Correct me if I'm wrong but the author sounds alot like those Club of Rome post-growth pundits and I don't see a post-growth world as a solution. In a world were the cake get's smaller the outcome will be not be kumbaya back to nature, it will get very nasty. So as an antidote to those lines of...
  18. O

    TSLA Market Action: 2018 Investor Roundtable

    I think Goebbels said "If you repeat a lie often enough, it becomes the truth". The FUDsters FUDstered so much over the years that even the media bought thier narrative, just because of that it makes sense to take the company private.
  19. O

    TSLA Market Action: 2018 Investor Roundtable

    China got all in on electrification of the transport sector and pulls the whole industry down that path so there is no point to burn your investment to slow down the uptake of electric car's because the is no significant slowing down possible anymore. btw. Aren't the Saudis big into Uber...
  20. O

    General Discussion: 2018 Investor Roundtable

    That may sound a bit chauvinistic, but your thieves in Europe are way more sophisticated, cause after the fall of the iron curtain there were a lot of highly educated guys with no perspective who didn't mind to take away some toys from capitalists .... think of the viral yeah science bitch assad...
  21. O

    General Discussion: 2018 Investor Roundtable

    420 is the universal number indicating it's time to smoke some weed, people speculate that it's a Musk joke, is that only a wild association from some California based tech "journalists" or is there more to the story? If it was a legit joke you can speculate what kind of investors back a 72...
  22. O

    TSLA Market Action: 2018 Investor Roundtable

    I always thought Apple as a company that melts software and hardware together should jump for real into the much bigger hardware market mobility and bring their ecosystem with them, an electric car with IOS, Siri, and all the other stuff makes perfect sense, that said, I don't see a coherent...
  23. O

    General Discussion: 2018 Investor Roundtable

    Munster thinks 420 will not be enough
  24. O

    General Discussion: 2018 Investor Roundtable

    If an investors goes over their books and confirms that the margin of the model 3 is what they claim it is and they are cash flow positive in Q3, they will have no problem to buy out the company for 420.
  25. O

    General Discussion: 2018 Investor Roundtable

    Reminds me of one of those flat earth vs round earth debates on youtube*, HyperChange is the globetard in the debate. * *
  26. O

    General Discussion: 2018 Investor Roundtable

    Great post I didn't see that, thanks. Of course, I don't agree with him that short-sellers play an important part in the stock market, I would rather lie to my mother that I play the piano in a brothel than confessing that I'm a Wallstreet short-seller.
  27. O

    General Discussion: 2018 Investor Roundtable

    She get's probably trolled quite a bit by us Tesla-fans, so I don't mind if she trolls back lol
  28. O

    Market politics

    If you want an interesting take on Trump or underdogs vs. the elites in general than I recommend a book by Steve Fuller (one of the most important living sociologists today) https://www.amazon.com/Post-truth-Knowledge-Issues-Modern-Sociology/dp/1783086947 Post-Truth: Knowledge As a Power Game...
  29. O

    General Discussion: 2018 Investor Roundtable

    They force them with money I guess. I know (first hand) pharma analysts have paid doctors 1000 of dollars / hour to interpret a new study about an Alzheimer drug called aducanumab back in 2015.
  30. O

    General Discussion: 2018 Investor Roundtable

    Well that is of course the cliche, that the Chinese suffer no hippies In general, if you can learn something from president Trump than it is: be more unapologetic. If you are not, you end up like the spineless guys at Google who let a multi-billion military contract slip out of their hands...
  31. O

    General Discussion: 2018 Investor Roundtable

    What the high price (and form who they bought it) says you is when they bought the car, hint early and you know that.
  32. O

    General Discussion: 2018 Investor Roundtable

    This guy is obviously a FUDster who spins and misstate things how it pleases him/her.
  33. O

    General Discussion: 2018 Investor Roundtable

    An important article out of Germany Tesla Model 3 kann mit Gewinn gebaut werden In short (I'm in a bit of a rush): - a German engineering firm took apart model 3s -they say the car will be profitable -the estimate production costs of 10000 dollars -Tesla was able to substantially reduce the...
  34. O

    Articles/megaposts by DaveT

    The consensus here seems to be Tesla strength is its ability to rapidly innovate, but people are unwilling to live with the glitches that come with it and demand changes. Don't get me wrong, it would be wonderful if Tesla could innovate lightning fast with flawless execution, I'm just not...
  35. O

    Articles/megaposts by DaveT

    Come on you are losing your head, if they are able to put out 5000+ model 3s / week with a margin of 25% in Q4 it's an incredible achievement, the chaos that you are seeing has IMO something to do with the speed they threw the model 3 into the market, it's not a coincident that seasoned analysts...
  36. O

    General Discussion: 2018 Investor Roundtable

    I call that the conservative bias in predicting, we humans have evolved to think linearly, oh look the dear runs to the left let the arrow fly the anticipated path, on the other hand, we are not good at handling exponentials. Even if every data points to a coming exponential in your gut we think...
  37. O

    Articles/megaposts by DaveT

    Or the beginning, look up Dutch disease ;)
  38. O

    Articles/megaposts by DaveT

    The problem with that idea, of course, is that it's very hard to verify how much putting out difficult goals ads to faster execution To Dave's criticism of Tesla's communication. I don't know how much harm is done by negative press coverage, I mean VW was hammered very hard by the media after...
  39. O

    General Discussion: 2018 Investor Roundtable

    I hope you were not a vegan back then, because if an animal had tried to eat you it would have died of food poisoning and that's not a joke according to the video at 2:22
  40. O

    General Discussion: 2018 Investor Roundtable

    Well Franklin was the first cryonics visionary, so I'm not sure about the death part of your quote
  41. O

    General Discussion: 2018 Investor Roundtable

    Sorry but I now I have to red pill you This guy almost starved himself to death by sungazing and now he blames the vegans for that lol
  42. O

    General Discussion: 2018 Investor Roundtable

    This is quite funny
  43. O

    General Discussion: 2018 Investor Roundtable

    Was he referring to that recently uploaded youtube video? he has some connections to Thiel
  44. O

    General Discussion: 2018 Investor Roundtable

    Hmmm I don't know, I mean pouring money into a company should be enough incentive to closely scrutinize your investment, I really don't see how figures like Spigel are helping me to see my investment in a more unbiased, objective way.
  45. O

    General Discussion: 2018 Investor Roundtable

    I find the shorting stuff and all the paid stooges in the press and elsewhere that come with it annoying, can anyone explain to me whats the value for the market or for society due to the practice of shortening? IMO it just incentivizes destructive behavior, if you bet so much money against a...
  46. O

    General Discussion: 2018 Investor Roundtable

    btw. he criticized Volvo guy in that part, the famously safe brand ^ ^ In the King interview Musk admitted (IMO) that he made the same mistake in the so-called machine that builds the machine that he made in the X, to much complicated stuff at once btw2. did Munro imply at the begginig that...
  47. O

    General Discussion: 2018 Investor Roundtable

    The China thing is very import, China is Teslas second biggest market, even with their ridiculous high import taxes. A trade war between China and the U.S with Tesla in the middle of it because Elon couldn't control his big mouth (looked like that the last few days) would have been very...
  48. O

    Elon Deletes Tesla and SpaceX Facebook Pages!

    Hey Jeff, Infowars will break you out of the matrix, check this out lol --------------------------------------------------------- If a guy like Trump is able to troll himself into the white house, then the establishment (including the Republicans) should be a little more self-critical and not...
  49. O

    Elon Deletes Tesla and SpaceX Facebook Pages!

    Shouldn't he delete youtube also? I mean they and Facebook use the same human vulnerabilities to keep the users as long as possible on their platform- I don't get the Facebook hysteria.
  50. O

    General Discussion: 2018 Investor Roundtable

    Well if Tesla makes their self-driving Trucks real (like they claim), Amazon might buy Tesla, with self-driving cars you free also up a lot of time to binge-watch series ^^