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  1. P

    General Discussion: 2018 Investor Roundtable

    I'm a 25 year veteran in IT, including work with software interface design and user experience, with the last 10 years in the electric utility business. Kudos to your son for a very clean and fast interface! +10 for some good default values from the get-go, as well as adding "more". Also...
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    General Discussion: 2018 Investor Roundtable

    And the other shoe has finally dropped: Tesla Earlier today, I announced that I’m considering taking Tesla private at a price of $420/share. I wanted to let you know my rationale for this, and why I think this is the best path forward.
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    TSLA Market Action: 2018 Investor Roundtable

    Well, how about a hint today? TSLA Market Action: 2018 Investor Roundtable
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    TSLA Market Action: 2018 Investor Roundtable

    Ahhh, from the FT (Subscribe to read | Financial Times): That helped to push shares as much 8.5 per cent higher at the time, extending gains that came in the wake of a Financial Times report that Saudi Arabia’s sovereign wealth fund had taken a stake in the company of between 3 per cent and 5...
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    TSLA Market Action: 2018 Investor Roundtable

    For what it's worth, I'll share what I've done. A few years ago, since both my professional and civic engagement work has been deeply focused on addressing climate change, I decided that I had an obligation to de-carbonize my portfolio as much as possible, accepting that portions of my...
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    General Discussion: 2018 Investor Roundtable

    I have. About five folks in the Portland (Oregon) Tesla Motors Club FB group said that they've ordered an M3 LR in the last few months and got them in about 30 days.
  7. P

    General Discussion: 2018 Investor Roundtable

    Respectfully, I must point out that vegan food has improved dramatically since the eighties: probably explains why vegans have better hides now.
  8. P

    Wind Noise

    One thing to consider is that people will have differing experiences based on their hearing ability. I, for one, have certainly lost some amount of high-frequency hearing (a few too many loud parties at Burning Man, methinks), so I suspect I won't be as sensitive to those who were smart enough...
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    General Discussion: 2018 Investor Roundtable

    Well, sure. That is notably a part of their opinion section--and there's nothing wrong with a little bit of loyal opposition (as opposed to utter dreck from Stanphyl).
  10. P

    General Discussion: 2018 Investor Roundtable

    Don't mess with the Secret Sauce!
  11. P

    General Discussion: 2018 Investor Roundtable

    I suspect that some of the Grohmann battery stuff was installed a couple of months ago (hence, the increase in production over the last two months. Teslarati has a video of someone tearing down a Model 3 battery pack and removing one of the modules: the sheer weight of the modules easily...
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    General Discussion: 2018 Investor Roundtable

    I could not agree more. I'd also add ProPublica, Frontline, and Democracy Now to that list. Vice News is actually quite good. While I read the Washington Post because it gives me a window into what the DC Beltway folks are up to (and Politico Playbook is a great window into This Town), my main...
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    General Discussion: 2018 Investor Roundtable

    Both I and Pepperidge Farms remember those days. About 2/3rds of my TSLA holdings are represented here (date, quantity, cost per share at time of purchase): 11/07/13, 4, $141.86 3/14/14, 4, $233.08 5/14/14, 67, $189.51 1/25/16, 35, $200.80
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    TSLA Market Action: 2018 Investor Roundtable

    And there's this looming thing... Electric Cars to Reach Price Parity by 2025 | Bloomberg New Energy Finance
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    TSLA Market Action: 2018 Investor Roundtable

    That's right--and the used market will absolutely help. Portland, Oregon was a test market for Nissan Leafs: it's not unheard of to snag a perfectly good older-ish used Leaf for $5K right now. There's also this: which would you rather buy, a Tesla Model 3 with 120K miles or any ICE car with...
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    TSLA Market Action: 2018 Investor Roundtable

    I'd say that 0.49% of a $10B portfolio is still not trivial.
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    TSLA Market Action: 2018 Investor Roundtable

    Absolutely. After a foray into cars that I simply should not have bought in my early 20s and 30s (Toyota 4Runner, Mercedes C class), I embraced the philosophy that the cars I purchased simply needed to fill my most minimum requirements adequately. After that, I never spent more than $19K on a...
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    General Discussion: 2018 Investor Roundtable

    I've always sorta wondered if the buy-side analysts "bye'd" this call because they didn't want their "questions" to signal their overall thoughts about management? In my experience, it's always the quiet people you gotta watch out for...
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    TSLA Market Action: 2018 Investor Roundtable

    HELL YEAH SCREW DAY TRADERS! Could we please nuke High Frequency Trading from fricking orbit already?
  20. P

    TSLA Market Action: 2018 Investor Roundtable

    I'm gonna second Ben Kallo from Baird on updates when we hit the next 1K mark. Ah, Elon just sorta hat-tipped the Bloomberg M3 tracker. Hmmmmmmmmmm.
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    TSLA Market Action: 2018 Investor Roundtable

    I'll take a leader and visionary over some executive who prattles on about the status quo.
  22. P

    TSLA Market Action: 2018 Investor Roundtable

    Tesla pickup truck: hot damn, talk about an idea that is WAY overdue in many dimensions.
  23. P

    TSLA Market Action: 2018 Investor Roundtable

    BTW, the Hornsdale Power Reserve capability that Elon is talking about is hardly amazing: the fact that incumbent utilities embracing a ridiculously outdated grid management and capacity model is amazing (in a bad way). I've spent years arguing that "synthetic inertia" is just as good as...
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    TSLA Market Action: 2018 Investor Roundtable

    Actually, yes. I voluntarily allowed myself to be interviewed by the FBI to discuss my interactions with Jeff Skilling. Let's just say that the agents were savvy. "I've met Jeff Skilling: you, Elon Musk, are no Jeff Skilling."
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    TSLA Market Action: 2018 Investor Roundtable

    "Nikola is suing Tesla: that is hilarious!" - LOL
  26. P

    TSLA Market Action: 2018 Investor Roundtable

    "Why is that not a moat?" Good question. I like Elon's "pace of innovation" response.
  27. P

    TSLA Market Action: 2018 Investor Roundtable

    Good question on Porsche/Ionity/Whatever charger question.
  28. P

    TSLA Market Action: 2018 Investor Roundtable

    Definitely a banhammer on some of the analysts today! #DatShadeDoh
  29. P

    Model 3 in Portland OR?

    FYI, I saw a zillion of them on Sunday (okay, more like eight) at the Tesla Macadam store this weekend: they were having a special "owners only" gathering. Yesterday, one pulled up in front of my favorite bar in Portland--and the owner let me sit in the passenger seat for a hot minute!
  30. P

    Tesla owner configurations begin

    Checking in from Portland, Oregon: I just got an invite for First Production! I am not a current Tesla owner. I was a "line stander" and gave my deposit in person.
  31. P

    TSLA Market Action: 2018 Investor Roundtable

    Yeah, that's when I bought a whole bunch! Remember the angry Asian-American dentist who was peeved about people overblowing the circumstances around his Model S car fire?
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    TSLA Market Action: 2018 Investor Roundtable

    CFRA REITERATES HOLD OPINION ON SHARES OF TESLA, INC. 3:08 pm ET March 27, 2018 TSLA is lower again on unfavorable news flow. The NTSB is investigating a fatal crash of a Tesla vehicle on March 23. This follows the recent killing of a pedestrian by an Uber Technologies autonomous vehicle that...
  33. P

    Speculation: configuration queue for non owner line waiters

    That's actually pretty cool. I've got "Early 2018": I'll be happy as long as I can get it delivered before June 30, 2018 ;-)
  34. P

    Let's talk financing rates

    My credit union (Pacific NW Federal CU) said that they'd have no problem giving me a loan on a Model 3 at 1.99%. Even if you don't live in the Portland area, PNWFCU is willing to pay for a one year membership to Leach Botanical Garden to qualify you to be a member. Worth checking into, IMHO.