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  1. Anstandswauwau

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

    No, he joined Tesla in late 2016. ... This is my last post on TMC. Over the last year or so it has become somewhat apparent that the majority of posters here are not interested in participating in productive discussion, discourse, objective reasoning and critical thinking. People here, it...
  2. Anstandswauwau

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

    "So what?" As if Apple's output was the standard for high quality software :rolleyes: Tell me, when was the last time people universally praised, technically solid, bug-free Apple software? Snow Leopard? iPhone OS? iOS6? Anyhow, you can count Apple's breakthrough software efforts on two hands...
  3. Anstandswauwau

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

    I'm working in this industry, for what, 25 years now? Your attempt to school me on this very topic, is at best cute, at worst, offensive. So if you have any dignity, I wouldn't mind an apology. I never actually said that, but thanks for putting words in my mouth. Yes, it's a common...
  4. Anstandswauwau

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

    Yes, but it's a super small team of a dozen designers or so, based at Tesla Design in Hawthorne. Keep in mind that they're not only in charge of all the MCU UIs but also the Tesla website, the app, etc.! The team size is maybe a 1/10 or 1/20 of what it actually should be, compared to FB, AAPL...
  5. Anstandswauwau

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

    I've seen people repeating that over and over again since Q1 EC, like a mantra, yet the stock keeps falling persistently for months. But you're right in some sense: $238 is already awfully close to $200.
  6. Anstandswauwau

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

    Lack of demand is just one part of the bear narrative I'd say, the others are falling ASP and lower-than-expected margins on SR(+).
  7. Anstandswauwau

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

    Actually not, no. The only catalyst I can see is TSLA making (solid) profit - and that's reportedly not going to happen in Q2. It's the only way to prove bear / media narrative wrong.
  8. Anstandswauwau

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

    Let's see how it does first. Anyhow, I doubt insurance will make a dent until late '19. Positive news is priced in 100% ("Okay, they're building factories, so what?" ~ market) yet lots of potential downside if they miss their targets. You learned nothing from the Q1 earnings, did ya? Cheers!
  9. Anstandswauwau

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

    Re-evaluated TSLA after taking a break from anything related to Tesla for more than a week: Capital raise pump was surprisingly short-lived TSLA "not-fundamentals" are looking pretty darn bad right now; still trapped in that ugly f***ing w*dge Macros are now down the shitter thanks to the...
  10. Anstandswauwau

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

    So the rumor was true after all. Interesting. Right move to stabilize SP. TheStreet on Twitter BWAHAHAHAHAHAH
  11. Anstandswauwau

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

    Sustainable profit for 2-3 consecutive quarters.
  12. Anstandswauwau

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

    GoFundMe, Kickstarter, IndieGoGo, … ;)
  13. Anstandswauwau

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

    Search my postings for "AutoBild" to learn about their modus operandi.
  14. Anstandswauwau

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

    Short time technicals are looking reasonable well. If you believe in a quick reversal, now is the time to get in. Not an advice.
  15. Anstandswauwau

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

    It's on their very own page? :confused:
  16. Anstandswauwau

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

    Well, he technically said that but I think it can be interpreted both ways: Source
  17. Anstandswauwau

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

    TSLAQ already has a field day with this 10-Q; waiting for alternative interpretations by TMC bulls. Truth is likely to be found somewhere in the middle.
  18. Anstandswauwau

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

    Should have rather said "SEC situation" which originated with the unfortunate "Funding secured" tweet / stunt / whatever you want to call it.
  19. Anstandswauwau

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

    Eh, the penalty was "shrouding TSLA in uncertainty", which significantly contributed to the free-falling SP in the past couple of weeks. Hard to put numbers on indirect damage, but this stunt certainly wasn't cheap.
  20. Anstandswauwau

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

    FYI: TSLAQ did some back of the napkin math and they suspect Elon to get margin called at around $136. No idea if there's any truth to that particular number, though. Legitimate or not, let's hope for Tesla, SpaceX, EM and mankind that we don't get close to that level.
  21. Anstandswauwau

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

    True! ****ing cowards, traitors, deadbeats!
  22. Anstandswauwau

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

    Thanks. FYI: I bought my first TSLA shares in mid 2015 and accumulated throughout early 2019 (bought those dips). Sold my position with minimal loss in March. I've originally planned to hold a long position for at least 10 years but again, as things stand right now, I'm not seeing it. No...
  23. Anstandswauwau

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

    Did exactly that a month ago. But the decision to dump my position had nothing to do with liking or disliking Elon. Actually, I admire, love him for all of his accomplishments – after all he was one of the main reasons why I had a sizable TSLA position and why I'm posting here. I strongly...
  24. Anstandswauwau

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

    Thanks for correcting my post. Mixed those two roles up. My apologies. Shouldn't be posting during a meeting (or according to some of you, at all), haha.
  25. Anstandswauwau

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

    You do get the difference between "leading" in a visionary sense and running a business on a day-to-day basis (CEO), right? I'm not marginalizing Elon's involvement in any way, all I do is suggesting a role that may fit Elon's skills better.
  26. Anstandswauwau

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

    See, that's exactly the point. Elon isn't CEO of SpaceX, he doesn't run its daily business and they're doing just fine (besides recent Crew Dragon's RUD). Why shouldn't this be the case for Tesla, too?
  27. Anstandswauwau

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

    What do you think? Is Tesla Insurance a hidden capital raise scheme? Is Elon playing 4D chess again?
  28. Anstandswauwau

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

    Rated funny cuz it's true. Unfortunately.
  29. Anstandswauwau

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

    This raid ain't over yet, in fact, it hasn't even started; watch new sell ratings hit TSLA *every single time* the SP tries to recover. Predicting low 200s in the coming weeks and months.
  30. Anstandswauwau

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

    Finally! Just yesterday I've learned that a third of global car sales are RHD cars (or something like that). This is huge news, @Fact Checking @ggr !!!
  31. Anstandswauwau

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

    Come on, -4.20% for shits and giggles! Edit: WE DID IT, YAY!
  32. Anstandswauwau

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

    ... especially if you bundle it in ;) "Customers wanted it that way."
  33. Anstandswauwau

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

    tbh, Elon sounded like he was about to start crying any second :(
  34. Anstandswauwau

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

    LOL, you're quoting a – pardon my French – moronic, factually wrong page that's mixing up relative population with the relative car market in the same effing sentence. What a great source you have there, buddy! Green: Factually correct Red: Made up BS based on a preschool subtraction...
  35. Anstandswauwau

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

    Sometimes I'm not sure if people can read on this forum or if they're just trolling. Please allow me this one question: Are you capable of comprehending the semantic difference between relative population- vs. relative car market-size? No? That's what I've thought.
  36. Anstandswauwau

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

    Sure. Yes, but that's not what you've said originally: Looking at those RHD countries, I highly doubt that RHD countries make up a third of the global car market. I couldn't find any numbers, but my gut feeling tells me it should be somewhere between 10-20%. Now if we're talking Model 3...
  37. Anstandswauwau

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

    Exactly, that's why I was asking for a source on @Fact Checking 's claim.
  38. Anstandswauwau

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

    True, but I believe this certain group of customers is way smaller than the "let's buy the latest and greatest"-audience. Again, I think the spec bump is nice and necessary but it's a weird in between solution for a problem that doesn't *really* exist. At least not at scale. Just speaking for...
  39. Anstandswauwau

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

    Nice spec pump - yet I think it's a missed opportunity not to bundle it with the new interior and a slight exterior refresh. "The all new Model S/X" IMO would have had way more sales punch than "a bit better in every regard / from SF to LA in one charge".
  40. Anstandswauwau

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

    Elon is calling out Fred on Twitter. Oh boy, what a shitshow.
  41. Anstandswauwau

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

    The whining over at Twitter will help for sure :rolleyes:
  42. Anstandswauwau

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

    It was shown during yesterday's presentation.