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  1. F

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

    You are making it political. Because he is saying similar things to people you think are morally bad, you think he is morally bad too. It's very unforunate that c19 has become a political football. Now having an opinion on c19 equals taking a political side. Nothing good can come out of this.
  2. F

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

    He can say whatever he wants when defending himself against a lawsuit, it's an exeption. If Elon is innocent this might be a big motivation for him not to settle and prove his innocence. At that point I would think he will be able to say that a court of law found him innocent from the sec...
  3. F

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

    This might be one of those counterintuitive truths. "Weirdly, all the negative press seems to increase sales!" Elon Musk on Twitter
  4. F

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

    He also said that all ventilators, weather tesla bought them or built them, will be donated. I don't think he will make an exeption for Africa, of all places.
  5. F

    Coronavirus

    Yeah, I agree with your arguments. Trends look promising in Italy but we need the rest of the week to see. The numbers I had were from some italian media, that apparently had the wrong numbers. Also I think it's important to note that recorded cases are a minority compared to the actual...
  6. F

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

    This is odd. Because that's not what I've been hearing on tv the whole day. Il bollettino di martedì 24 marzo: per il terzo giorno rallenta la crescita dei contagi. 743 nuove vittime I'll try to figure it out but we are getting OT again so I'll leave it here. Edit...
  7. F

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

    Be careful to make sure you are talking about the same trends here. You say that Italy reversed the downward trend yesterday, and that's true for number of deaths, but it's untrue for number of (recorded) new cases, which kept the downward trend. If you want to use number of deaths as your...
  8. F

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

    Basically no insurance. Not needed. Most of the health care is public and essentials are guaranteed to everybody. (I have a cronic condition for which I have to do blood tests every 6 months and take some madication every day. Never paid a cent. No insurance.) The question here is not what...
  9. F

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

    My point was made in the context of why shipments of goods and ro-ro ships are unlikely to be stopped from the US to Europe even if we have a strong increase of cases in the US, while the most likely problem for tesla in terms of shipment would instead be getting the cars delivered if countries...
  10. F

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

    You are confusing incubation time and time to recovery for those that get sick. After two weeks of quarantine either you are ok, which means you don't have the virus (incubation time is shorter than two weeks), or you got sick, which means you have to be kept isolated until you are no longer...
  11. F

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

    Traveling of people and traveling of goods are two different things. A quarantine lasts two weeks, how much time does a ro-ro ship need to get from SF to Europe? Exactly. I see problems for tesla in Europe not being able to deliver the cars once a country goes on lockdown. Depends on each...
  12. F

    Coronavirus

    I think it's important to distinguish the extreme cases that the press is most likely to report to the average situation. If you take extreme cases as the rule you are going to wildly overastimate the danger and quite frankly, think that the world is ending. Not saying things should not be taken...
  13. F

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

    That 3.4% is not the actual death rate. The actual death rate is lower than that as many cases, particularly the milder ones, are not reported. That's also a big reason why you see the death rate change from country to country and in different periods of time in the same place.
  14. F

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

    After all the false and misleading articles that we've seen about tesla, after all the out of contex info and quotations that have happened with elon and tesla, why wouldn't you be very careful to take *anything* that comes out of the media at face value? What if that number was taken out of...
  15. F

    Coronavirus

    Some news from Italy. The italian strain has been isolated and studied. First findings suggest that the strain has been around since... october! In Piacenza in november they had a spike in pneumonia cases not linked to any specific cause (like low air quality). Piacenza is very close to Codogno...
  16. F

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

    You have to do the math and then consider that everything is easy in hindsight. I pay 26% taxes. If I sell now, where is my break even re entry point? What is the chance that we might never get there? Even if we do, by how much? What is the risk/reward? It would have been a great idea last year...
  17. F

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

    Everybody is in a different situation. I feel very nervous to sell knowing I have to pay taxes and then have to be on the watch to try to find an advantageous point to re-enter that might never happen. I feel much better just riding it. With a 296 entry point what am I losing if the stock goes...
  18. F

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

    Nobody around in Milan. Train was basically empty during what normally is rush hour. The fact that it's no longer just about China is probably what is making the markets freak out. For myself, I had an apartment meeting and it was cancelled, so I'm happy!
  19. F

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

    What do you think about this? Simon Moores on Twitter "Tesla will use prismatic battery cells for the first time in Model 3 short range for Chinese consumer..."
  20. F

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

    You joke but that separation maneuver where satellites are flat and deployed like a deck of cards intead of the traditional way is the reason why they are able to launch 60 satellites in one go, saving a ton of money.
  21. F

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

    No, he means when Starlink satellites get deployed. And he is right. We never see the separation event, which is interesting since starlink get separated in a completely different way than normal. They are stacked on top of each other without a mount and the second stage performs a peculiar...
  22. F

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

    That's just ice build up. It happens all the time. A couple of lauches ago flat earthers were going on with the theory that is was a mouse. Other have spaculated those flying things are aliens. It's ice.
  23. F

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

    Not if it is a non-issue and the news don't go crazy with it. Talking about something attracks attention to it. They call it the Streisand effect. It's the same reason why Elon and Tesla should, and mostly don't, acknowledge shortsellers' wild accusations. If you want to talk about something...
  24. F

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

    Rob Mauer in his last episode about Daimler says that a source told him that the "battery investors day" and the "company talk in Buffalo" Elon recently mentioned in a tweet will be two different events.
  25. F

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

    “The stock price that we have is more than we any right to deserve,” interview on Bloomberg Television in 2013 “I’ve gone on the record several times that the stock price is higher than we have the right to deserve and that’s for sure true based on where we are today,” National Governors...
  26. F

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

    I like her a lot. I saw a CNBC interview about Passionflix where the hosts started asking questions about elon and how was his mood when he was sued and all that stuff, and she bounced them off really good with a smile. Elon is the smartest, but not because the other two are stupid... and it's...
  27. F

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

    I wouldn't say Kimbal has the more forceful personality. Look at the way Elon corrected Kimbal, several times. You can see in his eyes that inaccuracies make his brain itch, no wonder he is not fond of the media. Kimbal is a "people person", Elon is introverted. Nice to see the interaction...
  28. F

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

    My guess is that, as with any regulator, they don't get a prize if things go well, but will get punished if something goes wrong. They know that many people cannot wait to put tesla on the spot, we even have senators calling for nhtsa to ban autopilot. So by looking into every crash and every...
  29. F

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

    Since Tesla I've: stopped watching sports. Lowered my consideration of the press. Learned the value of long term thinking. Buckle up! Entertainment is assured.
  30. F

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

    If you are interested in Elon's and his companies story, I suggest you to read his biography by Ashlee Vance. Elon gave it a 95% accuracy score :). The story is fascinating and I cannot believe somebody would bet agaist Elon after reading the amount of crap he got though, professionally and...
  31. F

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

    A financial advisor I know the other week told me "Tesla is at 381! Why aren't you selling??" I was like Maybe I'm just lucky... to have found this place where I can get amazing info. Thank you all
  32. F

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

    Guys, tesmanian.com is an uber-bull site. If they wrote a title that could maybe be interpreted as FUD, they did not do it on purpose!
  33. F

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

    Elon is an idiot to put himself in this position, but getting 190M prize for insulting people on tv! To think that he might actually get that money...
  34. F

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

    Are we sure that's going to be a positive? Was it Elon's team that called her? Because, whatever the truth might be, I would guess that she could make some money too out of the situation, via Unsworth.
  35. F

    Unsworth Vs Musk defamation trial

    According to Sam Teller's LinkedIn profile, Ryan Mac is a liar. Who would have thought?
  36. F

    Unsworth Vs Musk defamation trial

    To underline how a biased reporter can twist things around, this is what others have reported: Via Nafnlaus on Twitter
  37. F

    Unsworth Vs Musk defamation trial

    I find it's very difficult to understand what actually is happening in court from the words of a very biased reporter. You are guaranteed not to hear the positives for Musk and only hear the negatives. That being said, it looks like Stanton took the side of Unsworth, which is not going to help...
  38. F

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

    Is that the same "journalist" that published Elon's private emails? He works for buzzfeed...
  39. F

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

    Thank you very much for these lawsuits analysis. Like the analysis you did with the SEC case, this is very informative and helpful.
  40. F

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

    "Best part is no part. Best process is no process."
  41. F

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

    Dana is simply asking hard questions to Boeing and Airbus. Knowing they will not provide us with electric planes anytime soon, she is rightfully asking Elon, as he has done cars, trucks and soon pick-up trucks already!
  42. F

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

    With a little bit of luck the factory will be operational before the airport!
  43. F

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

    Looks like Elon is now in Luxenbourg Morten Grove on Twitter
  44. F

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

    I'm getting waaay too much fun out of this! I don't even watch sports anymore.
  45. F

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

    Looks like Elon has landed in... Berlin! Morten Grove on Twitter
  46. F

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

    According to Morten on twitter Morten Grove on Twitter Looks like Elon is headed for Europe. At least his jet is.
  47. F

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

    An interesting and funny inside story from the early Model S days.
  48. F

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

    Oh no, he keeps on going! A guy obsessed like that will not stop for anything. It is funny AF... Maybe that's what Elon was referring to then he tweeted that extremism is fun! Elon Musk on Twitter