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  1. dqd88

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

    Probably when he said "it's not like Tesla is minting money, which you wouldn't guess from our stock price" [sic] like seriously man... could he just not say *sugar* like that. why. Great presentation overall though.
  2. dqd88

    Enough already, Mr. Musk

    who are you, tslaq?
  3. dqd88

    Politics - Quarantine Thread

    I voted for Bernie in the 2016 primary. But he's nobody to me now. He's a slobby, bloviating communist who hates it when smart people work hard and actually succeed and do great things. He isn't a logical or coherent thinker. And his army of minions are the same. They aren't people who like math...
  4. dqd88

    Politics - Quarantine Thread

    ... is a boring idiot
  5. dqd88

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

    What the heck is going on? Everytime I log into my fidelity account I am pleasantly shocked. I came here to say congrats to everyone! But also, this cannot be sustainable right? Only way it could be is if FSD is truly near complete, because then the valuation would be justified and may continue...
  6. dqd88

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

    Does anyone actually know who VA is? It kind of bugs me that he/she is so anonymous yet seemingly wanting to be a "public figure"
  7. dqd88

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

    Yeah I remember, I think it was last year when VA was on here and was butting heads with a lot of people here and she eventually was either banned or just quit. In the heat of the pandemic I was having some friendly back and forth with her on twitter about Corona numbers. She thought the case...
  8. dqd88

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

    Random ques - Some of you are familiar with Value Analyst. It seems to be that when he/she went silent a few months ago then reappeared with a different avatar (twitter profile pic) that he/she seemed to have a different writing style / seemed like a different person than before. Am I the only...
  9. dqd88

    Coronavirus

    I think it's fair to say you're wrong. You probably also think Elon is out of his weight class when he debates a PhD in rocket science. And you'd be wrong there too. Your response shows me that you also know very little about human nutrition.
  10. dqd88

    Coronavirus

    Doctors get very little nutrition schooling. My kid's mom is a doc. She had a shockingly bad diet. I've always been into nutrition. She told me that avocadoes were bad for you. Meanwhile her cupboards were packed with processed foods. She ate what I'd consider a "trailor park" diet - lots of...
  11. dqd88

    Coronavirus

    They do not eat much meat, esp red meat. It is a mostly a plant based diet. The food pyramid that you learned is school is mostly outdated and bad science. We have been over-carbed. Not enough fats. The low fat craze of the 80s and 90s only made things worse. Fats are good for you as recent...
  12. dqd88

    Coronavirus

    I'm talking about the total cost, including the cost of lost revenue due to shutting down businesses. That is the totality of the cost. The increase to the national debt, after the dust settles, will be what?
  13. dqd88

    Coronavirus

    How Trumpian of you The first part is true. But the 2nd part is a bit shortsighted - heart disease is relatively low in France (high saturated fat) and relatively high in India (non-western diet). Lifestyle, and other factors like ancillary foods (are you accompanying that burger with fries or...
  14. dqd88

    Coronavirus

    The govt is happy to hear this. The bill for $500k will arrive shortly. Payment can be made via paypal, zelle, venmo, or wire transfer. Thank you!
  15. dqd88

    Coronavirus

    Ahhhh I see! ... Cost-benefit and knock-on effects... Now please calculate the knock-on effects of a lockdown!
  16. dqd88

    Coronavirus

    So, obviously, you are ok paying your fair share of the cost of limit Covid deaths right? Kids and the poor can't pay. Your bill is proportionate to your income. The total cost will end up being what? $10 trillion? That should cost you, bkp_duke, somewhere between $100k-$500k. Cool if the govt...
  17. dqd88

    Coronavirus

    Great. The govt is happy to hear that you are on board. Now, the govt has decided that, instead of borrowing and paying off the bill at a later date, that it will send you a bill directly, immediately. Cool? I mean, you're still ok with "suppressing the virus" even if the cost is payed by you...
  18. dqd88

    Coronavirus

    I did not say that "this is now the costs work". It is a thought experiment. Let's take Covid out of the experiment to make it clearer. Let me reword it. The govt creates a plan. You, AlanSubie, can save lives. But it will cost you as citizen. The govt has figured out that, by charging you an...
  19. dqd88

    Coronavirus

    Here's a hypothetical: Obv there is a cost to this. Let's say that that cost per person was known and taxed/billed to you directly. I want to know from you, what your reaction would be to various levels of cost. The more lives we save, the more the cost. Again, it's just a hypothectical; don't...
  20. dqd88

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

    I have had $TSLA for a while. But, let's go with TSLA vs Tesla Model Y. Let's say Joe has $60k to either buy a Model Y (LR w/ FSD) or buy $60k worth of TSLA. Which will be worth more in say 5 years?
  21. dqd88

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

    Does that work with Model Y too? Like can I reserve/order a Y and will that lock in the FSD price (even if I don't buy outright)?
  22. dqd88

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

    Just curious - is anyone buying the car as an investment/asset the way you would view say a house/rental property for appreciation?
  23. dqd88

    COVID-19 Recession

    Maybe the OEM's are doomed. I don't know. Not everyone can afford a Tesla or wants one. Let's say half of society wants one, half don't. The other half will stick with what they know. Will they buy new or used? I think it depends on the incentives/pricing. Ford for ex, they sell a lot of...
  24. dqd88

    COVID-19 Recession

    1) I think we'll get back to 2019 GDP levels maybe in late 2021 or 2022. 2) OEMs - I think we will have to wait and see how the virus trends and how people react to it vis-a-vis using autos. If things resume back to normal then the OEMs will be ok for the next couple years, partly due to low...
  25. dqd88

    Coronavirus

    All I'm saying is that death is a thing. We're all going to die. I hope we all live very long lives. I hope your mom lives many more years. Our chances of dying of corona are very low. You have to 1) contract it, 2) get deathly ill from it. For the avg person the chances of that happening are so...
  26. dqd88

    Coronavirus

    Yet half the people still do not get their flu shot. Probably even with a Corona vaccine we'd see about half not take it. Aside- for me, I have not changed my lifestyle one bit. There's a decent chance I've been infected. Which, I mean, probably better to get infected sooner rather than later...
  27. dqd88

    Coronavirus

    The answer to how many deaths am I ok with? Ok, I'll try to answer. I'm ok with a # of deaths that is on par with the current # of deaths from all causes. A death by corona eliminates a death by heart failure or something else. But net deaths remain about same (somewhat accelerated but over a...
  28. dqd88

    Coronavirus

    I really don't see the fuss. Death is a natural part of life. Everyone's elderly parent will die soon. It's just a fact. They will die of something. What steps are you taking to ensure they don't die of flu induced pneumonia, or whatever... nothing. You've accepted that they will die of...
  29. dqd88

    Coronavirus

    After studying the Princess cruise situation and viewing personal accounts of people who contracted the disease and what they went through... that was all I needed to know that this isn't something worthy of a shutdown. Yeah, it was a painful experience for those folks, as many other diseases...
  30. dqd88

    Coronavirus

    That's fair. I would probably look at it like this - as long as there is no material increase in annual net deaths then we should not worry too much about it.
  31. dqd88

    Coronavirus

    I'm curious if you (or people you know) have thought about leaving NYC? If so, where would you move to?
  32. dqd88

    Coronavirus

    The social distancing is good. But closing public spaces and forcing everyone indoors (subway and buses included)... yeah that made a difference alright, it caused massive spread of the virus!
  33. dqd88

    Coronavirus

    Yeah, we should all definitely buy into a sensationalized Buzzfeed article by a hack "journalist". Definitely. I'm sure SHE HAS NO AGENDA and is COMPLETELY UNBIASED. *face palm*
  34. dqd88

    Coronavirus

    It depends on "net deaths" on an annual basis. Many of those folks would have died soon regardless. We'll have a wait a year or so to get an accurate picture. But what I would say is, your logic can be applied to any cause of death, so it's a moot point. For ex, how many car accident deaths...
  35. dqd88

    Coronavirus

    Statistically the difference is not very meaningful. The big take away is one that people are willfully ignoring. And that is this: You all said if there was no lockdown that there would be mass death and doom. You had no evidence to support that claim. What Sweden has done is proved you...
  36. dqd88

    Coronavirus

    That I agree with. We could have and should have done those things.
  37. dqd88

    Coronavirus

    That lowly Stanford fellow, Doctor Jay something.... (you know, the one who, along with those other know-nothings at Stanford et al, botched that Santa Clara county study)... also tested all of major league baseball. 60 of the 5,754 tested positive for antibodies. ".... in the two weeks prior...
  38. dqd88

    Coronavirus

    Like the Swedes say, this virus is here to stay and we need to accept that we'll all probably get it at some point. It's something we'll have to go through, just like we used to go through chicken pox et al. There's no guarantee of a vaccine/cure. To me, it would make sense to optimize your...
  39. dqd88

    Coronavirus

    Probably using ventilators in the first place is the problem. Should use High-flow nasal cannulas UChicago Medicine doctors see 'truly remarkable' success using ventilator alternatives to treat COVID-19 - UChicago Medicine
  40. dqd88

    Coronavirus

    You folks are quite the risk averse, boring lot. I can't imagine what Lewis and Clark would think, and your ancestors who risked their lives to traverse across an ocean that must have felt like what going to the moon would feel like today (ie good chance you don't even make it). And forged into...
  41. dqd88

    Coronavirus

    They admitted they haven't done a great job of protecting nursing homes, which is a separate matter than lockdown vs no lockdown. They didn't have strict enough protocols to screen nursing home workers. Seems like this occurred in many countries though.
  42. dqd88

    Coronavirus

    You're so very wrong. What we are doing, at a high level, is TRYING to protect the vulnerable (we've done a poor job and could have done just as good a job without a sever shut down), while incurring an insanely high cost that will be passed to future generations. If you cared about kids and...
  43. dqd88

    Coronavirus

    You don't seem to understand my point. Coronavirus is a "known" thing. Consequences from a lockdown are an "unknown" thing. The only way to be thorough and create a plan with integrity is to assess the entirety of the consequences of a lockdown and you have not done that. I wonder why...
  44. dqd88

    Coronavirus

    Dr. Bhattacharia, who also was involved in the study, responds around the @49:45 mark
  45. dqd88

    Coronavirus

    Thought of the day: One thing we should realize is that the absolute worse-case scenario of Coronavirus is a known (ie we know fairly well what it would look like if every single person got infected). But, the absolute worse-case of shutting down is an unknown. Team-FEAR has not done the...
  46. dqd88

    Coronavirus

    A insightful peer into Sweden today. @1:00 "I think this is a virus that will stay with us for a long time, and I think that we have to go through it" @1:17 "it's evolution" @6:13 "There's a number of side effects of closing the society down that we are trying to avoid" @10:29 "I get so...
  47. dqd88

    Coronavirus

    Seeing that Sweden's own chief epidemiologist as well as other doctors and scientists ( you know, the MD and PhDs) have talked about this, it is not my original idea, then I supposed you think they have no credibility either. Which is quite on point with the vibe of this thread who think they...
  48. dqd88

    Coronavirus

    I like Dr. Katz's approach of "Total harm minimization". It makes a lot of sense. But to get a read on "total harm" one must think deeply about the potential harm caused by a shutdown (as "total harm" equals covid harm PLUS lockdown harm), and most people simply do not go there. I guess it just...
  49. dqd88

    Coronavirus

    Sweden check-in Cases per million: Spain 5,831 Iceland 5,281 Ireland 4,825 Belgium 4,684 Singapore 4,461 USA 4,385 Italy 3,690 Switzerland 3,520 UK 3,434 Sweden 2,830 *Sweden never closed primary schools. Their kids are better off than ours. They are closer to herd immunity. They...
  50. dqd88

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

    Just curious - do you know who runs the 3rd Row twitter? I know a handful of people are affiliated with 3rd Row, but I don't know who runs the twitter; I thought I read at one point that it was an intern, but couldn't tell if that was legit or a joke.