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  1. Mark's Beagle

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

    Well Tesla guided for decreasing margins for 2023. This severely caps what the share price can reach this year. Earnings between $4 and $5 means relatively low growth, maybe 30% earnings growth at best. Fair share price this year will be around $120. It could probably top out near $200 as...
  2. Mark's Beagle

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

    When did one of the Jonas Brothers quit music and take up pseudo-finance?
  3. Mark's Beagle

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

    There are a whole bunch of stories out there today talking about Musk stepping down from CEO, like this Elon Musk Should Be Enabled to Step Back From Tesla, Investor Says Where in the world is this coming from?
  4. Mark's Beagle

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

    https://electrek.co/2019/03/05/tesla-model-3-design-flaw-underbody/ At what weight will the rear bumper tear off? 50 lbs?
  5. Mark's Beagle

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

    I don't know why a horrific death is funny to people here. Sad! Outside of the usual concern of li-ion batteries burning people into a crispy critter, I was curious about the witness response that the airbags remained inflated, trapping the driver in the car. Do airbags normally deflate after...
  6. Mark's Beagle

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

    Fact is there still is a good chance for tariffs on Tesla imports in to China, which will ruin demand
  7. Mark's Beagle

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

    Real or fake? Watch New Tesla Roadster Insanely Accelerate In Imagined Video
  8. Mark's Beagle

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

    When I read the book in like 2000, I didn't think it would turn out like this.
  9. Mark's Beagle

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

    OMG, Karen Karensdottir, what does that mean for production timeline? :eek:
  10. Mark's Beagle

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

    One of the best analysts in the autotech industry, Mark's Beagle, thinks current $TSLA stock prices are frustrating medium-term shareholders. "While the short-term traders love the volatility and very long-term traders stay put, one wonders when the medium-timeframe traders start pulling out a...
  11. Mark's Beagle

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

    Zach has a source, Karen has a source. Fact Checking guessed GM. I guessed GM. That's like having the 4 Horsemen in your corner. Done deal.
  12. Mark's Beagle

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

    Everything you need to know about Tesla's new Roadster Man Linette Lopez is something else.
  13. Mark's Beagle

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

    I am guessing Tesla has moved to a under promise, over deliver model moving forward.
  14. Mark's Beagle

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

    Short interest Short interest is down though.
  15. Mark's Beagle

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

    If you really cared about Tesla, you would HODL.
  16. Mark's Beagle

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

    I'm glad you are happy with a Pi valuation but TSLA has had two profitable quarters in a row and the stock is stuck in mud.
  17. Mark's Beagle

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

    Renewable energy marketing idea: Buy electric vehicles or polar bears are going to eat your children.
  18. Mark's Beagle

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

    Take a look at the home Elon Musk is selling for $4.5 million Wow. Hopefully not due to financial pains.
  19. Mark's Beagle

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

    Audi & Porsche: "Americans are better engineers than Germans" Tesla Model 3 cost surprised Porsche and Audi after reverse-engineering
  20. Mark's Beagle

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

    I'm old enough to rmeemrem when peolep were freaking out if there car had HW 1.0 or 2.0. In the end 2.0 was much Ado about nothing. 3.0 hype may end up bursting in similar fashion.
  21. Mark's Beagle

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

    Elon Musk on Twitter Just left Zeebrugge, now Tilburg, then Tesla HQ in Amsterdam & Oslo tonight to review service in Norway. Exciting to see thousands of Model 3’s on their way to owners in Europe! Elon Musk on Twitter
  22. Mark's Beagle

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

    No it's very concerning and discussion here has not been very reassuring, too irrational.
  23. Mark's Beagle

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

    Nikola is producing an all electric Semi. This probably means the end of the Tesla Semi: https://electrek.co/2019/02/08/nikola-motors-electric-trucks-tesla-semi/ I'm joking, lighten up
  24. Mark's Beagle

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

    I have absolutely no no confidence in that claim, just passed it along to see if anyone could shoot it down. Seems if there are multiple ships en route to China, that would be pretty good refutation.
  25. Mark's Beagle

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

    Related: Reservation lines for Tesla Model 3 aren't translating into sales
  26. Mark's Beagle

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

    They claim it is from JL Warren Capital, but amazingly there is no clear source/link.
  27. Mark's Beagle

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

    It's SA so I don't think you want me to link
  28. Mark's Beagle

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

    I'm sure they conveniently ignored that information. They might have also conveniently had a hole drilled in their heads.
  29. Mark's Beagle

    Who is Tesla partnering with on drivetrain for truck?

    I was assuming they were talking about pickup trucks, not vans.
  30. Mark's Beagle

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

    Uh... there are claims that Model 3 orders in China are "in the hundreds". Seems unlikely but dropping the price and adding Autopilot don't instill confidence.
  31. Mark's Beagle

    Who is Tesla partnering with on drivetrain for truck?

    FCA is voted for because they are incompetent, but I think that also means that aren't competent enough to do this. Daimler is voted for because of recent news of collaboration with Tesla, but I don't think their pickup truck would be a huge deal as KarenRei intimated. So I think Ford, GM, or...
  32. Mark's Beagle

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

    Model 3 charges faster at CCS station (125 kW) than superchargers? This can't last long. And that taper...
  33. Mark's Beagle

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

    All I got from my Chinese company was a lantern :(
  34. Mark's Beagle

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

    The coming crusade for clean energy will push Tesla's valuations higher IMO, regardless of financials.
  35. Mark's Beagle

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

    Yes I agree with you. I love the car, nothing else compares to it. But everything and everyone has a price. Instead some superbulls are coming up with all sorts of explanations for Tesla's car economics - like "normal economics don't apply!" and "production-limited" to rationalize these...
  36. Mark's Beagle

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

    Like everyone days, Tesla's competition is ICE cars. In any case, regular economics indeed do apply to Tesla.
  37. Mark's Beagle

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

    I own a model 3, and cry every time I have to drive my wife's CRV.