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General Discussion: 2018 Investor Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 30, 2017.

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  1. Starno

    Starno Active Member

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    I don't like proxy agencies.
     
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  2. hockeythug

    hockeythug Active Member

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    He is just pointing out the obvious double standard.
     
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  3. avoigt

    avoigt Member

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    We had the same thought....

    Beside the fact that I dislike China's industry policy which targets on getting their hands on innovation and technology IP, be it from the US, Germany or you name it, its been a disappointment to see that the large amount of consumers made every other country to comply with rules they invented e.g. Chinese co-owner or you can't produce her without taxes. That worked very well with Siemens, VW and many other German industry leading companies giving away core technology for access. On the long run a very dangerous rule for this companies to comply with.

    It was leaked before likely from the Chinese negotiation side that talks are in a difficult situation with Tesla and my interpretation was that they are for good reasons not willing to give their IP away just for the right to sell to 1bn Chinese consumers without tariff. As an investor that would make me feel uneasy and I hope he is using the tariff conflict for that reason. Otherwise why should he go public ands tweet about this.

    European leaders have been anticipating that the Trump Tarif discussion was targeted towards the China tariff and rules. Not sure though if the US administration & Trump have the same view...

    EM is right IMHO, a 10 fold Tarif difference makes no sense as well as a co ownership that is a threat for the moat.
     
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  4. elasalle

    elasalle driVIN(188xx) it !!

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    thats why I prefer SA these days ;) ;)
     
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  5. RobStark

    RobStark Well-Known Member

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    And yet Ballie Gifford and T Rowe Price have come out officially in favor of the plan.

    As well as Ron Baron.

    And is almost certain to pass.

    I don't know what else is needed to dissprove the point.
     
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  6. ValueAnalyst

    ValueAnalyst Active Member

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    Just as I predicted. Doesn't mean it's a good plan. Just like any nonsensical Corporate America B.S. that gets through shareholders.
     
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  7. RobStark

    RobStark Well-Known Member

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    Approving nonsensical B.S. is how Ron Baron became a multi billionaire.

    And Baillie Gifford has stayed in business for over 110 years.

    And T Rowe Price has ~ ONE TRILLION DOLLARS AUM.
     
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  8. AudubonB

    AudubonB Mild-mannered Moderator Lord Vetinari*

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    It is not that I am not surprised at the two proxy service agencies' recommendations against the plan; more correctly is that I would have been really astonished and impressed by their flexibility had either recommended for it.

    These two firms do, in my opinion, have some value to institutional investors. I grudgingly admit that.

    Important aside: In other words, some value but not much, in that in my opinion, a "real" institutional investment firm ought to be able to perform its own due diligence wrt proxy votes just as much - or more - as it does with its stock purchase and sale decisions.

    However, in just the same fashion that Moody's, Standard & Poor's, and Fitch were caught with their collective pants down during the debt collapse fiasco, these two have their pigeonholed notions of how a corporate board ought to act...and this move of Tesla most definitely is outside any such pigeonholes.
     
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  9. RobStark

    RobStark Well-Known Member

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  10. jimmyjohn

    jimmyjohn Member

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  11. Causalien

    Causalien Reaper of Trolls

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    China has a sharing economy when it comes to IP. And from their perspective, can't really fault them for wanting a piece of your IP to advance their technology. You want access to a large part of the world's consumers, need pay up. That said, I think tesla can negotiate a good price for its tech. China will be desperate for clean tech as their middle class demand more and more comfort. Just know that once given knock offs will show up within 3 years.

    But is this really a fight we need to win now? Do we really need more demand?
     
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  12. Mike Smith

    Mike Smith Member

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  13. RobStark

    RobStark Well-Known Member

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    US GDP $18.5T
    China GDP $11.2T

    US Trade deficit with China last year $375B.

    Maybe make them "share" if they want access our much larger economy?

    Evedently Musk wants more demand in China and a GF.
     
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  14. Mike Smith

    Mike Smith Member

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  15. RobStark

    RobStark Well-Known Member

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    So Gov Herbert is expected to sign the bill?
     
  16. Waiting4M3

    Waiting4M3 Active Member

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    Even if he doesn't, wouldn't a bill with that much overwhelming support be veto-proof?
     
  17. RobStark

    RobStark Well-Known Member

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    Dunno,not an expert in Utah Constitution. [​IMG]
     
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  18. JRP3

    JRP3 Hyperactive Member

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    Not sure how you being obviously quite wrong makes TMC into an echo chamber, but if so, so be it, ..so be it, ....so be it, ......so be it, ......so be it.........
     
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  19. RobStark

    RobStark Well-Known Member

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  20. Starno

    Starno Active Member

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