General Discussion: 2018 Investor Roundtable

[Waiting4M3]

I agree that this is a very important development.

But despite videos all over social media not a single article has been written in the mainstream financial or general press (at least none that show up on the first 50 entries of a Google search in the past week). The closest is an article in BGR and of course Electrek, Teslarati etc. ran stories.

The market is short sighted, and blind to anything new because they don't understand it. They didn't see Amazon's AWS coming either until it showed up in the form of piles and piles of $$$ in Amazon's quarterly earnings. Given Tesla's history of missing aggressive timelines, the market has almost developed a blindfold to anything that Elon says. Long term investor should be literally robbing the market blind.

 

[JRP3]

That alone is worth at least a 20% pop in share price, I would think.

I agree but I doubt the market will have the same insight.

 

[aubreymcfato]

I just asked Alex Roy from Thedrive if he'll do another comparison article with the new Autopilot.
It's probably much easier to do a quick video than a written article about these things.
(also: first death by AV stole the scene).

 

[Waiting4M3]

I agree but I doubt the market will have the same insight.

Market insight, is that similar to military intelligence?

 

[DragonWatch]

Market insight, is that similar to military intelligence?

No, military intelligence is an oxymoron:-(

 

[JRP3]

No, military intelligence is an oxymoron:-(

Missing the joke completely...

 

[mongo]

Missing the joke completely...

Oh, I can help you with that. You see military intelligence is deemed an oxymoron, so the comparison is implying that market insight is also an oxymoron.

 

[JRP3]

Oh, I can help you with that. You see military intelligence is deemed an oxymoron, so the comparison is implying that market insight is also an oxymoron.

I know, I was saying that Dragonwatch was missing the joke completely since he answered "no".

 

[SwTslaGrl]

"Here’s the complete list of the top 50 companies to work for in America, according to LinkedIn: Tesla ranks at

Spoiler

5th place!

Google is no longer the top company in this ranking of best places to work

 

[DragonWatch]

I know, I was saying that Dragonwatch was missing the joke completely since he answered "no".

Damn it, can I not have a little fun without splitting hairs?

 

[DragonWatch]

"Here’s the complete list of the top 50 companies to work for in America, according to LinkedIn: Tesla ranks at

Spoiler

5th place!

Google is no longer the top company in this ranking of best places to work

Thanks for the article, I like seeing Tesla near the top at #5

 

[Intl Professor]

No, military intelligence is an oxymoron:-(

I disagree. We might agree that some of the commanders are well challenged intellectually. (Ike or Marshall clearly outliers.) I once said what you did in class and insulted a woman who spent time as a jet engine specialist in the Navy.

I joined a student in challenging the competence of our administration in permitting a math teacher to remain at the university. The appeal went all the way up to the State Personnel Board until rejected. The richest former student I know, a very successful personal injury lawyer, had a good laugh at my expense. "You're pretty stupid to think there is something called administrative malpractice. There are no standards for management feasance." We might disagree with my former student citing outlier examples like Musk, Bezos, and Jobs. Technical competence and aesthetic sense seem the only common denominators—typical of artists, not businessmen.

 

[RobStark]

So what kind of paperwork American car manufacturers don't know how to fill? I haven't seen them detailed in any documents at all. I would like to see them to learn about it. There's zero visibility within Japan that American companies having a hard time to adapt to Japanese regulations.

It is never going to be clear.

That is the point of having Byzantine regulations.

In a face saving culture like Japan are foreign automakers going to get specific about the Japanese government sabotage in public? I doubt it.

Once you leave, like Ford, it is rather pointless.

Again not a single foreign automaker has found real success in Japan.

That they are all incompetent strains plausibility.

BTW You are the one that mentioned up thread Tesla did not properly fill out some paperwork.

 

[SteveG3]

The market is short sighted, and blind to anything new because they don't understand it. They didn't see Amazon's AWS coming either until it showed up in the form of piles and piles of $$$ in Amazon's quarterly earnings. Given Tesla's history of missing aggressive timelines, the market has almost developed a blindfold to anything that Elon says. Long term investor should be literally robbing the market blind.

Agree the market often is largely short-sighted, but, the media has for some time put a lot of attention to a race to autonomous driving.

I think what's going on is more about,

- some events fitting the narrative the bulk of the media is incentivized to promote (i.e., the release of the "expert" study last month that ranked Tesla 21st of 21 companies in the race to autonomy)

- some events not fitting (in this case contradicting) the narrative the bulk of the media is incentivized to promote (i.e., dozens of reports, including visual evidence, from Tesla owners that AP 2 and 2.5 have just had something of a watershed moment in validating the promise of Tesla's approach).

 

[RobStark]

(also: first death by AV stole the scene).

There is a good chance it was suicide by AV.

Like suicide by cop.

 

[ValueAnalyst]

Tesla Registration Stats

Norway 137 today, and counting.

 

[anon]

According to the 8-k just released, 81% of votes today were yes.
Tesla - Current Report

 

[mongo]

According to the 8-k just released, 81% of votes today were yes.
Tesla - Current Report

That is the number for the NASDAQ and Tesla Quorum rules (2 of the 3 criteria).

Critical for this proposal was the 73% yes vote of shares not owned by Elon or Kimbal. (they own 33.78 Million shares combined out of the 120 Million voting shares)

 

[Zaxxon]

Looks like the Canada theory has some merit as Tesla is starting to accept Canadian Model 3 orders.

 

[adiggs]

The market is short sighted, and blind to anything new because they don't understand it. They didn't see Amazon's AWS coming either until it showed up in the form of piles and piles of $$$ in Amazon's quarterly earnings. Given Tesla's history of missing aggressive timelines, the market has almost developed a blindfold to anything that Elon says. Long term investor should be literally robbing the market blind.

This long term investor feels like Mr. Market is holding open his wallet to help me pick it