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

[Words of HABIT]

Buffett dumps $800M worth of Apple stock, invests in biotech and groceries

Not sure if Warren Buffet buying TSLA is still a thing. Interesting article from February 18, 2020 when AAPL was trading at $324/sh (pre 4:1 split of August 31, 2020 is equal to $81 in today's share price of $118, so writen when AAPL was 40% lower in share price).

Summary:
AAPL was 32% of Berkshire Hathaway's overall portfolio @ $72B investment. This was 5.6% of all AAPL shares held. And this was after the attention grabbing headline which detailed a <$1B sale of AAPL.
Bill & Melinda Gates Foundation Trust own $12.5B of BH, resulting in $1.8B ownership of AAPL through BH.

With AAPL's share appreciation BH likely owns more than $100B worth today. I had no idea BH's stake was so high. Note they only started buying Apple in May 2016 and since their initial purchase of $1B which has generated 5X growth has been steadily buying. If BH is the Tesla mystery buyer, hold on to your hat...er...shares. A BH buy is definitely a sign of expected long term growth.

 

[Jack6591]

Baked in?

Pfizer seeking emergency use of its COVID-19 vaccine in US

Or, could we be in for a strong Friday?

 

[TheTalkingMule]

Baked in?

Pfizer seeking emergency use of its COVID-19 vaccine in US

Or, could we be in for a strong Friday?

Fairly sure this was the expected time of the expected filing.

 

[Words of HABIT]

Here’s how Tesla and other car makers could be impacted by Boris Johnson’s ambitious plan for electric vehicles

Summary: Good for Tesla

 

[Singuy]

Baked in?

Pfizer seeking emergency use of its COVID-19 vaccine in US

Or, could we be in for a strong Friday?

Apparently production is underway and they are expecting fda to push this through. My manager announced to us employees we should expect to get our vaccines in mid Dec since we get first dibs as front line health care workers.

 

[LTC_RRR]

Probably get more FUD until ER where we see margins jump up to 30%+ due to FSD revenue recognition. SP will spike and then follow by slow walk down because everyone and their mothers will cry about FSD revenue not being real revenue like EV credits..lol.

For those who have watched a bunch of FSD videos, for the most part the car does okay. However there are instances where the car goes into the opposite lane after a stop light, or wants to drive into a parked car(not that it would..but the path finding wants to) because that parked car is in a lane the car thinks is the turning lane. So we will get more of these cases amplified with wide release so there will not be any shortage of FUD.

Not ready for Robotaxi until it figures out how to handle school zones!

 

[JustMe]

Buffett dumps $800M worth of Apple stock, invests in biotech and groceries
.

This is why I try not to go grocery shopping when I’m hungry. I end up spending way too much on stuff I don’t need.

 

[Hock1]

I have lot of respect for Ark for what they do, sure they do a great job trading Tesla but holding Ark for 10% exposure for Tesla doesn’t work for everyone, I am sure Ark also misses unexpected upside time to time on Tesla, 80% of most stock moves happen in 20% time frame.

You're right. The Pareto Principle applies to stock movement too. 80/20 rule seems to happen a lot in life. Interesting.

 

[elasalle]

I opened Roth IRA's for my daughters when the SP recently dropped below $400. When I told one of them how much it had gone up she said "In a week?!" I told her, "It's TSLA."

Do your kid's need to be working? or certain age?

 

[Singuy]

Not ready for Robotaxi until it figures out how to handle school zones!

I think Tesla will use big data and can identify which area has no disengagements and which areas still need work. Then they may just geo fence areas that has no disengagements and expand from there as they tackle other edge cases.

 

[avoigt]

Expecting heavy manipulation today to keep the SP below $500 but another plop Monday or Tuesday

 

[Unpilot]

Expecting heavy manipulation today to keep the SP below $500 but another plop Monday or Tuesday

Yeah but it is a foregone conclusion they will fail....if not today...soon!

 

[pz1975]

Expecting heavy manipulation today to keep the SP below $500 but another plop Monday or Tuesday

Agree. The calls I bought Tuesday (Dec 4-Jan 15) are up ~150% so far on average. If the SP is kept near 500 today I plan to load up before close today on many more short-term calls. I think (barring macro) a spike Monday morning is in the 80-90% likelihood range. I like those odds as a risk/reward play.

 

[TheTalkingMule]

Gonna be a wild battle for $500 today! I expect MM's to put their foot down and eventually peg is right here. Might buy a few calls for next week to sell at noon Tues. Should be an absolute lock if we're flat today. Not advice.

 

[KMCC]

Y

Expecting heavy manipulation today to keep the SP below $500 but another plop Monday or Tuesday

Is a "plop" good or bad for Teslas stock?

 

[Knightshade]

Voice is power.

Tesla is not the end game here. The punching bag get's moved around to suit their masters. Your analysis is shallow.

And yours is baseless and paranoid.

CRs "masters" are their subscribers. They take no advertising money and pay for everything they test.

They've been instrumental in finding (and getting corrected) significant product and safety flaws in a slew of products- including cars- going back decades

That incudes finding the Model 3 ABS bug- for which Elon explicitly thanked them- and as noted resulted in great positive press by being able to fix it via an OTA instead of a physical recall.


CR released their annual car ratings. In the same 1 month period they've released them every year going back at least a decade or more.

But somehow it's a conspiracy to suit some nebulous "masters"?

Not EVERYTHING is a vast global conspiracy against your personal interests.

A message this country desperately, desperately, needs right now.

 

[elasalle]

Agree. The calls I bought Tuesday (Dec 4-Jan 15) are up ~150% so far on average. If the SP is kept near 500 today I plan to load up before close today on many more short-term calls. I think (barring macro) a spike Monday morning is in the 80-90% likelihood range. I like those odds as a risk/reward play.

Next week, Nov 26th Thurs is Thanksgiving week. So there might me light number of trades.

+ took this into consideration and sold Nov 27, 620 CC's for $1.47. (usually don't sell weeklies)

 

[jerry33]

I'm with you the market will reward TSLA handsomely if/when FSD proves robotaxis are certain to happen. But it won't be this winter. I think we have a year or so minimum before that comes to pass.

Blame Brandon for my opinion. Either Sacramento is the Bermuda Triangle for FSD beta or his car is possessed.

My hope would be that the YouTubers will pull their older FSD videos, so that only the ones on the most recent updates will show. Otherwise we'll be fighting older versions and their shortcomings forever. (The FUDsters will keep showing the goofs, even though they were fixed long ago.)

 

[S3XY]

Do your kid's need to be working? or certain age?

My understanding is that they need to be working since Roth contributions can only be funded by earnings. So my gift allowed them to put their earnings into their Roths.

 

[TheTalkingMule]

And yours is baseless and paranoid.

CRs "masters" are their subscribers. They take no advertising money and pay for everything they test.

They've been instrumental in finding (and getting corrected) significant product and safety flaws in a slew of products- including cars- going back decades

That incudes finding the Model 3 ABS bug- for which Elon explicitly thanked them- and as noted resulted in great positive press by being able to fix it via an OTA instead of a physical recall.


CR released their annual car ratings. In the same 1 month period they've released them every year going back at least a decade or more.

But somehow it's a conspiracy to suit some nebulous "masters"?

Not EVERYTHING is a vast global conspiracy against your personal interests.

A message this country desperately, desperately, needs right now.

CR being incentivized to support those who cooperate with their business model isn't a "vast global conspiracy", it's a flavor of what we've been seeing up close for years. Same reason CNBC supports their advertisers and sells time to hedge funds.

Traditional print organizations are hanging on by a thread. They'll become more and more willing to take money as they near the end. That's just natural.