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Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 28, 2018.

  1. Carl Raymond

    Carl Raymond Active Member

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    Sorry Fred, I had to disagree because Capster is spot on with his theory that FUD loses effectiveness when contrary evidence is literally before one’s eyes.

    It’s not wishful thinking at all. Yes, the FUD has been effective to date. As Teslas become more renowned and more prevalent, that effectiveness shrivels. Mastheads risk their reputation if they continue to play the FUD game. People will go ‘WTF?’ and unsubscribe.
     
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  2. wipster

    wipster Gold Member

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    Thanks! That is too cool, can't wait for the rest of the decade!
     
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  3. Zero CO2

    Zero CO2 a long term goal

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    The legacy automakers have a real innovators dilemma especially when it comes to OTA updates and the legacy dealership value networks... BEVs essentially kill this value network ... I don't think many legacy ICE automakers will survive the transition to BEV ... dealers will fight the OTA since the OTA model will hurt their cash cow... the ICE vehicle distribution network has been totally disrupted... they just don't get it yet ... making the BEVs are the least of their problems ... that is why i laugh my butt off every time I here Tesla is doomed the competition is coming ....these analyst are a joke .. i would love to know what business schools are churning these idiots out...

    bought more shares today ;)
     
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  4. SPadival

    SPadival Member

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    I forgot to add F media.

    PSA: Owners, don’t waste your time posting on this thread (*). Spend it by giving test rides, test drives and general word of mouth debunking with family, friends and random passerby. We already have total air dominance over social media (Thanks Elon and influencers). Now we got to dominate the Wall st-Media complex by word of mouth.

    (*) it also has the side benefit of letting me catch up on this thread :p
     
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  5. hershey101

    hershey101 Member

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    Pretty good discussion at CR:


    Basically re-iterates why Tesla's Autopilot is nowhere close to being ready, and their "self-driving" is pretty sad.
     
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  6. Zero CO2

    Zero CO2 a long term goal

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    great job with the visualization ...
     
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  7. Zero CO2

    Zero CO2 a long term goal

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    great job with the visualization ...
     
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  8. EVNow

    EVNow Well-Known Member

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    There was some question in this thread sometime back as to why there are no big BMW is on fire news report. Because that FUD will have zero effect - everyone knows BMWs have been around for decades and don't catch fire all the time.

    But corporate America is just playing for time and they are winning. I'm sure a lot of tobacco executives retired wealthy and lived happily ever after.
     
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  9. Prunesquallor

    Prunesquallor Member

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    The somewhat sad (and probably accurate) perception is that Tesla : Dealership = Amazon : Appliance Store.
     
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  10. EVNow

    EVNow Well-Known Member

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    There are always 2 ways to look at it. Wow, how far we have come ! vs how far away we are !

    I was talking to a friend about NOA - and he was like - No FSD won't be here soon. I asked him when do you think it will be here, he said atleast it will take a year ! People have no idea where we are, how long we have come and how much time it will take to go to where CR will be happy with NOA.
     
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  11. gene

    gene Supporting Member

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    I have said it several times before and I'll say it again. Tesla has been increasing Supercharger installations at an accelerated pace at this time. That speaks to me as meaning Tesla is full steam ahead: supercharge.info
     
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  12. oneday

    oneday Active Member

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    Pretty damn impressive that a product (user optional to activate) that makes 100,000++ drivers commute everyday safer and more enjoyable is nowhere close to being ready. Great job Tesla!
     
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  13. intelligator

    intelligator Member

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    For me, Model 3 best car ever. Okay, I've owned several 240z, an rx7, the 300zx, porsche 951, several 911s now that you'll not pry from me because they are air cooled and NOTHING will touch them... it's not about 0-60 in that department at all. It is more of the grass roots aspect of the car, very much the same reason I lover the model 3 right now. But we also own benz and audi. We've been down the toyota, lexus path as well. Yes, plush customer wait areas and loaners when getting service. Uhg. I am a gear head at heart, have made bio diesel, own two diesels now, burn fuel at race tracks when I get the time to do it. Yes, carbon footprint balance now that I own a LR AWD 3. But I'm not fretting over maintenance like I am with the fleet of ICE cars. Sure the diesels have torque and range. We use them for the long trips when hauling the family as a whole. The 3's not for that. The 3 is in-town, around town, to the beach and back, to the mountains and back, conveniently always charged and ready to go... we share it all day long. But I am going to road trip it New Jersey to Florida... because I can. The route is lined with Super Chargers. I know I can recharge in 50 in between 4 hours of driving.

    About the stock, in long as well. I personally feel the bankers and shorts are SC*()@AGs. It is a free market and we can work both sides. They are smart and able, game on. Unfortunately, no clear way to get to each as to how I really feel. I get the share holder return thing and I also get the fact that bankers are expected to profit. But what other disruptive industry have they worked so hard against? The whole VW diesel thing was a joke. Most all Cummins diesels today blow far more pollutants than my Jetta TDI did. Why didn't the EPA go after the US manufacturers as they had with VW group?

    Anyone in the industry should be ashamed to publish the nonsense they are writing about Tesla. Many don't own a Tesla or know first hand how different of a company this is. It's not a cash cow business we've been milked by for years.

    My writing wanders, feel free to pick at it. I'll not care or bother to reply.
     
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  14. jerry33

    jerry33 S85 - VIN:P05130 - 3/2/13

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    This is what happened to the legacy tire manufacturers when radial tires made their appearance. For the most part they are now just brands owned by others. The main difference between the two battles is the size of the pocketbooks arrayed against Tesla. I don't doubt that it will happen, but it will be more drawn out as the legacy industries fight tooth and nail to stem the Tesla tide. They might have succeeded if Tesla was only in the U.S., but with GF3 close to completion, they no longer stand a chance.
     
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  15. MartinAustin

    MartinAustin I Do Not Read Electrek

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    IMO "net new orders of over 50,000" means they have eliminated orders that cannot be manufactured this quarter - e.g. orders for Semi, Roadster, Model Y, and RHD Model 3 etc. - and also after they remove orders that could be manufactured, but were cancelled - but it includes those orders that haven't been matched up yet with some existing new inventory car. The number is a real-time running total and as of that email was somewhere between 50,000 and 60,000.

    "Gross new orders" would mean all unfulfilled orders for everything, including vehicles that haven't begun production, and includes orders that may be cancelled in the future (but of course Tesla has no idea how many or which ones those are).
     
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  16. tander

    tander Active Member

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    #57976 tander, May 23, 2019
    Last edited: May 23, 2019
    For being a big Silicon Valley company Tesla is surprisingly good at buying things on the cheap. A while ago I drove by a BMW dealer, they have their most expensive car up on a pedestal, it was a Model X. It may have been traded in for a BMW, but it was quite a sign of the times. Last time I went to that dealer they did a classic bait and switch on me (do you still have xyz car? yeah sure come on in for a test drive...uh yeah let me just go get it, in the meantime do you want to take a look at some new cars, half an hour later, uh we can't seem to find that car anymore.)
     
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  17. Boomer19

    Boomer19 Active Member

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    great take.
    model 3 penetrating multiple demographics...absolutely everybody loves it. it’s changed anyones mind, thatll give it a chance.
    no wonder they’re trying so hard to kill it.
     
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  18. PhaseWhite

    PhaseWhite Member

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    I think it matters for TSLA, as the people watching CNBC tend to be of the investor class. I'd like to see Tesla send someone to atleast join some of these panels and correct inaccuracies that are spewed about. For instance I'm pretty sure NOA does react to turn signals, and will yield, atleast in my own experience, yet Consumer Reports says it does not.
     
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  19. Navin

    Navin Member

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    Wonder who shorts are dusting off for tomorrow’s pre market bear attack. Tamberrino from Goldman. Save him for Friday before Memorial Day. Good guess?!?
     
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  20. EVNow

    EVNow Well-Known Member

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    To me the biggest question is this.
    - There is an industry growing 70%+ year over year
    - One company is the clear market leader

    Has that company ever gone suddenly bankrupt ? I can't think of any other situation.

    The only way the bear argument makes sense is to assume
    - EV will remain a niche for ever (for this you have assume either climate change is a hoax or countries will never take it seriously)
    - Suddenly existing ICE players will overtake and obliterate Tesla, though they haven't in the last 10 years
    - Tesla is a fraud

    This is the reason why we keep hearing these 3 arguments by bears. Because the bull case is very simple.
     
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