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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. DurandalAI

    DurandalAI Member

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    Thanks for the input. 2x10, 1x15, and an ISP Bass Vector which is a 1x18+2x8. It's the ISP that's the SOB to get loaded up in a vehicle. It fits in my Leaf, but it's never fit in any sedan trunk I've ever seen. I usually only run with the 2x10 and 1x15 (or just the 2x10) if in a smaller venue. I only consider the ISP if I know I need a lot of on-stage sound. It's an edge case, but it does happen.
     
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  2. JRP3

    JRP3 Hyperactive Member

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    Not sure why people think politics is the one profession where less experience is better.
     
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  3. Lucky_Man

    Lucky_Man Supporting Member

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    Smart lady. The Tesla lasts SOOO much longer than either of the alternatives ;^)
     
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  4. DurandalAI

    DurandalAI Member

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    Typically the longer one is exposed to power, the more corrupt they become. There are always exceptions, but you just have to look at the before/after net worth of career politicians to see why.
     
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  5. ZachShahan

    ZachShahan Member

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    That is the most epic summary in the history of UK politics. :D
     
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  6. Hock1

    Hock1 Member

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    Agreed. Earnings have to be Non- GAAP, and I think $2.26 is a reasonable number. Revs. though are where we will "miss". These asses at $7.6-7.7B are responsible for the $7.1B consensus. I can't see it above $6.8-6.9. Hope I'm wrong. GLTA
     
  7. JRP3

    JRP3 Hyperactive Member

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    Most people expect to make more money over time.
     
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  8. skybluecgreen

    skybluecgreen Member

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    The $2.20 consensus estimate that Remster32 provided on 1/10 (prior to Elon's letter) were non-GAAP so I assume that your current $2.20 is as well.

    Remster32Member

    #2920Remster32, Jan 10, 2019

    [Anyone have EPS estimatest from FactSet for Q4?]

    I'm a long time lurker but I keep seeing requests for these numbers so I thought I'd help contribute.

    I have access to First Call, which is an equivalent of FactSet, just run by Nasdaq. They might differ marginally due to who they include and don't include in their consensus, but with a company like Tesla the differences should be negligible.I can also see all of the estimates listed individually and the ones that are included in consensus vs. not are marked as well. If anyone wants a deeper look I can totally do that.

    For TSLA Q4 from First Call:
    Revenue: 7,082.2
    EPS: 2.25
    Free Cash Flow: 405.6

    MarcusMaximus, Jan 10, 2019
    EPS there based on GAAP or non-GAAP?

    Remster32, Jan 10, 2019
    These are non-GAAP. GAAP EPS consensus is 1.09
     
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  9. Buckminster

    Buckminster Member

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    Dion on Twitter

    Another one that Elon just replied to:
    K10 on Twitter
    Analysts have been warned...
     
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  10. EVNow

    EVNow Active Member

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    They do that in corporations as well - "lets get some fresh blood" and layoff people with decades of experience.
     
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  11. kyzhk

    kyzhk Member

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    What did EM say? I think the tweet got deleted already.
     
  12. Dan Detweiler

    Dan Detweiler Active Member

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    Because this isn't about experience, it's about corruption. Seems there is a direct link between the length in office and the desire to stay there.

    Dan
     
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  13. EVNow

    EVNow Active Member

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    Personally, I can use some relief rally ;)

    Last 7 ERs have had the earnings day close of around $300.

    TSLA-ER.png
     
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  14. SOULPEDL

    SOULPEDL Supporting Member

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    Another forecast from some clueless trader...

    Ya, me. We've seen the run ups before only to be dashed within days. But this time's different because we've all learned (not AI) that when TSLA hits around $350 or higher, it's temporary and then we kick ourselves for not cashing in a bit. So now, everyone's got some sells in at a lower price IMO. Am I wrong?

    The effect of this could be a more dampened peak but with a more sustained climb anticipating coming quarters (exciting). On "Good News" I predict a peak around $335 this week. I'm also heavy on this stock (like many of us who bought up the town last week) so I'm starting my selling at $324 and will gradually let go of that bloody knife I caught several times last week. Still holding 80% long in case it never returns to $300 again. That day will occur this year IMO.
     
  15. Lycanthrope

    Lycanthrope Supporting Member

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    #8835 Lycanthrope, Jan 30, 2019
    Last edited: Jan 30, 2019
    I reported him, I suspect others did too. His postings have been continually trollish, but this was a complete untruth. Added no value to the discussions here.
     
  16. JRP3

    JRP3 Hyperactive Member

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    Not mandatory and not everyone. That's what elections are for.
     
  17. Richard007

    Richard007 Member

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    Above $300! Back to $352’s tomorrow?
     
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  18. Nocturnal

    Nocturnal Active Member

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    #8838 Nocturnal, Jan 30, 2019
    Last edited: Jan 30, 2019
    I get the sense that Wall Street was really expecting the ER to be bad. Hoping that it's just "ok" and we get a bump. Wondering if the slow uptick isn't others thinking the same.
    Edit, well, I hope it's "amazing" but that is not gonna happen.

    That's easy to explain. Fresh blood = lower salary
     
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  19. JRP3

    JRP3 Hyperactive Member

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    Elections.
     
  20. SOULPEDL

    SOULPEDL Supporting Member

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    When you put it that way, I revise my forecast down a bit. (See, I'm data driven... really)
     

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