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

[Nolimits]

Claim chowdhry looks like a genius compared to Gordo

2 years ago for reference:

Thank you for posting this.

kudos for Chowdry for holding his ground and explaining this thesis. Seems pretty logical to me - esp when you compare to Amazons history.

 

[MC3OZ]

No matter how many idiots say Apple is launching a car brand they will not make it true.

While I agree with your post, the Apple Brand is an asset. The Apple Brand is most useful to those without a brand, but using the brand is a risk. My conclusion there is a <= 5% chance that a Apple branded car might be built in China.

For everything else, there is lots Apple could do well that current car makers don't do well:-

• Car software
• FSD hardware and software
• Chips and electrical components.

What Apple does not do is:-

• Battery manufacturing
• Casting - Materials science
• Car design and engineering
• Making manufacturing equipment

Elon has stated Tesla wants to be best at manufacturing because others will eventually have good EVs with FSD.
People assume existing car makers are better at manufacturing than Tesla, and up to the last year or so that was correct.
But Tesla is pulling ahead, casting is a big part of that, and something that can't be quickly replicated.

So IMO Apple will either help American and European car makers fend off Chinese competition, or help the Chinese out compete the Americans and Europeans (excluding Tesla and possibly VW).

Even given the remote possibility that an Apple branded car is built in China, it is an equally improbable event that the combination of Apple and China could out complete Tesla on manufacturing. Even if that was possible, it may take decades to achieve. (or end up being insignificant).

So if Apple comes on board in any capacity it accelerates the mission and over a 5-10 year timeframe that helps Tesla. It helps build EV brand awareness, and a public charging infrastructure. If helps sell solar and batteries, and it helps further dilute the FUD.

Overall Tesla is making all the right movers to be best at manufacturing, even Apple has no quick fix for that. Most of the small number of really great manufacturing engineers are already working for Tesla or SpaceX.

Even poaching staff is less likely to succeed now, many senior Tesla staff also have considerable Tesla shareholdings. They stand to gain more financially by helping Tesla continue to succeed. Any salary has to overcome that hurdle. Not many US or European Tesla staff will want to go work in China. Having a factory in China and manufacturing R&D outside of China is less efficient.

So overall I'm finding it hard to construct any narrative where Apple represents a threat to Tesla.

 

[UkNorthampton]

Small ARK sell

39 ARKW
12/28/2020
Sell
TSLA 88160R101 TESLA INC
Shares 44,149
% of ETF 0.5566

 

[UncaNed]

Did a little time traveling within this thread. Post above is dated one year ago yesterday (so all stock price references are pre-split of course). My, how things have changed.

I remember that post well!

 

[Mike Smith]

I wonder whatever happened to the new ARK Tesla research and price targets. Maybe they figured the numbers were too breathtaking for the world to handle.

 

[Christine600]

The day ended with 390 Teslas registered in Norway. Mainly Model 3s.

We might actually beat June 2019. Only a few hundred cars left:

The all time high record month was when the flood gates were opened in March of 2019 when Norway registered 5,315 Model 3 Teslas.

So far today 177 Teslas hav been registered in Norway. All Model 3 except for one Model X.

Yesterday 107 Teslas. None on the 25th and 26th.

But an impressive 10 on Christmas Eve which is our main day of Christmas. Best gifts ever I would think!

Source: Tesla Registration Stats

 

[neverdone]

I saw this posted ton the Denver Tesla facebook page.
Competition from Mercedes on their AA EV vehicle.
https://www.nbc.com/saturday-night-live/video/new-mercedes/3021121

 

[Nurkbonis]

That's a theory I've seen floated around. Their "old" price targets essentially had people laughing at them, but now, not so much. I assume their new price targets are also shockingly high, even compared to their prior estimates.

I wonder whatever happened to the new ARK Tesla research and price targets. Maybe they figured the numbers were too breathtaking for the world to handle.

 

[Skryll]

So that's what the "E" stands for. Mach-Edsel, well played, Ford, well played.

maybe it is time to buy out Ford, discontinue all products except for one, then focus on scaling up production of the Mach-E after renaming it to Musktang. Then we can rename Model 3 to Model E.

 

[Knightshade]

Tesla does own 2,500 acres of land. Could lease some of it to Oracle for buildings. Maybe... a datacenter for Dojo and all that? I doubt Elon wants to go near AWS.

Err... Tesla already actively uses AWS and has for years.

 

[Tes La Ferrari]

Anyone here balancing their TSLA holdings by using options to leverage a position with ARK ?

Would love to hear the strategies people are using to do this.

 

[goinfraftw]

I'm not sure if this has been answered, but how likely is it for the Federal EV Tax Credit to be reinstated and back-applied for 2020 if it passes through the legislature and executive branch here in the US?

 

[HG Wells]

I'm not sure if this has been answered, but how likely is it for the Federal EV Tax Credit to be reinstated and back-applied for 2020 if it passes through the legislature and executive branch here in the US?

I would say zip.

 

[Bunky]

Elon visiting Larry for advice huh?

 

[phantasms]

AH off topic. I secured a couple usernames in the Tesla arcade. I’d suggest you all do the same. It’s not crazy to think that I could sell either of these in a decade or two when Tesla arcade is bigger than PlayStation. Only half joking there. So, technically, this is Tesla investment related.

Username: 2 [1 was taken]
Username: 420.69 As the stock is nowhere near this point I beg that the mods will show forgiveness.

BTW it seems you can play the new games while driving. Of course you shouldn’t. It’s like caraoke you have to confirm it’s the passenger playing. I’m not sure who would do this other than in a taxi situation....maybe ARK Tasha is correct? hmmm

 

[MXWing]

Small ARK sell

39 ARKW
12/28/2020
Sell
TSLA 88160R101 TESLA INC
Shares 44,149
% of ETF 0.5566

They freed up funds to buy the SHOP and BABA dip.

 

[Mo City]

Anyone here balancing their TSLA holdings by using options to leverage a position with ARK ?

Would love to hear the strategies people are using to do this.

I'm "balancing" my TSLA holdings with TSLA calls (mostly LEAPS). Does that count?

 

[heltok]

 

[DrL90]

Helped out for Q4

 

[OrthoSurg]

Ford dealerships taking 5%-30% additional dealer markup on MachE because of scarcity Ford Dealerships Shocking Markup on Mach-E Deals Another Win for Tesla Direct Sales