Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Silent Ludicrosy
Supporting Member
Nocturnal
Supporting Member
Tesla didn't deliver 500k! Nun demand. Call GoJo.
Yeah, even if we do enter into a "roaring" 20s situation the global situation looks nothing like it did back in the 1920s.
phantasms
Supporting Member
I can see it now.
“Tesla fails to meet 2020 delivery goals” -Elekwhatever
In reality, truly amazing.
“Final numbers could vary by up to 0.5% or more”
I bet they pass 500k come final reporting.
“Tesla fails to meet 2020 delivery goals” -Elekwhatever
In reality, truly amazing.
“Final numbers could vary by up to 0.5% or more”
I bet they pass 500k come final reporting.
Places like this forum, SMR Solving the Money Problem, Rob at Telsa Daily, and a few others have been a tremendous rudder which has kept me on course.
Reading historical anecdotes about how many of the most successful trading portfolios belong to traders who have died and, thus, ceased trading, has reinforced the value of HODL as a proven, successful strategy.
These truths as presented have carried my trading through the dips and crests where the wisdom and motivation behind this mindset would have been unlikely to manifest itself on its own over self-imposed FUD.
The fact that Tesla, and Elon more generally, are such a deviation from the norminal has to be taken into consideration as a catalyst as well. The rules have changed and only a few have realized how we stepped through the looking glass and embraced the new paradigm.
This led me to recall a quote from the late Dr. Hunter S. Thompson which seems quite appropriate here:
Thanks to all the fellow weirdos who have turned pro and bolstered one another in this journey. It has been a fun ride so far.
Reading historical anecdotes about how many of the most successful trading portfolios belong to traders who have died and, thus, ceased trading, has reinforced the value of HODL as a proven, successful strategy.
These truths as presented have carried my trading through the dips and crests where the wisdom and motivation behind this mindset would have been unlikely to manifest itself on its own over self-imposed FUD.
The fact that Tesla, and Elon more generally, are such a deviation from the norminal has to be taken into consideration as a catalyst as well. The rules have changed and only a few have realized how we stepped through the looking glass and embraced the new paradigm.
This led me to recall a quote from the late Dr. Hunter S. Thompson which seems quite appropriate here:
"When the going gets weird, the weird turn pro"
Thanks to all the fellow weirdos who have turned pro and bolstered one another in this journey. It has been a fun ride so far.
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Yup! Truly remarkable results considering the headwinds in 2020, and yet I expect to see headlines like “Tesla misses its projected deliveries target” and comments in the vein of “Haha, Tesla can’t do math, 499.5k smaller than 500k” etc.
For context: 450 (deliveries missing to reach the “target”) are less than 0.1% of 500k! For sure the media will mention the “miss” was 0.1%!
Big news here: profit guaranteed!
Edit: typo
For context: 450 (deliveries missing to reach the “target”) are less than 0.1% of 500k! For sure the media will mention the “miss” was 0.1%!
Big news here: profit guaranteed!
Edit: typo
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ammulder
'98 GS400 -> P3D+
Interesting that the 3/Y production is 10K ahead of deliveries for the year. I think it's a good sign that they didn't have to sell down to the dust on the showroom floor to make their numbers... so they won't have to overproduce and take the corresponding profitability hit in seasonally-weak Q1 just to have demo cars and etc.
On the other hand, delivering more S/X than they produced does suggest they're drawing down inventory ahead of a refresh... fingers crossed!
On the other hand, delivering more S/X than they produced does suggest they're drawing down inventory ahead of a refresh... fingers crossed!
Am I the only one that thinks these delivery results are underwhelming vs what was expected and stock dips some Monday? Speaking to the non eternally bullish/optimistic Tesla shareholders only...
winfield100
Supporting Member
@jbcariocaActually it was the gasoline tank.
At the time it was infamous.
Seemingly off-topic this really illustrates how product safety standards have changed over the years. Nobody would design anything like that today, nor the swing-axle VW/Corvair, among others.
It is indeed bizarre to report every single Tesla fire and ignore thousands of ICE fires.
Every safety advance of Tesla counts. Another reason to HODL.
we owned one of them back in the day. It also had a light rear end, going around corners if you hit a tiny bump it would "hop" sideways.
It would also run on 3 cylinders though, spark plug died on one and we limped on Interstate 81 and 64 at 35 mph
you could gap the points with a matchbook cover. model A engine if i recall, since it's been ~45 years
Actually it was the gasoline tank.
At the time it was infamous.
Seemingly off-topic this really illustrates how product safety standards have changed over the years. Nobody would design anything like that today, nor the swing-axle VW/Corvair, among others.
It is indeed bizarre to report every single Tesla fire and ignore thousands of ICE fires.
Every safety advance of Tesla counts. Another reason to HODL.
I did forget to add a winky smiley thing. ;-) That one I think.
HG Wells
Martian Embassy
Now that we missed the goal, how much will the stock drop on monday ?
Todd Burch
Voltage makes me tingle.
They produced a few more than I expected and delivered a few less. IMO it really doesn’t matter.
We’ve seen TSLA drop on better than expected numbers and rise on worse than expected, so I won’t attempt to use logic to determine its direction short-term because such logic has failed me in the past.
IMO the numbers are close enough that it won’t matter for very long. It could be that the news about the Model Y orders in China far outshadows the few thousand less deliveries than some were expecting.
The rest of those cars will be delivered in a few days.
Oh, sorry. You said you were talking to the non-eternally bullish. I apologize.
I’m not underwhelmed by deliveries but I agree that the market will.... be the market. Which is not a compliment.
Silent Ludicrosy
Supporting Member
Must be all those Giga Shanghai Model Y’s.
The delivery miss was 0.1 %, so the stock will go down by 0.1% on Monday.
That’s how it works. What are you, a noob or something?
Congratulations Team Tesla !
Keep the eye on the MISSION and carry on.
Market performance is not the mission.
I am so happy and proud of everyone at Tesla and to all the strong HODLing hands here at TMC.
A very bright start to the year , indeed!
Keep the eye on the MISSION and carry on.
Market performance is not the mission.
I am so happy and proud of everyone at Tesla and to all the strong HODLing hands here at TMC.
A very bright start to the year , indeed!
Pezpunk
Active Member
if there are idiots -- institutional or otherwise -- who want to sell me their shares at at a discount on Monday over these numbers, by all means, BRING IT ON.
ByeByeJohnny
Member
From the press release
"Final numbers could vary by up to 0.5% or more."
This is standard every quarter. From memory the actual number has always been higher than first reported. Not by 0.5% but often by more than 0.1%.
"Final numbers could vary by up to 0.5% or more."
This is standard every quarter. From memory the actual number has always been higher than first reported. Not by 0.5% but often by more than 0.1%.
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