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

[Mengy]

I find the declining gross margin worrisome. It's quite substantial actually.

I agree. However, revenue was up very nicely. I'd still like to know what brought the margins down so much though.

 

[StarFoxisDown!]

Unless you think Tesla somehow became worse at making cars or that they'll be lowering prices this aggressively forever, I wouldn't worry about it. All that matters is that the cars are getting better, and cheaper to make. That's a winning formula for margins over time.

Not worried one bit about Tesla

But as a investor of any company, there should be explanations for something like this

 

[Prunesquallor]

 

[TheTalkingMule]

Not worried one bit about Tesla

But as a investor of any company, there should be explanations for something like this

You mean like in a webcast conference call?

 

[Drumheller]

No Model Ys were delivered in China in 2020 but did the factory costs somehow affect margins?

 

[Don TLR]

Pour yourself a Tesla Tequila and celebrate the Future! It gonna be great!

 

[bkp_duke]

View attachment 631344

Lovely. 2021 = year of censorship.

 

[StarFoxisDown!]

You mean like in a webcast conference call?

Wait you're telling me there's a call???

 

[SMAlset]

Starting now.

 

[StarFoxisDown!]

No Model Ys were delivered in China in 2020 but did the factory costs somehow affect margins?

I don't think it would effect gross margins...but it would affect operational costs, which were noticeably higher than Q3

 

[Krugerrand]

It’s just never good enough, huh?

 

[Nocturnal]

10th or so largest battery plant already. That's pretty awesome.

 

[Tyler34]

1000 people in beta!

 

[Todd Burch]

Yeah that 1k customers in FSD beta surprised me. That's about 10x what I thought it was.

 

[MTL_HABS1909]

Elon really needs to stop talking about TSLA valuation....

 

[Nocturnal]

Yes! Talk about how easy revenue with nearly 100% margin can explode with roboi-taxi. Love it. Don't love so much that he felt the need to defend the valuation.

 

[Tifighter]

jumping right into the the valuation battle with both feet, Elon...

 

[Johan]

He's not kidding about robotaxis huh.

 

[MABMAB]

Was that a Champagne bottle being opened?

 

[StarFoxisDown!]

Well that was nice to hear!