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

lafrisbee

Active Member
Dec 13, 2019
1,537
4,863
Indialantic FL
OT
{ SO many are coming back from forced vacations reminds me of my old coaching days.
We were playing for the state title is Soccer. I am in Florida it is a bit of a Soccer State. Well near halftime the ref stops the match and goes over to talk to the opposing coach. Then I see him get his book out so I trot over and ask him what he was doing. The ref actually was booking their Head Coach for Unsportsmanlike Conduct. I lose it.
I start screaming at the Ref, "If you are giving him a Yellow Card you MUST GIVE ME ONE. I have been just as critical of your refereeing as he has been!"
The Ref smiles and walks away. I continue, "My Players will lose respect for me if you do not give me a Yellow card RIGHT NOW." He doesn't look back.
It didn't work. We lost 4-1 if I remember right. If it had not been raining we'd have lost by 10.

Oh, and welcome back Francis.
 

Chunky Jr.

Supporting Member
Mar 9, 2018
1,014
13,199
CA
A bunch of pictures from inside Giga Shanghai. The auto industry people who toured it said they were impressed by how clean and high tech it is.

https://twitter.com/ray4tesla/status/1357685322054651907?s=21

Example...

upload_2021-2-5_7-31-52.png
 
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jbcarioca

Well-Known Member
Feb 3, 2015
5,068
22,899
I agree that sometimes it it a different perspective however when the administrative team of an hospital goes against the recommendation of 15 other hospitals in the province where surgeries are still being done for patients waiting over 2 years in a waiting list, when you meet the administration, offer 3 alternatives, and they do not make any change, I would not qualify this a different opinion on the subject, just blatant incompetence. Might be a a different perspective that doesn’t make things done for the sake of maintaining statu quo. People are dying suffering at home on narcotics and administration refuses to spend ressources to build temporary facilities to accommodate the extra hospitalization beds required for Covid19 and hospitalized patients is of course a different perspective: cost saving or indirect murder?

That’s what I like about Tesla, being one of the most efficient, most versatile and fastest changing company in the world, the complete opposite of 2 of the 3 public hospitals I work at. The private medical Center I work at is operating much like Tesla, they function on the exact opposite perspective of the former 2.
This is a very important distinction, in my opinion. The political issue that destroy rational thinking are invariably soul-destroying. Forgive me fi that sounds hyperbolic. Large pubic corporations behave similarly with similar negative results, sometimes life-threatening too.

One basic investment rule I follow is that I will invest only in something that I believe is devoted to integrity. Superficiality is impossible with integrity. Mistakes are not. That is why I think I share your perspective.
 

canoemore

Member
Feb 28, 2019
326
2,597
State College, PA
Two more articles describing the fallout among major OEMs caused by semiconductor shortages.

CNBC - Ford forced to cut profitable F-150 pickup truck production due to semiconductor chip shortage

Reuters - Stellantis slows production in Italy as chip shortage hits car industry

This situation has been mentioned before, but I think it bears repeating because it continues to highlight the compounding benefits that accrue to Tesla as a result of insatiable demand. I understand the difficulties associated with scaling production as fast as Tesla intends, but it does simplify some decisions: they only have to worry about moving as fast as they can in one direction. "Let's get our hands on as many chips as we possibly can for the next 3 years" as opposed to "We have to be careful not to order too many chips because we're concerned demand is lagging....oh crap. That didn't work out."

We see the same story playing out for batteries, I think.
 

TheTalkingMule

Distributed Energy Enthusiast
Oct 20, 2012
6,363
21,835
Philadelphia, PA
Guess I am quite basic. TSLA is my savings account of which I occasionally make withdraws or borrow from for exactly that.
You and me both! We are likely a hair older than these kids and beaten down by too many years of TSLA battles.

I don't know how the timing of stimulus checks is going to work out, but we could end up seeing a nice double-smash at some point as RH'ers move back into TSLA when this exercise is complete. Then there's the other half of people who will simply dump it right into TSLA. Good times.
 

goinfraftw

Supporting Member
Dec 27, 2020
172
1,580
USA
Elon Musk’s Ontario airport tunnel project moves to next phase – Silicon Valley

"“With the 2028 Olympics right around the corner, this kind of additional transit connectivity – at such a reasonable cost – will position Ontario and the San Bernardino County-San Gabriel Valley Corridor as a true destination,” Ontario Mayor Paul Leon said in a prepared statement.

Hagman, who initiated the idea after taking a ride through the company’s test tunnel in Hawthorne, said he’d like to see the SBCTA and ONT work on an underground system for moving cargo containers.

“We will be getting the trucks off the freeway,” he said."
 

canoemore

Member
Feb 28, 2019
326
2,597
State College, PA
Elon Musk’s Ontario airport tunnel project moves to next phase – Silicon Valley

"“With the 2028 Olympics right around the corner, this kind of additional transit connectivity – at such a reasonable cost – will position Ontario and the San Bernardino County-San Gabriel Valley Corridor as a true destination,” Ontario Mayor Paul Leon said in a prepared statement.

Hagman, who initiated the idea after taking a ride through the company’s test tunnel in Hawthorne, said he’d like to see the SBCTA and ONT work on an underground system for moving cargo containers.

“We will be getting the trucks off the freeway,” he said."
Man. I want to invest in that company... I guess Tesla is likely to be a big supplier though, so if Boring succeeds Tesla benefits.
 

Prunesquallor

His cardinal virtue? An undamaged brain.
Dec 19, 2018
2,788
28,234
Houston/Galveston
Thanks @Lycanthrope. Are you essentially suggesting we have already started a 3 day weekend (TSLA trading flat today) with a Gap Up on Monday? That’s my read of the tea leaves. Lots of good news at the end of this week, but not so much that MM’s can’t coil up the TSLA spring towards 840 for just one more day. But I am guessing they let go of it sometime Monday morning. There will simply be too much excitement and FOMO around a $2T stimulus plan - which might have contributed to BlackRock’s decision to take a 5.3% stake in TSLA
I think you’re right. Searched the proverbial couch cushions. [email protected]$841.
 

phantasms

Supporting Member
Jan 30, 2019
1,335
7,580
Cross River, NY
Warren Redlich's simplified Tesla battery model and effect on TSLA. Range from bear $14k/share to bull $343k/share by 2030. I'd be pleased with anywhere in between.

So ~14T to 1/3 Quadrillion?!?!? Maybe I don't need that Roadster after all! lol

The Forbes list would be at least half made up of people on this board.
 
Jan 19, 2013
917
10,905
Canada
Elon Musk’s Ontario airport tunnel project moves to next phase – Silicon Valley

"“With the 2028 Olympics right around the corner, this kind of additional transit connectivity – at such a reasonable cost – will position Ontario and the San Bernardino County-San Gabriel Valley Corridor as a true destination,” Ontario Mayor Paul Leon said in a prepared statement.

Hagman, who initiated the idea after taking a ride through the company’s test tunnel in Hawthorne, said he’d like to see the SBCTA and ONT work on an underground system for moving cargo containers.

“We will be getting the trucks off the freeway,” he said."
That headline had me doing a double take. Thought they were talking about province of Ontario, Canada. Oh well, one can only hope.
 

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