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

[wipster]

View attachment 636196

Yeap....couch compromised and emptied out some loose change

Next time try the recliner...

 

[SOULPEDL]

Congrats to everyone who caught the dip today.

I was waiting for $781, but got some yesterday at $808, so I'm happy. I really thought it was going deeper.
Looking forward to the "Monday" (+1) action.

 

[wipster]

Nice close to and otherwise difficult week. Cheers!

View attachment 636200

2 of those and I'd be like Tom Brady being helped off the boat! I would like to have one though, looks tasty!

 

[BlackS]

Next time try the recliner...

I would if i had one...imma try looking under the bed next time...kinda scared though TBH.

 

[SOULPEDL]

Hence, +1.
Math thing?

 

[henchman24]

Do you really expect a specific hard guidance in the current climate? When they can't what will happen with COVID and possible closures. When they can't be sure of their chip supplies, etc. What if Germany delays permit approvals? There is just too much completely out of their control to give specific attainable guidance.

I'm personally fine with it, but it wasn't clear guidance which is a change from what Tesla has done in the past. That is the point that he is making. To me it was clearly sandbagging, but I can see how others don't view it as that.

 

[2daMoon]

I didn't see it so much as sandbagging as just giving the target in percentage rather than absolutes. It is only a target, after all.

Plus what was said earlier about how a percentage doesn't lend itself as easily to the irrational whims of the GJs of the news world.

Anyone who can do simple math can produce a solid number. Which, of course, excludes the talking heads.

 

[wipster]

Hence, +1.
Math thing?

Turns a Monday into a Tuesday...

 

[Lycanthrope]

And don't forget that Monday is a holiday so you better buy now so you don't end up going through withdrawal for 3 days.

Thank for my $DOGE investment - that mother runs 24/7/365. I don't really care if it goes up or down, it's just a ticker to watch.

 

[Lycanthrope]

Don’t forget Valentine’s Day!

Teslas are red
Chevys are blue
But VW* and Audi
Paint their's like poo

* W in this case pronounced as per dutch/flemmish "wey", not as in English "double-you"

OK, it's poetry, 7 year ban, I know...

 

[asburgers]

I'm personally fine with it, but it wasn't clear guidance which is a change from what Tesla has done in the past. That is the point that he is making. To me it was clearly sandbagging, but I can see how others don't view it as that.

He's had an awkward transition from bragging to sandbagging which is annoying for my short term gains. Not really complaining as I am a diamond handed goof...most of the time.

 

[henchman24]

I didn't see it so much as sandbagging as just giving the target in percentage rather than absolutes. It is only a target, after all.

Plus what was said earlier about how a percentage doesn't lend itself as easily to the irrational whims of the GJs of the news world.

Anyone who can do simple math can produce a solid number. Which, of course, excludes the talking heads.

And your statement of it only being a target misses the point of the guidance. Production and deliveries factor heavily into models being made for Tesla, especially those that are valuing more as an automaker than anything else. If they don't have guidance or vague guidance compared to what they are used to, they are going to have trouble building a valuation model. Just look at how Gary Black built his model, was about growth going forward and IIRC he was over 875k deliveries in 2021... when the is vaguely cut back to 750... it blows up his model.

 

[Nocturnal]

It's really sad when people who used to be fans turn in order to profit from clicks and controversy. I know Ben listened to that podcast and he knows that Greg's comment is nonsense. Greg is the same dumb dumb that argued with me that the FSD computer being able to recognize and display things like traffic signals meant nothing.

 

[Lycanthrope]

2 of those and I'd be like Tom Brady being helped off the boat! I would like to have one though, looks tasty!

Yes, very pleasant. Hesitant malty notes combining with evolving bitterness, candy-sugar taming the somewhat strident abv.

 

[asburgers]

Why are you all wasting money on liquor when you should be buying more shares. /StuffIlearnedfromreddit

 

[2daMoon]

And your statement of it only being a target misses the point of the guidance. Production and deliveries factor heavily into models being made for Tesla, especially those that are valuing more as an automaker than anything else. If they don't have guidance or vague guidance compared to what they are used to, they are going to have trouble building a valuation model. Just look at how Gary Black built his model, was about growth going forward and IIRC he was over 875k deliveries in 2021... when the is vaguely cut back to 750... it blows up his model.

Tomatoes, tomahtoes.

Anyone who wants a number can multiply by 1.5 and build their models to their heart's content. I don't understand how the issue of whether this is being said in absolutes or percentages makes any significant difference.

It isn't as if the board would say anything precise, like, "We are expecting to sell 769,420 vehicles in the coming year, xxx of this model, xxx of that model, xxx of this energy product, xxx of that one, etc."

What difference does it really make to someone modeling? Those analysts who are valuing Tesla more as an automaker than anything else won't have it right anyway, will they?

I rather like the idea of the analysts getting their hat handed to them over and over until they begin to understand Tesla is different and may not fit their traditional models anyway.

 

[BlackS]

 

[Singuy]

It's really sad when people who used to be fans turn in order to profit from clicks and controversy. I know Ben listened to that podcast and he knows that Greg's comment is nonsense. Greg is the same dumb dumb that argued with me that the FSD computer being able to recognize and display things like traffic signals meant nothing.

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Not 100% sure if Ben like it because he thought Elon was full of *sugar* or he liked it because the comment is like a satire where memes are generated. Reminds me of that one tweet that said "Elon is the world greatest that delivers."

 

[Lessmog]

Tomatoes, tomahtoes.

Anyone who wants a number can multiply by 1.5 and build their models to their heart's content. I don't understand how the issue of whether this is being said in absolutes or percentages makes any significant difference.

It isn't as if the board would say anything precise, like, "We are expecting to sell 769,420 vehicles in the coming year, xxx of this model, xxx of that model, xxx of this energy product, xxx of that one, etc."

What difference does it really make to someone modeling? Those analysts who are valuing Tesla more as an automaker than anything else won't have it right anyway, will they?

I rather like the idea of the analysts getting their hat handed to them over and over until they begin to understand Tesla is different and may not fit their traditional models anyway.

You say hat, but maybe a qualifier needs to be exchanged for that?

 

[phantasms]

View attachment 636206

Does this matter at all? Is it more than previously thought?

https://ir.tesla.com/_flysystem/s3/sec/000119312521041673/d86929dsc13ga-gen.pdf