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

SOULPEDL

Supporting Member
Jul 25, 2016
2,812
10,437
Arizona
I sincerely doubt Buffett has secretly bought into TSLA. We can't be that lucky! :cool:
Ok, I'll be the one to ask the stupid question because I've seen about 50 posts on this topic and I'm still missing something.

What's the deal with whether Buffett bought Tesla at sometime in the past. Was he gloomy on TSLA and having bought the shares while knocking the company puts egg on his face? Just a simple answer or link would be fine. I'm sure this has been rehashed, but I keep reading it here like it's a huge deal if he did purchase TSLA. All I know is the report comes out today and I just want to understand all the Buffet jokes that will surely follow. It's he the HODL king? If we're in, he'll keep buying then? I'm just guessing here...
 

StealthP3D

Well-Known Member
Dec 12, 2018
8,629
63,253
Maple Falls, WA
Ok, I'll be the one to ask the stupid question because I've seen about 50 posts on this topic and I'm still missing something.

What's the deal with whether Buffett bought Tesla at sometime in the past. Was he gloomy on TSLA and having bought the shares while knocking the company puts egg on his face? Just a simple answer or link would be fine. I'm sure this has been rehashed, but I keep reading it here like it's a huge deal if he did purchase TSLA. All I know is the report comes out today and I just want to understand all the Buffet jokes that will surely follow. It's he the HODL king? If we're in, he'll keep buying then? I'm just guessing here...

Buffet is famous for buying low-tech companies with a p/e in the single digits. TSLA doesn't fit his investment history. For that reason, I give it less than 50/50 chance but never say never!
 

Curt Renz

Well-Known Member
Mar 5, 2013
6,276
78,939
USA
Benzinga - this morning: Tesla Could Use Its Indian Factory As An Export Base, Analyst Says

Excerpt:

Gartner Senior Research Director Pedro Pacheco said that the Elon Musk-led automaker could utilize the Indian manufacturing unit as an export base and leverage several markets at the same time.


Barron's - this morning: Tesla May Be Going to India. It's a Step Toward Lower-Cost EVs.

Excerpt:

The electric-vehicle pioneer Tesla may have chosen an unexpected location for its next factory: India. A plant there could represent a big step for the company toward its goal of producing lower-priced EVs.

On Saturday, Shri B.S. Yediyurappa, chief minister in Karnataka province, whose capital is Bangalore, said Tesla (ticker: TSLA) was coming, according to the Times of India. Tesla wasn't immediately available to comment on its plans.

Most cars are sold where they are made. "India represents another key strategic market for Tesla and could represent 5% [plus] of global sales by 2026 for Tesla," wrote Wedbush analyst Dan Ives in a recent research report. Ives rates Tesla stock at Hold and has a target of $950 for the stock price.

The full implications of an Indian facility for Tesla go far beyond potential sales in that one country.
 

mongo

Well-Known Member
May 3, 2017
12,865
37,842
Michigan
Yeah, and futher, a 'snow-day' loss-of-time presumes that assembly of the building shell is the time-critical item on the Gantt chart.

It's much more likely that tooling for long-lead items like an 80-ton stamping press w. associated dies (which have to be ordered months or years in advance) will determine when we see the start of production. There are no welding robots sitting on a side road waiting to be installed. That's not how engineers plan their work.

Snow day's aren't the limiting factor. As long as the building shell is up when installation day arrives for big items, the schedule won't slip.

Cheers!

Exactly, they are sitting in the staging area in temporary shipping container storage, not on a side road. This shows well planned arrival of assets to ensure timing is met, not haphazard or last second reactional behavior. (From a fiscal pov, bonus points if they are still counted as not delivered and the supplier is covering the temporary storage.)
Tesla Gigafactory Texas gets first robot shipment as Giga Press setup continues

As to the day delay impact, it's the cumulative area between the curves, and those curves do not shift purely in time.
 

2daMoon

Member
Nov 25, 2020
464
3,032
Terra
This guy is amusing, and despite the click-bait headline the video is very HODL. I don't necessarily share his viewpoint, just add it to the list of possible scenarios that can happen in a chaotic universe such as a stock market. So, with everyone waiting for the BH news, here's something to occupy the time.

 
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Brian121

Member
Jan 25, 2017
88
796
Chicago, IL
Ok, I'll be the one to ask the stupid question because I've seen about 50 posts on this topic and I'm still missing something.

What's the deal with whether Buffett bought Tesla at sometime in the past. Was he gloomy on TSLA and having bought the shares while knocking the company puts egg on his face? Just a simple answer or link would be fine. I'm sure this has been rehashed, but I keep reading it here like it's a huge deal if he did purchase TSLA. All I know is the report comes out today and I just want to understand all the Buffet jokes that will surely follow. It's he the HODL king? If we're in, he'll keep buying then? I'm just guessing here...


In answering this question. It's worth to repost this chart I made a couple of months ago.

Had I made it today, it would have been more dramatic.

Sun-Buffett-Meeting-English.jpg
 
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StarFoxisDown!

Active Member
Jan 23, 2019
2,182
15,527
Seattle
I hope Burry's TSLA short is enough to force him into insolvency. I'm so tired of hearing about his stupid bear case.

Part of me is dying for the Buffet position to be Tesla just slap Burry/Gary in the face at the peak of their Tesla FUD.

I would literally give away the money from the "Buffet" rally to make it come true :p
 

bruce4000

Member
Jul 8, 2019
156
238
Seattle
Buffet is famous for buying low-tech companies with a p/e in the single digits. TSLA doesn't fit his investment history. For that reason, I give it less than 50/50 chance but never say never!
Don’t know if BH will buy Tesla but they did end up buying Apple. Buffet has been giving more and more control to his younger people he is grooming to take over the firm and they decided to buy Apple.
 

StarFoxisDown!

Active Member
Jan 23, 2019
2,182
15,527
Seattle
This guy is amusing, and despite the click-bait headline the video is very HODL. I don't necessarily share his viewpoint, just add it to the list of possible scenarios that can happen in a chaotic universe such as a stock market. So, with everyone waiting for the BH news, here's something to occupy the time.


That is is.......honestly a very immoral video to make...in the way he made it. I get the content of the video, but to grab clicks but putting "TESLA WILL CRASH" is very irresponsible.

One thing on this topic though.....Tesla has the tax allowance as a loaded gun to use whenever they want. If said scenario did in fact happen where Bitcoin lost like 75% of it's value, Tesla could just use the tax allowance and absorb the hit.

Also, I'm hoping Tesla adopts a strategy where as Bitcoin rallies higher and higher, they recognize some of the gains to essentially "lock in" their initial investment. It only needs to hit around 66k for Tesla to have double it's money. They could recognize 1.5 billion in gains and still have 1.5 billion invested in Bitcoin. As/If it keeps rising, rinse and repeat.
 
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Hrtme

Member
Sep 25, 2020
22
-4
Here
This guy is amusing, and despite the click-bait headline the video is very HODL. I don't necessarily share his viewpoint, just add it to the list of possible scenarios that can happen in a chaotic universe such as a stock market. So, with everyone waiting for the BH news, here's something to occupy the time.


Well one of two things will happen. The over valued price based on future value will come true, filling the stock bubble with actual value and justifying the current share price... or the stock will crash to levels supposed by current actual values. Decide for yourself when to exit or load up. Just don't wait to exit when/if there is a crash and everyone is trying to get out, and don't shame others who take profit now.
 

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