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

[lafrisbee]

Similar to my plan when hurricanes hit and I have a Cybernotatruck
(minus the newborn, add a dog)
https://www.reddit.com/r/teslamotor...esla_kept_my_family_from_freezing_last_night/

 

[SOULPEDL]

I sincerely doubt Buffett has secretly bought into TSLA. We can't be that lucky!

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]

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]

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.

 

[TheTalkingMule]

To bring it back to Tesla, I bet next week Tesla deliver more cars in Texas than Minnesota.

Is Tesla allowed to sell cars in Texas?

 

[phantasms]

So 10:30 low today, again? lol

edit: 10:45?

 

[EVWatcher]

this forum used to be silent when the market was closed and busy when it was open. It kinda feels like it pulled a 180

 

[phantasms]

this forum used to be silent when the market was closed and busy when it was open. It kinda feels like it pulled a 180

Everyone's smashing F5 at Berkshire Hathaway IR. lol

 

[mongo]

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.

 

[MABMAB]

Buffet not buying any of the companies popularly mentioned.

 

[FreqFlyer]

Is Tesla allowed to sell cars in Texas?

Considering how many tens of thousands of Teslas seen on the highways of Texas, I would say yes.

 

[2daMoon]

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.

 

[Brian121]

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.

 

[Nocturnal]

I hope Burry's TSLA short is enough to force him into insolvency. I'm so tired of hearing about his stupid bear case.

 

[StarFoxisDown!]

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

 

[bruce4000]

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!]

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.

 

[Cobbler]

Everyone's smashing F5 at Berkshire Hathaway IR. lol

If Gali is proven right tonight.... then we have a new superstar born
He makes some good points in his videos.
Let's wait and see

 

[generalenthu]

Everyone's smashing F5 at Berkshire Hathaway IR. lol

Last few 13F filings from BRK were around 4:06 PM EST. This will not come during market hours. Folks can surely chill out till then.

 

[Hrtme]

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.