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

[2daMoon]

And here is the link.

I really can't "bear" to watch GJ. It is like watching a Monty Python skit where they are being purposefully obtuse, except GJ isn't trying to be funny.

It does make for the kind of controversy networks love that brings in viewers to watch commercials about Big Oil and ICE Auto. When I do watch, it leaves me feeling guilty for having boosted their ratings.

 

[TheTalkingMule]

Well this is TSLA, so anything is possible I suppose, but do you have enough conviction to sell at $1500 and wait for the pullback? ...

We're now living in a world where I honestly can't answer that question. Equally concerning and exciting.

If you had asked me two years ago if I'd sell at $7500......I'd have punched you directly in the crotch for asking such a silly question. Now I'm not sure if there's a number I'd voluntarily sell at and no longer be a TSLA shareholder.

I sold a bunch of 2023 $1300 covered calls and as of now I'm planning to let them execute. Maybe I'll roll them up to $1500, we'll see.

 

[lascavarian]

It's simply embarrasing for these networks to still be inviting this cretin on to thier shows, absolutely zero credibility...

Gene Munster has some bullish things to say about FSD appearing later this year.

 

[TheTalkingMule]

It's simply embarrasing for these networks to still be inviting this cretin on to thier shows, absolutely zero credibility...

I really wish we could get some insight into how this CNBC compensation works. Obviously these analysts and hedge fund people are paying for air time, but does the price fluctuate depending on circumstance? How convoluted is the equation of who pays for the time? Are UAW and oil lobbyists on conference calls with Gordon working out who's gonna pay how much for and anti-EV rant on a certain day?

I doubt it's so elegant, but I'd like to see how it works.

 

[dl003]

A 0.5 point rise in the 10 year is a disaster for Tesla. It effectively lowers their long term growth rate from 50% to 49.5%..

It sounds stupid, but a large portion of movement in TSLA outside of earning seasons are driven by index buying & selling. When viewed in macro context, yield going from 1% to 1.6% in 6 weeks was a massive move. TSLA's beta only worsened the sell-off. We should still focus on the long term but I've realized it's better for me to respect the macro dynamics than to mock them.

 

[NooB_cat]

No MMD?!?
I'll take that as a bullish sign on the markets today!

 

[Singuy]

A 0.5 point rise in the 10 year is a disaster for Tesla. It effectively lowers their long term growth rate from 50% to 49.5%..

0.5 rise wouldn't be a problem if it takes a year to get there. Now if it takes a week like what the trend was looking like last week then it becomes a problem.

 

[jareade]

https://twitter.com/baronfunds/status/1366399052577923075

Baron Capital CEO Ron Baron will appear on CNBC’s Squawk Box on Thursday, March 4, 2021 at 7:00 am EST.

 

[lafrisbee]

According to the Ashley Vance's biography, Fisker did his job designing the Model S, Elon just felt he did a crappy job.

I wonder how much of Tesla's trajectory would have changed if Fisker's weaker design had won out, and Franz never got hired?

Without Franz, we can't imagine the Roadster 2.0, or the Semi, and definitely not the Cybertruck!! Thank god Fisker moved on!

The Model S and X don't look unattractive. But the stupid wedge on the front of the Model 3 is obnoxious at its core, and the cybernottruck is not a result of design but more of engineering. And don't get me wrong it is appealing (not attractive) because it is form (design) following function (engineering). The cybernottruck is the second coming of the Aztek.

This cut and paste from wiki below describes the cybernotatruck to a "T". I especially like the reference to a "kitchen appliance."
Ultimately, the Aztek was criticized for its styling. Mickey Kaus described the Aztek as having "awkwardly empty and square front wheel wells" and a "gratuitous, fierce animalistic snout, which may have been what prompted incoming GM executive Bob Lutz to famously say that many of the company's products looked like 'angry kitchen appliances.'"[8] James Hall, vice-president at AutoPacific Inc[3] ranked the Aztek as one of the ten ugliest cars of all time, Karl Brauer, CEO and editor-in-chief of TotalCarScore.com said the Aztek featured "atrocious proportions"... "looked like a station wagon stretched out by a car bomb."[9]

So yeah, the cybernotatruck looks just like a fridge mated with a station wagon.
And I want one because it is so damn stupid-looking.
Franz is the weakest element of Tesla, and I like it that way. But don't praise the cat just because he's fortunate enough to design tesla.

 

[SOULPEDL]

It's Monday!

 

[johnm6875]

It's Monday!

The real Monday, not that fake one from last week.

 

[2daMoon]

The real Monday, not that fake one from last week.

Which one? There were so many fake Mondays last week ...

 

[asburgers]

Just another manic Monday.

 

[2daMoon]

The Model S and X don't look unattractive. But the stupid wedge on the front of the Model 3 is obnoxious at its core, and the cybernottruck is not a result of design but more of engineering. And don't get me wrong it is appealing (not attractive) because it is form (design) following function (engineering). The cybernottruck is the second coming of the Aztek.

This cut and paste from wiki below describes the cybernotatruck to a "T". I especially like the reference to a "kitchen appliance."
Ultimately, the Aztek was criticized for its styling. Mickey Kaus described the Aztek as having "awkwardly empty and square front wheel wells" and a "gratuitous, fierce animalistic snout, which may have been what prompted incoming GM executive Bob Lutz to famously say that many of the company's products looked like 'angry kitchen appliances.'"[8] James Hall, vice-president at AutoPacific Inc[3] ranked the Aztek as one of the ten ugliest cars of all time, Karl Brauer, CEO and editor-in-chief of TotalCarScore.com said the Aztek featured "atrocious proportions"... "looked like a station wagon stretched out by a car bomb."[9]

So yeah, the cybernotatruck looks just like a fridge mated with a station wagon.
And I want one because it is so damn stupid-looking.
Franz is the weakest element of Tesla, and I like it that way. But don't praise the cat just because he's fortunate enough to design tesla.

For the record, I agree that the Aztek was a horrendous styling effort for a vehicle that was neither a car nor a truck.

I loved the look of the Cybertruck from the get-go, and it is both a great car inside with a real truck bed on the back.

The comparison of the two is misplaced IMHO.

 

[EVMeister]

And here is the link.

I'll save you all some time. Stop listening at 2:43 and thank me later.

 

[Chunky Jr.]

Tesla Could Save the Auto Business by Disrupting It. Here’s How. — Barron's

Good article looking at Tesla as being more than an automaker. In particular, they call out the value of their software and services business as being a giant well of cash that other automakers would be wise to tap into as well.

 

[GOVA]

It's simply embarrasing for these networks to still be inviting this cretin on to thier shows, absolutely zero credibility...

I don't think 'credibility' is on their priority list, really.

Again, they are tools to fool general and uniformed public.

 

[lafrisbee]

No MMD?!?
I'll take that as a bullish sign on the markets today!

the MMD occurred the last few minutes before closing friday. The MM's are sitting on their hands and not stopping the rise today so they can get back to a price range they feel they can control.

 

[Chunky Jr.]

Up almost 6% so far in March. On pace to finish month at $4000+. I'd be fine if the pace slowed a bit and we ended up at only 1000,

 

[2daMoon]

I don't think 'credibility' is on their priority list, really.

Again, they are tools to fool general and uniformed public.

There is good reason they call what they do "programming"