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

[Singuy]

Actually we are confident Tesla does not pay for advertising anywhere in the world. The only tiny uncertainty is whether Tesla has paid for product placement, but even there it is most likely that Tesla has just allowed some vehicles to be displayed without charge. In a very few cases it is likely they have paid for space in auto shows. In sum, product placement is likely. Advertising NO! In more amorphous situations Tesla has repeatedly given rides to and taken interviews with social influencers. In China repeatedly, in the US notably in, for example, episodes of Jay Leno's Garage.

Tesla does act carefully and cleverly with various influencers, not least by repetition of comments made by known sports and entertainment figures who use Tesla products. That they have done in a number of countries. In sum, Tesla is a 21st century marketer. They know advertising is largely ineffective now and that skilled marketers now use special interest social media as well as the usual general interest social media, and even there they don't pay for preferred placement.

The cost per qualified reach of advertising makes it a poor choice for anything other than soft drinks, prescription drugs and commodity domestic products. Most manufacturers pay for advertising because they don't know any better.

Direct marketing is the only exception to the rule these days, and even that in a non-traditional way.

I wouldn't be surprised that China will be the first place Tesla start advertising as the country does not have access to Teslas current free advertising platform which is Elon's Twitter account or youtube for SpaceX launches. Seriously doubt Elon has a Wechat account. So it makes sense if Tesla were to focus more marketing dollars toward the Chinese. People forget how closed off China is compared to the rest of the world.

 

[LN1_Casey]

Options capping us now?

It is a triple witching week for options. Weekly, monthly, and quarterly. There are a crap-ton of calls at $700, and even at $680, and then $670 is where the puts start taking control again. I'd be unsurprised if we closed this week within a dollar under $700, or even $680.

 

[woodisgood]

Options capping us now?

Probably not - that little hook down that we hit at 702 is a market-wide dip in exuberance.

 

[corduroy]

Stock is up because of Fed keeping interest rates as is.

In Norway Tesla took the lead in sales

https://twitter.com/x/status/1372245724407033861

What happened on Feb 21st to start the spike up?

 

[Norwalk79]

Dear Tesla comrades: yesterday Tesla shorts were very happily shorted Tesla -$31 -4.4% to $676.88 based on the “VIOLENT CRASH” news storm. We are saved by an excellent news:

I can call today is the 2021 bull run follow-thru day for Tesla and Nasdaq due to the Federal Reserve said it sees no interest rate hikes through 2023 and that it will let inflation run hotter than usual to ensure a full economic recovery. Both Tesla and Nasdaq jump from negative to large gain with large volume with the help from Tesla shorts covering from yesterday

Dow jumps 200 points after Fed says it will hold off on rate hikes through 2023

A new Tesla short is identified as Lansdowne Partners fund manager Per Lekander having a short position on the Tesla stock and is bullish on German automaker VW (OTC: VWAGY) same as the s..ker Gordon J believing VW can deliver 1M EV in 2021 with its total EV delivery last year 2020 of only 134K vs Tesla’s 500K.

Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager

VW has been dishonest in the Dieselgate in the past, so I have doubt on anything VW bragging, read it for yourself: Volkswagen: The scandal explained

So both Lekander and Gordon are considered as the most active Tesla shorts along with Michael Burry to boost VW’s recent bragging all over Yahoo Finance News.

I include here a sample of VW’s recent bragging

Another explosive title by nytimes.com: Volkswagen Aims to Use its Size to Head Off Tesla. WOW

Quotes “by 2025, the company said, it would have 18,000 charging stations on the continent”

Hey, Tesla already have 20,000 Superchargers installed in MANY continents and Giga in Shanghai already made 6000 superchargers and capable of making 10,000 per year.

What a joke by the Tesla shorts!!!

Volkswagen Aims to Use Its Size to Head Off Tesla

Good news for Tesla Model 3: it outsells the Volkswagen ID.3 on its home turf.

Remember that Model 3 is an import in Germany. In Tesla home turf, Tesla has 80% of total all EV registration in USA last year 2020

Wait until Berlin Giga up and running in July this year 2021 and see how Model Y perform. As I read Consumers Report many years, cars from Europe: Land Rover, Jaguar, BMW, Mercedes are at the bottom regarding new car quality and used car reliability.

Tesla Model 3 surges to #2 spot in Germany, outselling VW ID.3

 

[elasalle]

What happened on Feb 21st to start the spike up?

Ships reached Norway

 

[Artful Dodger]

"The driver told police the vehicle was operating in Autopilot, according to Oleksyk."

Any bets that Tesla will check logs, go "no it wasn't" but then media will never report that part?

Autopilot not Involved in Accident Involving Semi Truck & Tesla Car in

Detroit Police Department Assistant Chief, David LeValley said that everything indicates that high speed was the main factor in the collision, and the car was being operated directly by the driver, not Autopilot.

"It appears that speed was a major factor in the collision. All the indications that we have at this point are that the vehicle was not in autopilot mode, that the driver was in control of the vehicle at the time of the crash."

 

[UnknownSoldier]

What did JPOW even say, the markets went straight up haha

 

[Tslynk67]

Options capping us now?

Following the indexes, mostly. I don't expect the MM's to waste too much money trying to keep it down at this moment, will be plenty of opportunity Thursday and Friday

Perusing the MM chart (as always one day out of date), my pick for this week's close would be $682.50, but anything below $700, and preferably above $680 would do the trick. I reserve the tight to change my numbers as the chart evolves.

 

[Knightshade]

Actually we are confident Tesla does not pay for advertising anywhere in the world. The only tiny uncertainty is whether Tesla has paid for product placement, but even there it is most likely that Tesla has just allowed some vehicles to be displayed without charge. In a very few cases it is likely they have paid for space in auto shows. In sum, product placement is likely. Advertising NO! In more amorphous situations Tesla has repeatedly given rides to and taken interviews with social influencers. In China repeatedly, in the US notably in, for example, episodes of Jay Leno's Garage.

Tesla does act carefully and cleverly with various influencers, not least by repetition of comments made by known sports and entertainment figures who use Tesla products. That they have done in a number of countries. In sum, Tesla is a 21st century marketer. They know advertising is largely ineffective now and that skilled marketers now use special interest social media as well as the usual general interest social media, and even there they don't pay for preferred placement.

The cost per qualified reach of advertising makes it a poor choice for anything other than soft drinks, prescription drugs and commodity domestic products. Most manufacturers pay for advertising because they don't know any better.

Direct marketing is the only exception to the rule these days, and even that in a non-traditional way.

Yeah they spend $0 on traditional advertising.

But they absolutely spend actual money on marketing (which certainly could include product placement)

There's been stories back to at least 2019 about them doing significantly more of it in China specifically in fact (spending $ on marketing generally, not the PP thing specifically)

You're not kidding, Not sure what happened in 1998
View attachment 645341

Simple- Porsche announced "Hey we secrectly bought up nearly the entire float- there's now something like 5-10 shorted shares for every ONE floating share actually in the float. Just thought your should know.

Autopilot not Involved in Accident Involving Semi Truck & Tesla Car in

Detroit Police Department Assistant Chief, David LeValley said that everything indicates that high speed was the main factor in the collision, and the car was being operated directly by the driver, not Autopilot.

Uh- that's a different accident, unrelated to the one where it appears the driver WAS on AP and hit a stationary police car on a highway.

 

[Sofie]

Fun.

View attachment 645328

Who is doing this I wonder. Maybe some big fund that sold and rebought or something? I thought most big funds already bought at S&P inclusion.

 

[asburgers]

What did JPOW even say, the markets went straight up haha

Great speech and Q&A
- GDP/Inflation spike will be transitory
- Does not see prices go up as retailers may be hesitant to raise prices despite anticipated increased discretionary spending
- Economy is not going to overheat despite some inflation concerns in the market (not the Fed)
- WUT Inflation?
- Anchoring inflation at 2% will help economy power through and get people back working as quickly as possible
- Policy changes will be based on actual evidence rather than forecasts
- Will signal policy changes well in advance
- SLR decision in the upcoming days
- Buy TSLA dips

 

[PeterJA]

People buying VW stock probably didn't watch this. (Sorry if already posted.)

 

[Tslynk67]

Dear Tesla comrades: yesterday Tesla shorts were very happily shorted Tesla -$31 -4.4% to $676.88 based on the “VIOLENT CRASH” news storm. We are saved by an excellent news:

I can call today is the 2021 bull run follow-thru day for Tesla and Nasdaq due to the Federal Reserve said it sees no interest rate hikes through 2023 and that it will let inflation run hotter than usual to ensure a full economic recovery. Both Tesla and Nasdaq jump from negative to large gain with large volume with the help from Tesla shorts covering from yesterday

Dow jumps 200 points after Fed says it will hold off on rate hikes through 2023

A new Tesla short is identified as Lansdowne Partners fund manager Per Lekander having a short position on the Tesla stock and is bullish on German automaker VW (OTC: VWAGY) same as the s..ker Gordon J believing VW can deliver 1M EV in 2021 with its total EV delivery last year 2020 of only 134K vs Tesla’s 500K.

Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager

VW has been dishonest in the Dieselgate in the past, so I have doubt on anything VW bragging, read it for yourself: Volkswagen: The scandal explained

So both Lekander and Gordon are considered as the most active Tesla shorts along with Michael Burry to boost VW’s recent bragging all over Yahoo Finance News.

I include here a sample of VW’s recent bragging

Another explosive title by nytimes.com: Volkswagen Aims to Use its Size to Head Off Tesla. WOW

Quotes “by 2025, the company said, it would have 18,000 charging stations on the continent”

Hey, Tesla already have 20,000 Superchargers installed in MANY continents and Giga in Shanghai already made 6000 superchargers and capable of making 10,000 per year.

What a joke by the Tesla shorts!!!

Volkswagen Aims to Use Its Size to Head Off Tesla

Good news for Tesla Model 3: it outsells the Volkswagen ID.3 on its home turf.

Remember that Model 3 is an import in Germany. In Tesla home turf, Tesla has 80% of total all EV registration in USA last year 2020

Wait until Berlin Giga up and running in July this year 2021 and see how Model Y perform. As I read Consumers Report many years, cars from Europe: Land Rover, Jaguar, BMW, Mercedes are at the bottom regarding new car quality and used car reliability.

Tesla Model 3 surges to #2 spot in Germany, outselling VW ID.3

Gordo is not short $TSLA, he's a comedy-troll, paid by other interests that are under threat from Tesla's impending dominance of multiple industries

 

[Tes La Ferrari]

Great speech and Q&A
- GDP/Inflation spike will be transitory
- Does not see prices go up as retailers may be hesitant to raise prices despite anticipated increased discretionary spending
- Economy is not going to overheat despite some market concerns
- WUT Inflation?
- Anchoring inflation at 2% will help economy power through and get people back working as quickly as possible
- Policy changes will be based on actual evidence rather than forecasts
- Will signal policy changes well in advance
- SLR decision in the upcoming days
- Buy TSLA dips

For those interested in knowing more about the SLR, and it's potential to impact macros:

SLR = Supplementary Leverage Ratio

Fixed-income markets wary of Fed decision on bank capital relief

Anxiety is building in bond and short-term funding markets over a pending regulatory change that could cause big Wall Street banks to pare their securities…

financialpost.com

"On March 31, a regulatory break that big banks have enjoyed regarding SLR is scheduled to expire. Unless the Federal Reserve extends the break, banks will have to hold more capital against Treasury bonds, as well as deposits they keep at the Fed.

That could cut bank demand for government debt and reduce the funding for other investors to buy bonds, resulting in increased market volatility, which was a factor last March that prompted the Fed to offer banks SLR leniency."

 

[asburgers]

For those interested in knowing more about the SLR:

SLR = Supplementary Leverage Ratio

Fixed-income markets wary of Fed decision on bank capital relief

Anxiety is building in bond and short-term funding markets over a pending regulatory change that could cause big Wall Street banks to pare their securities…

financialpost.com

"On March 31, a regulatory break that big banks have enjoyed regarding SLR is scheduled to expire. Unless the Federal Reserve extends the break, banks will have to hold more capital against Treasury bonds, as well as deposits they keep at the Fed.

That could cut bank demand for government debt and reduce the funding for other investors to buy bonds, resulting in increased market volatility, which was a factor last March that prompted the Fed to offer banks SLR leniency."

So there was an analysis from one of the experts, Zoltan Pozsar from Credit Suisse, that ending the relaxation won't make a difference based on where the current deposits are held. This is not what the market feels, but he's the guy that makes the most sense.

 

[CorneliusXX]

Yeah they spend $0 on traditional advertising.

But they absolutely spend actual money on marketing (which certainly could include product placement)

There's been stories back to at least 2019 about them doing significantly more of it in China specifically in fact (spending $ on marketing generally, not the PP thing specifically)






Simple- Porsche announced "Hey we secrectly bought up nearly the entire float- there's now something like 5-10 shorted shares for every ONE floating share actually in the float. Just thought your should know.




Uh- that's a different accident, unrelated to the one where it appears the driver WAS on AP and hit a stationary police car on a highway.

That was 2008

 

[Christine69420]

Actually we are confident Tesla does not pay for advertising anywhere in the world. The only tiny uncertainty is whether Tesla has paid for product placement

Oh they have paid out of their noses. There are currently 60 000 Teslas placed all around Norway. You cannot drive anywhere without noticing them. And still Norwegians won't buy Teslas. Gordo is a genius.

/s

 

[S3XY]

Cathie talking live right now.

 

[Buckminster]

Cathie talking live right now.

1 week old