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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Is that your quote?
No, but I do hear distant thunder approaching:
- Texas Model Y - 2021Q4 1st Production
- Fremont 4680 - 10 GWh/yr cells to start
- FSD feature complete - $1B+ revenue released
- Valuation Allowance - $2B+ revenue released
- CEO tranches fully paid out - The Taxman Goeth
- Model 2 - Giga Shanghai construction begins
- CATL LTP Apr 2022 - last U.S. Patents expire
- Tesla pays off most of its long-term debt
- Credit-ratings Agencies forced to upgrade Tesla
"Strength and Honor
Mike Smith
Active Member
Buckminster
Well-Known Member
After reading about the company that kicked out all the EVs not Tesla, I was inspired to continue with the FUD destroying microscopic view of the Tesla value chain that is not easily matched.
Camp Mode during the 53 hour freeze:
And a short list of the music one discovers when you say, “Play Home on the Range by Gene Autry.”
Michael Bublé’s version of Feeling Good and Elvis singing a song I had never heard called Mean Woman Blues.
Both well done. [I had never heard Feeling Good by anyone but Nina Simone.]
So Tesla benefits include:
- Not freezing to death
- Not dying of carbon monoxide [or dioxide - for all the Toyota fans] poisoning in the closed ecosystem of a closed garage - anything to stay warm.
- A campfire audio and tactile experience that everyone shares. See photo above.
Where is the competition that delivers this set of meaningful to me benefits?
Favguy
Member
Yep, all those other voices will diversify you into mediocrity real fast!
What I'm finding from the AGM and other recent updates is that the above items feel far more certain now compared to a couple of years ago - it's hard to think of events that would derail them coming to pass.No, but I do hear distant thunder approaching:
JPMorgan Chase and Citadel Securities fear what's coming, but are powerless to stop it or to get out of the way. Wait for the signal...
- Texas Model Y - 2021Q4 1st Production
- Fremont 4680 - 10 GWh/yr cells to start
- FSD feature complete - $1B+ revenue released
- Valuation Allowance - $2B+ revenue released
- CEO tranches fully paid out - The Taxman Goeth
- Model 2 - Giga Shanghai construction begins
- CATL LTP Apr 2022 - last U.S. Patents expire
- Tesla pays off most of its long-term debt
- Credit-ratings Agencies forced to upgrade Tesla
"Strength and Honor
- The order backlog has shown there is insatiable demand for Tesla's products. Regulatory support for EVs keeps getting stronger every year - underwriting demand.
- The cash on the balance sheet has de-risked Tesla to the point of minimal concerns and margins continue to get fatter - underwriting future growth.
- Elon's mark on Tesla's culture seems so cemented in that innovation should continue for decades even if something were to happen to him.
- New factories are close to completion - locking in the next leg of volume production
- While real competition always seemed unlikely, VW's recent comments revealed that they are even behind on manufacturing removes that one final angle legacy auto had to catch up.
The die has been gigacast.
Watching a stream from Giga Berlin. Seems that they got a pretty close look at the production in action, but without any parts being sent between the robots. But I assume there is a lot of information from high res pictures of the events from us to analyze, and also for competition to analyze…
Artful Dodger
"Neko no me"
Yep, all those other voices will diversify you into mediocrity real fast!
Lol, "diworsify"...
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Diworsification: What It is, How It Works, Solutions
Diworsification is the process of adding investments to one's portfolio in such a way that the risk-return tradeoff is worsened.
Cheers!
Despite the low image quality of the stream, it really captures the atmosphere nicely.
Also a tip for others: make the YouTube window size nice and small then it's easier to see what's what due to the very low resolution.
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Peter Lynch of Fidelity Magellan fame needs to be mentioned here.Lol, "diworsify"...
Diworsification: What It is, How It Works, Solutions
Diworsification is the process of adding investments to one's portfolio in such a way that the risk-return tradeoff is worsened.www.investopedia.com
Cheers!
The value chain details I bring as an experiential owner are giving non owner investors the insights that Lynch says are vital and that he used to guide his investment decisions - Essentially using his book as a template to provide information in a format that those who have read the book and applied his techniques are used to.
That is why I put them in this forum.
I think he introduced me to the term deworsification
Recently something from here lead to “all real gains are made through concentration” which is kind of a different way to state it.
The key is mitigating risk by some means other than deworsification …
Mike Smith
Active Member
Translation from swiss german: According to a tesla employee on the production line Giga Berlin is ready to ramp production within two hours. They are just on standby for the final approval.
HG Wells
Martian Embassy
Notice almost everyone is wearing a mask, and a GOOD one at that.
Structural pack
Twitter giga berlin
Twitter giga berlin
This puts to rest the talk of a drilled aluminium bracket around each cell. There's just some cooling lines between every second row of cells.
Interesting, side cooled cells.
Guessing the cell are spaced for isolation and the goo is the insulator.
No bus bars shown.
Super dense!
4680 at Giga Berlin - might be just to show future tech though..
EDIT: Guess I´m late to the party, looking at this Wiki - Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable wow...
EDIT2: More wow if true, "in-house-cells"
EDIT: Guess I´m late to the party, looking at this Wiki - Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable wow...
EDIT2: More wow if true, "in-house-cells"
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