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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Lol, didn't Elon say that he bought Fortnite and deleted it?
Elon Musk on Twitter: "Had to been done ur welcome https://t.co/7jT0f9lqIS" / Twitter
And there's a lot fewer vowels to buy in VW. Just sayin'...
Cheers!
Well, if Tesla was bought out by VW then, Tesla market cap would have been $20B now
So, it would be a 50% loss. Your projection/estimate model has been the basis I’ve used for a while since I know you would do a much more in depth breakdown of all of the different things to consider.@Todd Burch & @ByeByeJohnny informed me that Maurer changed his Q3 EPS down to $2.10 (from $2.16) as he now projects a Bitcoin impairment of $72m.
Anyhow, his $2.10 is still the highest that I have seen for those providing detailed forecasts.
Our always bullish @StarFoxisDown! prognosticates $2.12 to $2.20. His gut/back of the envelope number may be better than all the spreadsheets.
View attachment 722166
I have not projected an impairment as I believe the impairment calculation is not that straightforward.
For those interested in my impairment thoughts, you can look at this post here:
Bitcoin - Potential Q2 2021 Impact
I guess in general we over estimated the impairment amount: https://tesla-cdn.thron.com/static/ZBOUYO_TSLA_Q2_2021_Update_DJCVNJ.pdf?xseo=&response-content-disposition=inline;filename="q2_2021.pdf" But I got pretty close: Pretty Close? I would say you nailed it !!!!!teslamotorsclub.com
Like you said I’m openly bullish on ASP and I think credits will surprise on the higher side which greatly pushes my EPS higher than everyone else. Basis of my higher ASP is that I think everyone is under estimating how much higher trims is being pushed/sold. The combination of US delivery times being skewed towards P and LR and what we saw over in Europe on trim levels registered has me confident.
Can't stress enough when telling people how to invest.....Zooming out is your friend.....a really good friend
He'll short $TSLA again after it reaches 4 digits.....with the headline "I mean it for real this time....they are doomed and cannot sustain their valuation."
jhm
Well-Known Member
Nice! Looks like we could easily slip into the top 10 next week. Should probably wait until the Earnings Call before testing 880s.
I'd like to see a solid floor form around 870 so that we minimize the time spent revisiting prices below 840.
Personally, I've never had higher confidence in Tesla. Tesla is proving that it deserves to be valued as $1T cap enterprise. I think the market is slowly coming to see this. So I think there is potential for Tesla's share price to grow steadily to the $1000 level. I'm hopeful that we won't need any 10% or bigger pullbacks along the way.
Don't wait for the dip!
Cheers!
No. If nobody thinks we are going to hit 1200 in a year, then nobody is going to buy 1200 strike LEAPS and the price on the LEAPS will drop. Puts are more expensive now because more people think the SP will drop than go up.
jkirkwood001
Active Member
As other auto manufacturers' market caps disappear into irrelevance, I've substituted several with the most valuable companies in the world:
At TMC, surely we're interested in when (not if!) TSLA's market cap passes these other tech companies.
Currently (e.g. TSLA worth almost half of Amazon, and worth 12x Ford):
Can you hear the footsteps, Mark Zuckerberg?
At TMC, surely we're interested in when (not if!) TSLA's market cap passes these other tech companies.
Currently (e.g. TSLA worth almost half of Amazon, and worth 12x Ford):
| X compared to TSLA | TSLA compared to X | |
| Apple | 186.9% | -65.1% |
| 126.1% | -55.8% | |
| Amazon | 106.9% | -51.7% |
| 9.7% | -8.8% | |
| Tesla | 0.0% | 0.0% |
| Toyota | -70.6% | 240.7% |
| Royal Dutch Shell | -81.2% | 433.0% |
| Volkswagen | -83.0% | 489.9% |
| Daimler | -87.6% | 704.4% |
| NIO | -92.6% | 1250.7% |
| Ford | -92.6% | 1254.8% |
Can you hear the footsteps, Mark Zuckerberg?
pz1975
Active Member
That’s very interesting. TSLA’s current market cap would have been the highest in the world in October 2017. That’s not that long ago.
Joe can’t help but keep tweaking “experts” who were embarrassingly wrong on TSLA.
ZachF
Active Member
I'll pour out some scotch when Tesla puts the overgrown government-sanctioned malware/spyware company known as Facebook in it's rear-view mirror.
I have absolutely no clue when my XPlaid will turn up, says nothing on the order in my account... very much a first-world problem though as I bought my existing XP100DL in September at the end of the lease
At least we ave my wife's M3P to look forward to in December - I have to admit that I'm planning to drive that more than her
Wow, Elon is even more in his head than I thought.
mltv
Member
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Tesla's Musk dials into Volkswagen executive conference
Tesla boss Elon Musk has addressed 200 Volkswagen executives via a video call after an invitation from the German carmaker's CEO Herbert Diess, who wants to galvanise VW's top brass for a faster pivot to electric vehicles.
www.reuters.com
So what’s the next goal, a Belgian craft brewery?
And a decade ago in 2011 (according to wiki) half of the top ten publicly traded companies in market cap were oil companies. Today all of the top ten are tech companies (including Tesla) except for Berkshire Hathaway. Nvidia made the top ten for the first time with a market cap over 500 Billion in the 3rd quarter of 2021.
That's....actually pretty good on VW's end. At least they are talking to the leader of the EV revolution and admitting they have an issue, it's more than I can say for most of the American auto market.
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