Temecula California this morning. Just a moment of reflection…
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Speculation. Based on how things look. Pattern recognition. Maybe wrong.
Elon cares about safety.
Elon does not think large format aluminum pouch batteries are safe.
GM may be going in an "unsafe" direction to serve their niche markets.
VW can serve those niche markets safely with 4680 batteries consistent with the mission.
VW has a nice factory in Chattanooga and experience manufacturing product in Pennsylvania.
VW is like a talented recruit with a history of domestic abuse.
Elon is giving VW a second chance [as GM is un-coachable].
Elon is recruiting over General Motors for the sake of the mission.
Elon cares about safety.
Elon does not think large format aluminum pouch batteries are safe.
GM may be going in an "unsafe" direction to serve their niche markets.
VW can serve those niche markets safely with 4680 batteries consistent with the mission.
VW has a nice factory in Chattanooga and experience manufacturing product in Pennsylvania.
VW is like a talented recruit with a history of domestic abuse.
Elon is giving VW a second chance [as GM is un-coachable].
Elon is recruiting over General Motors for the sake of the mission.
Last edited by a moderator:
The Accountant
Active Member
Tesla Economist came in at $2.09.
According to Gary Black, Wall Street is now at $1.63 (previously $1.56)
According to Gary Black, Wall Street is now at $1.63 (previously $1.56)
Krugerrand
Meow
Um, how come my .83 isn’t on the list?!
FTFY. Can’t imagine this at all. Nor do I see it this way. I think VW is just stuck in a rut and needs help getting out. Immense engineering talent and business acumen, stuck on the cultural, management shift required. The perfect type of firm that Elon would want to help.
Volkswagen takes responsibility for exhaust tests
German car maker suspends chief lobbyist amid mounting fury over tests on both monkeys and humans.
www.bbc.com
People trust the BBC, so I chose this one (with no graphic videos).
I have access to a system that averages out FactSet estimates and average was $1.49 earlier this week.
Well don't keep us in suspense. Could the monkeys tell when they defeated the emmissions suppression systems? /sVolkswagen takes responsibility for exhaust tests
German car maker suspends chief lobbyist amid mounting fury over tests on both monkeys and humans.
People trust the BBC, so I chose this one (with no graphic videos).
Mike Smith
Active Member
Electrek is making unsupported accusations against Elon.
electrek.co
The article says:
'The focus of the conference was to get VW executives on-board with the massive changes VW will need to make to confront the changing auto industry. Diess recognized that VW “did many right things in the past, in the old world Volkswagen is strong, but there is no guarantee for the new world.” He wants VW to make “faster decisions, less bureaucracy, more responsibility”.
As examples of this, Meyer spoke about Netflix’s transformation from DVD to streaming to content production, and Diess spoke with Musk about the reasons Tesla is more nimble than its rivals. Musk reportedly answered: “It’s the management style. I’m primarily an engineer and, besides the car, I’m fascinated by supply chains, logistics and production processes.”
Diess gave the example that Tesla was better able to handle the current global chip shortage than the rest of the auto industry because their software teams rewrote Tesla’s software in just 2-3 weeks, allowing use of different chips.'
Then, in 'Electrek's Take' the author says:
'While we did not hear a recording of the conference and thus don’t know Musk’s full comments, we would not put the whole reason for Tesla’s success solely down to Musk’s “management style” (ego much, Elon?). While a strong CEO who refuses to compromise on innovation certainly can contribute to a company’s ability to move quickly, Tesla benefits from many other factors independent of its CEO.'
I wrote in the comments section:
'In your 'Electrek's Take' you say that Musk 'egotistically' claimed to be the sole reason for Tesla's success, yet you provided no evidence this happened other than Musk pointing out that his Engineering First management style helps Tesla be more nimble. Do you have additional commentary by Elon that supports this? It's a serious accusation you're making.'
Over the next 10 minutes I refreshed the page a few times to check for a response. No response, and my comment disappeared.
VW CEO Herbert Diess invites Elon Musk to talk on how Tesla innovates quickly
Herbert Diess, CEO of VW, invited Tesla CEO Elon Musk to call in to an internal conference with 200 VW...
electrek.co
The article says:
'The focus of the conference was to get VW executives on-board with the massive changes VW will need to make to confront the changing auto industry. Diess recognized that VW “did many right things in the past, in the old world Volkswagen is strong, but there is no guarantee for the new world.” He wants VW to make “faster decisions, less bureaucracy, more responsibility”.
As examples of this, Meyer spoke about Netflix’s transformation from DVD to streaming to content production, and Diess spoke with Musk about the reasons Tesla is more nimble than its rivals. Musk reportedly answered: “It’s the management style. I’m primarily an engineer and, besides the car, I’m fascinated by supply chains, logistics and production processes.”
Diess gave the example that Tesla was better able to handle the current global chip shortage than the rest of the auto industry because their software teams rewrote Tesla’s software in just 2-3 weeks, allowing use of different chips.'
Then, in 'Electrek's Take' the author says:
'While we did not hear a recording of the conference and thus don’t know Musk’s full comments, we would not put the whole reason for Tesla’s success solely down to Musk’s “management style” (ego much, Elon?). While a strong CEO who refuses to compromise on innovation certainly can contribute to a company’s ability to move quickly, Tesla benefits from many other factors independent of its CEO.'
I wrote in the comments section:
'In your 'Electrek's Take' you say that Musk 'egotistically' claimed to be the sole reason for Tesla's success, yet you provided no evidence this happened other than Musk pointing out that his Engineering First management style helps Tesla be more nimble. Do you have additional commentary by Elon that supports this? It's a serious accusation you're making.'
Over the next 10 minutes I refreshed the page a few times to check for a response. No response, and my comment disappeared.
I see your point. When one reads “domestic abuse,” it generally connotes something else. As much as I dislike trying to compare shades of awful, I will just say, it’s better to put this as you have with the facts - namely despicable corporate behavior, which of course are decisions of individuals, and with both being held accountable. In my experience (Am not an expert), I would say it is more likely that a corporation would change, than an individual having the label you used. This is headed OT, and into areas like philosophy, human behavior, psychology and such. I could be wrong, but from what I’ve read, Elon would be more likely to judge the individual more harshly than the corporation.Volkswagen takes responsibility for exhaust tests
German car maker suspends chief lobbyist amid mounting fury over tests on both monkeys and humans.
People trust the BBC, so I chose this one (with no graphic videos).
JusRelax
Active Member
This, folks, is why we get angry if someone posts an electrek link without letting readers know it's from electrek. Fred is dirty and cannot be trusted. Deleting comments you don't like and/or don't agree with IMO is not in accordance with journalistic integrity.Electrek is making unsupported accusations against Elon.
VW CEO Herbert Diess invites Elon Musk to talk on how Tesla innovates quickly
Herbert Diess, CEO of VW, invited Tesla CEO Elon Musk to call in to an internal conference with 200 VW...
The article says:
'The focus of the conference was to get VW executives on-board with the massive changes VW will need to make to confront the changing auto industry. Diess recognized that VW “did many right things in the past, in the old world Volkswagen is strong, but there is no guarantee for the new world.” He wants VW to make “faster decisions, less bureaucracy, more responsibility”.
As examples of this, Meyer spoke about Netflix’s transformation from DVD to streaming to content production, and Diess spoke with Musk about the reasons Tesla is more nimble than its rivals. Musk reportedly answered: “It’s the management style. I’m primarily an engineer and, besides the car, I’m fascinated by supply chains, logistics and production processes.”
Diess gave the example that Tesla was better able to handle the current global chip shortage than the rest of the auto industry because their software teams rewrote Tesla’s software in just 2-3 weeks, allowing use of different chips.'
Then, in 'Electrek's Take' the author says:
'While we did not hear a recording of the conference and thus don’t know Musk’s full comments, we would not put the whole reason for Tesla’s success solely down to Musk’s “management style” (ego much, Elon?). While a strong CEO who refuses to compromise on innovation certainly can contribute to a company’s ability to move quickly, Tesla benefits from many other factors independent of its CEO.'
I wrote in the comments section:
'In your 'Electrek's Take' you say that Musk 'egotistically' claimed to be the sole reason for Tesla's success, yet you provided no evidence this happened other than Musk pointing out that his Engineering First management style helps Tesla be more nimble. Do you have additional commentary by Elon that supports this? It's a serious accusation you're making.'
Over the next 10 minutes I refreshed the page a few times to check for a response. No response, and my comment disappeared.
I read the article on Reuters. That’s not what the article said or implied. I didn’t read Electrek; I don’t read Fred anymore. The only ego that is too big here is Fred’s.Electrek is making unsupported accusations against Elon.
VW CEO Herbert Diess invites Elon Musk to talk on how Tesla innovates quickly
Herbert Diess, CEO of VW, invited Tesla CEO Elon Musk to call in to an internal conference with 200 VW...
The article says:
'The focus of the conference was to get VW executives on-board with the massive changes VW will need to make to confront the changing auto industry. Diess recognized that VW “did many right things in the past, in the old world Volkswagen is strong, but there is no guarantee for the new world.” He wants VW to make “faster decisions, less bureaucracy, more responsibility”.
As examples of this, Meyer spoke about Netflix’s transformation from DVD to streaming to content production, and Diess spoke with Musk about the reasons Tesla is more nimble than its rivals. Musk reportedly answered: “It’s the management style. I’m primarily an engineer and, besides the car, I’m fascinated by supply chains, logistics and production processes.”
Diess gave the example that Tesla was better able to handle the current global chip shortage than the rest of the auto industry because their software teams rewrote Tesla’s software in just 2-3 weeks, allowing use of different chips.'
Then, in 'Electrek's Take' the author says:
'While we did not hear a recording of the conference and thus don’t know Musk’s full comments, we would not put the whole reason for Tesla’s success solely down to Musk’s “management style” (ego much, Elon?). While a strong CEO who refuses to compromise on innovation certainly can contribute to a company’s ability to move quickly, Tesla benefits from many other factors independent of its CEO.'
I wrote in the comments section:
'In your 'Electrek's Take' you say that Musk 'egotistically' claimed to be the sole reason for Tesla's success, yet you provided no evidence this happened other than Musk pointing out that his Engineering First management style helps Tesla be more nimble. Do you have additional commentary by Elon that supports this? It's a serious accusation you're making.'
Over the next 10 minutes I refreshed the page a few times to check for a response. No response, and my comment disappeared.
RobDickinson
Active Member
If VW bought Tesla 3-4 yeses ago .Well, if Tesla was bought out by VW then, Tesla market cap would have been $20B nowSo, it would be a 50% loss.
Austin, Berlin and shanghai wouldn't have happened.
Model 3 would be stuck at 50k pa.
Id3 and ID4 would have a tesla badge on and be due late 2022..
Holon Global Investments, or the Cathie Wood of Australia, has a PT of 3300 on Tesla after doing research for the past12 months.
TLDR
1. High operating margins, going to 25%
2. Makes a car 3 times faster than competitor
3. Top automakers have high debt and low FCF generation
4. Automakers(like VW) has over 600k workers and 125 factories making over 100 different models, too complex to compete with Tesla
TLDR
1. High operating margins, going to 25%
2. Makes a car 3 times faster than competitor
3. Top automakers have high debt and low FCF generation
4. Automakers(like VW) has over 600k workers and 125 factories making over 100 different models, too complex to compete with Tesla
RobStark
Well-Known Member
US Premium Priced Automarket through August 2021
The data indicates that Tesla maintains its dominant position with 194,165 units (up 79% year-over-year) and 66% share. That leaves 100,053 for all of the other brands combined, but the overall market is expanding faster.
insideevs.com
- BMW - 236,247 (up 43%)
- Lexus - 222,956 (up 39%)
- Mercedes-Benz - 198,703 (up 19%)
- Tesla - 194,165 (up 79%)
- Audi - 159,443 (up 45%)
The data indicates that Tesla maintains its dominant position with 194,165 units (up 79% year-over-year) and 66% share. That leaves 100,053 for all of the other brands combined, but the overall market is expanding faster.
Tesla Model Y/3 Dominate US BEV Market: January-August 2021
The all-electric car segment in the U.S. has more than doubled year-over-year during the first eight months of this year.
insideevs.com
RobDickinson
Active Member
Remember tesla had a breakout year last year, not so much the othersUS Premium Priced Automarket through August 2021
According to the car registration data from Experian (via Automotive News), some 294,218 electric vehicles have been registered from January to August 2021 (including almost 39,000 in August). That's about 2.7% of the total market and 114% more than a year ago.
- BMW - 236,247 (up 43%)
- Lexus - 222,956 (up 39%)
- Mercedes-Benz - 198,703 (up 19%)
- Tesla - 194,165 (up 79%)
- Audi - 159,443 (up 45%)
The data indicates that Tesla maintains its dominant position with 194,165 units (up 79% year-over-year) and 66% share. That leaves 100,053 for all of the other brands combined, but the overall market is expanding faster.
Tesla Model Y/3 Dominate US BEV Market: January-August 2021
The all-electric car segment in the U.S. has more than doubled year-over-year during the first eight months of this year.
jhm
Well-Known Member
Sure, but its so convenient to fill up your car and drain your account in just minutes!
2daMoon
Mostly Harmless
Today has been such a bummer.
I am so disappointed in the stock price action.
I mean, c'mon, with all the momentum generated over the past five trading days it really should have kept going up on Saturday, right?
I am so disappointed in the stock price action.
I mean, c'mon, with all the momentum generated over the past five trading days it really should have kept going up on Saturday, right?
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