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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I realize that for shorter term traders here, possible near term margin contraction from opening new factories is relevant, but for those of us looking longer term, the new factories represent significant opportunities for margin expansion as new manufacturing technologies are deployed.
Tesla’s meteoric rise to the upper echelon of mega market cap companies would be remarkable for any company, but for a vertically integrated heavy manufacturing company it is truly special. It’s once in a generation, like Toyota before it. Look at the largest 100 cap companies. Very few of them can manufacture anything bigger than what you can hold in your hand.
BuildIng on the human and financial capital Tesla now has, the sky is the limit not only for scaling manufacturing innovation, but also for applying these innovations to an ever widening array of products.
Couple that with Tesla’s software chops, and we have something without parallel in the history of business enterprise. Apple is the only company that comes even remotely close, and its combination of capabilities have so far created several trillion in value to its shareholders.
Tesla’s meteoric rise to the upper echelon of mega market cap companies would be remarkable for any company, but for a vertically integrated heavy manufacturing company it is truly special. It’s once in a generation, like Toyota before it. Look at the largest 100 cap companies. Very few of them can manufacture anything bigger than what you can hold in your hand.
BuildIng on the human and financial capital Tesla now has, the sky is the limit not only for scaling manufacturing innovation, but also for applying these innovations to an ever widening array of products.
Couple that with Tesla’s software chops, and we have something without parallel in the history of business enterprise. Apple is the only company that comes even remotely close, and its combination of capabilities have so far created several trillion in value to its shareholders.
WJS news on Panasonic progress on 4680
“Mr. Tadanobu said Panasonic planned to start a test production unit of the 4680 battery cells in Japan by March 2022.”
Strange that I was able to see the entire article at first but now getting a paywall. In any case, the only new info in the article is the above paragraph.
“Mr. Tadanobu said Panasonic planned to start a test production unit of the 4680 battery cells in Japan by March 2022.”
Strange that I was able to see the entire article at first but now getting a paywall. In any case, the only new info in the article is the above paragraph.
UkNorthampton
TSLA - 12+ startups in 1
Visit EV revolution hits new milestone as Tesla Model 3 becomes Europe’s best-selling car in September - JATO for more info including that "Last month 46.5% of the passenger cars registered in Europe were SUVs" and it's growing, dying diesel & rising EVs. Just September mind, the big delivery quarter month
jkirkwood001
Active Member
Great reply to @22522 's question.
Secondarily, many (most?) People don't automatically jump from liking a product to wanting to own shares in the company that makes the product. Kinda like
Person 1: "skydiving looks so cool"
Person 2: "wanna go skydiving?"
Person 1: "what?? NO! are you nuts? why would I want to do that?"
It's a false assumption that all the buyers of car will want to buy the stock.
It's a false assumption but also a false premise and a false goal.
Just choose a number that you think validly represents the share of tesla owners that are also interested into owning TSLA.
Whatever number you chose, as long as it is above 0, more cars sold directly translate into more TSLA in tesla owner hands.
Tesla addressable market grows, therefore TSLA addressable market grows.
And thus SP also grows
... $930
Model 3 is the best selling car in Europe in September.
More notable was that this is the first time an EV took the throne to become the best selling car in Europe.
www.jato.com
More notable was that this is the first time an EV took the throne to become the best selling car in Europe.
EV revolution hits new milestone as Tesla Model 3 becomes Europe’s best-selling car in September - JATO
The Tesla Model 3 topped the European model rankings in September. It's the first time that an EV leads the market.
www.jato.com
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Artful Dodger
"Neko no me"
New intraday-ATH in the early Premarket with good volume and macros:
15,372.50 +31.50 (+0.21%)
As of 5:46 AM EDT. Market open
Data last updated Oct 25, 2021 05:46 AM ET
Nasdaq 100 Dec 21 (NQ=F)
CME Delayed Price. Currency in USD15,372.50 +31.50 (+0.21%)
As of 5:46 AM EDT. Market open
TSLA Pre-Market Quotes Live
This page refreshes every 30 seconds.Data last updated Oct 25, 2021 05:46 AM ET
| Consolidated Last Sale | $927.99 +18.31 (+2.01%) |
|---|---|
| Pre-Market Volume | 160,859 |
| Pre-Market High | $931 (05:45:28 AM) |
| Pre-Market Low | $910.01 (04:00:00 AM) |
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Phobi
Member
Looking long term always…it needs to be said:
Should we setup the gofundme now to cover the arthritis treatment for the orchestra?
Should we setup the gofundme now to cover the arthritis treatment for the orchestra?
CB in China in 2022? [Edit:I am not sure if it is saying Tesla is going to make CB, which we already know, or Tesla will deliver CB in China. I now think it is the former. ]
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Thank you for saying this. What a sad testament. Glancing at TMC was beyond depressing all weekend.
Artful Dodger
"Neko no me"
And what designation do us early birds get that have achieved over 100x ?
Well one thing's for sure, it can't be 'Ornithologist', because extensive research here at TMC University has proven conclusively that "BIRDS AREN'T REAL".
Cheers!
I find some projections to be at odds with deeper thinkers, the points on the labor impacts are however, spot on and concerning. It's what the current federal admin has right. There is concern, valid concern, about the negative impacts of the EV revolution on the few remaining high quality blue collar labor jobs. I am at odds with the tactics but the larger point that this transition will be deep..and sometimes painful is worth thinking about. Especially for all those bragging about personal wealth all weekend long.
Yes, I sometimes assume that:
1) People care about their financial futures
2) People follow best practices (Copy Fidelity Magellan, Peter Lynch)
When trying to figure out where this breaks, 30% don't think forward. So, Item 1 breaks. That leaves 70%.
Of those left, very few people are willing to a) copy success, b) do work and c) accept risk.
So a lot of them will delegate to a financial advisor (TSLAQ) and diworsify.
Cramer is pretty smart. He bought the stock after buying the car...
I guess when I think through.
Most people either don't care about their financial futures or don't follow best practice (for whatever reason (bad advice)).
Bears, Wallstreet, the world be like putting on special glasses and seeing the world for the first time. (Seriously great stuff to watch to be reminded of the marvels of the world, "Enchroma")
I am sure you have heard about people who guarantee that they can pick a winner, then predict 2 different outcomes and send those answers out in a 50-50 ratio. After 4 passes they have a small group of people who believe that they can actually pick a winner.
This group has been through a lot of ups and downs. For making a pick that happens to be ahead right now. You see it as personal wealth. I see it as people have a right to crow after passing through a risk window. Neither of us has the moral high ground.
Tesla is upgraded by S&P Global and is closer to an investment grade rating (NASDAQ:TSLA)
S&P Global Ratings boosts its credit rating on Tesla to BB+. Read more on Tesla's ratings.
seekingalpha.com
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