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

[ABC2D]

Hertz will get their 100K Tesla cars in 2022.

Actually, they have been getting them in batches over the last few weeks.... seen them here in FL

 

[ZachF]

Chanos' shorting of Tesla must surely have erased any profits he made from Enron. He has gone from "the guy who correctly predicted Enron and obviously therefore knows what he is doing" to "some random investor guy who was lucky w/ Enron but got badly, badly burned being wrong on Tesla year after year"

Chanos went from managing $7 billion in 2008 to $932m in 2019, to only $400m at the end of last year. A ~94% decline in assets under management…

Redirect Notice

www.google.com

That means the 2% management fees would have been $140m in 2008 and only $2m last year…

 

[henchman24]

Off all the catalysts for a day like today Adam Jonas and Jim Farley. I think Farley might have really hurt Ford with this order. Surely, he still holds F.

By Farley do you mean Fields?

 

[MP3Mike]

For those interested in digging in to details the 10Q has been released: https://www.sec.gov/Archives/edgar/data/1318605/000095017021002253/tsla-20210930.htm

 

[22522]

TSLA is now up 45.2% YTD, well ahead of both the S&P 500 and NASDAQ 100 Indices:

View attachment 725763

Benchmarked Fund Manglers, BEWARE the Q3 Bounce...

Cheers!

This picture is important. It shows 6 months of paper losses on TSLA for people who bought and held in January, let alone February...

 

[ABC2D]

For those interested in digging in to details the 10Q has been released: https://www.sec.gov/Archives/edgar/data/1318605/000095017021002253/tsla-20210930.htm

Have anyone noticed that today around $1,000 - $1,005 there were two huge orders? One around 1M another 2.2M or something. I was wondering if it was EM selling - if it was, oof, that went by like knife though butter

 

[willow_hiller]

Hertz would be wise to provide the first battery charge for free. The marketing power of that would be huge in demonstrated such convenience and low cost of ownership. Most wouldn't even use half a charge but would clearly love these newly discovered benefits:

No more gas stations,
No more pricing gouging if you forget to fill it up, and
No more betting on how many miles you might drive before you rent the car.

Not only the first charge free, but free charging until Jan 31, 2022: Charging the Model 3 - Hertz Travel Blog

Limited time only: Charging included.
Enjoy charging on us when you book a Tesla Model 3 and charge at Tesla network chargers.

*Available on pickups between Nov. 1, 2021 and Jan. 31, 2022. Idle fees at Tesla network chargers and charging and idle fees at third-party chargers excluded. Terms apply.

I wonder if Hertz is expecting a rental specific addition to the Tesla mobile app starting February 2022. Imagine all those folks renting a Tesla, installing the Tesla apps on their phones, loving the experience, and then being reminded of that experience every time they look back at their phone.

 

[thesmokingman]

Have anyone noticed that today around $1,000 - $1,005 there were two huge orders? One around 1M another 2.2M or something. I was wondering if it was EM selling - if it was, oof, that went by like knife though butter

He doesn't sell, that's his thing. What he does do for money is exercise his options.

 

[Curt Renz]

Tesla does not advertise. However, Hertz does. Its decisions to buy 100,000 Tesla EVs, and feature Tom Brady in related ads are perhaps even more significant than some imagine.

I expect the reason Brady was chosen for the ads is his influence with viewers of televised NFL games, not to mention the upcoming World Series.

Furthermore, Hertz renters may become convinced to buy a Tesla, and suggest that their friends do so too.

 

[winfield100]

the last 2 minutes of “MarketPlace” on (NPR,/American Public Media) Kai Rysdall, casually mentioned that Tesla, the electric car company, hit $1,024/share, due in part to Hertz buying 100,000 Tesla’s, and pushed it to a valuation of over $1 Trillion, more than the other 9 automobile companies, combined.

plus there was a several minute segment on “All things considered” about Hertz buying 100,000 vehicles
finally positive stories

 

[Knightshade]

He doesn't sell, that's his thing. What he does do for money is exercise his options.

I expect that's what they were talking about- He has options from his previous multi-tranche package that begin to expire mid-next year so there's much speculation he's going to be exercising/selling-to-cover-exercise in various ways any moment now.

 

[ABCTG]

Hertz will provide free charging for the Tesla Model 3 rental.

(Edit; Willow Hiller said the same thing about 5 minutes before me)

Charging a Tesla | Hertz Electric Vehicles

Learn more about charging the Tesla, and explore more FAQ's around renting a Tesla with Hertz Rental Car.

www.hertz.com

 

[woodisgood]

Anyone think the Hertz deal is a nice solution to the potential problem of regular buyers trying to push their delivery out of Q4 into 2022 for the tax credit, depending on what exactly is passed?

 

[thesmokingman]

I expect that's what they were talking about- He has options from his previous multi-tranche package that begin to expire mid-next year so there's much speculation he's going to be exercising/selling-to-cover-exercise in various ways any moment now.

Nah, the poster I replied to was asking about large sales in the middle of the crazy volume today.

 

[StealthP3D]

He doesn't sell, that's his thing. What he does do for money is exercise his options.

That makes no sense - it costs money to exercise options. No money is raised unless you also sell the shares after exercising them.

 

[Artful Dodger]

These guys can't even get production on one line to mass produce....

Rivian R1T production rate stalls at just over 1 electric truck per day

Rivian revealed the shockingly low production rate when they filed Amendment No.1 to their original S-1 filing October 22, 2021.

driveteslacanada.ca

Oh yep, Dat Competition is Coming. Not coming as fast as Gary the Snail mind you, but coming nonetheless....

Cheers!

 

[MP3Mike]

He doesn't sell, that's his thing. What he does do for money is exercise his options.

Sure, but where does he get the money to pay to exercise the options and then pay the tax due on the exercised options? (He has already stated that he will likely be selling shares before the end of the year to cover taxes on exercising his options that are expiring soon.)

 

[SPadival]

Copycats! Lol

https://twitter.com/x/status/1452738457848229890

#LFG

 

[Prunesquallor]

Also, if each of those 100K Hertz cars get rented by 4 unique people per month who have never driven a Tesla, that's 400,000 people per month or 4.8 million people per year) who get to drive a Tesla for the first time! Me thinks that's going to ensure Tesla can make as many cars as they want and sell every one they make for a long time to come.

Leverage + infinite TAM = muchos zamolias

 

[Webeevdrivers]

Sure, but where does he get the money to pay to exercise the options and then pay the tax due on the exercised options? (He has already stated that he will likely be selling shares before the end of the year to cover taxes on exercising his options that are expiring soon.)

I would think he can borrow any amount needed. Seems like a trustworthy guy. I’d probably lend him a few bucks if he asked.

Just sayin.