Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

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

This site may earn commission on affiliate links.
This persistent use of the thread to bring to the attention some obscure, back-in-a-dark-recess of the internet, aka Mr Musk's Twitter feed, also has to end. The chances of anyone here who is interested in what he has to say on Twitter and hasn't/will not quickly find it....well, they're even lower than my getting a Safety Score of 100. Moderators have been instructed to use the Big Eraser. This thread is NOT to be used as a Twitter-Echo.

Unless the tweets were material/worthy of discussion to Tesla and TSLA? Some of the earlier ones was, such as acceptance of Doge for TSLA merchandise, etc.
 
From my brokerage's newsfeed:

Wall Street could crumble under the weight of a 'carbon bubble,' these groups warn

1:23 pm ET December 14, 2021 (MarketWatch)

By Rachel Koning Beals

Stock investors deserve to know companies' climate-change exposure now, not in 30 years, SEC's Crenshaw says

If Wall Street were a country, it would be the fifth-largest emitter of atmosphere-warming carbon emissions, nestling it right between Russia and Indonesia, a new report says.

A study with a title warning of "Wall Street's Carbon Bubble" by the Sierra Club and the left-leaning Center for American Progress released Tuesday shows that eight of the largest U.S. banks and 10 of the largest U.S. asset managers combined to finance an estimated 2 billion tons of carbon dioxide emissions based on year-end disclosures from 2020.

And bank funding of the oil patch and industrial heavyweights comes even with many financial concerns pledging to cut their own emissions. These companies have been generally embracing, at least through comments, the world's push to slow climate change, including at the recently-concluded U.N. gathering in Glasgow...
I found the report and downloaded it and I'll admit it was a struggle to read and understand even the sections that I decided to focus on - Executive Summary and Recommendations. The gist is that they have tried to analyze a subset of the financial institutions to assess the amount of carbon emissions they are financing. And then make recommendations on how to address the (obvious) large numbers they identified. I would be interested in seeing some of the very smart folks on this thread help tease out the significance of this analysis and how useful their recommendations are. I suspect that this type of discussion belongs in an Off Topic category - perhaps under Climate Change. The heading is of course dramatic and designed to grab one's attention and if true would of course be relevant to Tesla investors. Not sure where to draw the line between an analysis that belongs here and more detailed ones that belong elsewhere. In case, I'm not being clear - I need help to understand what to do with this besides just saying, "it's interesting."
 
My message to Senator Warren:

Senator Warren,

I support 99% of your positions. I respect the road you have taken to get to where you are. However, you are WAY OFF BASE here. Musk hasn't paid taxes because he hasn't had any income to speak of in the years you mention. He takes no salary and his wealth is only due to him taking on risk, creating value to shareholders, employees and other stakeholders. However, he is currently exercising stock options and paying significant taxes, to the tune of $10-15B. That's billions, not millions, in 2021. And doing more to help human society than any other person alive. To be quite blunt, your attacks on Musk are either ignorant or dishonest, or maybe both. Or is it pure politics? I'm not sure which is worse.

I agree with you that the tax code needs to be changed/improved. But is that Elon's fault or Congress's? So yes, by all means, change the tax code. Get voting rights through. Do all the things you promise to accomplish (but can't quite seem to).

You called him a 'freeloader' on twitter today. So wrong. Musk works tirelessly to give us hope for a better future. He is doing things that others can only dream of doing. Design and build EVs that the world accepts? Check. Launch and land rockets and at least start humanity on the road to one day leave Earth? Check. Artificial intelligence that may allow paraplegics to walk again? Check. Who else is doing anything close wrt improving human society? Yes, that has made his companies very valuable and of course made him very wealthy. Good on him for that. Isn't that the dream that we sell to immigrants who come to the US of A?

Regardless of whether it's due to dishonesty or ignorance, I can no longer support you. I'm unsubscribing; perhaps if enough other voters/constituents do the same, you may change your opinion. I realize that's a cynical view (that you would change your mind based on voters' perceptions), but I am very cynical of politicians these days. I'll take engineers like Musk over politicians every day.
 
64E1A6DB-7500-4275-ACB5-2949F843541F.jpeg
 
I took a look at reddit to see what people are saying about Musk vs Warren. It surprised me, people are overwhelming negative. Not sure if all are people, maybe a lot are trolls/bots. Anyway, it’s really negative sentiment:

Yes it’s amazing how social media is a such a divisive, toxic cesspool. So easy for powerful interests to exploit and polarize. The conviction that otherwise normal people seem to have which is completely based in falsities is stunningly disheartening. My only hope is that much of the noise is due to trolls and bots.
 
Debbie Downer. Dream Destroyer.

I’m all about being realistic, sensible, practical et al… but thank goodness there’s people like Elon knowing that despite the challenges and odds; some stuff has to be attempted. And you know what? If you work hard enough and want it badly enough; you can do what most everyone else said couldn’t be done. I’m so sick of the innate negativity of people disguised as realism, pragmatism, history, fact etc….
Totes

I would like to add two points

Elon Musk knows what he’s doing

Imagine what can be accomplished when the closest regulatory and bureaucrat agencies are literally tens of millions of miles away
 
Last edited:
Unless the tweets were material/worthy of discussion to Tesla and TSLA? Some of the earlier ones was, such as acceptance of Doge for TSLA merchandise, etc.
Here is a look into the dialogue amongst Moderators: Discretion may be used if a Mod notices such a post also includes some topical, trenchant commentary accompanying it from the poster.
 
I found the report and downloaded it and I'll admit it was a struggle to read and understand even the sections that I decided to focus on - Executive Summary and Recommendations. The gist is that they have tried to analyze a subset of the financial institutions to assess the amount of carbon emissions they are financing. And then make recommendations on how to address the (obvious) large numbers they identified. I would be interested in seeing some of the very smart folks on this thread help tease out the significance of this analysis and how useful their recommendations are. I suspect that this type of discussion belongs in an Off Topic category - perhaps under Climate Change. The heading is of course dramatic and designed to grab one's attention and if true would of course be relevant to Tesla investors. Not sure where to draw the line between an analysis that belongs here and more detailed ones that belong elsewhere. In case, I'm not being clear - I need help to understand what to do with this besides just saying, "it's interesting."
Not at all OT IMHO, this report "The Global Emissions of the US Financial Sector" @Curt Renz mentioned is very relevant to Tesla, altho I recall postings of mine delving in that area being zapped by our zealous mods (maybe wisely so, can't recall how carefully I'd written these up).

TESLA.TMC.FInReport2.jpg


This is:

1. Informational: this report details precisely who is opposing Tesla, ie the people and companies funding the anti Tesla FUD, directly or indirectly, call them the SUGB (Suicidal Unaware Greedy Bastards); the impending crisis, what should be done about it, something the US isn't doing and shouldn't be Tesla's responsibility.

2. Important for Tesla investors to understand. This may still be useful for the benefit of new TMC members here, saving them time to catch up. When I first joined a few years ago I had no idea. There is a cold war brewing between Tesla and the SUGB, and against all odds Tesla is winning it. Tesla can no longer be so easily destroyed (like Solar City was, via Wall Street, as so well explained by our own @Jesselivenomore ) - mostly because it now has ample cash reserves *and* at least one solid non-US base, the Shanghai Gigafactory, out of reach of the US based SUGB. Tesla is in line with the Chinese government interests as they want to reduce pollution and dependence on foreign oil, plus happy to increase their own technical prowess in the EV field.

So good luck trying to flex the Chinese, although some would say we are trying. Note, we don't encounter much opposition when imposing our rules to Mexico or other LA countries, altho some might not agree - see also this historical recap (Mods, if this pushes your buttons, feel free to delete this paragraph)

There are many ways this can develop - best case scenario, a majority of large funds decide to boycott these financial entities or force regulations along the lines put forth in that report, so going one step further than just stopping investments in fossil fuel industries like Harvard's $42B endowment fund recently did. Worst case scenario, something really really bad impacts Tesla, I have no clues, but black swans do exist.

Middling scenario, the FUD as we know it - POTUS and other politicians ignoring, mis-representing or bashing Tesla /EMSK, Wall Street heavies delaying TSLA's true valuation while grabbing money off mis-informed investors continues. Our government lying to help the oil & gas industry, while mouthing support for the burning environmental issue. Or plain wastefully, for special interests' gains, stopping their own government funded initiatives that would have modernized our power grid, reducing costs for consumers while making our power grid more stable. Abroad in Germany, same with difference being the local environmental color added.

Other related thoughts ..

With the SP again down significantly while we (well here at TMC) know full well this is complete manipulation - it is a reminder we really need to push for a rational/ modern upgrade of our stock markets. If our politicians/ leaders don't want to get to this (probably because they are personally profiting from our arcane/ obscure current system, forgetting why they were elected), it will be forced by some competing entity. TBH it might well be the Chinese again, as they did with the LME and soon SDR ; Gold is no longer freely manipulatable, and -unless drastic changes happen in our system, which is not likely - TSLA also won't be so easily manipulatable when that trend (e-Yuan etc) continues.

So, (very) long term, super bullish for Tesla - why try and gain exposure through Chinese indexed funds when TSLA does that just as well, nay, better because it isn't speculative like their housing industry. Germany also won't be able to block Berlin's progress forever... and eventually Tesla also will get some investments in Russia, insulating itself from all major/dangerous powers.

To think Elon figured all this out "on the job" while fighting deadlines and technical issues right and left under pressure, and so few people understand this - am so happy Elon did /does what he does. This may also explain his support for Doge and Bitcoin as less than an eccentric out of line excursion.

Timely: For once Time isn't FUD 'ing Elon - Why Elon Musk Will Go Down in History

EMSK.Time.Isaacson.jpg

Edit: grammar/ readability / link to Financial Sector Emissions report & illustration added for completeness
 

Attachments

  • TESLA.TMC.FInReport2.jpg
    TESLA.TMC.FInReport2.jpg
    370.8 KB · Views: 34
Last edited:
Re Berlin. At one point does Tesla throw in the towel and look for a new factory location anywhere that isn’t Germany. There has to be a point that it becomes worth it to just start again somewhere else. Britain maybe?
Never is the answer. The UK might get a factory at somepoint, but zero chance Tesla gives up on Berlin. Zero.
 
Not at all OT IMHO, altho I recall having postings of mine delving in that area being zapped by our zealous mods (maybe wisely so, can't recall how carefully I'd written these up). This post is

1. Informational: this report details precisely who is opposing Tesla, ie the people and companies funding the anti Tesla FUD, directly or indirectly, call it SUGB (Suicidal Unaware Greedy Bastards)

2. Important for Tesla investors to understand. This is still may need to be explained for the benefit of new TMC members here. When I first joined a couple years ago I had no idea. There is a cold war brewing with SUGB, and against all odds Tesla is winning it. Tesla can no longer be so easily destroyed (like Solar City was, via Wall Street, as so well explained by our own @Jesselivenomore ) - mostly because it now has ample cash reserves *and* at least one solid non-US base, the Shanghai Gigafactory, out of reach of the US based SUGB, and which is aligned with Tesla's mission as it serves the Chinese government interests (they want to reduce pollution and dependence on foreign oil).

There are many ways this can develop - best case scenario, a majority of large funds decide to boycott these financial entities, so going one step further than just stopping investments in fossil industries as the Harvard $42B did recently. Worst case scenario, something really really bad impacts Tesla, I have no clues, but black swans do exist.

Middling scenario, the FUD as we know it - POTUS and other politicians ignoring, mis-representing or bashing Tesla /EMSK, Wall Street heavies delaying TSLA's true valuation while grabbing money off mis-informed investors continues. Our government lying to help the oil & gas industry, while mouthing support for the burning environmental cause. Abroad in Germany, same with difference being the local environmental color added.

To think Elon figured all this out "on the job" while fighting deadlines and technical issues right and left under pressure, and so few people understand this - am so happy Elon did /does what he does. And with great humor and humanity too, phew.

Timely: For once Time isn't FUD ing Elon - Why Elon Musk Will Go Down in History

View attachment 744475
Thanks for this - especially all the links. It’s going to take some to read through it all, but I will. A simple emoticon insufficient to express my gratitude.