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

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Hmmm. This was TSLAQ and still is. It's really something to see Warren went full dark side on this. Do Lucid cars have problems? Most likely..but so did the first teslas so it's fair to give these companies some time to iron things out.
I agree. it's sad to see Warren using the same click-bait hyperbolic tactics on Rivian that teslaq employs. Aren't we better than that? It's unnecessary and diminishes the whole EV effort, where we need many successful companies, not just Tesla. Too bad.
 
Hmmm. This was TSLAQ and still is. It's really something to see Warren went full dark side on this. Do Lucid cars have problems? Most likely..but so did the first teslas so it's fair to give these companies some time to iron things out.
Meh. Welcome to the real world Rawlinson and Lucid, where’s there’s no place to hide, manufacturing is hard, you need more than fancy talk and colorful PPPs, and people will be people; good or bad.

I’d be happy to see them go through exactly everything that Elon and Tesla did in the beginning and up to this point and if they’re able to navigate it all, make right and proper and sound decisions for the business and people as a whole, then I’ll happily be a cheerleader for them. Until that point, here’s an egg 🥚 for them to suck on. Yeah, I’m still working on being a kinder, gentler, forgiving soul, but so far today I’ve failed.
 
Hmmm. This was TSLAQ and still is. It's really something to see Warren went full dark side on this. Do Lucid cars have problems? Most likely..but so did the first teslas so it's fair to give these companies some time to iron things out.
Agreed. Most of it around infotainment and other peripheral functions. The core driving characteristics did not have any complaints at all from the few lengthy posts I read, which should be very encouraging to Lucid followers. Because that is a big deal which the big legacy auto is struggling with. 500 miles EPA is nothing to sneer at. Remember all the drive train issues Tesla had initially? I think Lucid has started on the right note.

If you compare against fraud Nikola or eyecandy Fisker, Lucid is a company that will be in the race. They need to get the price down though. $185K is just in stratosphere with a very small market.
 
Mid Bol and 20 MA is ~$1032. While I hope we end up green, we might test that support today, barring any other news/announcement.

Also, thanks to @Papafox for calling out the 1/21/22 options expiry analysis which is helping me understand why we didn't run to $1400 after blow out production/delivery.
 
The context was that Tesla's software drove him nuts and he would rather drive his odyssey.
Well not really, the predictibility of the user experience was superior on the odyssey to the tesla - which I can agree on more or less (my old P85+ needs reboots and stuff from time to time too).

But in the same post he mentions being addicted to the electric drive experience - so he's not prefering the Odyssey in this camp.
 
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And that is why I am only pointing out what is in essence a nominal 1c/qtr divvi might have sufficient good reasons in support of it

A TSLA dividend of 1 cent per qtr is still over $40M/year. I would not favor this until Tesla is manufacturing 3 TWh/yr of bty cells. Until then, each $40M buys another 4680 bty line...
 
I think the only way to get the rent seeking, blood sucking, MM's off TSLA's back is a split.

That will cause some financial pain to them, which is THE ONLY thing they care about.

But even that will only be a short term result as the financial markets are such a rigged game they will just pile back on after a pause.

As things are today, there is just too big a pile of money to be made pushing the stock around.
 
Meh. Welcome to the real world Rawlinson and Lucid, where’s there’s no place to hide, manufacturing is hard, you need more than fancy talk and colorful PPPs, and people will be people; good or bad.

I’d be happy to see them go through exactly everything that Elon and Tesla did in the beginning and up to this point and if they’re able to navigate it all, make right and proper and sound decisions for the business and people as a whole, then I’ll happily be a cheerleader for them. Until that point, here’s an egg 🥚 for them to suck on. Yeah, I’m still working on being a kinder, gentler, forgiving soul, but so far today I’ve failed.
I definitely understand this view. As a continuous holder of TSLA since the IPO, we investors have been put through the wringer and have suffered constant attacks, doubt, endured high risk situations, etc. We have been rewarded for our diligence, but I see it as unfair that other EV startups get a free pass just because Tesla succeeded. Rivian, Lucid, etc. all have a very tough road ahead of them. Elon literally slept on the factory floor for months during the Model 3. Tesla endured ridicule, lies from the media...the whole shebang.

Not saying the other companies deserve the crap that we TSLA holders endured, but they should really have to prove themselves and not get a free pass.
 
Definitely makes sense that TSLA is worth less now that we know that Q4 P&D was a huge blowout.
It's unreal how complicated the stock market is. Just when you start figuring out patterns (buy the rumour, sell the news, "3 day rule" or whatever) the stock market changes its behaviour 180 degrees and does the complete opposite than previously.

Not easy to leverage or trade options.
 
It's unreal how complicated the stock market is. Just when you start figuring out patterns (buy the rumour, sell the news, "3 day rule" or whatever) the stock market changes its behaviour 180 degrees and does the complete opposite than previously.

Not easy to leverage or trade options.
The only way to reliably win at gambling is to own the casino...
 
It's unreal how complicated the stock market is. Just when you start figuring out patterns (buy the rumour, sell the news, "3 day rule" or whatever) the stock market changes its behaviour 180 degrees and does the complete opposite than previously.

Not easy to leverage or trade options.
I'd love to trade options because that seems like that's where the SERIOUS money is...but I don't for this very reason. If the market were logical, I'd make a killing. But clearly the market moves in mysterious ways, often due to reasons out of anyone's control, and often completely contrary to common sense. This irritates me, so I avoid options trading. It makes me a HODLer which limits my gains, but I probably sleep a little bit better at night.
 
Regarding CES, I wonder if anyone has had the guts to tell "You Did It" Mary about the Tesla-infused Boring tunnel at the convention center?

Kudos and double brownie points, plus a gold star for anyone getting a picture of her in or beside a LVCC Tesla Personal People Transporter. 😁
Would not mention the tunnel just yet. Some logistics need to be worked out.

 
Yeah, that counts! Nicely sussed! Note the intraday 1-minute low SP was actually ABOVE your buy! :D

View attachment 752908

Now, for the group, put your hand up if you don't understand how @CaliBear1 picked the bottom so closely in advance. Although we don't know at the exact time this Limit Order was placed, the following data was available today by 09:50 ET: (when the SP plunged $10 in under 2 minutes, it was clear a bear raid was underway)

View attachment 752912 View attachment 752913

N.B. note the position of the Mid-BB. At this point, there are still multiple possibilities for the tgt SP, but it an obvious and tempting tgt for the bears. With a with limit order, you either hit or miss out on the buy: Low risk if it hits IMO, and no foul if it misses. Heuristic added the mix: Bear raids seldom last longer than 3 sessions (they have to cover their shorts, and there's that nasty 2-day settlement rule and such).

Now this is not advice; this is not the beginning of advice; but this is perhaps the end of the beginning of advice. ;)

Cheers!

a nice @CaliBear1 raid!
 
Yeah reading the forum it looks like a bunch of nitpickers with crazy high expectations. Response to the review includes a lot of crapping on Tesla software as well. One guy said he rather drive his Honda odyssey than his plaid.

So this was how tslaq started. Ceo or marketing say one thing and it didn't meet some peoples expectations. Tslaq took those comments and ran with it calling it fraud fraud fraud for the last decade. And once you go down that rabbit hole many just can't seem to u-turn.
A bunch of nitpickers... perhaps, because Lucid delivered just a bunch of cars so far. That is like saying "all Lucid owners are nitpickers".

I have nothing against Lucid and I wish them success. But with so much issues preventing the car from being a daily driver, look like Lucid will have a hard time converting preorders to actual orders. The car is "rushed" for the sake of stock price and Warren is right about that.
 
Problem with the dividend is that once you start paying it, majority of the market participants will value you based on it. Last few years, we've seen hybrid models (Apple) where company is valued on growth and dividend. Yet, really small dividend would confuse many, and allow for much FUD. Hence I don't see it being useful.

I feel resource/capital allocation is the strongest skill Musk poses (best in the world), so with more money, the only limit is availability of the talent!
yes. no point in even discussing cash divs at this point. it’s silly.
the only possible one you’d see in the next 5 years is a special div, which is a one-time event, resulting from some extraordinary event —- not a regular recurring div. so it’s really not worth even discussing. if anything, the split talk is more relevant,
and even that seems irrelevant until we breakthrough to higher share price…which could be 2 week or 2 years away. (my jonas timetable impersonation)