(i think) the original dimensions were about 6’2” wide and just under 20 ft length (i think)
..roughly the size of a tundra
so we’ll see the final specs soon, i hope
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
..roughly the size of a tundra
so we’ll see the final specs soon, i hope
woodisgood
Optimustic Pessimist
If you didn’t lose your shares for cheap due to fear or margin calls, you’ve won the day. A low bar for this forum, but why not celebrate the easy wins?
Marc_K_inNJ
Member
mars_or_bust
Member
ZachF
Active Member
For some reason I thought today was ER day… but it’s Wednesday.
That’s more depressing than the SP!
That’s more depressing than the SP!
Fremont has some serious competition coming down the line from Austin.
In relation to downturns and volitality, the most important condsideration is, don't get into a position where you are forced to sell a quality asset like TSLA when it is massively undervalued. The main risk is high debt levels.
Cathy Wood states that Ark trades around TSLA volitality, time will tell how Ark goes, but they are often well positioned to add at good prices.
Looks smaller to me also, looks like it should fit in a garage. That is a good thing. And fit the EU roads too.
Actually you're kinda proving my point. Both of those numbers aren't new to me and 11% is a huge number for 5 companies. Considering that % is going to go from 11% to 12 or 13% just from this weeks earnings alone says a lot. Just look at the percentage of what the Big 5 used to make up in terms of earnings just 5 years ago........And that's with Amazon's earnings completely going in the crapper this year. In fact, take out Amazon, and you have 4 companies accounting for essentially 9-10% of the market's earnings.
Then you consider the rate at which just those 5 companies have been increasing earnings and it becomes very clear. Keep in mind that just by 2023, Tesla is going to be contributing to this group's earnings in a material way as well
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Wasn't there an analyst predicting two different size CT versions?
RobDickinson
Active Member
Elon has stated they will do a smaller pickup for Europe later. I think thats about the end of the official word
yeah SHOP went from 780 to 954 in like an hour
so it seems like all systems operating normal.
Yeah. I did this too; unfortunately a couple weeks ago.
I think the denominator to look at would be S&P 500 earnings ($1.6 trillion), and the above 5 are about 20% and growing.
Source: S&P 500 /Corporate Profits After Tax (without IVA and CCAdj) | FRED | St. Louis Fed
ZachF
Active Member
In 2019 if you add them together:
$56b Apple
$39b Microsoft
$34b Google
$19b Facebook
$12b Amazon
= $160b.
In 2019 GDP was $21t and profits were ~9%, meaning $1.9t total. That puts the big 5 at ~8.5% in 2019.
The biggest boost to corporate profits 2020/21 was the government stimuluses, and I think people massively underestimate the effect. COVID policy was especially generous to big tech.
Companies are going to have a much harder time increasing margins under today’s circumstances vs. those of just a year ago. Yes, tech companies too. It’s gonna be harder to increase iPhone margins on customers whose real wages are declining and your producer prices are up 10%, when a year ago your customer was flush with stimmy checks, producer prices were flat, and the government was subsidizing you directly on top of that.
Yup, that's the fair apples to apples comparison but I'm willing to engage on Zach's other comparison because either way you look at it, both comparisons back up what I'm saying.
I'll gladly revisit this topic at the end of this year. Hell we can do it at the halfway point. I think you're going to be very wrong. Just a FYI, remember scale and compounding growth in earnings. What you posted about the percentage in 2019 backs up what I'm saying even more.
I'll leave it at that to not go off topic anymore
ZachF
Active Member
This is true
2daMoon
Mostly Harmless
I just want to be able to put a large frame 29" MTB in the bed without taking a wheel off and be able to close the cover. Keeping fingers crossed for the folding rear seat that lets the front of the bed open into the back seat area.
Oh, and a million or so reservation cancellations amongst those ahead of mine ...
I completely understand why this post has received a lot of ‘agrees’ but I would like all to consider the following:
A large part of the difference in perspective of the long-term investor and the collective {the short-termer, the market timer, the derivative player who has a time-sensitive deadline to his/her position, the speculator and so forth} is made evident in situations such as that in which we currently find ourselves.
BUT - to the extent that the collective latter set of investors have their hands forced, multiplied by the amount of shares exposed to that reaction, ALSO redounds to the fortunes of the long-term investor.
And that, my good friends, is one more reason that for the nine years I have promulgated this thread I firmly have championed long-term investing and gently remonstrated the…others.
Every time - every single time - I have read of someone touting her market-timing expertise; his ‘just bought another lottery ticket’, I cringe.
Carry on.
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