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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
ZachF
Active Member
Tesla and Microsoft must have sore backs from carrying the market on them today
I'm looking for the tweet but can't find it, but I believe it was made in response to a question about the cybertruck.
I think it was something like "can we get an update on cybertruck?" "yes, we will give a product roadmap update on earnings call" so not 100% clear if it is a products road map update or just a single product update
Mod:
Deleted 15 posts about inflation or deflation without relevance to TSLA, or ones that just had no meaningful content at all.
And a reminder, anyone posting misinformation or links without summary, for today only, will be rewarded with a timeout. Like many others I have reserved plenty of time today.
--ggr
Deleted 15 posts about inflation or deflation without relevance to TSLA, or ones that just had no meaningful content at all.
And a reminder, anyone posting misinformation or links without summary, for today only, will be rewarded with a timeout. Like many others I have reserved plenty of time today.
--ggr
2daMoon
Mostly Harmless
federalreserve.gov But I don’t see anything specific to a livestream. There are tabs for news, etc.
StealthP3D
Well-Known Member
My point is that we don't have access to the data, Tesla does, and they use it, combined with first principles thinking, to expand the service network in the most cost-effective manner.
From an investor's point of view, unless you have better sources of data than I do, we have to look at what we do have. Things like owner's satisfaction ratings done annually, etc. If the service issue was threatening the brand, it would show up there instead of showing Tesla leading the pack.
Those who don't trust management when they tell you they are hard at work on it probably should find a company with management they can trust to invest in. In my experience, quality of management is one of the most important metrics towards getting a good return on your investment and a management team like Tesla has is a rare thing indeed. Some people don't seem to grasp this. Management matters. And, no Zach and Jesse don't know how to run a business as complex as Tesla. In my opinion, they do not have what it takes to succeed at running Tesla to any degree even coming close to the top team at Tesla. It's laughable that they think otherwise.
Nice guys though, probably fun to have a beer with them and laugh and joke around with.
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Buckminster
Well-Known Member
Recommended guidelines for posting tonight:
Tesla EV roadmap
Battery discussion etc. probably best here:
Investor Engineering Discussions
- If in doubt, don't post or put it in off topic galore
- Add value - don't post SP or quotes from the presentation
- Group your points together into bigger posts
- Don't post until you have caught up and confirmed it hasn't already been posted
Tesla EV roadmap
Battery discussion etc. probably best here:
Investor Engineering Discussions
TheTalkingMule
Distributed Energy Enthusiast
We're up 4.20%. All is going according to plan.
Just a reminder that the statement is released 30 minutes before the press conference here: The Fed - Meeting calendars and information
The statement is what will trigger the algos. 10 minutes for the statement release.
Correct, except to say that both events always trigger the algos. (sometimes in different directions from one another)
TheTalkingMule
Distributed Energy Enthusiast
The Accountant
Active Member
From the Q3 Earnings Call, this was my favorite tidbit from Zach:
"well, I mean the great thing that we're seeing in the space right now is there appears to just be quite a profound awakening of the desirability for electric vehicles. And I mean to be totally frank, it's caught us a little bit off guard. . . . And that kind of awakening and changing consumer sentiment, I'm sure there's lots of reasons that go into it, but folks want to buy an electric car and folks want to buy a Tesla right now"
What I like about this quote, was that it was Zach answering a question from an analyst; it was not part of his prepared statement . . it was ad lib.
I want to hear another golden nugget like this during the Q4 call.
"well, I mean the great thing that we're seeing in the space right now is there appears to just be quite a profound awakening of the desirability for electric vehicles. And I mean to be totally frank, it's caught us a little bit off guard. . . . And that kind of awakening and changing consumer sentiment, I'm sure there's lots of reasons that go into it, but folks want to buy an electric car and folks want to buy a Tesla right now"
What I like about this quote, was that it was Zach answering a question from an analyst; it was not part of his prepared statement . . it was ad lib.
I want to hear another golden nugget like this during the Q4 call.
I would honestly prefer that the market just stay flat, even if what Powell says is dovish.
Give time for the dust to settle and for individual companies to prove their value/worth and see who takes the reign in moving the market higher over the next year or so
Give time for the dust to settle and for individual companies to prove their value/worth and see who takes the reign in moving the market higher over the next year or so
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