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

[SpudLime]

So imagine Blackberry or Nokia advertising their phones as the "most popular smartphones" ... two years after the introduction of the iPhone?

It's only "technically true" if you use a definition disconnected from the everyday meaning of "popular" - which BTW. is also intentionally disconnected, to dupe people into thinking that their products are indeed still popular.

Technically it's the text book definition of fraud, which might or might not meet the legal definition of fraud.

FTFY

 

[SebastianR]

Excellent translation with highlighting of important points.

But answer me this: Will one ever find a German who is unconditionally satisfied with anything?

First, thanks
Second, yes - if we are talking about naturalised Germans (not to veer into politics, but there is a reason I left Germany long time ago and if it were not for immigration to Germany and all the positive effects it has on society my views would be even more pessimistic. Guess, I really am German with my complaining about Germans, am I? )

If that has some amount of truth to it, then something is lost in this literal translation (that I also attempted).

I noticed that literally translating the article into English makes it sound much much more positive than reading it in German.

Either way: I really hope for great sales numbers in Germany in March and a huge wake-up call / shock to incumbents. If you read the comments on the Spiegel article you will find a lot of people who claim that a car like the Model 3 will never sell in Germany. It would be so nice to see headlines about Tesla selling more Model 3 than the Germans A4, 3-Series and C-Class in Germany! This could give a little pop to $TSLA, too I would hope

 

[jhm]

Passed two of these heading north of Antwerp in Belgium, likely for NL

View attachment 390553

I guess Tesla is running out of abandoned parking lots in North America.

 

[X Fan]

More praise for Tesla

Tesla Model 3 Performance im Test: Das Raumschiff ist gelandetView attachment 390484

Perhaps, but lots of nits in the article as well.
Arguably done to protect the domestic Mfgs?

 

[SpudLime]

Do I get to have my commentary read by a robot voice, with an image of a cybernetic brain in a jar?

 

[Toumal]

Meanwhile, this is where some of the GOP senators are at. Seriously.

View attachment 390584

Ah I know that artist, his username is "sharpwriter" on Deviantart: SharpWriter on DeviantArt
He's made a lot of really awesome artworks like that one. I wonder if he approves of this use of his artwork.

 

[M3Rider]

Tesla FUD has dropped dramatically in the German press in the last 6 months - which is a very good development. This is partly due to there being very little political polarization over EVs and Tesla's mission: every political party accepts global warming and recognizes that EVs are the future.

ps :

Meanwhile, this is where some of the GOP senators are at. Seriously.

View attachment 390584

Damn! Can we import some politicians from Europe and export some Republicans before all of our Teslas go overseas?

 

[Causalien]

only nerdy engineers can come up with this kind of policy. The document is very poorly written, even as native speaker, it took me 3 times to parse it and reach the same conclusion. It might be much easier if they just provide Java/Python source code for the formula.

But I want to say bravo Chinese government for pushing for real innovation. perhaps they realized that after years of protection the domestic car makers remains a bunch of pussies. Now it is time to whip them to shape.

Ya. Agree. It was a hard to read document. I especially don't understand the symbol "/" that they used in the table when it comes to how much to compensate for each range.

 

[KarenRei]

Ah I know that artist, his username is "sharpwriter" on Deviantart: SharpWriter on DeviantArt
He's made a lot of really awesome artworks like that one. I wonder if he approves of this use of his artwork.

My grandmother has a digital picture frame that we can all submit images to, and which my brother-in-law curates. I keep trying to slip that picture past in the middle of batches of family photos and hoping he doesn't notice

 

[jbcarioca]

...
PS. Anecdote: To my occasional good ideas one Italian colleague would always answer: "Fantastic idea". The German one: "I principle, I have nothing against it".

My one time boss when I was working for a German bank described me as "not entirely incompetent". I have treasured his review, after his Bavarian spouse told me he thought I was the best person he and ever seen at my then level. Given the job in question I think he was generous.

FWIW, he drives a Tesla SP100D now. It is the first non-German car he has ever had. FWIW he was Austrian.

 

[Fact Checking]

First, thanks
Second, yes - if we are talking about naturalised Germans (not to veer into politics, but there is a reason I left Germany long time ago and if it were not for immigration to Germany and all the positive effects it has on society my views would be even more pessimistic. Guess, I really am German with my complaining about Germans, am I? )



I noticed that literally translating the article into English makes it sound much much more positive than reading it in German.

Either way: I really hope for great sales numbers in Germany in March and a huge wake-up call / shock to incumbents. If you read the comments on the Spiegel article you will find a lot of people who claim that a car like the Model 3 will never sell in Germany. It would be so nice to see headlines about Tesla selling more Model 3 than the Germans A4, 3-Series and C-Class in Germany! This could give a little pop to $TSLA, too I would hope

The thing is, the title and the first paragraph sets 90% of the tone of any article.

Those parts are 100% positive:

Tesla-Model-3-Performance
Vor diesem Auto zittern Mercedes, BMW und Audi
Schiffsladung um Schiffsladung bringt Tesla sein Model 3 nach Europa. An Bord von Elon Musks Massenmodel: ein ungewöhnliches Bedienkonzept - und viel, viel Platz für die Passagiere.​

Translation:

Tesla Model 3 Performance

This is the car Mercedes, BMW und Audi are dreading

Tesla is landing shipload after shipload of Model 3's in Europe. We were on board of Elon Musk's mass market model: an outside the box user interface and lots of, lots of space for passengers.​

The rest is the usual Spiegel style: glass half empty - but most readers will compensate for that.

But note the first paragraph, it praises spaciousness - the bane of European cars which have to constantly balance on the fine line between narrow streets, dense urban environments and passenger comfort.

This paragraph already sells the car and gets Germans to consider and test drive the Model 3.

"German demand secured."

 

[Carl Raymond]

Yes - complete make over of US with robust public transportation and dense urban living will take decades & decades. We don't have that much time.

Confession. I don’t like cars in cities.

However, I love what Tesla are doing, and any greenie who would prefer to see Tesla go away, because they make cars, is a small picture thinker.

More than anything else, Tesla are force scaling the cell industry, driving down the price of mobile and stationary storage. Cells are the new oil, except they are recyclable and with a 15 yr lifespan. Cheap storage is the perfect complement to cheap solar.

Cheap cells will not only power cars, but anything currently sporting an exhaust pipe. Buses, wireless trams, trucks, generators*, earth movers, agriculture tractors etc. They’re our fast ticket to zero emissions for both transport and electricity.

If somebody you (@Singuy) meet is of the “we must return to the cave” mentality, please point out that there are insufficient caves, rather than suggest suicide. Two lives wasted if they are swayed.

*obviously you don’t power a generator with cells, you replace it.

 

[Esme Es Mejor]

It would be so nice to see headlines about Tesla selling more Model 3 than the Germans A4, 3-Series and C-Class in Germany! This could give a little pop to $TSLA, too I would hope

I worked up a little preview for you:

 

[homer214]

A wild card is the take rate for EAP and FSD, which could raise the ASP significantly at basically zero marginal cost.

An isolated few anecdotes indicate rather high take rates, do we have a broader collection of the AEP/FSD take rate?

I’ve seen no data on the EAP/FSD adoption.

 

[Esme Es Mejor]

Whoa! Norway just updated again: 484 Teslas delivered today, including 460 Model 3.

Tesla Registration Stats

 

[Singuy]

If somebody you (@Singuy) meet is of the “we must return to the cave” mentality, please point out that there are insufficient caves, rather than suggest suicide. Two lives wasted if they are swayed.

Oh we spent a good part of the day arguing how there are insufficient caves. I finally suggested suicide as a point. One can always argue that they can be more "green" via living a reductive lifestyle. My point is, can't be anymore green than suicide so...

 

[ZeApelido]

My one time boss when I was working for a German bank described me as "not entirely incompetent". I have treasured his review, after his Bavarian spouse told me he thought I was the best person he and ever seen at my then level. Given the job in question I think he was generous.

FWIW, he drives a Tesla SP100D now. It is the first non-German car he has ever had. FWIW he was Austrian.

Omg, Fact Checking is your fath---- former boss!

 

[Mobius484]

Shortsville Times:

Norway Tesla* sales plummet!






*S&X

 

[Mader Levap]

Or they could just issue this guidance:

"The future is uncertain, there's only one thing certain about it: us trying to predict anything will only result in lawsuits.

But we are confident in guiding the following about Tesla's performance this year:

1. Tesla is in the business of making more cars, and this year we'll probably make between zero and 1 billion cars.
2. We have several factories under construction and have more planned, which might or might not be built by the end of this millennium.
3. Not all of them will be on Earth.
   
4. There are a lot of idiots in politics who make our life harder, and their actions might or might not affect demand for our products and our expenses of making them.
5. As things change so will we - we are adaptable.
6. Don't buy our stock. Really.
7. If you did buy our stock, see point 6 and shut up.
   
8. So long and thanks for all the fish. Tesla out."

... and then they could just concentrate on execution, cash generation and reporting the results, quarter after quarter.

I think something like above would be excellent 1 April announcement from Musk. Hint, hint.

 

[M3Rider]

Oh we spent a good part of the day arguing how there are insufficient caves. I finally suggested suicide as a point. One can always argue that they can be more "green" via living a reductive lifestyle. My point is, can't be anymore green than suicide so...

Actually it can. There are people living near land fills re-using stuff for their needs and making surroundings better looking.

There's also stuff like this you can do:
#trashtag: Viral challenge sends internet on garbage hunt - CNN

I actually do this for my neighborhood because I despise seeing trash around where I live.