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

[Singuy]

It just really goes to show exactly how Wall St media portrays what they want. Facts are secondary.

The real metrics they don't care to compare which is that every metric for Ford, revenue, margins, income, etc.....are down YoY.

It's to show they have programed their algrobots for rivians accounting issue which means they will also do it for amazon.

 

[Artful Dodger]

Tech Macro.

Meta(FB) Beat

• Earnings per share: $2.72 vs $2.56 expected, according to a Refinitiv survey of analysts
• Revenue: $27.91 billion vs $28.2 billion expected, according to Refinitiv

+[TSLA, MSFT, FB]
-[GOOG]

Ford (F) bleets:

So much for GAAP accounting rules, and Ford's mark-to-market losses on RIVN.

What'd Wall St. do? Just exclude the "one-time loss" of ~$5B?

So rigged...

 

[StarFoxisDown!]

Ford (F) bleets:

View attachment 798183

So much for GAAP accounting rules, and Ford's mark-to-market losses on RIVN.

What'd they do? Just exclude the "one-time loss" of $8B?

So rigged...

The $.78 GAAP EPS loss will be accounted for. Look for Ford's P/E to explode higher

 

[The Accountant]

 

[dl003]

Expect a big red day for TSLA tomorrow following TDOC's 38% decline AH.

 

[BornToFly]

View attachment 798185

View attachment 798182

Weird. Articles on Yahoo finance are saying how great F earnings were.... It's Green AH....

 

[MadScientist23]

Expect a big red day for TSLA tomorrow following TDOC's 38% decline AH.

Interesting since it looks like TSLA up 1.4% AH at the moment

 

[Accident]

Tdoc didn't do well. Cathie Wood is just guessing at this point.

I believe there's a higher risk of arkk selling Tesla tomorrow to quadruple down on tdoc than Elon selling.

It's what she was doing last week.

 

[dl003]

Interesting since it looks like TSLA up 1.4% AH at the moment

wait for Cathie to sell 42.69% of Ark's TSLA holding to load up on TDOC.

 

[StarFoxisDown!]

wait for Cathie to sell 42.69% of Ark's TSLA holding to load up on TDOC.

I laugh.......but she probably will.

And then TDOC will crumble even farther on next quarters earnings

 

[M|S|M MYP]

If AAPL surprises to the upside tomorrow....maybe, just maybe....$TSLA can get to back close to $1k by week's end. $FB beat has def helped the Nas for now.

 

[Krugerrand]

While I agree with your sentiment, I disagree about it not being about Tesla. If Elon is using his TSLA shares as leverage to buy Twitter, he just substantially increased his debt and gave his enemies a target share price to get TSLA to in order to margin call Elon Musk. If that happens, he may be forced to sell some of his TSLA stake and reduce his ownership, which would make a hostile takeover easier.

Sound far fetched? Look what Elon just did to Twitter.

IF

We can talk when facts come to light that he actually jeopardized Tesla.

 

[The Accountant]

Weird. Articles on Yahoo finance are saying how great F earnings were.... It's Green AH....

I guess some can consider Ford's results great earnings if expectations were low.
But look at this:
- They lost 0.6% market share vs a year ago.
- "Adjusted" EPS was down to $0.38 vs a year ago of $0.70.

and to get to the adjusted numbers, they exclude :
- pension re-measurement gains and losses,
- loss from Rivian Investment
- significant personnel expenses, dealer-related costs, and facility-related charges stemming from Ford's efforts to match production
capacity and cost structure to market demand and changing model mix
- and other items that Ford does not necessarily consider to be indicative of earnings from ongoing operating activities.

Excluding the 4 items above is how Ford gets from GAAP to Adjusted non-GAAP EPS.

FORD Q1 2022:

 

[StarFoxisDown!]

FORD Q1 2022:
View attachment 798196

" items that Ford does not necessarily consider to be indicative of earnings from ongoing operating activities."

Too bad for Ford, GAAP is what's going to determine their P/E multiple. Good luck Ford getting investors to bid up your valuation when your P/E multiple continues to expand/grow......even if the stock doesn't go higher from here

 

[Discoducky]

Yes, I am just talking about market reactions which looks like no one cares.

It is amaze-balls that the market can ignore F's "highlights". Pretty much everything negative...except Ford finance

 

[AimStellar]

 

[M|S|M MYP]

I guess some can consider them great earnings if expectations were low.
But look at this:
- They lost 0.6% market share vs a year ago.
- "Adjusted" EPS was down to $0.38 vs a year ago of $0.70.

and to get to the adjusted numbers, they exclude :
- pension re-measurement gains and losses,
- loss from Rivian Investment
- significant personnel expenses, dealer-related costs, and facility-related charges stemming from Ford's efforts to match production
capacity and cost structure to market demand and changing model mix
- and other items that Ford does not necessarily consider to be indicative of earnings from ongoing operating activities.

Excluding the 4 items above is how Ford gets from GAAP to Adjusted non-GAAP EPS.

FORD Q1 2022:
View attachment 798196

And $TSLAQ is always claiming accounting fraud on $TSLA's quarterly results.....

 

[GrandEnigma]

Good thing ARK didn't buy 125k+ shares of TDOC Monday/Tuesday. Not sure if they have any more Tesla share left to help offset that massive loss.

 

[Singuy]

I laugh.......but she probably will.

And then TDOC will crumble even farther on next quarters earnings

Why? Tdoc is revolutionary. It allows you to Skype with your MD. Mind is blown just thinking about it. Wallstreet is shortsighted.

 

[BornToFly]

I guess some can consider them great earnings if expectations were low.
But look at this:
- They lost 0.6% market share vs a year ago.
- "Adjusted" EPS was down to $0.38 vs a year ago of $0.70.

and to get to the adjusted numbers, they exclude :
- pension re-measurement gains and losses,
- loss from Rivian Investment
- significant personnel expenses, dealer-related costs, and facility-related charges stemming from Ford's efforts to match production
capacity and cost structure to market demand and changing model mix
- and other items that Ford does not necessarily consider to be indicative of earnings from ongoing operating activities.

Excluding the 4 items above is how Ford gets from GAAP to Adjusted non-GAAP EPS.

FORD Q1 2022:
View attachment 798196

Can you imagine if TSLA had those numbers. It would be down 20% AH, and yet F is up....