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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
They say it's the thought that counts...
Knightshade
Well-Known Member
Still haven't seen much evidence she ever had any worth writing about.
As noted before by others- if you back out her Tesla gains she's had poor results compared to just buying an index fund.
She made a bunch of educated-guess bets, and got lucky one of them was on TSLA. (and increasingly with a model that makes less and less sense- so it really was that she got lucky) and everything else has been downhill/worse than the broad market.
There's a reason Buffett gives the advice he does....
Best is invest, for a really long time, in a very small # of great companies you understand (and you'll be lucky to find 6 in your lifetime per one of his speeches). Most folks here are doing this with TSLA (and some did previously with a few others).
Next best is invest in an S&P500 ndex fund, because almost nobody- including professional investment managers- can beat an index fund long term by picking a large # of individual stocks (see his million dollar bet on this he won).
ZachF
Active Member
Rivian’s enterprise value (market cap + bond debt - cash) is approaching zero…
Mester's statement (not taking 75 bps off the table) reinforces the need for CPI to not come in hot tomorrow. If it comes in hot, nobody will believe the Powell's 75bps statement that sent the markets up and the bets of it happening soon will increase.
insaneoctane
Well-Known Member
Sorry, my first posting of this had a bad link…
Agree with most of what Kevin says here about TSLA on Making Money with Charles Payne, around the 7 minute mark…
video.foxbusiness.com
Agree with most of what Kevin says here about TSLA on Making Money with Charles Payne, around the 7 minute mark…
Expert reveals this is the perfect opportunity for investors to buy | Fox Business Video
Andrew Thrasher and Kevin Paffrath provide insight on the state of the stock market on 'Making Money.'
video.foxbusiness.com
JRP3
Hyperactive Member
She definitely got lucky. When I found out where she gets her "inspiration" for investments I got out of her funds soon after.
ZachF
Active Member
My guess is that since Biden made a kinda speech yesterday about tackling inflation, the administration may have got an advanced reading showing it already peaked.
Here in the US, strong dollar and weakening market are also doing much of the feds work for it.
Politicians often time these things to build narratives, so that they can set up victory claims.
I'm not so sure. ARK is betting on what wall street wants... which is day trading on rumors and news essentially. I think they're investing in the BS with eyes wide open, and counting on the media and public to react accordingly - betting the public perception.
Yes, there is still a perception issue, but it's weakening. Case and point, my UPS driver last week says "I keep hearing how bad Tesla is but everyone keeps buying them... I don't understand." Pure cognitive dissonance in that fellow. And the followup... "Where do you charge it on long trips?" So Cathie is betting this guy doesn't quite catch on then starts watching GM commercials.
To be clear, I'm not taking that route (and don't even agree with it), but I also don't have investors to answer to (outside this home anyway).
Considering the amount of cash they are holding, maybe Ford should have gone the other way and just bought them out.
Yeah, the more I watch Cathie in action the more I feel her fund simply throws darts at disruptive technology stocks and balances the ratios between their holdings as they go. To me the ARK funds seem to contain very few good companies but a LOT of little gambles I'd never buy into in the shape they are today.
Can't believe she actually sold TSLA to buy GM. Looking at both fundamentals from my point of view that is an UTTERLY TERRIBLE decision to make!
I, and most others usually discount the idea of Tesla acquiring some of these EV companies, but I wonder just how cheap they need to get to make it attractive.
I don’t think Tesla will buy them regardless. It does become an attractive target for others with that big of a cash position.
ZachF
Active Member
I’m buying a little bit at these prices, cause it’s so beaten down there is actually room for the price to grow (unlike when it was worth $100b+ lol), and I think the downside is capped at acquisition or liquidation value in the near term.
larmor
Active Member
So what you are saying is production in volume is hard, EVs run on batteries and costco does not have enough, and that continued profits in the auto sector is hard.
Yeah I agree. I think we see a core of .3% (though I don't think .2% is out of the question either) vs the .4% expected and that sets off a rally. Coming in at or above .5% though would raise the potential of a 75 bps raise dramatically and Mester's statement is pretty much confirmation of that idea.
ZachF
Active Member
I could see Apple or Toyota buying it if it drops too low. Toyota is has lots of $$$ and is behind on EVs, and Apple just has buckets of cash.
Same... I think they have a good product and will have major growing pains, but if we basically get below cash value a lot of the risk is off the table. That said, not real happy with their op ex... though that might look better with Q1 results.
Artful Dodger
"Neko no me"
It's the power of lies. I don't mean the little one about lowballing Tesla's growth by 3x. I mean the BIG LIE, that "we have money in trust to cover the naked shorting were doing."
And the even bigger lie that there IS enough money to cover the naked shorting they're doing. Wall St. hedgies are naked shorting the entire U.S. Market right now, and have well over $30T at risk right now.
If something unforseen happened, do you think they're good for it? Or would they cry out for another juicy bailout? Perhaps that's their preferred endgame anyway.
BONUS Question: Which one of these is the macros, and which one is TSLA? (no peeking until u guess)
Yep, Wall St. is fuggling wiff every body.
Sorry, my first posting of this had a bad link…
Agree with most of what Kevin says here about TSLA on Making Money with Charles Payne, around the 7 minute mark…
Expert reveals this is the perfect opportunity for investors to buy | Fox Business Video
Andrew Thrasher and Kevin Paffrath provide insight on the state of the stock market on 'Making Money.'
Or if you want to support Kevin rather than Fox, the clip is included on Kevin's channel:
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