UkNorthampton
TSLA - 12+ startups in 1
Will do, next time I bump into her at the local AldiThanks UK, worked like a charm!
p.s. Say hi to the Queen for me!
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Will do, next time I bump into her at the local AldiThanks UK, worked like a charm!
p.s. Say hi to the Queen for me!
The way Tesla is run contrasts with virtually every MBA/beancounting-dominated client & company I've ever experienced. I've seen some great opportunities thrown away. Seeing behind the scenes led me to decide to NOT invest in any of them.A little something to brighten the HODLer outlook and close up the weekend as we look forward.
Mr. C.T. Dots threw some more questions to his A.I. friend and turned out an excellent perspective about many things Tesla. The nuggets are worth the time to view. At least they were to me.
Enjoy
"I don't think those earnings are real"
Way (I mean waaaaay) too much liquidity in TSLA for Gates' short position to make any difference. 20B traded every day against a one time 500M sale. And by the way, every short sale must be closed at some point by buying the shares back.
You are now speaking of an individual short seller, rather then the practice of short selling globally.Way (I mean waaaaay) too much liquidity in TSLA for Gates' short position to make any difference. 20B traded every day against a one time 500M sale. And by the way, every short sale must be closed at some point by buying the shares back.
Also, remember all the people who said big oil was shorting TSLA? They weren't. Positions large enough to make a difference to the TSLA share price would have resulted in massive mark-to-market losses for anybody that tried such a strategy.
This board is in need of people who speak up when the board is led astray by those who can't distinguish the truth from what they want to be true.
What he says is true: Shorting TSLA doesn't hurt the company
but somebody shorting the stock doesn't slow him down or hurt him in any way.
I disagreed here because we don't know the source of the money that was/is shorting Tesla.Also, remember all the people who said big oil was shorting TSLA? They weren't. Positions large enough to make a difference to the TSLA share price would have resulted in massive mark-to-market losses for anybody that tried such a strategy.
Who knew that Elon had Jim Inhofe as a friend? Maybe Elon should make a list of all the times that environmentalists were annoyingly wrong? He seems to be affected with flight of ideas.
"I don't think those earnings are real"
"I don't want to think those earnings are real"
SurREAL
Isn't that implying accounting fraud? Turn up the Tesla's persecution* team to 11?
You can get a list from all the giga Berlin protest. Everything they do are annoyingly wrong.Who knew that Elon had Jim Inhofe as a friend? Maybe Elon should make a list of all the times that environmentalists were annoyingly wrong? He seems to be affected with flight of ideas.
Elon spending Elon money : For the overall betterment of human kind and to ensure that we don't devolve into chaos before sustainable energy and multi-planetary species is obtained...I used to believe that until he decided a valid physics first principles use of his money was to buy Twitter.
Now there is no longer any reason to pretend this is true. Elon is just the same as anyone else, if he feels like buying something he will buy it. If he feels like doing stock buybacks he'll do it and pretending otherwise is delusional and self-defeating.
Also, availability of capital is not the sole determinant of the pace at which management can grow the business. For instance, there may not be enough supply of management and/or engineering talent available in order to grow beyond a certain rate. Or, maybe Tesla's suppliers are not able to keep up with such a pace of growth. In either case, some capital that is not needed could be returned to shareholders. Am not saying that it seems like the right choice in the current situation. But as the saying goes, money can't buy everything.I agree that doing a share buyback is the same thing as management saying, "we have no better use for the capital". Ideally, Tesla can always invest the capital more profitably than by buying shares, even when those shares are mightily under-valued.
While the logic is correct, if there are few Superchargers there will be more resistance to purchasing.
True currently when all available tesla models are sedans but dominating the truck market starting next year will require expanded supercharger options in large parts of most non-coastal states. I've had a cybertruck on order since day 1 but if it were available today I wouldn't get one because it wouldn't be usable in the remote areas I hunt and do field research & it wouldn't be convenient for farmers and ranchers in most of the Rocky Mountain & Great Plains states. It will undoubtedly change eventually but right now the supercharger map doesn't even show plans for many future Superchargers in these areas as is common elsewhere.The whole point of Superchargers is to drive the adoption of EV's. Those paying attention have noticed that it's working so well that Tesla is production constrained. Yet, they continue growing their Supercharger network to ensure continued adoption and that expansion is focused, not on the rural areas where I would most want Superchargers to be added for my own selfish reasons, but where they will most effectively support the ever-increasing fleet size. It is many times more efficient to serve up Supercharger services to those living in populated areas and travelling the most popular routes than it is to serve those who live in the most rural areas or want to travel to them. So Tesla will continue doing that until they need to broaden their market to continue growing production. I trust they will do it in time such that they are not caught flat-footed.
As long as Tesla is production constrained as far as the eye can see, there is no point in expanding into seldom travelled areas. It's not a matter of whether they have enough money to do so (they do), it's a matter of capital efficiency. In time, Superchargers will cover every nook and cranny. That will happen so Tesla can continue to sell every car they can make, even as they become the largest automaker in the Western World (if not the entire world).