ZachF
Active Member
The only large cap more overvalued than Amazon is Salesforce.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Mostly it just goes *poof* and disappears, of course. The $ amount actually moved from one investor to another as a result of trades at the lower share prices is trivial compared to the $ amount of lost “$ value” of shares held, especially if you exclude automated daytrading and look at net changes in positions that would leave $ in cash to be invested in anything…
I owe this forum a thank you for making me look at my AMZN holding. I sold it a couple of days ago at 118 (Still a nice appreciation from when I bought it).
MountainRatMat
Member
I know discussions of other stocks is sometimes frowned-upon here, but I find there are often a great many tie-ins, sometimes from as simple as “this will affect macros which will affect TSLA” and sometimes a “this is causing issues or being looked at closely on another company, it might be useful to think about how this is done (or not done) at Tesla”. The connection doesn’t even need to be called out directly in the post - most of us are able to consider the connections ourselves. I often find the discussions on f other mega-caps, other companies in adjacent fields, etc to be useful discussion here.
ZachF
Active Member
8% growth in a 8% inflation environment is actually 0% growth.
Todd Burch
14-Year Member
Gary Black had an interview with Tom Nash a few days ago:
As we know, TSLA has a disproportionately low percentage of institutional holders vs retail holders.
Ignoring your opinions on Gary (I’m actually warming up to him a little bit as someone who can provide the “insight of Wall St”), Gary believes one of the key reasons the big institutions are hesitant to invest more in TSLA is key man risk.
We’ve all discussed this before. My personal belief is that Elon was essential in the early years to get production up and to establish the culture of the company.
He’s obviously still an important part of Tesla, but I am of the opinion that the company would do fine without him, because he’s instilled the necessary culture and frugality needed to succeed.
Having said that, we all want our TSLA investment to grow. I think it would be good for Elon to clearly and publicly appoint a successor, and to let that successor take the reigns a bit at Tesla to help institutions feel more comfortable with investing in TSLA.
Now would be a good time, as Elon could spend some time at Twitter, letting his #2 take the lead (at least publicly) for what is sure to be an “epic” quarter.
Thoughts?
As we know, TSLA has a disproportionately low percentage of institutional holders vs retail holders.
Ignoring your opinions on Gary (I’m actually warming up to him a little bit as someone who can provide the “insight of Wall St”), Gary believes one of the key reasons the big institutions are hesitant to invest more in TSLA is key man risk.
We’ve all discussed this before. My personal belief is that Elon was essential in the early years to get production up and to establish the culture of the company.
He’s obviously still an important part of Tesla, but I am of the opinion that the company would do fine without him, because he’s instilled the necessary culture and frugality needed to succeed.
Having said that, we all want our TSLA investment to grow. I think it would be good for Elon to clearly and publicly appoint a successor, and to let that successor take the reigns a bit at Tesla to help institutions feel more comfortable with investing in TSLA.
Now would be a good time, as Elon could spend some time at Twitter, letting his #2 take the lead (at least publicly) for what is sure to be an “epic” quarter.
Thoughts?
And isn't that comparable to or better than F, GM, Stelantis and Toyota? Honestly don't recall exact numbers.
On a different note, are we done with the FUD-packing over Twitter? Sounds like the deal is done.
Franz von Holzhausen brought the CyberTruck to the ArtCenter College of Design in Pasadena, CA. Tesla's CyberTruck is definitely the main attraction at this year's event. Though there were other notable EVs present.
Optimeer
Member
As of today, the EU is one step closer to ban new combustion cars by 2035:
amp.dw.com
In my opinion, this is important, as this communicates to the industry, to the banks, to the public and to governments that combustion cars will be replaced by electric cars and that any investment in a soon to be obsolete technology is at risk.
Further, as the green line in the graph below indicates, the existing emission targets are sharpened starting 2026 (source of image). Since the potential efficency gains for gas cars are limited, soon later it might be almost impossible to meet the emission targets with gas cars, which will be costly. It may still be possible to optimize/cheat the efficiency ratings with hybrinds, I don‘t know honestly. Nevertheless, I expect that many existing car models will disappear from the European market end of this decade.
The EU has a long term demand for about 14 million cars per year (Source). I guess that the demand for electric vehicles in the EU will be about 10 million cars in 2030.
There is also a similar legislation for vans. Further, being Swiss, I expect that Switzerland will largely adopt the EU legislation, possibly with a slighly more „economy friendly“ Swiss finish.
EU reaches deal to ban new combustion engine cars by 2035 – DW – 10/27/2022
A provisional deal reached by the European Parliament and European Council calls zero emissions from new cars and vans as of 2035.
amp.dw.com
In my opinion, this is important, as this communicates to the industry, to the banks, to the public and to governments that combustion cars will be replaced by electric cars and that any investment in a soon to be obsolete technology is at risk.
Further, as the green line in the graph below indicates, the existing emission targets are sharpened starting 2026 (source of image). Since the potential efficency gains for gas cars are limited, soon later it might be almost impossible to meet the emission targets with gas cars, which will be costly. It may still be possible to optimize/cheat the efficiency ratings with hybrinds, I don‘t know honestly. Nevertheless, I expect that many existing car models will disappear from the European market end of this decade.
The EU has a long term demand for about 14 million cars per year (Source). I guess that the demand for electric vehicles in the EU will be about 10 million cars in 2030.
There is also a similar legislation for vans. Further, being Swiss, I expect that Switzerland will largely adopt the EU legislation, possibly with a slighly more „economy friendly“ Swiss finish.
I have an MBA, with a BA in Accounting and I agree for the most part with @Xepa777 on this. However, it's been my experience that the biggest disconnect is not between the Accounting/Finance folks and Engineering, but between Marketing/Advertising and Engineering. In the mind of many engineers, if you build it, they will come. And in some cases that's true but after you build it, they have to know about it before they will come. Tesla has done a remarkable job with marketing and publicity as opposed to paid advertising, but not every company and especially startups can do that.
So let the engineers build it and let the business professionals choose the best way to make them come (err, buy the product).
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Todd Burch
14-Year Member
Depends greatly on what you order and where you live for logistics purposes. Model 3 goes out to Dec. Model Y goes out as far as April.
As we get closer and closer to launch, I get more anxious about wanting to see it in person. Unfortunately that’s a bit too much of a drive from Oregon. If they had a gig up here in Portland I’d be all over it.
FSDtester#1
Craves Electrolytes
Hey, let's go easy on Amazon... they are the only company to air the Buccaneers game tonight. Without them I wouldn't be able to see my Bucs lose again
FSDtester#1
Craves Electrolytes
There are these new things investors, I mean day traders can use. They are called
Stop losses. Check with your broker at E trade. Maybe they can hook you up with some more ways to bet. Have fun at the casino!
He sounds more like a "Trade from my laptop from Wendy's on RobinHood" kinda guy...JMHO of course
I have an MBA (one of several degrees) - and FWIW I think I agree with Xepa in that I believe they were saying that the generalization being made about the “entire field of business/finance” was demeaning. Every field will run the gamut, with both good and bad extremes of competence, etc. No need to paint entire fields with one brush (not all auto manufacturers are the same, right?
).
Xepa777
Banned
I understood the key-man risk before we became cash flow positive, but now we have so much cash we can do BUYBACKS. And our product roadmap is criticized for being "too futuristic" with FSD and bots, so there's plenty in the pipeline. Also...our CEO basically runs like 3 major companies, so it's not like 100% of his time is on Tesla right now. The key man risk argument should be dead honestly.
Honestly almost all the risks are de-risked to some extent.
FSD never happens? Tesla survives.
Elon Musk dies? Tesla survives.
Meteor hits Fremont? Tesla survives.
China goes full-hostile and takes over Tesla's factory? Was a big concern for awhile, but now pretty sure Tesla survives.
It would literally have to take either (a) nuclear war or (b) some accounting scandal of historic proportions to take Tesla down.
FSDtester#1
Craves Electrolytes
Or Reuters and their well timed, nonsense, go nowhere hit pieces
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