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

[MC3OZ]

MartinAustin uses Lamborghini as an example above, I’d recommend finding and listening to what Munro & Associates say about the quality of materials and methods observed when tearing down a Lamborghini.

I agree, but there is no reason (I can think of) why Tesla could not slowly move Model S/X in that direction and close some of that gap.

 

[Ogre]

Just posted this over in the Investor Day thread if anyone cares to answer there:

Have a post… somewhere talking about that a bit.

In order to hit their 50% growth goal, they need to be cutting ground on at least 2 factories this year and ideally 3. If they just add 1 new factory in 2023-2024, they will have a hell of a time getting where they need to be in 2027. They need to produce over 9m vehicles a year by then.

 

[2daMoon]

First shot I’ve seen of the beta truck from the front. That Big A__ Wiper looking ready to swat away doubters.

View attachment 905212

We call that the Texla Bug-flicker.

 

[2daMoon]

The Cybertruck Ram 1500 REV will start an EV revolution.

Ram claims it's starting a 'revolution' with 1500 REV all-electric pickup truck

Ram officially announced the Ram 1500 REV, its first all-electric pickup truck, today, and the company claims that it is...

electrek.co

Since when does the last guy to drag themselves into the game kicking and screaming become the revolutionary?

 

[2daMoon]

Have a post… somewhere talking about that a bit.

In order to hit their 50% growth goal, they need to be cutting ground on at least 2 factories this year and ideally 3. If they just add 1 new factory in 2023-2024, they will have a hell of a time getting where they need to be in 2027. They need to produce over 9m vehicles a year by then.

Haven't you been following the pattern?

1 Giga - China, then

2 Gigas - Texas, Germany

Now it is time for 4 Gigas to be built, right?

Right?

 

[MC3OZ]

Sorry I think there was a misunderstanding in my post.

I didn't mean we needed someone to buy all of Elon's shares. I meant a $4 billion share dump is hard to recover from because there aren't enough hedge funds, pension funds, sovereign funds and retail investors out there to buy the shares (not enough liquid cash).

To get to $2000 a share the company will be worth $6 trillion. To be worth that much money you need people to actually put in that much money. Where exactly does this 6 trillion come from if we can't even find enough people with 4 billion right now?

And no we haven't actually recovered from Elons selling under $200 yet. The Nasdaq is 5% Higher than December 1 and TSLA is 3% higher than December 1. I'm just saying be realistic, TSLA will not be worth 6 trillion in 2-3 years. That is a fairy tale.



4 trillion in 7 years while selling 20 mil cars + FSD. Maybe, if FSD is truly working then definetly. It's a hell of a lot more believable than 6 trillion in 2 while selling 2.6 million cars lol.

To set a price only a small percentage of shares have to trade.

The current price is simply how those trading recently valued the company.

Typically earnings times some multiple sets the price. To predict the price, just predict earnings and the multiple.

I would assume a 20X multiple, with earnings growing at a compound rate of 50%, no strong opinion on when earnings stop compounding at 50%.

 

[Ogre]

Haven't you been following the pattern?

1 Giga - China, then

2 Gigas - Texas, Germany

Now it is time for 4 Gigas to be built, right?

Right?

I was thinking it was a Fibonacci sequence.

 

[SmokyPeat]

Did something happen around 7:00pm ET? Taking a bit of a sharp little dip AH.

 

[Nocturnal]

Did something happen around 7:00pm ET? Taking a bit of a sharp little dip AH.

Could be the article on CNN about Starlink and Ukraine, but I found the article to be oddly fair.

 

[Blue horseshoe]

Since when does the last guy to drag themselves into the game kicking and screaming become the revolutionary?

History is written by the Victor.


Spoiler: they ain't gonna win, but way to dream big

 

[Singuy]

Did something happen around 7:00pm ET? Taking a bit of a sharp little dip AH.

Must be that Tesla China raised their price by 2k Yuan

https://twitter.com/x/status/1623855503049891840

 

[MikeC]

Did something happen around 7:00pm ET? Taking a bit of a sharp little dip AH.

I think it might have been this AJ note that dropped:

https://twitter.com/x/status/1623824408757342208

 

[Stretch2727]

Adam Jonas....always really good at stating the obvious.

"Says he doesn’t like $TSLA as much at $207 as he did at $105".

 

[Featsbeyond50]

The Cybertruck Ram 1500 REV will start an EV revolution.

Ram claims it's starting a 'revolution' with 1500 REV all-electric pickup truck

Ram officially announced the Ram 1500 REV, its first all-electric pickup truck, today, and the company claims that it is...

electrek.co

Gotta admit, I like it.

 

[wipster]

Did something happen around 7:00pm ET? Taking a bit of a sharp little dip AH.

Kinda weird, wouldn't be too concerned, probably just some profit takers. When there's no volume even small trades can greatly influence the SP.

 

[M|S|M MYP]

Adam Jonas....always really good at stating the obvious.

"Says he doesn’t like $TSLA as much at $207 as he did at $105".

So he's saying he still 'likes' $TSLA but less now. He'll be saying the same, "He doesn't like $TSLA at $307 as he did at $207" in about..um....2 weeks maybe? 3 weeks definitely

 

[Artful Dodger]

Adam Jonas....always really good at stating the obvious.

"Says he doesn’t like $TSLA as much at $207 as he did at $105".

Lol, yeah, but what AJ won't write at 7:00 pm on a Thursday nite is that he has at work late because MorganStanley wrote a couple 10-thousand of those $200 Call contracts that mature tomorrow.

Serves 'em right.

 

[Ogre]

I like Tesla at $207… I’d like it even more at $407.

At $507, you might have to clean off furniture.

If this guy was any good at investing, he wouldn’t be working at a borkerage house anyhow.

 

[Bet TSLA]

Tesla has a position in "luxury cars" only because its vehicles are expensive. They've never been "luxury" in any other way. If Tesla can reduce their cost through improved manufacturing, then they will lower the price and with any luck be out of the "luxury" market entirely. That's how they abandon their position in the best possible way.

Well, I've seen a bunch of disagrees but no explanations. Every post with content that I've seen pretty much agrees with me, that Teslas are considered by some to be "luxury" due only to their price.

Would somebody who disagrees care to point out something about Tesla vehicles that is a "luxury" feature? This would be something essentially non-functional, but present to boost owner status and convey the impression that the car is really expensive. Personally, I've never seen such a feature on any Tesla I've owned. Certainly some of the software is gratuitous, but people find all sorts of different things entertaining.

Everything about Tesla, in my opinion, is spare, understated, and exceedingly functional. Pretty much the opposite of "luxury".

 

[SmokyPeat]

Kinda weird, wouldn't be too concerned, probably just some profit takers. When there's no volume even small trades can greatly influence the SP.

Yeah, I was more curious than concerned. Maybe a whale was taking some profits. I wouldn't be surprised if we see another 3-5% up day again tomorrow.