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And a great signal that Tesla financial discipline has been outsourced to, say, Boeing./sI know there are a bunch of different uses of capital possible but a modest share buyback would be a nice signal from Tesla that the shares are cheap.
Absolutely that’s often true.Funny how most people have no problem with opinions that they agree with.
Everyone finds value in different things.I have been bullish on Tesla since 2013 but I still appreciate a well thought out bearish opinion and there are plenty of bullish opinions that are complete b**l c**p.
Again, absolutely. I’d be content without all the opinions and facts only. People as a whole and in general simply aren’t capable of doing it.Pretty much everything on this forum is opinion. Every one has access to the same facts. It’s what they mean that is the bone of contention
Absolutely that’s often true.
Everyone finds value in different things.
Again, absolutely. I’d be content without all the opinions and facts only. People as a whole and in general simply aren’t capable of doing it.
Try it sometime. Just as a personal experiment. Try not having an opinion on anything for just one day. Bet you can’t do it. It’s very hard and requires a diligent conscious effort for quite a period of time before it becomes a habit. I’ve worked at it myself and I now often have people ask me for an opinion and when I say I don’t have one they give me the most incredulous look. They don’t understand how I can’t have an opinion on a topic. They literally don’t believe me because they’ve never experienced it for themselves.
Refreshingly honest article. Surprisingly I got to read it, not that I'm a big fan of WSJ; they must have 'opened the doors' (dropped the paywall) thinking they'd get new subscriptions!
Note this is behind a paywall, but if you look around -- and it is well worth it -- the full piece can be found on reddit and prob elsewhere.
This is the most accurate look at the current state of play for EVs generally and the the market for them and where it is headed including what Tesla’s pricing strategy is doing to the big picture. And just for fun it totally dismantles the recent Chicago Ice FUD and explains the real origins of FUD as well as the fact that FUD continues to coast along because of those origins, but that the cars themselves are fixing that. Quite a piece. WSJ editorial pages are pro ICE BS but not Dan Neil.
I know there are a bunch of different uses of capital possible but a modest share buyback would be a nice signal from Tesla that the shares are cheap.
I don't think they're giving the idea a moments consideration.Agreed 100%. TBH if five years ago people had said 'No buybacks until 25 billion in cash' nobody would have argued, but here we are at 26 bn and still not even a single billion buyback. Seems like a VERY good investment to me.
That's just your opinion.Absolutely that’s often true.
Everyone finds value in different things.
Again, absolutely. I’d be content without all the opinions and facts only. People as a whole and in general simply aren’t capable of doing it.
Try it sometime. Just as a personal experiment. Try not having an opinion on anything for just one day. Bet you can’t do it. It’s very hard and requires a diligent conscious effort for quite a period of time before it becomes a habit. I’ve worked at it myself and I now often have people ask me for an opinion and when I say I don’t have one they give me the most incredulous look. They don’t understand how I can’t have an opinion on a topic. They literally don’t believe me because they’ve never experienced it for themselves.
I disagree about everybody having access to the same facts. I agree on your second statement.. Every one has access to the same facts. It’s what they mean that is the bone of contention
Well, perhaps Vaibhav Taneja wants to start his solo reign as CFO with "something different"?And a great signal that Tesla financial discipline has been outsourced to, say, Boeing./s
It's not the WSJ that is honest. It's Dan Neil. He's long been the only guy you can believe who writes for the WSJ.Refreshingly honest article. Surprisingly I got to read it, not that I'm a big fan of WSJ; they must have 'opened the doors' (dropped the paywall) thinking they'd get new subscriptions!
I totally disagree.At today’s SP, it will cost Tesla $6 Billion to reduce share count by 1%. That’s a GigaFactory. Personally, I “ll take the GF.
At current FCF levels, Tesla’s SP would have to fall by a lot to make a buyback a worthwhile proposition.
Most proponents of a TSLA buyback are not trying to justify it by running the numbers. They are more hoping for a calming or psychological effect on markets. That says it all
Buybacks are a total loss for Tesla.
I don't think they're giving the idea a moments consideration.
What return on investment are they currently getting for $26billion?
Can you? Really?When it comes to investing, you can be factual and wrong. If facts were all that mattered, we’d all be billionaires.