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

[FEERSUMENDJIN]

Don't you ever get bored of posting nothing but negative, downbeat hot-takes like this? Why don't you just sell your shares and find somewhere to discuss companies you actually like? Continuing like this, every day, day in and day out...is just very very strange, unless posting negativity here is weirdly a paid job. Probably not a well paid one.

Actually he is quite sunny here compared to his X account.

 

[Mengy]

Also shows you how effective FUD is until you get shown the difference and I bet even then some rather stick to their reinforced bias than see through the lies.

I went to a family reunion a few weeks ago and my one cousin brought her new Subaru Solterra. Along with my Model Y we were the only two EV's there.

At one point a group formed around us and we got lots of questions about our EV's. It quickly became very obvious that my MY was better than her Solterra. Faster charging for the MY, I've had no issues charging on road trips while she's had tons of issues with Electrify America, the MY gets like a third more range than hers does, she's had software issues where I haven't, her navigation is crappy while mine works wonderfully, etc.

What surprised me the most though was how shocked the Solterra owner was to hear how good my MY was. She had no idea whatsoever that Tesla's were that much better than the Solterra. I was dumbfounded that an EV owner had not done their homework before buying an EV, she simply traded her Forester in for a Subaru EV and never bothered to look into it any further. In fact she had only heard BAD things about Tesla's. Poor quality, too expensive, bad customer support, very dangerous due to Autopilot and FSD, etc.

FUD works, and even today many people do not know the realities of EV's, even other EV owners sadly enough.

 

[FastEddieB]

When someone seems skeptical about using a Tesla on a cross country trip, I’ll often sit them in the passenger seat of our M3LR and have them randomly give me a cross country destination. They’re almost always amazed at how few charging stops are predicted, and how short they are. If not near the car, I can just do the same via the Tesla app or website.

Real haters will have a list of other perceived EV drawbacks, but I think this often defuses what seems to be the main one.

 

[jkirkwood001]

I went to a family reunion a few weeks ago and my one cousin brought her new Subaru Solterra. Along with my Model Y we were the only two EV's there.

At one point a group formed around us and we got lots of questions about our EV's. It quickly became very obvious that my MY was better than her Solterra. Faster charging for the MY, I've had no issues charging on road trips while she's had tons of issues with Electrify America, the MY gets like a third more range than hers does, she's had software issues where I haven't, her navigation is crappy while mine works wonderfully, etc.

What surprised me the most though was how shocked the Solterra owner was to hear how good my MY was. She had no idea whatsoever that Tesla's were that much better than the Solterra. I was dumbfounded that an EV owner had not done their homework before buying an EV, she simply traded her Forester in for a Subaru EV and never bothered to look into it any further. In fact she had only heard BAD things about Tesla's. Poor quality, too expensive, bad customer support, very dangerous due to Autopilot and FSD, etc.

FUD works, and even today many people do not know the realities of EV's, even other EV owners sadly enough.

I was curious, because I liked Subaru's before my switch to EVs, so I looked up the Solterra. It's a variant of the Toyota bZ4X, so nothing to write home about.

But speaking of FUD and MSM, Subaru's website links to a moderately-positive review at Car & Driver. That same article shows the Solterra ranks 17th on their list of EV SUVs (link below). Curious again, I looked at the list to see where the most popular SUV in the world - no, the most popular car in the world - ranked in Car & Driver's list. Any guesses? Fifteenth. Ha!

According to C&D, "we ranked the best electric SUVs based on roughly 200 data points encompassing acceleration, handling, comfort, cargo space, fuel efficiency, value, and how enjoyable they are to drive. We take rankings seriously because we want you to know everything about the vehicles that you're interested in." Give me a break! This makes me 'angrier than a mosquito in a mannequin factory' (thanks for that one, Karun Chandhok of SKY F1 Live

On the MY, ranked lower than such standouts as the (advertising) Honda Prologue (oooh!) and (advertising) 2025 Mini Countryman Electric (aaah!) - both of which are more expensive, and crappier in just about all respects oh except if you've never used a cell phone:

"VERDICT​

The Model Y continues to impress with its driving range and affordability, but there are several electric SUVs we'd rather buy."​

​

They cannot write that with a straight face. They cannot.

https://www.caranddriver.com/rankings/best-electric-suvs

 

[EverettRuess]

I went to a family reunion a few weeks ago and my one cousin brought her new Subaru Solterra. Along with my Model Y we were the only two EV's there.

At one point a group formed around us and we got lots of questions about our EV's. It quickly became very obvious that my MY was better than her Solterra. Faster charging for the MY, I've had no issues charging on road trips while she's had tons of issues with Electrify America, the MY gets like a third more range than hers does, she's had software issues where I haven't, her navigation is crappy while mine works wonderfully, etc.

What surprised me the most though was how shocked the Solterra owner was to hear how good my MY was. She had no idea whatsoever that Tesla's were that much better than the Solterra. I was dumbfounded that an EV owner had not done their homework before buying an EV, she simply traded her Forester in for a Subaru EV and never bothered to look into it any further. In fact she had only heard BAD things about Tesla's. Poor quality, too expensive, bad customer support, very dangerous due to Autopilot and FSD, etc.

FUD works, and even today many people do not know the realities of EV's, even other EV owners sadly enough.

I remember going from one Subaru to the next. I trusted the brand. Price was right so no need to look elsewhere. I didn't know much about cars. When I moved in my choice I went to a Toyota. Same reasoning. In neither case did I know who was the CEO. The brand is the most important thing for people who don't do much research. I believe most people don't do the research. Destroy the brand and your sales will suffer no matter the product.

 

[scaesare]

Not related to TSLA and political. Please remove

I disagreed: There has been discussions of overtures to overturn the recent board vote in favor of the bonus package, where the stock price was definitely affected. A person of note commenting on that whole situation is definitely germane.

 

[scaesare]

A preview to come for what happens to unattended robotaxis, perhaps.

I am generally in favor of folks with dissenting views participating in discussions/forums, as long as they are in good faith. Evidence thereof: considering alternative opinions, acknowledging facts opposing arguments, posting a mea culpa when you've posted provably incorrect 'facts' (perhaps a news story that was wrong, etc...). This all inidicates that the person is seeking "truth", just coming from an opposite starting point. Fine.

As such, I have no folks on my block list.

I've seen none of that with @DarkandStormy. Just the opposite in fact. Posts with demonstrably incorrect misinformation have been corrected by myself and others, with nary a peep. No, "Whoops, my bad!"

As such, and given the length of time this has been evident, I'm going to propose the mods consider banning this individual, at least from this forum. This isn't censorship. This is a person with a clear agenda to disrupt the purpose of this forum.

If this is inappropriate, mods please delete, and accept my apologies.

 

[Mengy]

I remember going from one Subaru to the next. I trusted the brand. Price was right so no need to look elsewhere. I didn't know much about cars. When I moved in my choice I went to a Toyota. Same reasoning. In neither case did I know who was the CEO. The brand is the most important thing for people who don't do much research. I believe most people don't do the research. Destroy the brand and your sales will suffer no matter the product.

Oh I love Subarus too, I've owned five of them. In fact my wife still owns a Crosstrek and we both love it, but blah its a gas car and I'll never own a gas car again. The MY has spoiled me too much. Even my wife admits her next car will likely be an EV and she was a skeptic when I bought the MY.

On topic, today is looking rather green so far!

 

[elasalle]

What Reaction score does one get if he gets a disagree, funny or a reply ? If any is it worth doing any of these to known care bears and trolls?
Best option might be ignore.

 

[Snerruc]

I am generally in favor of folks with dissenting views participating in discussions/forums, as long as they are in good faith. Evidence thereof: considering alternative opinions, acknowledging facts opposing arguments, posting a mea culpa when you've posted provably incorrect 'facts' (perhaps a news story that was wrong, etc...). This all inidicates that the person is seeking "truth", just coming from an opposite starting point. Fine.

As such, I have no folks on my block list.

I've seen no of that with @DarkandStormy. Just the opposite in fact. Posts with demonstrably incorrect misinformation has been corrected by myself and others, with nary a peep. No, "Whoops, my bad!"

As such, and given the length of time this has been evident, I'm going to propose the mods consider banning this individual, at least from this forum. This isn't censorship. This is a person with a clear agenda to disrupt the purpose of this forum.

If this is inappropriate, mods please delete, and accept my apologies.

Are we sure Dark and Stormy isn’t a bot? I never block people as I was taught decades ago to look for new information in even outrageous misinformation. I used to read Russia Today tO see what they thought were important affairs. You often can learn a great deal about what is important to the other side by examining their FUD.

 

[Linkmeup]

I'm sorry man, but this is simply not true.
It's in fact this global system that has brought climate change upon us: it's ~50 years that we know the effect of CO2 emissions on the planet and the whole oil+energy+car industry has spent his tens of billions in lobbying and advocacy and media propaganda to maintain the status quo.
For a century we/they put CO2 in the atmosphere in teratonnes without paying a dime in externalities.
Only because a handful of capitalist companies are trying to solve the matter - and it's *not* solved, look at India right now - it doesn't mean the whole system is OK and good. In fact, those company are going against that system, at least regarding climate change.
We aren't a sustainable civilization and won't really be for decades: we aren't on Mars yet. I'll give you that we improved mortality incredibly.

I'm not even saying that socialism would've done better - but when people critique capitalism they have "a couple" of solid points.

Not yet , be positive

 

[scaesare]

Are we sure Dark and Stormy isn’t a bot?

Well if he is a bot, then that should be reason for banning, IMO,

If he isn't, then he appears to have an agenda that seems at odds with the purposes of an "investors forum".

I never block people as I was taught decades ago to look for new information in even outrageous misinformation. I used to read Russia Today tO see what they thought were important affairs. You often can learn a great deal about what is important to the other side by examining their FUD.

I tend to agree, hence my 0-person block list. And I've never suggested a banning before. Attempting to counter the (often incorrect) info posted for the benefit of new folks joining is becoming a chore. But maybe I'm out of line...

 

[sunwarriors]

Oh I love Subarus too, I've owned five of them. In fact my wife still owns a Crosstrek and we both love it, but blah its a gas car and I'll never own a gas car again. The MY has spoiled me too much. Even my wife admits her next car will likely be an EV and she was a skeptic when I bought the MY.

On topic, today is looking rather green so far!

As you mentioned, your family member just bought the same brand without doing much/any research. Folks here are not the 99% of other people who just buys a car and uses it from point a -> b and never thinks about it again. Most people never open/read the new car manual at all. My partner certainly NEVER will/does. They don't care about all the things we argue about. Your family member owned a Subaru prior, she got another because her previous one was ok/good enough. If she needed to depend on public charging, then she probably shouldn't have gotten the Subaru, but majority still charges at home. I practically never charge in public ever and wouldn't advise an EV to someone who was forced to depend on public charging.

As for FUD, pretty much only negative news is reported in the press. Almost always. Remember the Chevy Bolt fires? Social media / news also hypes up any negative stories so that's not a surprise for anything. I really think the forum posters here puts WAY too much concern on how much any negative comments here will affect the stock. Zilch IMO. Random investors aren't reading these boards to invest (or care to waste their time) and folks with $$ are probably (as seen from others here) already invested, well off enough and can think for themselves. You also have massive bulls all over the press like ARKK, Ives, etc....

Tesla is far too widely held for a few measly bear posts to scare anyone. The days of 40% short on the float from 2018 when Tesla almost went under are long gone.

 

[AndrewZ]

Is it similar to the environment where one has their head up their butt?

That’s an asstronaut, similar but different

 

[advocate8]

Polestar 2's are imported from China. The expansion of the South Carolina Volvo factory that will build Polestar 3's is nearing completion. But these will have higher price tags, and we'll see how long it takes to get production up to speed.

The 3 as a vehicle looks fine, but that price point in the market is pretty flooded. They didn't really get sales volume / manufacturing capacity up and costs down in time and may have just missed the last rung of the ladder. Being in that position with the current market cycle? It wouldnt be surprising if they did become a casualty. Tesla's early mover advantage shows in this case.

 

[EverettRuess]

Oh I love Subarus too, I've owned five of them. In fact my wife still owns a Crosstrek and we both love it, but blah its a gas car and I'll never own a gas car again. The MY has spoiled me too much. Even my wife admits her next car will likely be an EV and she was a skeptic when I bought the MY.

On topic, today is looking rather green so far!

My Toyota Tundra with 180,000 miles may outlast me. If it doesn't I will buy another. My Y does all the local miles if I don't camp. It saves 15.000 miles a year not having to drive a gas car. I have posted this before. The charging possibilities in the intermountain west leaves a lot to be desired.

 

[Chunky Jr.]

What Reaction score does one get if he gets a disagree, funny or a reply ? If any is it worth doing any of these to known care bears and trolls?
Best option might be ignore.

Disagree used to be -1, but now I think it is +1. I’m pretty sure Helpful and Informative are +2. Everything else is +1

 

[M|S|M MYP]

Disagree used to be -1, but now I think it is +1. I’m pretty sure Helpful and Informative are +2. Everything else is +1

Kinda like not winning a game in a season and still getting a "participation" medal.

 

[elasalle]

Disagree used to be -1, but now I think it is +1. I’m pretty sure Helpful and Informative are +2. Everything else is +1

so ignore is the only option that get's care bears and trolls a ZERO. Might be best option then. cheers!!

 

[jeewee3000]

Went to pick up a Model Y for a family member last saturday, in a delivery location in Belgium, Flanders.

I climbed some stairs for authorised personnel only to grab the panoramic shot below (real pic had more on top and below, but the file proved too big for TMC. I just cut out the non-car-parts of the picture so you have the highest res of the cars).

Some notes: all were model 3/Y, no S/X on site. The four rows counting from the left (so to the left of the black divider wall with the person in the white shirt next to it) were all being picked up on saturday. The cars to the right of the divider (so top right of the image) were destined for sunday pickup. It was very busy and the sales rep (there were only like 4 people on this entire site) said it was end of quarter push as usual.
These cars provide 10k kilometers free supercharging if picked up before end of the month.

price points for the RWD model Y's (for those that want to calculate): white/black: 39.990 EUR; other colours: 48.500 EUR. Other trims or model 3, no idea.

So yeah, very busy BUT still doing "the wave" and only huge activity with big incentives.

EDIT: forgot to mention that outside there were also about 50 new vehicles to be delivered on later date. The warehouse was full.

EDIT2: anecdote - the customer ahead of me received ill news: his car was not here due to some mixup; it was at the port of Zeebrugge (90 mins away). He was offered the choice of driving to Zeebrugge that same day himself, or scheduling a new date for pickup. Yikes.