N5329K
Active Member
There's a lot of money to be made in the churn. Sowing doubt (and perhaps adding to your own position) makes perfect economic sense, doesn't it?
Robin
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Robin
Swampgator
Active Member
Swampgator
Active Member
This bodes well for a total Q2 number above 90K
Fact Checking
Well-Known Member
Just in case anyone wasn't aware of it, Jeffrey Sonnenfeld has been a reliable promoter of TSLAQ false narratives in the past, with numerous ties to Tesla short Jim Chanos and other TSLAQ figures:
Jeffrey Sonnenfeld has been helpfully supplying near-malicious anti-Tesla soundbites in support of Jim Chanos's short positions for a long time, with impeccable market timing.
If Sonnenfeld is in any way connected to Yale's ~$30b investment fund:
Yale Investments Office
"Totaling $29.4 billion on June 30, 2018, the Endowment contains thousands of funds with a variety of purposes and restrictions. Approximately three-quarters constitute true endowment - gifts restricted by donors to provide long-term funding for designated purposes. The remaining one-quarter represents quasi-endowment, monies that the Yale Corporation chooses to invest and treat as endowment."
And if those Yale investments investments include auto and oil stocks, which are disrupted by Tesla, then the attacks of Sonnenfeld against Tesla might IMHO be a possible ethics violation, conflict of interest and maybe market manipulation."Totaling $29.4 billion on June 30, 2018, the Endowment contains thousands of funds with a variety of purposes and restrictions. Approximately three-quarters constitute true endowment - gifts restricted by donors to provide long-term funding for designated purposes. The remaining one-quarter represents quasi-endowment, monies that the Yale Corporation chooses to invest and treat as endowment."
Is there any public information about Yale's investments, and how they are affected by Tesla?
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To really be a Tesla killer, a car needs to be competitive to Model 3 (and soon Y) in terms of:
- price
- performance
- range
- charging speed and infrastructure
- style
- features (auto pilot, OTA upgrades, etc)
I have dry powder at this point. Debating on holding off on buying the shares until Friday in case there's a bear attack. If the number surprise though I would miss out on the 220-230 range.....decisions.....decisions
ZachShahan
Active Member
Some Sonnenfeld insight on CNBC:
- Thought Shultz had a great shot in his presidential run.
- Tesla has outmaneuvered the SEC by appointing Oracle’s Larry Ellison to its board, says Sonnenfeld.
- June 12: "he's certainly putting out a rosy picture on demand, which doesn't seem to match the facts..." ... management turnover blah blah blah
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DFibRL8R
Active Member
Tesla Model 3, S & X Sales In U.S. In June 2019
The inside EV's article states:
- Quarterly, this makes for an estimated total of 53,300 S/X/3 in the U.S.
edit: I see this is US sales only so Canada, Europe and Asia sales would be on top of that number.
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44550 is the official insideev delivery number for US Model 3. 20k or so for EU. Need another 10k from China.
I think it was a valuable exercise though.
Few years down the road the media will say they were always balanced and objective and anything else that anybody else claims is simply false.
Would be hard to prove otherwise then with half the articles already deleted.
But you had it was measured and the record remains. Might be an interesting info to review by future generations - how the well being of all was played by a few.
Antares Nebula
Active Member
I'm facing the same dilemma (probably others too). You can either go ahead buy the shares, and then buy some puts. Or you can buy some calls, which is what I did. I'm fine with it moving either way. Not advice, JM2C.
and troy guessed 52,331
Troy Teslike on Twitter
which leaves me wondering if he's close on rest of it, seems decent
('If ifs were fifths we'd all be drunk')
Fact Checking
Well-Known Member
ZachShahan
Active Member
Sorry if I missed something, and I do appreciate what they do, but isn't InsideEVs always just guessing on Tesla?
I've never seen any indication they have data no one else has, yet people seem to assume they do. Maybe I missed an update?
Pezpunk
Active Member
So compared to a year ago, Model X sales are actually up slightly, while Model S sales are down by about 40%.
it appears the Model 3 is cannibalizing the Model S far more than the Model X ... I suppose that makes sense. The X has much more to differentiate itself -- the gull wing doors, the SUV trappings, and the third row of seats. The Model S will need more than a suspension upgrade and minor range bump in order to stay viable as a a significant step up from the 3. Can't wait to see what they have in store.
StealthP3D
Well-Known Member
They don't want to release a "good idea" of what the numbers are, they want to release the actual numbers. With International deliveries having ramped up significantly, they want to release numbers they won't have to revise at a later date. With the final number relying on so many local offices around the world, and no visibility into what kind of issues might happen at one or more of them, I would suggest not even trying to read those tea leaves.
They're estimating. But they have a good track record.
j6Lpi429@3j
Closed
agreed, and its both hilarious and sad (and also staggering) that we all here know this, and yet CEOs at places like BMW cant understand it.
They understand it alright...they have a hell of a dilemma though.
A commonly discussed strategy is to split the difference. Half now, half later.
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