Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
On now (was delayed because of the Venezuela related press conference with Mnuchin, Kudlow, etc.). Reporter says no reason was given by the PIF for the hedge. Elon apparently emailed reporter to state that he has not been in touch with PIF for a long time and for all he knew they had sold their shares. Seems like a non-event story where headlines were much more important than the actual story (as we saw with the initial reaction of the stock when the news came out). The good news with these click-bait FUD stories (at least lately) is it seems like there is a quick move down with a relatively quick rebound. Sets up some nice buying opportunities.
Yeah, but just don't forget that Sergey Brin from Google is born in Moscow Russia
Um, so Tesla's Autopilot page advertises the new chip. That seems pretty significant and could means it is shipping with new orders. Otherwise, why advertise?
Autopilot
Autopilot
Fact Checking
Well-Known Member
Yeah, so it would be nice if Tesla could buy a solution on the market that would combine a Starlink terminal with containerized uninterruptible power supplies with lots of battery backup, with solar panels for recharging, so that such self-contained, Starlink backbone macro-cells could be spread out in remote and inaccessible places, creating coverage between Superchargers?
If only there was such a company manufacturing such things.
Since they are tracking the date there is a tab with a graph that shows number of stalls over time... But like a lot of things it is subject to crowd-sourced data issues.
candersoh
7957farm.com and knotweedfarms.me
Saw this moments ago from @hedgemind
$TSLA Early 13F filing data shows institutions are big sellers of $TSLA in Q4. 97 of 680+ existing holders reported a 84% reduction of shares. Though still too early to draw conclusion, the trend may not be positive to TSLA. ~17% of institutions reported Q4 holdings as of today
$TSLA Early 13F filing data shows institutions are big sellers of $TSLA in Q4. 97 of 680+ existing holders reported a 84% reduction of shares. Though still too early to draw conclusion, the trend may not be positive to TSLA. ~17% of institutions reported Q4 holdings as of today
Silent Ludicrosy
Supporting Member
There’s another big promo opportunity four days later...
MartinAustin
Active Member
Are you sure they're advertising the new chip? I don't see much indication of that. How did the page change, versus say, a month ago?
That said... I feel like we're getting really close to major product announcements though. The product website is typically updated same day as earnings report... so expect something on Wednesday!
Last edited:
Zhelko Dimic
Careful bull
Couple days old, but I didn't see it posted. Randy Carlson, the only great writer about Tesla on Seeking Alpha, mostly concerned with Engineering (Is Tesla special? - spoiler, yes, it is ):
https://seekingalpha.com/article/4234960-tesla-special?isDirectRoadblock=false
):https://seekingalpha.com/article/4234960-tesla-special?isDirectRoadblock=false
NicoV
Supporting Member
Where do you see that? I only see a statement of 40x improvement, but that wording has been there for over a year according to the wayback machine.
40x has been there last year as well, it should have been talking about AP2 vs. AP1
If it’s HW3, we should see 5x - 20x, comparing to 2018.
Or 200x - 800x comparing to pre-2016.
mershaw2001
I'm short the short sellers
I keep tabs on the 13f filings as well via TSLA 13F Hedge Fund and Asset Management Owners. Hedgemind is claiming there is -3,007,113 in net sales of shares. For the record, one seller was significant and that was bank of montreal dumping 2,999,843. I reviewed all the other filings available and there was no other significant movement filed yet. We have yet to get filings from other large shareholders.
So I conclude that besides the movement of bank of montreal, all 13F filings that report the recent selling and buying has amounted to a net sale of a mere 7270 shares (3,007,113-2999843=7270).
myt-e-s-l-a
Member
Nothing has changed for months. Look at this archived page from Jan 4th, 2017:
http://web.archive.org/web/20170104193524/https://www.tesla.com/autopilot
EVNow
Well-Known Member
EVNow
Well-Known Member
You wrote those calls, right ? Karen may have thought you sold to close the position.
MartinAustin
Active Member
Exactly. Kinda takes the air out of the balloon for FUDsters like CNBC who want to talk about the Saudis dramatically selling TSLA. You won't hear them say "the investment community obviously didn't give a hoot about this Saudi news, as the stock finished the day essentially unchanged."
Sudre
Active Member
- May 30, 2012
- 1,039
- 6,628
Somewhere around the 2:56min mark he says it's a small area that is "already mapped". To me this is not self-driving. Elon has mentioned that Tesla could have done this already. I don't think it's super difficult for a self-driving company to take a small area and tweek their software to drive JUST those few roads. At that point I had no interest in the rest of the clip. It sounds to me like it is specifically programed to make the circle. Waymo has been doing that for years.
anthonyj
Stonks
Chances of another SEC investigation for insider trading? I’m not saying that Tesla would be guilty, but such perfect timing would warrant some scrutiny?
Similar threads
- Locked
- Poll
- Locked
