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

[Unpilot]

If the pickup is half as bad a$$ as EM says it is I am a buyer for sure.
It will make a perfect platform to pull a 5th wheel trailer.

Electric RV dream machine.

 

[jhm]

Maybe. As a new manufacturer, Bollinger has its work cut out, but GM hasn't exactly been a mover or shaker when it comes to EVs. The first attempt to slow adoption was their hybrid (Volt), and the EV (Bolt) isn't exactly inspiring. Nissan (for all the faults of the Leaf) takes it seriously, GM just wants EVs to go away.

edit to add:

I get it, its a puff piece. But the target market for Hummers doesn't give a hoot about environmentally friendly, no icing on that cake. Brand name could help sales, sure, but they are exaggerating the synergy.

Bolt. Volt. Maybe they could call this one, the Hummer Ohm.

 

[Christine69420]

Bolt. Volt. Maybe they could call this one, the Hummer Ohm.

Jolt?

 

[elasalle]

Jolt?

Dolt?

 

[wipster]

My claim to fame is that I was an eyewitness to the white Bronco chase. The 405 was my backyard.

I watched it in a bar and saw him found not guilty at the Sun campus... whole place shut down and everybody was glued to the nearest TV.

 

[KarenRei]

So, um, Musk seems to be pretty popular in Russia...

Даша Пунько on Twitter

 

[KarenRei]

I was reluctant to click on VIEW to see the "sensitive material."

Lol It's not actually sensitive. It's a clip of Musk's video conference to the Russian business forum. He says something which makes the whole audience erupt in cheering, which makes Musk give one of his goofy smiles, which then makes the girl holding the camera and one of her friends swoon.

 

[Navin]

Lots of woman dig Elon

 

[HG Wells]

Well today we failed to get a tenth day of a rising share price.
Will have to start at day one on monday.

 

[anthonyj]

ARK dumped 93k shares today. She probably knows that the stock will overreact to a “bad” Q3

 

[KarenRei]

ARK dumped 93k shares today. She probably knows that the stock will overreact to a “bad” Q3

View attachment 467600

It would be a violation of Ark's policy to not sell off some TSLA shares after a meaningful runup. The company always stays around 10%, and they try to prevent any stock from meaningfully exceeding 10%.

People trying to read tea leaves into this are just projecting their own feelings.

 

[Sanny]

Lol It's not actually sensitive. It's a clip of Musk's video conference to the Russian business forum. He says something which makes the whole audience erupt in cheering, which makes Musk give one of his goofy smiles, which then makes the girl holding the camera and one of her friends swoon.

I think Hawthorne billboard owners are golden from now on..

 

[StealthP3D]

Re: One more thing at Pickup event.

1) I think the Pickup is going to be massive in size. It could be a "smaller", more normal looking pickup will be the one more thing.

The Tesla pickup is announced to have a starting price of under $50,000. No way could a "massive" Tesla pickup sell for under $50,000 (unless you think an F-150 is massive). If there is a "massive" Tesla pickup it can't be the one Musk has been talking about.

 

[Curt Renz]

ARK dumped 93k shares today. She probably knows that the stock will overreact to a “bad” Q3

View attachment 467600

After today's trading, Tesla is still ARK's top holding by a wide margin. Regular readers of this thread should already be well aware that ARK's policy is to not buy more shares of a stock that comprises more than 10% of a fund. And to possibly sell a small portion of such a holding after it has been running up, to pay for more shares of their high conviction stocks that have dipped. This is to maintain the diversity that fund investors demand. Yet we continue to see posts attempting to put a negative spin on this prudent process.

 

[dc_h]

The Tesla pickup is announced to have a starting price of under $50,000. No way could a "massive" Tesla pickup sell for under $50,000 (unless you think an F-150 is massive). If there is a "massive" Tesla pickup it can't be the one Musk has been talking about.

They can have a wide offering on one platform with a 50k truck with 2 seats and an 8 foot bed and a stretched 5 seat cab with an 8 to 12 foot bed. One pickup name could run from 50k to 120k with a single name.
Pickup Standard, Std Long Range, Extended cab standard range, extended cab, long range.

 

[KarenRei]

Who better than one of our own?

[MOD APPROVED] - Seeking out individual to speak "smartly" on $TSLA for "You've Got Options" The Podcast : teslainvestorsclub

Should we be offering nominations? I can think of a quite a few people (ReflexFunds, FactChecking, etc etc etc). Heck, I'd almost hesitate to start listing people for fear of unintentionally implying that I don't think any particular individual who isn't listed would be a good nomination.

 

[JusRelax]

It would be a violation of Ark's policy to not sell off some TSLA shares after a meaningful runup. The company always stays around 10%, and they try to prevent any stock from meaningfully exceeding 10%.

People trying to read tea leaves into this are just projecting their own feelings.

Does anyone happen to know whether or not ARK sold any shares before Q2 earnings? There was a similar runup to Q2 earnings as well, right?

 

[Thekiwi]

It would be a violation of Ark's policy to not sell off some TSLA shares after a meaningful runup. The company always stays around 10%, and they try to prevent any stock from meaningfully exceeding 10%.

People trying to read tea leaves into this are just projecting their own feelings.

In the long run ARK is accumulating TESLA in any strong price rise. it’s capped to 10% of its portfolio, but whenever it has to sell some Tesla due to the price making the portion bigger than 10%, it is reallocating that money to other positions and the overall fund increases in size, meaning their 10% tesla position is bigger than what it used to be.

simple hypothetical:

$100 million fund has $10 million in tesla (10% cap)
Tesla increases 50% in short amount of time: Tesla position increases from $10 million -> $15 million.
Fund now worth $105 million (ignoring other stock changes).
End result after rebalancing the fund: $10.5 million in tesla stock.

 

[Thumper]

Jack Rickard's first run in the 2013 MS was unusually low WHs/mile. I never got that kind of efficiency with my same-era MS unless I had a tailwind. Similar results with OEM Goodyears and Pirelli P7s.

 

[jhm]

So, um, Musk seems to be pretty popular in Russia...

Даша Пунько on Twitter

I hear a healthy man can make upto a $1000 month. Elon could totally disrupt the whole sperm donation industry. You know, if he was down on cash or something.