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

[HG Wells]

Hardly surprising, I'm pretty convinced that even native Icelanders struggle with their mother-tongue on occasion.

I mean, look at this word - would EVERYONE know the meaning just like that?

Vaðlaheiðarvegavinnuverkfærageymsluskúrslyklakippuhringurinn

Edit - the longest "proper" English word is: Antidisestablishmentarianism

Imagine being in middle school in Ice Land with 50 new words a week to memorize the spelling.

 

[UrsS]

Zerknalltreibling ( = ICE)

When some Germans did not want to use foreign words - about 80 years ago, or so.

 

[Nocturnal]

It feels good when even CNBC has bullish headlines. (intentionally broken link because CNBC)

https://ww.cnbc.com/2019/11/12/tesl...art-points-to-another-double-digit-rally.html

Tesla has run 40% in a month, and chart points to another double-digit rally ahead

 

[[email protected]]

Please please please tell him to have someone follow closely this forum/thread. This is the best place on Internet where collective intelligence happens about all things Tesla. I'm sure they as a company would benefit follow some advice from this community.

So we are a think tank now, hm?

 

[Zhelko Dimic]

Since I started following Tesla in mid-2012 the short position has almost always been in the low 20 percent area or higher.

The massive move from ~$40 to ~$180 over 4 months in 2013? Low point of short position was about 18%.



As has been said here for years, I'd be surprised if the short position (and the interconnected misinformation campaign) doesn't really substantially fade until about 2022 at the earliest.

If a +300% move in the stock over 4 months in 2013 didn't change anything much, why would a +24% move over a few days have a meaningful impact?

Of course, there are some with short positions who probably sweated both moves. I think most likely, they are just innocent bystanders making up a small portion of the at least 7 year long massive outlier sized Tesla short position (perhaps historically unprecedented).

The bulk of that massive short position... as said here for years, sure looks like a pocket change investment in trying to extend the life of the fossil fuel economy by slowing down the transition to sustainable energy.

I will be delighted if I'm mistaken about this, but, I do not see either the massive short position or the massive misinformation campaign cut down to size for years.

On a practical level, I think it helps to be prepared mentally for this, so as to reduce frustration over the next round of misinformation and irrational price dipping.

Significant amount of short interest is probably a direct hedge by MM for all open and sold puts, and will not really disappear, until TSLAQ really gives up, and stop buying puts at this ratio.

 

[Lycanthrope]

Imagine being in middle school in Ice Land with 50 new words a week to memorize the spelling.

The Spelling Bees must be prime-time TV though!

 

[JusRelax]

Has anyone posted that it seems like GF3 mass production has officially started?

Chao Zhou on Twitter

 

[mblakele]

Commonly believed to be a real thing here, although in reality apocryphal. Although I've many times been tempted to build such a roadwork toolshed on Vaðlaheiði just to make it legitimate

And there's no wiktionary page for it. Maybe you'd like to create it?

https://en.wiktionary.org/wiki/Vaðlaheiðarvegavinnuverkfærageymsluskúrslyklakippuhringurinn

TSLA: roughly following macros? Could move if anything interesting happens at the Economic Club of New York....

 

[Prunesquallor]

So we are a think tank now, hm?

Two words: Consulting. Fees.

 

[Fact Checking]

Rumor is Elon is accepting a prize for the model 3 tonight.
If its after 10pm (4 pm EST) he might let a few hints out.

Another rumor is an announcement by Elon together with German chancellor Angela Merkel.

So that part might slip to tomorrow, as it's getting late in Berlin.

 

[ReflexFunds]

Rumor is Elon is accepting a prize for the model 3 tonight.
If its after 10pm (4 pm EST) he might let a few hints out.

Imagine the TSLAQ outrage when Elon's wins this Model 3 prize and also announces the German GF4.

"Elon chose Germany to throw away more cash in return for Merkel fixing this award for Model 3. It's a clear sign of a desperate and fraudulent attempt to boost Model 3 demand and imminent bankruptcy"

 

[AudubonB]

MOD:
Cease the language babble, at least during trading days.

 

[woodisgood]

I like these small positive “breather” days in between big jumps.

 

[S3XY]

Elon was spotted at the Kempinski Hotel in Berlin. I am living in Berlin currently. Would you call me crazy if I would sit in a cafe near the hotel and wait for him to come back?

No, I'd call you a stalker.

 

[EVNow]

OT :

Hardly surprising, I'm pretty convinced that even native Icelanders struggle with their mother-tongue on occasion.

I mean, look at this word - would EVERYONE know the meaning just like that?

Vaðlaheiðarvegavinnuverkfærageymsluskúrslyklakippuhringurinn

Edit - the longest "proper" English word is: Antidisestablishmentarianism

No idea.

The way it works in Sanskrit and other Indian languages is that the compound word can be easily broken down and understood by native speakers because the rules for combining and breaking down are part of the language they have learnt. I guess its similar in a related language like German. English is a bit different because of large number of loaned Latin words.

Ofcourse it also means academia can make up complicated words by combining various native words which only they understand. Like that "Antidisestablishmentarianism".

 

[Nocturnal]

I like these small positive “breather” days in between big jumps.

It's a nice refractory period for sure. That said, I have a $360 call for Friday I really want to close with some value.

 

[Johann Koeber]

Maybe I'm being naive and I certainly don't know the ins and outs of the relationship of the German gov't with the German auto companies, but it's difficult to imagine Germany being quite as inviting as China.

There has to be something in it for the German automakers.

In Germany it is not only the automakers. They have outsourced almost everything to their suppliers. So we have a huge industry around the autos. Some of them are delivering to Tesla (for example Bosch), some used to (e.g. Recaro). Germany needs to also protect these suppliers.

 

[JusRelax]

Lex Fridman just put out another AI interview of Elon Musk:

 

[PaulRocket]

Update:

Sitting in the lobby. Jerome and others are having dinner. I had to take a phone call, during that time another TMC member I am sitting with spotted Elon briefly.

 

[EVNow]

View attachment 476119
Significant amount of short interest is probably a direct hedge by MM for all open and sold puts, and will not really disappear, until TSLAQ really gives up, and stop buying puts at this ratio.
View attachment 476114 View attachment 476119

More interesting would be put by call ratio weighted by delta.