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

Lycanthrope

S3XY old dude
Supporting Member
Nov 15, 2013
9,840
76,395
At home
Who else increased leverage on Friday? ;)

61b71527173ebacac0dbc8cdb6e4360a.gif


Only wish I'd done so more aggressively ;) But I had to account for the chance of a more protracted / deeper slide.

As I said last week, should of sold my 1/21 options and re-bought extra. My bad, lesson learned.
 

lklundin

Active Member
Oct 10, 2014
2,973
20,335
Bavaria
Below are the slides from a CATL presentation on EV Li-ion batteries at the IAEC conference earlier this month.

While bullish on ongoing the BEV-disruption it does not mention Tesla, but it does point to Panasonic coming in second after CATL in terms of manufacturing volume, per 2019H1 (slide 5). The bar plot does not include units, but they could be GWh.

Anyway, I think this is an interesting view of Tesla's competition in a key area.

https://www.iaec.ist/assets/sunum20...atus and Recent Developments - Robert Lai.pdf
 

SpaceCash

Intergalactic Planetary, Planetary Intergalactic
Jul 5, 2017
1,672
12,447
Earth
There is nothing cringier on this board than when people say "man I wish the price was lower because I'm a gambling addict and overthink the timing of my buys and sells".
I honestly think these types of posts should be deleted on sight with extreme prejudice.

Up 3% already today, let's see 8!
 

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