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

Words of HABIT

Active Member
Jan 19, 2013
1,061
13,329
Canada
What would happen if tomorrow there was no Apple, Toyota or Tesla?

APPL Market Cap $1,200 B. We'd all still by using a physical keyboard to text from our smartphones. Blackberry would be known as more than just a fruit.

TM, Market Cap $200 B. We'd buy Honda or any other number of ICE brands for our vehicle needs.

TSLA, Market Cap $65 B. The Worlds' transportation industry, and energy storage industry, and renewable energy industry would take an enormous step backwards. The price of car shredders would skyrocket as unviable EVs (excluding Tesla) would be sold for scrap. The World would be a less better place and the future not nearly as green or bright.
 

Curt Renz

Well-Known Member
Mar 5, 2013
6,909
94,081
USA
Electrek - 2 hours ago: https://ww.electrek.co/2019/12/15/t...ongress-is-looking-at-renewing-ev-tax-credit/

Below is what I have most recently written to those who represent me in Congress. Others may want to do the same.
__________

Please change the wording in the bill that proposes an expansion of Electric Vehicle (EV) tax credits. The bill could be greatly improved by providing a universal SUNSET date, or a quota for the TOTAL number of new EVs delivered in the US, rather than the currently proposed production limit per manufacturer.

The individual production limit for each manufacturer punishes the risk-taking American innovators that were first to make EVs, while giving the latecomers (including foreigners) reason to dawdle even longer.

The tax credit goes to car buyers, not the manufacturers, so it makes no sense to relate the tax credit to individual production quotas for each company. Consumers should not be forced to choose an EV based on which particular brands still qualify for tax credits.

In any event, please see that the EV tax credit expansion bill is passed in some shape or form. But do not include hybrid vehicles, which would defeat the purpose. Our prospects for a future with clean air and a non-harmful climate are depending on you.
 

jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
19,958
23,896
Texas
How about no seat belts on school buses. How is this justified?
I think it's time again. The bus driver would have to check each student, and then there's what to do if one or more students unbuckled their seat belts. Also the kind of accidents school busses tend to be in are either very minor (to the bus because of it's mass). Or very fatal (hitting a train, falling over a cliff, hit by a semi, etc.). In most of those really bad accidents seat belts wouldn't do much. My opinion however, is that today it would be easy to have electronically monitored seat belts that would make a rude noise if the student wasn't buckled in eliminating the time factor. So justification is now rather weak. Of course there's always cost of such a system. Cost always trumps safety in organizations unless there is a real push from somewhere.
 

Fact Checking

Well-Known Member
Aug 3, 2018
7,517
120,116
Vienna
I've worn seat belts always, and was really kind of annoyed at the seat belt laws because why should there be a law to do something that any thinking person would already do.

Part of the argument behind mandatory seat belt laws is to protect innocent people from idiots: such as irresponsible parents not buckling up their children. Also, society has higher costs from idiots hurting/paralyzing themselves and living on benefits for the rest of their lives.

So the "it's my responsibility and my personal decision, this is a nanny state law" arguments are misguided - we are not living in a vacuum, and there's a price of civilization.
 

jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
19,958
23,896
Texas
Part of the argument behind mandatory seat belt laws is to protect innocent people from idiots: such as irresponsible parents not buckling up their children. Also, society has higher costs from idiots hurting/paralyzing themselves and living on benefits for the rest of their lives.

So the "it's my responsibility and my personal decision, this is a nanny state law" arguments are misguided - we are not living in a vacuum, and there's a price of civilization.
I wasn't arguing that there shouldn't be seat belt laws, only annoyed that they were necessary.
 
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ggr

Expert in Dunning-Kruger Effect!
Supporting Member
Mar 24, 2011
6,999
27,723
San Diego, CA
That’s what I always think of when people have an excuse for not wearing a seatbelt. I’ve heard quite a few people say stuff like that. I’m sure there is always that rare case, but statistically you’re better off not flying through the windshield.
Flying through the windshield is a lot better than getting half way through.

(What's worse than a worm in your apple? Half a worm. :) )
 

Navin

Active Member
Jun 14, 2016
1,074
9,382
Santa Monica
This is what it sounds like when doves cry

AAC7665C-6A96-4F2F-9CDD-96B4CBF2BF83.png
 

pnungesser

BarNun
Dec 9, 2015
284
1,327
Mill Spring, NC
I don’t know if it is still true but when the state of Georgia finally made it the law to wear seat belts, (something about getting federal highway funds, I think), they exempted pick-up trucks. Go figure.

Pickups were exempted because then speaker of the house, Tom Murphy, lived in west Georgia and daily drove a PU to the capital in Atlanta. He hated seat-belts for a bunch of reasons, but the major one was he did not want the government, state or federal, telling him what to do. He was considered the most powerful man in the state. The Gov'ner was third behind the speaker and the DOT commissioner.
 
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Darkfox021

Member
Apr 8, 2019
129
568
USA
I think it's time again. The bus driver would have to check each student, and then there's what to do if one or more students unbuckled their seat belts. Also the kind of accidents school busses tend to be in are either very minor (to the bus because of it's mass). Or very fatal (hitting a train, falling over a cliff, hit by a semi, etc.). In most of those really bad accidents seat belts wouldn't do much. My opinion however, is that today it would be easy to have electronically monitored seat belts that would make a rude noise if the student wasn't buckled in eliminating the time factor. So justification is now rather weak. Of course there's always cost of such a system. Cost always trumps safety in organizations unless there is a real push from somewhere.

You mention many of the reasons, but the additional background is that most school buses travel at low speeds and have control of traffic (admittedly less and less as time goes by, at least in the US). The cost/benefit isn't there yet for general school pickup/dropoff. For long range trips, seat belts should already be "officially" required. Enforcement is the main issue and technology would be a huge benefit.

Cost is always an issue, but you have to show clear safety gains to add additional costs.
 
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Fact Checking

Well-Known Member
Aug 3, 2018
7,517
120,116
Vienna
Lol - I didn't realize that Anton had always been such a comedian ;)

https://seekingalpha.com/article/155015-blackberry-s-26-advantages-over-iphone

ht/Tristan

Why would Anton Wahlman even write such an idiotic article pushing Blackberry in August 2009, when the smartphone wars were all but over already?

"Disclosures: Long RIMM"

Oh, never mind...

Btw., when Anton Wahlman wrote that article on 2009.8.10, RIMM was around $72 per share. Within a year it lost half its value, within 3 years it was down to $7 - in a strongly rebounding bull market.

I hope Anton was long RIMM for a long, long time. :D
 
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Johnny Ma

Member
Aug 17, 2018
363
3,601
Earth
My cybertruck RN# post was deleted by a mod? And the reply by another to calculate estimated # of orders?? Interesting.

Goodbye forever, folks. Been fun.

Mod edit: forum participants have been given warning after warning after warning to place non-market discussion of CT in appropriate site, and after one week, enforcements began.
 

Singer3000

Member
Apr 26, 2018
756
5,134
Singapore
UK election: Boris & the conservatives look to have a massive majority according to first exit polls.

in regards to Tesla, this seemingly makes Brexit much more certain and perhaps leads to a rush on model 3 sales pending possible increased tariffs on cars entering UK
The Uk currently charges the EU’s Common External Tariff of 10% on all third country auto imports. Which includes the Tesla Model 3.

If the UK signs a trade deal with the US this will drop to zero. If the UK doesn’t sign a trade deal with the US, there’s still a persuasive argument for dropping the tariff on ZEVs to zero, which would include US made Tesla Model 3s.

I can’t see what circumstance you are imagining that would see the Uk tariff for Model 3s increase because of Brexit, your comment is not informative but actually deeply misleading.

When you will see a big increase in UK registrations of Model 3s is from April 2020 onwards, when Teslas will become zero rate taxable under the company car scheme. This is a very major tax incentive and is massive for Tesla when you consider that in 2018, 57% of all new car registrations in the Uk were made by companies rather than individuals.

Further, the overwhelming majority attained by Boris Johnson has immediately led to a surge in confidence in the UK economy, witness the spike in the pound and FTSE all-share index. The Brexit bounce will be in full swing by April 2020.

The conditions are ripe for the UK to become Tesla’s largest European market in 2020/21 if they execute properly (service, superchargers, marketing).
 

Creekstalker

Member
Mar 16, 2019
199
1,890
Georgia
Part of the argument behind mandatory seat belt laws is to protect innocent people from idiots: such as irresponsible parents not buckling up their children. Also, society has higher costs from idiots hurting/paralyzing themselves and living on benefits for the rest of their lives.

So the "it's my responsibility and my personal decision, this is a nanny state law" arguments are misguided - we are not living in a vacuum, and there's a price of civilization.

Ban bacon and mandate broccoli.
 

SteveG3

Supporting Member
Supporting Member
Sep 21, 2012
4,013
15,370
US
not to be a negative Nancy but I didn’t really see any chance of this making it past both the senate and trump ?

I had concerns about that too, but, bear in mind the current program at this point is on the cusp of passing on US federal tax revenue to help the sales of all automakers based outside the US, to the exclusion of 2 of 3 US based automakers (or, conservatively, the exclusion of 2 of 4 US automakers if you include Fiat Chrysler as a US automaker in the context of what these politicians may be thinking).
 

Fact Checking

Well-Known Member
Aug 3, 2018
7,517
120,116
Vienna
My cybertruck RN# post was deleted by a mod? And the reply by another to calculate estimated # of orders?? Interesting.

Goodbye forever, folks. Been fun.

Cybertruck reservation numbers are IMO far more important to TSLA's short term sentiment than 90% of the other weekend topics discussed here - given the ~10% drop TSLA suffered due to the initial negative reception the Cybertuck received. Cybertuck shouldn't matter to short term valuation due to it being ~2 years out - yet it clearly matters in practice.

I really think the irreversible deletion of useful data is heavy handed. I'll attempt to recover your data: your pre-order was 420k reservation numbers higher than the first known RN, but there's an about 30k reservations gap due to cancellations, which would put the current number of Cybertuck preorders at around ~390k.

Elon tweeting about 400,000 Cybertuck preorders next week would certainly be a boost to TSLA.
 
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madodel

X at the end of a rainbow
Supporting Member
Apr 6, 2015
2,668
10,822
Poconos, NE Pennsylvania, United States
Flying through the windshield is a lot better than getting half way through.

(What's worse than a worm in your apple? Half a worm. :) )
I don't think the flying part is the problem. It's the landing part. 35-40 years ago when I worked as a critical care nurse I saw enough of the survivors of car accidents to convince me that a seat belt is a good idea. BDOV (Brain Dead on a Ventilator) isn't much of a life. Actually just seeing one was enough. But maybe I just missed all the ones that got up and walked away after flying through the windshield. Sometimes people just have to see to believe.
 

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