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

[JustMe]

I need a translation for this. What am I missing?

Carlos Ghosn decided to move to Lebanon ... as kind of a surprise ... in a musical instrument case, apparently Carlos Ghosn’s Escape: A Lawyer in Beirut, a French Passport and a Lot of Mystery

 

[RFernatt]

I need a translation for this. What am I missing?

Carlos Ghosn decided to move to Lebanon ... as kind of a surprise ... in a musical instrument case, apparently Carlos Ghosn’s Escape: A Lawyer in Beirut, a French Passport and a Lot of Mystery

And Carlos' last name is pronounced similar to the word 'gone'.

 

[Thekiwi]

Lol

 

[Oil4AsphaultOnly]

More great info. Can you give me a source to real margin numbers with/without the R&D included in COGS and comparisons to OEMs? Do Teslas’s margins (of 20%+??) excluding R&D vs OEMs (of 10%+??) go to Tesla of 15% including R&D, still higher, or somesuch??

Can you help me learn how to look up the “real” numbers and do the math. myself?

Start by going to https://it.tesla.com. Under the section for SEC Filings. The official quarterly (10-Q) and annual (10-K) reports are linked there. They're usually posted within 2 weeks of an earnings call.

Skip to the Consolidated Statement of Operations for the numbers, but I highly recommend you read and try to understand the whole report. You'll see that the shorts usually take their talking points by taking things out of context from these reports. It's so blatantly obvious that their claims are twisted, and yet people still believe them, because "it's in the SEC filings!"

 

[Causalien]

It's been a great ride. Hats of to all of you who endured 2019 with us.

I look forward to finally retiring and handing-off/pay-someone-todo/automate-away any semblance of work in 2020.

 

[kengchang]

Still roughly about ~200 cars left on the car past 12PM

 

[Mich]

Still roughly about ~200 cars left on the car past 12PM

maybe they are all sold but the new owner had too much Champaign to drive home?

 

[UnknownSoldier]

Welcome to 2020. Do you know where your options are?

 

[engle]

I just returned from the factory. Was at Fremont Delivery Center 5:30 pm to ~7:30 pm. Factory ~8 pm to 12:30 am. There is twitch of what went on at my twitch user name "teslaruss".

I just finished "copying 529 items" of something else I will upload to youtube. ;-)

I need some tech help. Does anyone know how to easily combine 1 minute segments x 10 into 10 minutes?

I have the full Adobe Suite. What's the fastest way on a PC?

Russ

 

[kengchang]

I just returned from the factory. Was at Fremont Delivery Center 5:30 pm to ~7:30 pm. Factory ~8 pm to 12:30 am. There is twitch of what went on at my twitch user name "teslaruss".

I just finished "copying 529 items" of something else I will upload to youtube. ;-)

I need some tech help. Does anyone know how to easily combine 1 minute segments x 10 into 10 minutes?

I have the full Adobe Suite. What's the fastest way on a PC?

Russ

GoPro Studio is free to download and much easier to use than Adobe Premier

 

[engle]

26% uploaded, 32 minutes left... hope I don't fall asleep! :-(
sending 12.5 Mbps via Comcast will take awhile. Eating hot soup and working on the complete video while I wait...

Still uploading. Paused my Google File Stream because it is syncing 5,565 files from my old Google Drive eating up the bandwidth.

Okay, 1,916,647 KB time to upload to my YouTube channel. ;-)

Worked fine. The good data starts at 4:40 into this 10 min video I am about to upload to YouTube. Then I will add the left and right repeaters. When I do that, I will trim the beginning off the final video. It will be: front, left, right, back in that order. ;-)

Duh. Setting doesn't matter it auto-adjusts to what you give it so we are good.

Am doing "front" first to test it, but left and right repeaters will provide us the most data... ;-)

GoPro Studio is free to download and much easier to use than Adobe Premier

Okay assume GoPro Studio supports windoze. I've used A.P. before I'm running that now. Learning curve for GPS probably will take longer. I can just drag-and-drop each of the 1 min clips in order I think...

Finding 1280 x 960 frame size now...

No 1280 x 960 on my version of Adobe, downloading GoPro Studio now thanks for the tip!

GoPro Studio installed... (wait until you all see what I captured before I left tonight... ;-)

Account created...
Hmmm... only support "GoPro Media" files... Back to Adobe! (Will use larger frame size bigger than 1280 x 960)

36 frames per second. My car is 9/28/2018 so its the old board haha. This seems to be the closest in A.P.:

General
Editing mode: RED Cinema
Timebase: 29.97fps

Video Settings
Frame size: 2048h 1024v (1.0000)
Frame rate: 29.97 frames/second
Pixel Aspect Ratio: Square Pixels (1.0)
Fields: No Fields (Progressive Scan)

Audio Settings
Sample rate: 48000 samples/second

Default Sequence
Total video tracks: 3
Master track type: Stereo
Audio Tracks:
Audio 1: Standard
Audio 2: Standard
Audio 3: Standard
Audio 4: Standard

 

[Green Pete]

As a bay area resident I am having serious FOMO for helping with deliveries tonight.

Which Tesla social group should I start attending lol.

 

[engle]

google Tesla Silicon Valley Tesla owners group. There is also SF and East Bay, probably more...

 

[Tslynk67]

How about just sharing the punchline? Am I purchasing one island or seven? And can @Lycanthrope afford to build a wall on each?

What's with me and the frickin' wall jokes, I'm totally lost with this

And Happy New Year y'all!

 

[Tslynk67]

I estimate between 50,000 and 140,000 deliveries for Q4

Break is over. Back to analyst training.

Is that you, Adam?

 

[SebastianR]

Happy 2020 y’all! Congrats to those who stuck with this wild ride called TSLA

Any predictions for TSLA in one year from now? I go first: I predict $550 (and of course the full set of wild swings in between)

 

[Tslynk67]

Yesterday there were around 20 Model 3 inventory cars here in Belgium, today zero.

There is one Model S and four Model X though, so that's the profits for the quarter down the drain then...

 

[engle]

Happy 2020 y’all! Congrats to those who stuck with this wild ride called TSLA

Any predictions for TSLA in one year from now? I go first: I predict $550 (and of course the full set of wild swings in between)

$543.83 which is +30% above 2019 close. As long as we close higher at end of 2020, I will be happy, as I pulled the trigger to convert about half of my retirement account holdings from 401k to a Roth IRA and pay a lot of extra taxes in 2019. (I started buying in 2011 and 2012 and added since up to $299/share.)

In ten years or so when it is part of retirement income, any stock I sell will be tax-free in the Roth, which is why I did this. I debated converting stable REIT dividend-payers, but went with high-growth TSLA instead...

 

[sundaymorning]

Elon’s original goal was 3k / week from GF3 by the end of the year. It was subsequently lowered to 1k-2k / week.

I knew I wasn’t going crazy when I heard the 3k/week number by end of year. I guess I missed Elon changing output target along the way.

 

[Christine69420]

My 2020 list:

• Watch lots of GF4 drone videos
• Buy a few more shares
• Download lots of FSD improvements
  
• Put many kilometres on my TMX
• Stop posting in this thread

Less than 24 hours in and already one fail!