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

[elasalle]

Another parking lot full of M3 ..(bummer, click the link you'll be surprised)
Tai Dundas on Twitter

 

[lklundin]

Now - wait a minute! Time out.

Although I know I was very much supremely incommunicado with the universe, and it with me, through most of this millennium's first decade, still....

...can someone come up with just how much commerce DID exist on the internet in 2004? I ask out of sincere curiosity. Sure, the promise was there and the paths had been laid, but was Mr Gates truly wrong?

I am not close enough to the industry to be able to quote numbers, but by 2004 there was certainly a very significant revenue from internet delivered pornography.

It was already in the mid or late 90ties that people like Elon Musk realized that internet business was going to explode.

 

[MP3Mike]

Always-on might be trickier; I don't know what the power consumption is. If they have to do motion detection to choose when to wake the system, that'd complicate the programming (absolutely doable, of course).

It appears to be always-on or it wouldn't be able to save the 10 minutes prior to the event.

 

[cheshire cat]

Ahhh an impeccable taste in the arts I see ( And a quick burst of Dick Dale to follow).

 

[Todd Burch]

Can anyone explain the logic behind why a major company buyout (super capacitors) that could potentially make Tesla another few years ahead of everyone else, causes their stock price to dive?
The subsidiary went up 50%

You want us to pretend that there's logic in the market? Have a seat son, let me tell you a story...

 

[elasalle]

Might be good to buy some MXWL, just incase there is a vote ??

 

[Huskyf]

YES , YES , YES All side camera is in DashCam and recording !
Tesla's built-in dashcam gets updated with side camera recording features

 

[avoigt]

Another parking lot full of M3 ..(bummer, click the link you'll be surprised)
Tai Dundas on Twitter

Yes, they hide them now in Europe

 

[Lessmog]

OT again; sorry.

(paraphrasing off memory, but I think nearly the exact words, in response to some very 'sucky' global scale human behavioral events brought up to him in an interview)

we're a young species

- Carl Sagan

And we suck.

W


"We're a virus, with shoes" - Bill Hicks

If the shoe fits, wear it.



I've been harshly critical off @bonnie on here as well. So I am not wearing any of the shoes you're trying to fit .

These shoe-droppings just strike me as comical, that's all.
I leave the sucking to others.

Edited to remove extraneous quote. Sorry, mongo.

 

[Huskyf]

Oups what's going ON ! TSLA$ dip from 307 to 303 in 2 minutes ???

 

[K_Dizzle]

Oups what's going ON ! TSLA$ dip from 307 to 303 in 2 minutes ???

The daily 10:30 dip was right on schedule

 

[CyberDutchie]

Another note from Morgan Stanley that smells more like a hit piece, amplifying the FUD from others.

A European Tesla Tax?

(Funny how they always like to pose these questions to their clients, like: are you a complete idiot that you haven’t considered this?)

Here’s the short note from oracle Adam Jonas:

“A Bloomberg report on US-European tariffs discussed the potential for a retaliatory import duty on US-made EVs and EV components. We believe this could be more than just a negotiating tactic.

Tesla is preparing to launch its California-made Model 3 into European markets in coming weeks.

EU volume is likely the most significant source of incremental Model 3 volume through the middle to latter part of this year.
While a number of European OEMs (German premium names) are preparing a stable of EVs, most will not be on sale in any appreciable volume for the next 18 to 24 months.

A ‘Tesla tax’ in EU may serve a number of purposes, including potential retaliation for tariffs on EU cars as well as buying more time for local EU producers to fleet more compelling EVs before Tesla potentially runs away with the market.”

 

[JRP3]

@bonnie endorsed Dana here and she wouldn't do that if Dana was a paid shill or dishonest reporter.

I believe Bonnie has developed a personal relationship with Dana which skews her vision.

When she was at Mercury I thought she was more balanced.

Exactly, there is a clear change in her reporting, that's a problem. I don't care why it happened, just that she allowed it to happen.

 

[anthonyj]

Oups what's going ON ! TSLA$ dip from 307 to 303 in 2 minutes ???

Crawls upstairs, jumps out window

 

[KarenRei]

Crawls upstairs, jumps out window

I'd sold some calls in the morning, before the stock went low, and had done well on it... but jumped back in at a (very slight) loss as it turned out the market was shrugging off the sales report, and just kept going up.

20 seconds later, this drops :Þ My timing is always impeccable :Þ

 

[Todd Burch]

I believe Bonnie has developed a personal relationship with Dana which skews her vision.

Agree, I love Bonnie, but Dana ain't no unbiased reporter. She used to be back in the day before she went to Bloomberg.

 

[Todd Burch]

Crawls upstairs, jumps out window

Although this morning looks like we took the elevator up and then back down.

 

[Krugerrand]

I agree that Tesla is smarter with cash than they were previously, but I also agree that they have slowed the pace of growth.

Don’t discount the facts that we have to interpret because we all want the stock to appreciate. A few of the posters above have well laid out posts describing the slowdown, and I cringe when they are shouted down here and not discussed honestly.

My $.02, but I’ve had a handful of beers so that should probably be discounted to My $.005

They aren’t being shouted down, we know. The point is that people want to see only the negative in situations they don’t agree with or that which they feel should be different, if only. They want to think of if only more money, if only more this or that, failing to consider all possibilities.

What people fail to see is what good has occurred and could come. Tesla is a stronger company for this situation. That’s a positive and when the recession hits you’ll all be singing their praises for having planned for it and positioning themselves for it, while others implode.

Lots of things are going on behind the scenes we don’t know about and Tesla is always surprising us.

Here comes the cheese; what doesn’t kill us, makes us stronger. That’s actually true most of the time. Tesla is resilient like a virus. And I’m quite sure they are moving as fast as they can.

Side note, but not really: over 2B spent by BMW and all they had to show for it was the i3. Money doesn’t mean squat unless you use it wisely. More money usually means more wastage. People notoriously think, if only I had more money, life would be better. Sometimes yeah, a lot if times no. How many lottery winners wasted their winfalls.

 

[Chunky Jr.]

Saw this on Apple News...
Tesla Model 3, considered to be one of the most successful electric cars in the market because of its relative affordability, is poised to have a devastating first quarter sales report. This is despite the fact that the car offers some of the best specs and engine performance compared to other electric vehicles. According to Seeking Alpha, deliveries of Tesla Model 3 sedans fell badly in January despite the supposed 450,000-strong pre-order book. The reason cited for the fall is failure from Tesla to deliver the vehicles in the U.S.

I'm not sure if that is related to the LA Times(?) person who doesn't know how to read a chart and claimed a big drop in sales because he had the years backward.

 

[Dwdnjck]

A mistake. Humans make them.

I don’t think it was a mistake. They said in the conference call that it would take quite a large amount of additional capital to increase production to 10000. I think they decided it would be better to build the additional amount of cars in China instead.