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

[FrankSG]

3.3M of TSLA Tesla Shares Added by Legendary Hedge Fund

Lots of people follow what the big hedge funds are doing. This one is Renaissance.

I think it's too early to tell whether this is a legitimate long position or not. Here is their TSLA position over time:

As you can see, they've traded in and out of a 500k-1M TSLA position a number of times. It is certainly possible that Q3's amazing financials made Renaissance decide to acquire a large long term TSLA position, but I can't count them among the long term bulls like Baillie, Capital World, ARK, etc. yet.

 

[Buckminster]

Just posted by Third Row:

 

[FrankSG]

Just posted by Third Row:

Stay healthy everybody! Coronavirus or not, drink lots of water, eat healthy food, take multi-vitamins, and get enough sleep

 

[BornToFly]

I think a lot of us have been banking on S&P500 inclusion after Q1 or Q2 this year to boost the SP significantly (even if it is short term). The coronavirus might hurt production (Tesla can't build cars if even a single part is unavailable) or delivery (if there is a global recession). It is very possible that Tesla will no longer be profitable in Q1 or Q2 because of world events that weren't on the radar a month ago.

 

[EV forever]

Just posted by Third Row:

Just curious,
How does this compare to the regular Flu?

 

[Rashomon]

Just posted by Third Row:

Keep in mind that the deaths in China are running about 1/3 women, 2/3 men. Very few Chinese women smoke, roughly 50 percent of Chinese men do. Perhaps a congestive lung disease might prove more dangerous to people who have previously damaged their lungs, eh?

 

[Electroman]

Seeing a lot of headlines like:

"Tesla's stock falls amid fears of global spread of COVID-19"

Without the added:

"Like All Other Stocks Today"

View attachment 514740

Such creative FUD , heavily dependent on China

It is from Lora Kolodny, and what do you expect. Total scumbag.

 

[Singuy]

Looks like lab made bio weapon to rid China of old people. That's their real economy stimulus.

No bro. The Chinese released the virus just it show the world they can build a hospital in 10 days. That's their true stimulus. You'll be stupid if you don't want your factory built in month in China.

 

[UnknownSoldier]

You totaled your car or you are just enjoying the reduction of your portfolio value to the tune of an uno Cayman?

The latter. Oh well. Easy come, easy go when you play options. I'm still surprised by how numb I've become to this level of single day gains and losses in my portfolio, at some point it's just abstracted to the level of numbers on a web page getting bigger and smaller and you don't even associate it with money anymore.

 

[elasalle]

It's crazy. They're going to make a movie about this, no question about it.


Only this time, this guy is going to be on the wrong side of the bet.

duh ... He's talking about "ELECTRONIC" Vehicles ...

 

[Artful Dodger]

Just posted by Third Row:

Yeah, that's not the "COVID19 Fatality rate", that's the "Climbing-2-sets-of-stairs-then-drinking-a-glass-of-cold-water" rate.

Cheers!

 

[AZRI11]

Just curious,
How does this compare to the regular Flu?

This is actually scarier than the coronavirus Pediatric Influenza Deaths in US Second Highest on Record: CDC

 

[StealthP3D]

So yeah, I want ARK to keep further evaluations and future potential SP raises to themselves for the time being. They won’t because nobody ever listens to me, so I’m expecting backlash for them to start to significantly increase and it to possibly weigh on TSLA in a negative way simply because this is how ‘those’ people roll. It’s just another way to try and slow Tesla/TSLA.

ARK Invest will adjust their projections whenever new data is available that indicates they should adjust the projections. And sometimes it might be upward or, if the data indicates, downward. They just follow the data.

The most recent upward revision was because sales data showed that competitors EV's were not eating into their market share as much as originally projected (by them). They are not about to sit on more recent numbers without changing their projections to reflect the most recent data.

 

[Cherry Wine]

This is actually scarier than the coronavirus Pediatric Influenza Deaths in US Second Highest on Record: CDC

An acquaintance’s 1 year old was just admitted to the ICU with Influenza A / RSV. She’s recovering, thankfully, but yea this season’s flu is no joke apparently for kids.

 

[azaz]

Renaissance does not hold stocks long term

 

[gluu]

Renaissance does not hold stocks long term

I’m a professional quant trader and I support this message. If Rentech is buying that much Tesla stock that means their forecasts are saying that the stonk price was ridiculously undervalued in Q4. These guys are the best in the business at finding alpha.

 

[Cosmacelf]

Hydro-Quebec To Commercialize Glass Battery Co-Developed By John Goodenough

Full Page Reload

“It can be glass or ceramic, but it is not a [lithium] polymer,” Zaghib said.

It can also be unicorn horn. /s

That news dropped about a week or two ago. In fact, wait a minute, *I* posted a link to this news 20 days ago here:

Jan 2020 Ravindra Kempaiah Li & Solid State battery technology review

And it was completely ignored. Anyways, 1-2 years from commercialization, no specs.

 

[Cosmacelf]

Just posted by Third Row:

Great stuff, and it would look even more skewed cross tabbed by "Life long smoker" and "pre-existing heart condition"

 

[FrankSG]

Nothing anyone here doesn't know yet, but this should help further spread EV awareness. There's a lot of good information, but also some inaccurate/incomplete information.

 

[ABCTG]

It's not so much that the numbers are better or worse compared to this or that other virus, be it regular flu or ebola, it is the response of quarantine, lockdown and shutdown, to this new and as yet unknown virus that will already affect the global economy.


Empty streets in Wuhan, population 11 million.
China is now the 2nd largest economy in the world.

The Lombardy region of Italy which is now under shutdown is the industrial powerhouse of the whole country which is the 8th largest economy in the world.

These 2 YouTube videos I found are mostly non alarmist and more factual;

"it's not so much the virus, it's the response to the virus; Lockdown"

"in 2003 when SARS hit, China was 4% of global output, now China is 17%"

The red cross advises having 2 weeks supply of food and water. It wouldn't hurt to have that much on hand, maybe stock up a little just in case. I'm thinking might as well get it now, because it would suck to fight the panic buyers if it comes to that.
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