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

[Ameliorate]

Manipulation here is gross. Nasdaq up 5.2%.... TSLA down 1.5%

 

[willow_hiller]

Let's see. The GOP generally likes to go with tax breaks. Even still, 1K is not much if people are out for 3+ weeks.

Representative Joe Kennedy III is introducing a more comprehensive plan: Rep. Joe Kennedy III on Twitter

—$4k to every adult who makes under 100k per year
—$2k to every adult who makes over 100k per yea
—$1k for every child 18 or younger

But like you said, the Republican controlled Senate might not bite on anything progressive.

 

[XHabjab]

Inflation only happens when demand far outstrip supply. The last decade thanks to globalization and automation there's an abundance of goods to keep up with demand therefore we hardly saw inflation with such low interest rates. Currently we will be in a situation of low demand and high supply so inflation risk is definitely not a concern right now.

The one and only cause of inflation is the government deciding to print more money. They may decide to do so based on any of a number of factors, but really, that is all there is to it.

 

[MP3Mike]

Pick up a few shares of Tesla with it!

You can't pickup a few shares with that unless TSLA drops below $333.34. Do you think that is going to happen soon?

 

[Prunesquallor]

... I’m holding a banjo party for 600 of my closest friends later tonight.

Excellent idea, because..,

 

[surrealize]

And did he provide any advice contrary to the recommendation from public health officials? He sent out an email to his employees (mostly male, 20-50 years old, in reasonable good health working in a factory) stating risks of dying is lower than dying in a car crash. That is true.

Car crashes aren't contagious. So it's a poor comparison. The problem isn't that you'll die today - it's the risk (to everyone) over time as the disease spreads. Even if those 20-50 year olds don't die, they can spread the disease.

 

[StealthP3D]

Everytime someone criticize *some* Elon decisions the canonical response is "Then sell your shares/don't invest in TSLA".
It's an easy but flawed response.
He can be wrong, some of us provided some arguments, we'll see in the end who's right (I really hope it's him).
But please let us have a reasoned debate about his strategy against Covid, this is not the church of Saint Elon.

As an investor, the quality of management is the number one most important metric before I invest in any company. I will not buy a company with less than excellent management (Boeing anyone?). It's the quality of management that determines your long-term returns.

I've said it before and I'll say it again, if you don't believe Tesla management is superior and you don't trust their judgment, sell your shares! This simple rule has worked very well for me over the years.

 

[Florafauna]

Representative Joe Kennedy III is introducing a more comprehensive plan: Rep. Joe Kennedy III on Twitter

—$4k to every adult who makes under 100k per year
—$2k to every adult who makes over 100k per yea
—$1k for every child 18 or younger

But like you said, the Republican controlled Senate might not bite on anything progressive.

These things don't usually work like that though. Can I correct it for you?

—$4k to every adult who makes over 100k per year
—$2k to every adult who makes under 100k per year
—$1k for every child 18 or younger if your parents earn over 100k per year

 

[X Fan]

I do not know if good or bad option in the long run, we shall see:
UAW calls for two-week shutdown of Big 3 auto plants

Probably would need to furlough anyway due to a drop in sales....dealer 90 day or so stocks will still facilitate market share but at some point the Big 3 would need to produce again to regain much of their revenue stream back.

 

[Causalien]

Picked up my first tranch of TSLA. 2 more tranches were already fired off but on another investment which shall not be named. This is in anticipation of the ~$900 bil TARP-2 that's going through congress. It'll probably take 2 weeks of back and fourth and the market will catastrophically crash at one point from republican grand standing in the senate and then the crash will whip them back to their senses to push through the differences.
That crash from grand standing will be my 2nd tranch into TSLA.

I have also sold off my short term bearish bets expiring 4/20. Mainly on the Chinese market because I believe the next month or so will see unprecedented policy response that will just flood the market. Short term options bets are also getting too dangerous due to the high IV.

3x bearish SPX long term bet is still on as a general hedge.

Good luck to everyone trading.

 

[ninpb]

Can we discuss Tesla killers? Is rivian going to survive. Did they get the funding from Ford in one lump sum before or do you think they'll now likely not see the rest.

 

[jerry33]

Car crashes aren't contagious.

You're sure?

 

[dl003]

Sheesh, tough crowd here.

Must be more careful in the future when questioning the divine infallibility of God Elon in all matters

I'm pretty sure every person who has disagreed with you also concluded themselves that the coronavirus panic was dumb LONG BEFORE Elon came out with that tweet. So are we simple fanboys/girls or do we just have fundamentally different POVs? Blankly accusing us of the former only serves to undermine your own argument. Personally I've been saying the panic was dumb since the Thursday immediately following Q4 ER and I'm still saying it now.

 

[JusRelax]

Someone wants a GigaFactory:

Big F*cking Field

 

[DrMazeppa]

Second time most of the market goes up 5%, we go down 3%.
I remember some were saying in January the market had finally understood what is Tesla is all about. Clearly that is not the case. I find this almost more depressing that the SP at the moment.

 

[Singuy]

Second time most of the market goes up 5%, we go down 3%.
I remember some were saying in January the market had finally understood what is Tesla is all about. Clearly that is not the case. I find this almost more depressing that the SP at the moment.

Now we know how much S&P inclusion is worth, about 400 bucks.

 

[lafrisbee]

There has to be a balance. I don't know if anyone knows the app Nextdoor. Its basically neighborhood app you can chat with neighbors and surrounding businesses.

Anyway as of yesterday since the SF lockdown went in I have seen a lot of posts from people who worked in bars / restaurants / cafes posting on the app desperately looking for other work to sustain themselves and pay their rent.

It's very sad - you can't shut down the economy and put thousands of ppl out of work indefinitely. If you offered UBI - maybe but we are nowhere near that.

I stated such a position yesterday and was downvoted for it. I do not see how a government can legally stop a person from doing their work unless they compensate them. And when a local/city government has that mindset I believe any other business looking for a site would not consider that area.

 

[GOVA]

Second time most of the market goes up 5%, we go down 3%.
I remember some were saying in January the market had finally understood what is Tesla is all about. Clearly that is not the case. I find this almost more depressing that the SP at the moment.

It ain't about market understanding. It has always been about corrupt system that gets used to its full potential to kill Tlsa by all means. It is visible very much during times like this.

 

[Sean Wagner]

Musk also said they haven’t had any reports of c19 and workers can stay home if they feel ill or uncomfortable with situation.

“Alameda County has declared Tesla an “essential business” that is allowed to remain in operation, according to a county spokesman.”

Tesla Declared 'Essential Business' to Keep Factory Running; Model Y Deliveries Begin

The way to keep Fremont running is crystal clear: test everyone, repeat.

Aggressive testing helps Italian town cut new coronavirus cases to zero
Experiment in Vò underscores WHO’s message to ‘test, test, test’
Donato Paolo Mancini and Clive Cookson in London 4 HOURS AGO
...
“In the UK, there are a whole lot of infections that are completely ignored,” Prof Crisanti told the Financial Times. “We were able to contain the outbreak here because we identified and eliminated the ‘submerged’ infections and isolated them,” he said of the Vò approach. “That is what makes the difference.”
...
The first testing round, carried out on the town’s entire population in late February, found 3 per cent of the population infected, though half of the carriers had no symptoms. After isolating all those infected, the second testing round about 10 days later showed the infection rate had dropped to 0.3 per cent.

Importantly, however, this second round identified at least six individuals who had the virus but no symptoms, meaning they could be quarantined. “If they hadn’t been identified, the infection would have resumed,” explained Prof Crisanti.
...
Subscribe to read | Financial Times

And just to reiterate, Molbiol in Berlin was producing 150'000 tests a day last week, albeit sans an additionally necessary enzyme.
At a cost of 2 Euros 50 cents per.

So there.

 

[KSilver2000]

I stated such a position yesterday and was downvoted for it. I do not see how a government can legally stop a person from doing their work unless they compensate them. And when a local/city government has that mindset I believe any other business looking for a site would not consider that area.

Let’s say that person is allowed to go on as usual with life and goes back to work, then gets sick from the community. If this person is one of the unlucky 20% to require hospitalization, besides even getting other people possibly sick (since the R0>2 right now), the overall expenditure will be A LOT more than just the lost wage.