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

ZeApelido

Active Member
Jun 1, 2016
3,273
28,442
The Peninsula, CA
Similar thought. One thing is we need to try to catch the bottom.
What your guess? I am just going to ladder buys as it goes below 450..
450, 400,375, etc..

Something like that, I don't have exact numbers in mind, will go on a a feel relative to where we are in news cycle. Right now I don't plan on buying above 400 unless the news turns positive quickly.

Of course I could be totally wrong on everything and the stock never dips below 480 :) That's okay too
 

StarFoxisDown!

Active Member
Jan 23, 2019
3,067
26,207
Seattle
Annoyed that I missed out on 491 because I was sleeping :(

I can't bring myself to buy then when the marcos are up yet again. Tesla once again underperforming the macro's which makes me want to buy but I definitely think we have a hard down macro day at some point this week so logically, I should be able to pick up some shares in the 490 range before Friday.
 

Remus

Active Member
Apr 14, 2016
1,381
6,326
California
Welp I reduced my position in my taxable account by 80%, so in total I've reduced total position by 93%.

A few reasons for this:

1) As I've stated I believe the market hasn't fully priced in cascading effects of virus induced recession.

2) Whether it be due to less production or reduced demand, it is hard to believe Q2 will be profitable. TSLA price is highly sensitive to quarter profitability for better or worse.

3) I always intended for my taxable account position to be sold and partially used for house down-payment (or reinvested as last tranches of a DCA if price goes down). There "may" be a future dip in Bay Area housing prices, so I need to be ready.

I think Battery / Investor day could initiate price appreciation (the reason I didn't sell in 900s was waiting for this) but I expect price dips before and after this.

I am still very bullish on TSLA medium and long term, I will DCA in most of my funds back in, obviously hoping to get a good deal on price while not stressing too much over this virus and lock-down effects
The virus hit Seattle and the San Francisco Bay area with a big wave early but it appears WA and CA are pretty successful in flattening the curve. West coast many be leading the nation getting out of this mess earlier than you predicted.
 

keydiver

Supporting Member
Supporting Member
Jul 31, 2015
441
3,587
Hobe Sound, FL
Sorry, going OT, but I have to reply.

The CDC advises wearing a face mask only if sick yourself or caring for someone who is sick. Consider donating the ones you’re using to a hospital instead of using them unnecessarily as you’re doing now.

I have to disagree, because:
A) No hospital is going to use 14 year old masks.
B) I don't buy in to the "I'm from the government and I'm here to help you" line. Look at pictures from China or South Korea. EVERYONE is wearing a mask. In my opinion, the government and hospitals were caught flat-footed by CV, with no stockpiles of PPE, so they HAVE to tell the public that masks aren't necessary so people don't hoard them. Once the dust has settled, books about CV in the US will be written, and the truth will come out. I'm not a conspiracy theorist, but I do have a right to protect the health of myself and my family. Many people are buying guns, I'm just wearing a mask at the grocery store.
 

Pezpunk

Active Member
Aug 12, 2016
1,616
14,655
Bristow, VA
As has been the case forever, TSLA investors underestimate the importance of Energy products and services to SP valuation.

There's little money to be made selling cars in the grand scheme of things. It's when megapacks, powerwalls, and their ancillary services ramp that profitability really skyrockets. That now.

i would love for that to be the case. I haven't seen a ton of evidence that the ramping up is actually currently happening, though. i'd love to be wrong.
 
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chronopublish

2008 Roadster #VP27
Jun 10, 2009
76
551
Sorry, going OT, but I have to reply.



I have to disagree, because:
A) No hospital is going to use 14 year old masks.
B) I don't buy in to the "I'm from the government and I'm here to help you" line. Look at pictures from China or South Korea. EVERYONE is wearing a mask. In my opinion, the government and hospitals were caught flat-footed by CV, with no stockpiles of PPE, so they HAVE to tell the public that masks aren't necessary so people don't hoard them. Once the dust has settled, books about CV in the US will be written, and the truth will come out. I'm not a conspiracy theorist, but I do have a right to protect the health of myself and my family. Many people are buying guns, I'm just wearing a mask at the grocery store.

Suggesting the CDC is purposely giving out bad advice that will help spread the virus is an extreme conspiracy theory with no evidence to support it.
 

jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
19,961
23,900
Texas
Suggesting the CDC is purposely giving out bad advice that will help spread the virus is an extreme conspiracy theory with no evidence to support it.
Most likely this is a miscommunication. I believe they are really meaning that if you have hospital grade masks, then donate. I don't believe that there are a great number of these around except it California when people got them for the wildfires (and a few survivalists elsewhere who aren't likely to be persuaded to give them up).
 

Nocturnal

Supporting Member
Supporting Member
Aug 23, 2018
6,686
35,903
Deepening Crisis!
Seems like the market is starting to figure out which companies will be ok in the long run, which will actually do well in the short run, and which to avoid. I'm hoping they realize Tesla is in the first two categories.

I do think the market in general is being far too optimistic but I hope I'm wrong.
Suggesting the CDC is purposely giving out bad advice that will help spread the virus is an extreme conspiracy theory with no evidence to support it.
It's more complicated than that. Masks are easily used wrong, and yes, it is definitely true that they were trying to have the public NOT buy them in order to save them for healthcare workers. We don't even have enough for doctors to use, let alone a bunch of goofballs wearing them incorrectly while sitting in their living rooms. Early on they definitely told people to not use them, now they are admitting that masks can help.
 

Green Pete

Active Member
Oct 8, 2016
1,187
5,926
Earth
Most likely this is a miscommunication. I believe they are really meaning that if you have hospital grade masks, then donate. I don't believe that there are a great number of these around except it California when people got them for the wildfires (and a few survivalists elsewhere who aren't likely to be persuaded to give them up).

As a healthy person you are better off with safety glasses than goggles. Also just not touching your face helps a lot. There's no conspiracy or miscommunication. There is just sheer incompetence.


I bought 2000 masks from friends who had connections at hospitals in china with plans to donate to local hospitals. But they'll never get in the country.
Coronavirus: US Won't Allow Imports Of Millions Of KN95 Masks
 

Prunesquallor

His cardinal virtue? An undamaged brain.
Supporting Member
Dec 19, 2018
3,440
37,685
Houston/Galveston
perfect. Were you able to get out your previous position in the 600s?
I think if SPY/QQQ can bounce up more to either 50% fib retracement level this week, TSLA can push itself up towards 600-625.
I have few shares that I want to sell at that point and rebuy..
Rest I will just ride out..... I did catch TSLA at 371. But couldn't more than I wanted to b/c fund stuck at that time with some other stock.
Yeah, my overall basis now is $278, so I’m OK. I had to deleverage by about 15% near the bottom to avoid margin calls (no dry powder), so I sold the recent high-priced ones to at least salvage a big short-term capital loss tax-wise. Hopefully, I can delay buying them back long enough to avoid wash adjustments.
 

SMAlset

Well-Known Member
Mar 4, 2017
9,185
9,913
SF Bay Area
The virus hit Seattle and the San Francisco Bay area with a big wave early but it appears WA and CA are pretty successful in flattening the curve. West coast many be leading the nation getting out of this mess earlier than you predicted.

Although Bay Area hospitals are anticipating a large influx of cv patients starting this week so not sure about that...
 
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Ameliorate

Member
May 22, 2016
470
3,562
Victoria, BC Canada
On no news days for Tesla it seems we often look to the QQQ or NASDAQ to follow along with, here's a graph including QQQ (purple) and Crude oil (light blue). I suggest we are still tied to oil in some way rather than blaming it all on shorts/manipulation. Some days trend much closer with oil actually. Don't know how long it will take people to realize that BEV's are superior and will be if not already less expensive than ICE vehicles regardless of fuel prices.

PS I think the market is bullish today on news like - New York doctor touts use of hydroxychloroquine as coronavirus treatment 699 patients, 100% successful treatment so far (for this particular doctor). If things like this get widely used, hospital beds and ventilators will not be needed and the market will boom with all the newly injected fed money. Things could get back to normal sooner than later. This is what we need to turn the markets around is treatment to prevent people getting to the serious or on life support stages of covid.
1 month crude.JPG


Last Thursday:
crude thursday.JPG


Today:

crude today.JPG
 

chronopublish

2008 Roadster #VP27
Jun 10, 2009
76
551

Medium is an open blogging platform that anyone can post to. The author here cites no scientific study, just conjecture. I can post a hundred SeekingAlpha articles with charts and graphs proving Tesla is doomed - did you read this article with the same skepticism that you would them? If not, it's worth asking yourself why.

The entire country of South Korea believes that fans left on overnight kill people. There are plenty of blog posts to support this, and fans in South Korea are legally required to have timers that automatically switch them off to protect people. There is no science to back this either.
 

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