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

[Mike Smith]

U.S. self-driving car startup Zoox agrees to settle lawsuit with Tesla

'Zoox said the settlement required it to pay Tesla an undisclosed amount and undergo an audit to ensure that none of its employees had retained or are using Tesla’s confidential information.'

“Zoox acknowledges that certain of its new hires from Tesla were in possession of Tesla documents pertaining to shipping, receiving, and warehouse procedures when they joined Zoox’s logistics team,” Zoox said.

 

[ByeByeJohnny]

I have no idea if Joplin has any advantages but I really hope Tesla stays out of Austin and Nashville. As a music fan these are by far the cities I have visited most in the US and I've seen both go from semi-sleepy musician friendly places with reasonable living costs transformed to highs that no musicians can afford anymore. It's already there in Austin and getting there in Nashville.

I get it that you can't put a GF in North Dakota but there must be places that start out on a much lower level of housing shortage and general living costs that could work.

 

[Bunky]

A lot of ratings changes are not material but this one seems significant. GS were historically bearish and their covering analyst was clueless and stuck in an OEM mindset. Then they removed coverage and now re-initiated with a bullish view, a target price above where we are (but still realistic), and a new analyst covering. I think this will hold more weight than the average upgrade.

 

[Green Pete]

OT: theres a lot of Glee these days, and I can't say I myself aren't feeling pretty smart these days. But I think it's important to take some time to remember there are millions of people who are losing everything right now. I know many people who are really hurting and it's really tearing my down. The last few days I have killed it while they are counting the days to bankruptcy. This is a really messed up situation.

Frankly I'm happy for myself but I constantly feel like I need to take a shower. Doing so well while so many are hurting so much feels so wrong.

 

[Unpilot]

Seeking Alpo.. but still a positive artice.

Goldman Sachs a believer in Tesla (NASDAQ:TSLA) | Seeking Alpha

 

[Artful Dodger]

OT: theres a lot of Glee these days, and I can't say I myself aren't feeling pretty smart these days. But I think it's important to take some time to remember there are millions of people who are losing everything right now. I know many people who are really hurting and it's really tearing my down. The last few days I have killed it while they are counting the days to bankruptcy. This is a really messed up situation.

Frankly I'm happy for myself but I constantly feel like I need to take a shower. Doing so well while so many are hurting so much feels so wrong.

I hear ya, but as the Dali Lama once asked, "would it help if I frowned?"

Be proud that you own part of a company that is GIFTING thousands of respirators to hospitals in immediate need, while GM is charging the Federal Gov't 100s of Millions for respirators they won't deliver before October.

That's the difference between leadership and management. Elon's rolling up his sleeves and gettin'er dun!

CH33RS!

 

[Green Pete]

I hear ya, but as the Dali Lama once asked, "would it help if I frowned?"

Be proud that you own part of a company that is GIFTING thousands of respirators to hospitals in immediate need, while GM is charging the Federal Gov't 100s of Millions for respirators they won't deliver before October.

That's the difference between leadership and management. Elon's rolling up his sleeves and gettin'er dun!

CH33RS!

I do appreciate what Tesla is doing. But frankly the fact ventalitors is even a discussion point is honestly a waste of time. Mortality for someone on a vent is still 80-90%. Meanwhile millions of America's are just screwed. I've donated to food programs and done things that I can. I hope you all consider doing the same with some of what you've made on Tesla.

My entire portfolio was 50k in August. If I can afford to give thousands to those in need I know many of you can as well

 

[vikings123]

What a crazy week already! Imagine the possibilities if Elon confirms 2020 guidance. I think we zip past 1000 if that is the case and I would say there is a good chance he confirms guidance.

I normally don’t use margin investing but this is so tempting. I cannot think of a more high reward low risk scenario in recent times. Not advice but like somebody said above this GS rating is a huge deal.

 

[Prunesquallor]

Hmmm, who was it that predicted just a few months ago that investment banks would take TSLA away from automotive analysts and hand it over to tech analysts?

1:24 for the relevant part

Those ARK folks are no dummies.

 

[generalenthu]

A lot of ratings changes are not material but this one seems significant. GS were historically bearish and their covering analyst was clueless and stuck in an OEM mindset. Then they removed coverage and now re-initiated with a bullish view, a target price above where we are (but still realistic), and a new analyst covering. I think this will hold more weight than the average upgrade.

They moved it from an auto analyst to a tech analyst.


Adam Jonas is an auto analyst.. just saying..

 

[Creekstalker]

Mortality for someone on a vent is still 80-90%.

I've got bad news for you.

There's 100% mortality whether one is on a vent or not.

Let's not get weird.

 

[LJS22]

The After-hrs +$40/share move began less than 2 minutes after the news broke about the GS upgrade...

The Joplin news broke hours before that.



That's not the point: the price has now been set for getting a Gigafactory in your State. Miniumum bid: $1,000,000,001.00

Cheers!

True. But CNBC posted it (Missouri) simultaneously with the AH shooting up. I imagine they get more views. Good investors wouldn’t wait for CNBC to post it though so you’re still right, it just looked coincidental to me

 

[FrankSG]

Also this is now available:-

Just watched the first half with Elon.

While I must say that it's always a pleasure to listen to Elon talk about just about anything, I was very disappointed that none of the 'hosts' offered Elon and Sandy the opportunity to ask each other questions.

Interaction between the two was a little limited, and imo their #1 priority should've been to offer them the opportunity to ask questions. Sandy could've asked Elon about things he saw during the Y tear down, and about the upcoming Cybertruck. Elon could've perhaps used the opportunity to ask Sandy's opinion on a few topics he's interested in... but alas. Wasted opportunity.

 

[tander]

Auto industry: China is giving cash to car buyers to revive sales crushed by coronavirus - CNN
Makes me wonder if US will follow suit or revive cash for clunkers.

 

[LJS22]

Auto industry: China is giving cash to car buyers to revive sales crushed by coronavirus - CNN
Makes me wonder if US will follow suit or revive cash for clunkers.

The US should just dig the grave of oil while they are down and set a deadline to have all combustion engines off the road. Let everyone know coronavirus started because of pollution (probably false) and say we like clean air.

Tell refineries they will now make only jet and rocket fuel for Elon Musk to go to mars a bunch. Sadly I don’t think we have enough batteries to get all gas powered cars off road anytime soon

 

[Cattledog]

I have no idea if Joplin has any advantages but I really hope Tesla stays out of Austin and Nashville. As a music fan these are by far the cities I have visited most in the US and I've seen both go from semi-sleepy musician friendly places with reasonable living costs transformed to highs that no musicians can afford anymore. It's already there in Austin and getting there in Nashville.

I get it that you can't put a GF in North Dakota but there must be places that start out on a much lower level of housing shortage and general living costs that could work.

Joplin metro is less than half the size of the Reno metro, where there were worker shortages and housing crunches. Brave attempt, but not going to happen.

 

[Oil4AsphaultOnly]

I do appreciate what Tesla is doing. But frankly the fact ventalitors is even a discussion point is honestly a waste of time. Mortality for someone on a vent is still 80-90%. Meanwhile millions of America's are just screwed. I've donated to food programs and done things that I can. I hope you all consider doing the same with some of what you've made on Tesla.

My entire portfolio was 50k in August. If I can afford to give thousands to those in need I know many of you can as well

I feel you, but unless you're a part of the teams trying to develop a vaccine or a cure or trying to keep people off the ventilators, there's literally NOTHING you can do to help them.

Instead focus your efforts on helping to make this a better world for the survivors to return to. There are plenty of despicable people trying to exploit this situation to preserve the fossil fuel industry (keystone pipeline protests are now banned during this "emergency") or the short sellers (look to see how many claim the ventilators were a PR stunt). Fight for your legislator's attention to take actions for the people and NOT the corporations. And take part in educating those who are ignorant about Tesla's mission and the need for it.

Although covid-19 is a tragedy on a global scale, the world had always been full of tragedies that collectively are much more devastating. Do what you can and don't let the depressing stuff drag you down.

 

[FrankSG]

Auto industry: China is giving cash to car buyers to revive sales crushed by coronavirus - CNN
Makes me wonder if US will follow suit or revive cash for clunkers.

Shanghai/China is going to be supply constrained for a while to come. They can't ramp production fast enough.

Keep in mind that China is still in early stages, and we haven't even really seen the "Tesla Effect" take place (worth of mouth and cars on the road convincing more people to buy).

I doubt we'll see any vehicles shipped from Shanghai to APAC for the foreseeable future.

 

[Pezpunk]

this was a pleasant surprise!

 

[Oil4AsphaultOnly]

The US should just dig the grave of oil while they are down and set a deadline to have all combustion engines off the road. Let everyone know coronavirus started because of pollution (probably false) and say we like clean air.

Tell refineries they will now make only jet and rocket fuel for Elon Musk to go to mars a bunch. Sadly I don’t think we have enough batteries to get all gas powered cars off road anytime soon

SpaceX's raptor engine burns methane, so rocket fuel will soon be off the table. The shipping industry is trying to "clean up" by switching from bunker fuel to diesel, so the refineries still have a market there.

But longer term, the best use of oil is for making plastics, lubricants, and other petroleum products, since they're not burned. Since no CO2 would be released (decomposition is another matter) from their use, it could be looked as a way to sequester the carbon (plastics produced from synthesized methane).

If you want to partipate, there's an investment thread centered around the idea of shorting oil: Shorting Oil, Hedging Tesla