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

[TheTalkingMule]

Ugh. Not super excited with emotional Elon posting nonsense, but I will say this.....anti-left dust-ups like this and the Alameda county one are good for sales.

I assume Tesla is quickly becoming a right-wing favorite.

 

[StealthP3D]

Lora deleted, but the internet never forgets
Lora Kolodny on Twitter

It appears she's defending Elon Musk.

Someone must have hacked her account!

 

[TheTalkingMule]

Kanye is on the frontpage of Reuters. Really no need to be aligned with ANYTHING this election season, let alone Kanye.

 

[Artful Dodger]

Lora deleted, but the internet never forgets
Lora Kolodny on Twitter

These miscreants and bottom feeders have now completely abandoned any pretense of a business case against Tesla. They are left with sad personal attacks against the character of someone that history will remember as one of the greatest people of the 21st Century.

Don't they even know what happens when you "play the man and not the ball" against an All-Star player?

G.O.A.T. goal.

Cheers!

 

[Silentk]

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[elasalle]

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Description
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(This is Cheeky )

For the women in your lives asking how you keep getting $$ ... give them the Short Shorts

 

[HG Wells]

They’ve really done it

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Description
Celebrate summer with Tesla Short Shorts. Run like the wind or entertain like Liberace with our red satin and gold trim design. Relax poolside or lounge indoors year-round with our limited-edition Tesla Short Shorts, featuring our signature Tesla logo in front with “S3XY” across the back. Enjoy exceptional comfort from the closing bell.

That belly button is very disturbing.

 

[Curt Renz]

Gene Munster on CNBC International - Friday:

 

[Artful Dodger]

Granted I haven't read the whole thing but from the conclusion... What am I missing?

 

[hobbes]

It has nothing to do with institutional holders. Currently S&P500 funds hold zero shares of TSLA. When Tesla is added to the S&P500 they will have to buy shares equivalent to ~0.8% of their total holdings. (Which amounts to about 77m shares.)

Some people are saying that the funds likely have started buying in anticipation of Tesla being added to the index, others (including you) not - what am I missing? Who is right ? Because that makes a fundamental difference in what share price will do.

 

[MABMAB]

Less than a min ago Elon tweeted Gali that "we will be soon short of short shorts" Too much going on there, but the banter tells me things are going well for the company

 

[MABMAB]

Tesla Short Shorts

 

[juanmedina]

How did you define minimalist milestone? For me it is 25 x annual expenses.

Yeah 25x annual expenses and have everything paid off. Our expenses are really low so our milestone is small by TMC standards.

 

[MP3Mike]

They’ve really done it

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Did you notice the price? $69.420

 

[Sanny]

https://twitter.com/elonmusk/status/1279851545908047872

Musk should stop talking about things he doesn’t have knowledge of. “What about black on black crime” is such a disingenuous trope and BLM or outrage over police killings is not some far left thing. This may be too political for this thread but image/PR matters more than ever and this will turn people off. And it’s an extremely bad look for someone from apartheid South Africa.

You should realise that a lot in US especialy around black&white&yellow issues doesn't make sense to a colorblind alien driven exclusively by logic. Now I shut up and never ever comment on that again.

 

[mongo]

@ByeByeJohnny is asking (very logically) how revenue can be directly added into income and expense offsets without adjusting for gross margin.

"Adding up what I came up with above, if we save $22 million from operating expenses, recognize $30 million from stoplight and stop sign recognition in the FSD package, assume a $254 million decrease in regulatory credit sales, and recognize an additional $316 million in revenue from selling cars that were made but not delivered in Q1 2020, we start with $114 million of additional revenue for the quarter, working toward making Q2 2020 profitable."

these are all numbers that go directly to the profitline?

then they want to add 316 million revenue from sold cars not built in Q2 to come up with 114 million of what exactly?

with 20% margin that 316 million is worth around 63 million.

So -202+63= -139 million.

How are those numbers 'working toward making Q2 2020 profitable'

What am I missing?

 

[Artful Dodger]

They’ve really done it

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Q3 profit guaranteed!

Description
Celebrate summer with Tesla Short Shorts. Run like the wind or entertain like Liberace with our red satin and gold trim design. Relax poolside or lounge indoors year-round with our limited-edition Tesla Short Shorts, featuring our signature Tesla logo in front with “S3XY” across the back. Enjoy exceptional comfort from the closing bell.

Tesla Short Shorts
$69.420

 

[MP3Mike]

Less than a min ago Elon tweeted Gali that "we will be soon short of short shorts" Too much going on there, but the banter tells me things are going well for the company

And just like that they are completely out of stock, before I could get an order placed.

 

[Christine69420]

They’ve really done it

Tesla Short Shorts

Q3 profit guaranteed!

Description
Celebrate summer with Tesla Short Shorts. Run like the wind or entertain like Liberace with our red satin and gold trim design. Relax poolside or lounge indoors year-round with our limited-edition Tesla Short Shorts, featuring our signature Tesla logo in front with “S3XY” across the back. Enjoy exceptional comfort from the closing bell.

Did you notice the price? $69.420

To short TSLA I believe you need to pay over $120.000 (never tried). So for roughly half that or $69.420 you only get the short shorts. Obvious, really!

 

[MABMAB]

And just like that they are completely out of stock, before I could get an order placed.

No, I could just add a M to basket, site overwlmed