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

[MABMAB]

That might be a good question for ARK invest at its monthly webinar which begins in 5 minutes (1:30 pm EDT). I've already submitted a different question.

Tesla is the largest holding among ARK's ETFs, and the stock in which CEO Cathie Wood has the most conviction.

ARK Webinar Registration: https://register.gotowebinar.com/register/1970070155587730188

Thank you, session is full.
Recap ?

 

[MikeAtkinson]

I would be all over a cyber van!

Vans cover a wide range of sizes and shapes, it would be a real challenge to create a platform that can cover the various sizes and be economical to manufacture.

 

[Hock1]

Some discussion here TSLA Stock Split

Valid arguments both for and against.

Yes. Before S&P quarterly meeting.

 

[jerry33]

Vans cover a wide range of sizes and shapes, it would be a real challenge to create a platform that can cover the various sizes and be economical to manufacture.

You just make the skateboard and let others do the customization. Maybe have three 100% Tesla models.

 

[Hock1]

Thank you, session is full.
Recap ?

ARK having technical difficulties at the moment.

 

[Jack6591]

Texas?
Texas?
Texas?

Redirect Notice

Excerpted:

The Travis County Commissioners Court on Tuesday is scheduled to take a key vote on potential financial inducements in a quest to land a plant from automaker Tesla.

 

[scaesare]

When I lived in Seattle, people would say:

If you don’t like the weather, wait 15 minutes.


When I lived in the Bay Area, people would say:

If you don’t like the weather, drive 15 miles.


When investing in TSLA:

If you don’t like the share price, wait 15 hours minutes.

FTFY

 

[wipster]

Great environment speech by Biden currently. Conversation of federal fleet to electric!

 

[MikeAtkinson]

Tesla will not make two completely different subcompact cars; one for Germany/Europe and the other for China/Asia.

Elon said the Tesla subcompact may be designed in Germany.

Well there are the Golf and Polo sized cars below the Model 3 in length. A Golf sized car could come in both a hatch and sedan. There are also the small cheap sports cars to compete with Porsche 718 and 911 models. Then the various micro cars below those which are popular in Japan and India.

By sharing batteries (or at least cells), motors, electronics, etc. many components can be common among models and with the Model 3/Y.

There is enough work to keep several design teams working for a decade to fill out the Tesla range to cover all major vehicle types.

 

[Curt Renz]

Thank you, session is full.
Recap ?

You're welcome. ARK had severe audio difficulties. They hope to have that remedied for their quarterly webinar on Thursday at 4:15 pm EDT.

 

[jerry33]

You're welcome. ARK had severe audio difficulties. They hope to have that remedied for their quarterly webinar on Thursday at 4:15 pm EDT.

I don't get to every meeting, but there has only been one I've attended with no audio issues.

 

[RobStark]

That "13" is actually 13x with the 3rd digit redacted. According to the post, "some data has been redacted to protect the source".

Later it says "So far, more than 130 Tesla workers have tested positive", implying the number is between 131-139. This is out of more than 10,000 Fremont employees so less than 1.4 %. It's probably less than 1% of all Tesla employees worldwide.

Edit: Here's the link to Fred's post... Tesla sees spike in COVID-19 'exposure,' data leak shows over 130 cases and more 'affected' - Electrek

Edit: That number is year to date, not currently positive. So 130+ Tesla employees have tested positive at some point between March and now, according to the leaked document.

2% of Alameda residents have been infected.

COVID-19 Projections | US | CA | Alameda

 

[Tslynk67]

I don't get to every meeting, but there has only been one I've attended with no audio issues.

They must use the same tech as Tesla for their webcasts then...

 

[dc_h]

I'll start off the bidding @ $4,20

Try 420.69. Actual pricing right now is $330. I put in a big order for $0.10 to see if I could get some market orders before anyone realized the value. No luck obviously. It would have been the fastest 3 million I ever made!
It is a bit tempting to sell a covered call at this level. You can lock in $33,000 per hundred shares for the right to sell in June 2022 for $350,000. For two lots, you get a free Model Y for the price of being forced to sell at 350k. That is almost double the 2019 low of $188.

 

[vikings123]

Texas?
Texas?
Texas?

Redirect Notice

Excerpted:

The Travis County Commissioners Court on Tuesday is scheduled to take a key vote on potential financial inducements in a quest to land a plant from automaker Tesla.

Voting session is now live, they just reconvened

Edit: No idea when Tesla is on the agenda.

 

[dgodfrey]

2% of Alameda residents have been infected.

View attachment 564511


COVID-19 Projections | US | CA | Alameda

I fully expect an article claiming they all were infected either at Tesla or via a Tesla employee. Whereas, in reality the vast majority had it before they walked in the door but that's not the way this will be spun.

 

[RobStark]

Well there are the Golf and Polo sized cars below the Model 3 in length. A Golf sized car could come in both a hatch and sedan. There are also the small cheap sports cars to compete with Porsche 718 and 911 models. Then the various micro cars below those which are popular in Japan and India.

By sharing batteries (or at least cells), motors, electronics, etc. many components can be common among models and with the Model 3/Y.

There is enough work to keep several design teams working for a decade to fill out the Tesla range to cover all major vehicle types.

Almost all the sales are in hatches.

Very little profit in the micro car class.

I rather have the Chinese and or Indians make sub $10k BEVs for almost no profit.

 

[dgodfrey]

I know I promised to never sell another covered call but it's not my fault. This volatility can not be wasted.
Hi, my name is Doug and I'm a recovered callaholic.

 

[MikeAtkinson]

Almost all the sales are in hatches.

Very little profit in the micro car class.

I rather have the Chinese and or Indians make sub $10k BEVs for almost no profit.

Little profit in the micro cars, but a lot of profit in the software (FSD).#

Edit: just because they are small it does not necessary mean that they are cheap, Tesla make premium and luxury cars.

 

[ninpb]

Vans cover a wide range of sizes and shapes, it would be a real challenge to create a platform that can cover the various sizes and be economical to manufacture.

Yea looks like a long shot. I just looked up sales for mini vans in US and it's steadily decreasing since 2010, only accounting for 2.6% of total sales as of 2020.