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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
You can check out the latest Chinese EVs here:-.Tesla BEV Competition Developments
I admit it did cause me to wonder where the Chinese will be in 3-5 years time.
But then I remembered Battery Day is coming.
Tesla's ability to continue to grow market share is not founded on the absence of competition, the foundations are:-
Already the best of their EVs are at least worthy on comparing to a Model 3/Y, those are still 3-5 years behind, in some areas.
But you can bet the Chinese have tear down reports on a Model Y, and they will buy vehicles to tear down and reverse engineer.
They will do the same for Plaid Model S and Cybertruck.
In fact if Tesla ever stops innovating, the Chinese will probably catch up in 3-5 years time, but we know that will not happen.
However, I do think about what this means for the rest of the industry, and the pace of the transition from ICE to EV.
The other big takeaway was when it comes to Micro-cars, the Chinese have something for everyone, regardless of your preferred aesthetic. Add in competition for European EV Mirco-cars and future Indian EV Micro-cars, there is no compelling mission related reason for Tesla to rush into this segment.
What is true for Micro-cars is also true for the Chinese design aesthetic more generally, they have something for everyone, and some of it borders on the bizarre. But don't look at the worst examples, look at the best of their cars, in this area they are even closer to matching Tesla.
I admit it did cause me to wonder where the Chinese will be in 3-5 years time.
But then I remembered Battery Day is coming.
Tesla's ability to continue to grow market share is not founded on the absence of competition, the foundations are:-
- Brand image
- Continuous Rapid Innovation
- Manufacturing Efficiency and Innovation
- Rapid and efficient scaling of additional production capacity
- Price reductions particularly in battery packs.
- Accelerating replacement of ICE sales with EV sales.
Already the best of their EVs are at least worthy on comparing to a Model 3/Y, those are still 3-5 years behind, in some areas.
But you can bet the Chinese have tear down reports on a Model Y, and they will buy vehicles to tear down and reverse engineer.
They will do the same for Plaid Model S and Cybertruck.
In fact if Tesla ever stops innovating, the Chinese will probably catch up in 3-5 years time, but we know that will not happen.
However, I do think about what this means for the rest of the industry, and the pace of the transition from ICE to EV.
The other big takeaway was when it comes to Micro-cars, the Chinese have something for everyone, regardless of your preferred aesthetic. Add in competition for European EV Mirco-cars and future Indian EV Micro-cars, there is no compelling mission related reason for Tesla to rush into this segment.
What is true for Micro-cars is also true for the Chinese design aesthetic more generally, they have something for everyone, and some of it borders on the bizarre. But don't look at the worst examples, look at the best of their cars, in this area they are even closer to matching Tesla.
MTL_HABS1909
Active Member
Are non-TSLA investments really called 'investments'? or categorized as 'gambling'?JK!!
I don’t have any other investments besides Tesla, but I would say it would be gambling simply because I don’t know any other company 1/1000000th as well as I know Tesla.
They upped mine to 60% a month ago. I’m at ~80% and holding off on margin buying for a while.
Artful Dodger
"Neko no me"
After-action Report: Wed, Aug 05, 2020: (Full-Day's Trading)
Headline: "S&P Watch Continues as Volume Shrinks"
TSLA 1-mth Moving Avg Market Cap: $277.50B
TSLA 6-mth Moving Avg Market Cap: $165.23B
Nota Bene: Elon's CEO comp. plan 2nd tranche vested July 24, 2020
'Short' Report:
Comment: "Groundhog vacation day"
View all Lodger's After-Action Reports
Cheers!
Headline: "S&P Watch Continues as Volume Shrinks"
Traded: $7,402,302,520.41 ($7.40 B)
Volume: 4,984,962
VWAP: $1,484.93
Closing SP / VWAP: 100.00%
(TSLA closed ABOVE today's Avg SP)
Mkt Cap: TSLA / TM = $276.751B / $173.221B = 159.77%
Volume: 4,984,962
VWAP: $1,484.93
Closing SP / VWAP: 100.00%
(TSLA closed ABOVE today's Avg SP)
Mkt Cap: TSLA / TM = $276.751B / $173.221B = 159.77%
TSLA 1-mth Moving Avg Market Cap: $277.50B
TSLA 6-mth Moving Avg Market Cap: $165.23B
Nota Bene: Elon's CEO comp. plan 2nd tranche vested July 24, 2020
'Short' Report:
FINRA Volume / Total NASDAQ Vol = 51.5% (51st Percentile rank FINRA Reporting)
FINRA Short/Total Volume = 37.2% (42nd Percentile rank Shorting)
FINRA Short Exempt Volume was 0.89% of Short Volume (48th Percentile Rank)
FINRA Short/Total Volume = 37.2% (42nd Percentile rank Shorting)
FINRA Short Exempt Volume was 0.89% of Short Volume (48th Percentile Rank)
Comment: "Groundhog vacation day"
View all Lodger's After-Action Reports
Cheers!
Interestingly enough, Schwab had TSLA at 75% and dropped it to 65% last month
UkNorthampton
TSLA - 12+ startups in 1
Apparently a NEW electric car must do 600 miles (11 or 12 hours driving in uk minimum, are they going to Switzerland every day?), recharge in 5 minutes (Vs about 15 minutes in an ice if you add up all the time) and cost less than an old banger (1973 Capri mentioned). It must also be charged up outside terraced houses and flats and have a boot large enough to dispose of several bodies. Also electric cars are part of a plot to use face masks, 5g and fluorine in water to steal a man's essence.
On a positive side, far more comments dispelling the FUD. I clicked up and down arrows but not registering for that rag to comment.
I hate The Daily Hate with a passion. Possibly only surpassed by The Daily Diana.
I have a sofa I want rid of... How many NKLAs does that take?NKLA...NKLA...NKLA....you want to do curbside pickup for the 'chairs'??
Dr. Dauger on Jenkins - 2016: Jenkins' Irrationality and Lack of Critical Thinking Regarding Tesla and Jay Leno
Dauger Research: About Dauger Research, Inc.
Glamisduner
Active Member
I have a little more cash to invest in TSLA but it appears to be a missed opportunity now. I can't see paying 5x more for the same stock as I did a couple months ago.
Just got back from the future....this current price is a steal!
Can you imagine the three month run of:
1. Killer battery day
2. Great P&D for Q3
3. Biden winning and saying that EVs will be a major priority
I for one appreciate learning that options have dropped significantly in price and LEAPS might be worth a look
Glamisduner
Active Member
I think your right, but I don't have THAT much extra cash. Risk it too high now for me. I wouldn't mind if the stock went way back down for a bit
Artful Dodger
"Neko no me"
Well if you don't think it is going to go up significantly in the future I guess it is time to sell everything you are currently holding.
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StealthP3D
Well-Known Member
Only people who support the WSJ with cold hard cash so they can write this kind of hit piece can read that link.
Wait...does that mean you help support the WSJ?
Bet TSLA
Active Member
I have a rule for you. Anybody who posts "chair" in this context is banned permanently for confusing stupid with funny.
Artful Dodger
"Neko no me"
Not the case today: the Close almost exactly equalled volume weighted average price today (100.005%).
I report this metric every day in "Lodger's After-Action Reports"
#EvidenceVsEmotion
Krugerrand
Meow
Just tell us if it gets to 22k/sh by 2024.
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