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

[neezer]

Just a little humor before tomorrow...enjoy y'all....oldie but goodie:

View attachment 581464

Ugh, don't remind me

 

[LiveLong&Profit]

An island.

I would sail by in a modest boat, saluting you !
From a safe and respectful distance, off course, taking into account your stated desire for privacy and (and also various assumed primarily defensive capabilities)
(Assuming off course the location was known to me which might be ... a tad more optimistic than my price/sell target)

 

[clmason]

Wh


Anyone here buy any TSLA in the teens? 20's are my cheapest shares.

I bought at $18 on a dip.

 

[Rb48888]

Big Thanks to @The Accountant. Their Jan 2020 post has helped me considerably, and repeatedly.

Given current events, I thought it was worth floating back to the top, in case it can be helpful for others too.

The Art of (not) Selling
I stumbled upon a very good blog post by Akre Capital (an asset management firm).
The post titled "The Art of (Not) Selling"

The Art of (Not) Selling - Akre Capital Management

For those of you familiar with @StealthP3D 's approach to investing, this article could have easily been written by him.
It is a short read and I highly recommend it.
Some key lines from the article:

• The mistake, in virtually every instance, has been selling too soon.
• our investment philosophy involves concentrating our capital in a small number of....growing and competitively advantaged businesses
• This determination to hold on is a critically important...... At its core, it relates to the power of compounding. We believe these two ideas — (not) selling and compounding — are inextricably linked. Getting the first wrong makes the second impossible.
• when selling because of valuation, it is often with the idea that there will be an opportunity down the road to buy back in at lower prices. In our experience, it seldom works out this way.

 

[TheTalkingMule]

...I suspect that someday in the not too distant future we will see "Model 2's" rolling out of Berlin and Shanghai.

That naming convention seems very unlikely to me. Including past models, I think we'll see a progression more like:

Model S
Model 3
Model X
Model Y
Model B - lower cost sedan
Model I - sporty, smaller, cheaper hatchback
Model T - midsize pickup
Model C - camper in the mould of a VW
Model H - hydrofoil speedboat

 

[amolina]

@Tim S

Tesla Powerpacks Are Being Used by Volkswagen

VW Apparently Using Tesla Powerpack Batteries For Electrify America | Torque News

I tipped torque news about this. Tim S originally posted this news here . I hope torque did all the fact check on this

 

[StealthP3D]

@Tim S

Tesla Powerpacks Are Being Used by Volkswagen

VW Apparently Using Tesla Powerpack Batteries For Electrify America | Torque News

Let me get this straight. The dieselgate settlement required VW to spend millions (billions?) on green technologies like the Electrify America charging infrastructure. Then they figured out that every dollar they spent on Powerpacks was one more dollar's worth of batteries that Tesla would not be putting into cars to compete with VW?

I mean, they have to spend the money on something so why not use it to siphon more batteries away from Tesla's vehicle production?

 

[Paul_SF]

That naming convention seems very unlikely to me. Including past models, I think we'll see a progression more like:

Model S
Model 3
Model X
Model Y
Model B - lower cost sedan
Model I - sporty, smaller, cheaper hatchback
Model T - midsize pickup
Model C - camper in the mould of a VW
Model H - hydrofoil speedboat

you need an “A” in there

 

[Krugerrand]

I would sail by in a modest boat, saluting you !
From a safe and respectful distance, off course, taking into account your stated desire for privacy and (and also various assumed primarily defensive capabilities)
(Assuming off course the location was known to me which might be ... a tad more optimistic than my price/sell target)

I don’t care what anyone else says, you’re no dummy.

 

[Tim S]

@Tim S

Tesla Powerpacks Are Being Used by Volkswagen

VW Apparently Using Tesla Powerpack Batteries For Electrify America | Torque News

Ha ha, thanks for letting me know. I hope I didn't get anyone in trouble.

 

[Nocturnal]

OT:

Is there a way for me to flag or bookmark a post so that I can return to it in the future?

If you right click on the post number you can open just that post in a new window, then bookmark that window. That will retain the link to the post, even if the pages get moved around.

 

[clmason]

I tossed and turned last night, not because I have options contracts that are volatile but because buy and hold has worked so well my account is majorly overweight in TSLA.

I’m considering selling a small amount of shares, maybe 5%, just so I can sleep better. Will decide before end of trading. Feel free to chime in with suggestions.

 

[BlackS]

I tossed and turned last night, not because I have options contracts that are volatile but because buy and hold has worked so well my account is majorly overweight in TSLA.

I’m considering selling a small amount of shares, maybe 5%, just so I can sleep better. Will decide before end of trading. Feel free to chime in with suggestions.

Good sleep at night > 5% of $TSLA shares

Unless $TSLA keeps going up every day j/k....i am sure a lot of TMC are in the same dilemma as you. Would that 5% really make a huge difference?

 

[LST]

Wh


Anyone here buy any TSLA in the teens? 20's are my cheapest shares.

yup
500 at IPO 17 USD

 

[StealthP3D]

I tossed and turned last night, not because I have options contracts that are volatile but because buy and hold has worked so well my account is majorly overweight in TSLA.

I’m considering selling a small amount of shares, maybe 5%, just so I can sleep better. Will decide before end of trading. Feel free to chime in with suggestions.

I'm planning on doing the same thing. Not to sleep better but, yeah, I'm so majorly over-weight in TSLA it's not even funny anymore. And I still will be after I sell off 10-15%. I've figured if TSLA doubles in the next year I'll have more than I could ever hope to spend anyway and, if it doesn't, it won't matter either.

But I'm not very good at pulling the trigger (waiting for better price to sell at). This reluctance to pull the trigger has served me incredibly well over the last 25 years!

 

[StealthP3D]

yup
500 at IPO 17 USD

Did you ever decide to sell any?

 

[ninpb]

Let me get this straight. The dieselgate settlement required VW to spend millions (billions?) on green technologies like the Electrify America charging infrastructure. Then they figured out that every dollar they spent on Powerpacks was one more dollar's worth of batteries that Tesla would not be putting into cars to compete with VW?

I mean, they have to spend the money on something so why not use it to siphon more batteries away from Tesla's vehicle production?

Evil..someone tell them the more they buy the less Teslas get out in the street.

 

[dww12]

I tossed and turned last night, not because I have options contracts that are volatile but because buy and hold has worked so well my account is majorly overweight in TSLA.

I’m considering selling a small amount of shares, maybe 5%, just so I can sleep better. Will decide before end of trading. Feel free to chime in with suggestions.

I like the idea of selling 2022 4000 covered calls. The premium probably covers your initial investment if TSLA went to zero and you keep your shares if it does not make 4000 and if it makes 4000 you got a 2x return in two years. Plus it forces you into long term gains. I have not done this yet but considering as we get closer to battery day and S&P. Hopefully they open up some higher priced calls by then because we’ll be at 3000 and need 6000 options.

 

[vikings123]

Ha ha, thanks for letting me know. I hope I didn't get anyone in trouble.

lol so many people lurking in this thread. I'm pretty sure I saw somewhere on twitter a screenshot of your original post with the picture. You are famous . We are not only making the news but also the articles. Even the nano capacitor rumors with ampere started here I think. Amazing.

 

[Drumheller]

I guess you already made the dreaded calculation...

$40,000 / 17 = 2353 shares x $2270 = $5,341,310

Please... that man had a family.