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

[Mo City]

I don’t understand how a compact hatchback serves the mission in the next 5 years.

At an incredible 50% growth we hit 3.75M vehicles / year in 5 years.

S3XY CRS demand should be plenty to drive demand to this level. The only thing introducing a compact hatchback would do, is decrease production of one or more of those. This has two consequences

1) Each vehicle in Tesla’s lineup displaces a gas vehicle that burns more carbon than the gas hatchbacks displaced by EV hatchbacks.

2) EV hatchback sales will generate less cash, thereby slowing down factory buildout, which is the most critical aspect of all in furthering the mission.

Prior to 2025, compacts won't generate much for Tesla. However, to reach 10+ million deliveries per year by 2030, you better believe they will.

My wild guess is we see a reveal in 2022 or 2023.

 

[OrthoSurg]

Prior to 2025, compacts won't generate much for Tesla. However, to reach 10+ million deliveries per year by 2030, you better believe they will.

My wild guess is we see a reveal in 2022 or 2023.

Compact will conquer all the dense Europeans cities where you can only park a Renault Clio by bumping your way between the 2 other cars

 

[CLK350]

i’m able to login and view ibkr

Hah ha - yes .. now on and off reachable, the NetLiq value is correct, but the Unrlz numbers are way off (way too high LOL) - Schwab numbers also are off, I didn't notice. Good thing they did this over the weekend!

 

[Stretch2727]

I don’t understand how a compact hatchback serves the mission in the next 5 years.

At an incredible 50% growth we hit 3.75M vehicles / year in 5 years.

S3XY CRS demand should be plenty to drive demand to this level. The only thing introducing a compact hatchback would do, is decrease production of one or more of those. This has two consequences

1) Each vehicle in Tesla’s lineup displaces a gas vehicle that burns more carbon than the gas hatchbacks displaced by EV hatchbacks.

2) EV hatchback sales will generate less cash, thereby slowing down factory buildout, which is the most critical aspect of all in furthering the mission.

At some point you need a compact hatchback for EU as it is a large portion of the market. The roads are just too tight and parking is tight due to the way to they use land. Just because it is small does not mean it cannot be upscale and luxury.

Funny story. I lived in EU 5 years working for Ford. My ex wife liked big cars and would always get the biggest Ford offered. Scorpio at the time. They were bigger than a Model 3 but smaller than an S. We loaned that car out about 5 times as a limo for weddings! All the locals thought it was a super sized car like a stretch limo in the US.

 

[kcveins]

Schwab has done so as of this morning with both the shares and the price..
and the balance is correct ;-)

Just looked at my GTC order for a few shares at 3500 - the number of shares and the sale price has not changed...

 

[MTL_HABS1909]

It's fine, I mean your criticism is only valid because Tesla gained 700% in a span of 4 months. No one saw that coming, not even the most bullish bulls within this time frame. Half of the gains came from a stock split which is not even fundamental based so that's just all luck.

Except for the fact that Cathy herself stated multiple times “the bigger the base, the bigger the breakout”, so she knew something like this was going to happen. So why sell when TSLA started taking off like she had predicted? It’s precisely as @Artful Dodger has pointed out: they are swing traders.

 

[Lycanthrope]

At some point you need a compact hatchback for EU as it is a large portion of the market. The roads are just too tight and parking is tight due to the way to they use land. Just because it is small does not mean it cannot be upscale and luxury.

Funny story. I lived in EU 5 years working for Ford. My ex wife liked big cars and would always get the biggest Ford offered. Scorpio at the time. They were bigger than a Model 3 but smaller than an S. We loaned that car out about 5 times as a limo for weddings! All the locals thought it was a super sized car like a stretch limo in the US.

Scorpio, that was one hell of an ugly car!

 

[jerry33]

Shrinking ICE world means the cost of servicing going up and becoming harder and harder to obtain at whatever the cost. Classic cars will thus sooner or later get converted to BE drive train from mere necessity and convenience. This is already happening and will be widespread for some time. Mustang with a tesla motor is a much better mustang.

Not so with motorcycles where the ICE is much bigger part of driving experience. They put insulation into cars to reduce engine noise and they remove mufflers to increase motorcycle noise. Motorcycle engines also tend to be simpler and are thus more "self-serviceable" to the point of casting your own pistons.

Vast majority of ICE lovers will turn to old motorcycles for their gas addiction. Fine with me.

Unless they live next door and tinker with them until the wee hours. Classic cars lose their value if they don't have the original parts. Few classic enthusiasts will convert. And I can't seem them going to motorcycles as classic car enthusiasts aren't bikers for the most part. (There are a few that also collect classic bikes and a few that only collect bikes.)

 

[UnknownSoldier]

TIL that stock split is hard for brokers. I'm a bit sad that Schwab appears to have done it right, I was hoping to have had 5x my money for a little while there

 

[Singuy]

Except for the fact that Cathy herself stated multiple times “the bigger the base, the bigger the breakout”, so she knew something like this was going to happen. So why sell when TSLA started taking off like she had predicted? It’s precisely as @Artful Dodger has pointed out: they are swing traders.

They only swing trade what, less than 10 percent of their shares? Also we had a huge break out to 969. The rest were all based on luck like pandemic and split. Cathie has been pretty spot on with Tesla but I can't fault them for not catching luck. They bought a boatload when low and sold some when high like an active management team should do. So they could have bought some lower and sold some higher? Sure if they had a crystal ball also.

 

[TheTalkingMule]

So.......what are the odds Elon's Neuralink work becomes the last piece AI needs to destroy human existence? Seems ironic enough to come true.

 

[OrthoSurg]

Just realized AAPL stock would be $21k/share is they didn’t split.
TSLA at $2220 is just the beginning.

 

[BlackS]

Now that he is a young adult, I have had the "pre-marital property" discussion with him several times already!

It's CHEAPER TO KEEP HER!!!!!

 

[jerry33]

So.......what are the odds Elon's Neuralink work becomes the last piece AI needs to destroy human existence? Seems ironic enough to come true.

I'd say our current government and most large corporations are more than enough.

 

[S3XY]

I don’t understand how a compact hatchback serves the mission in the next 5 years.

At an incredible 50% growth we hit 3.75M vehicles / year in 5 years.

S3XY CRS demand should be plenty to drive demand to this level. The only thing introducing a compact hatchback would do, is decrease production of one or more of those. This has two consequences

1) Each vehicle in Tesla’s lineup displaces a gas vehicle that burns more carbon than the gas hatchbacks displaced by EV hatchbacks.

2) EV hatchback sales will generate less cash, thereby slowing down factory buildout, which is the most critical aspect of all in furthering the mission.

As long as there's a positive margin they will generate cash. It would be at a slower rate than their other offerings but would also be selling at higher volume. But the feasibility really comes down to having enough batteries. We'll have to wait until battery day to find out when there will be enough of them.

 

[SO16]

Except for the fact that Cathy herself stated multiple times “the bigger the base, the bigger the breakout”, so she knew something like this was going to happen. So why sell when TSLA started taking off like she had predicted? It’s precisely as @Artful Dodger has pointed out: they are swing traders.

Cathie didn’t know when exactly. If Tesla would have been closed longer because of covid and not posted a Q2 profit, the stock price wouldn’t be anywhere near what it is right now.

 

[BlackS]

The hatred people have for elon muskler is so irrational and dumb. I tweeted that they might have to do some mental gymnastics to keep hating him in neuralink cures blindness or paralysis. I immediately get told 'he is a vile person I will always hate'. By someone who has never met the guy, or achieved **** all personally.

I used to try and be understanding, but hell I don't care any more. I own tesla stock. If every single person in the legacy auto, energy and transport industries loses their job and life's savings, I don't care any more. Its not my job to warn them of the CLEARLY SIGNPOSTED freight train that is going to destroy their industries and replace them with something much better.

Must be a GJ, Speigel, or Chanos burner account tweeting you

 

[Singuy]

Cathie didn’t know when exactly. If Tesla would have been closed longer because of covid and not posted a Q2 profit, the stock price wouldn’t be anywhere near what it is right now.

Yeah cathie is into only high growth high volitality stocks unlike warren. The active manager in these stocks should try to produce some gains using volitality which they have. I don't see anything wrong with it.

 

[Stretch2727]

Scorpio, that was one hell of an ugly car!

Yeah agreed especially the last version. She wanted a big car and working for Ford the cars were provided dirt cheap. We did not have much choice.

I always got a Sierra or Escort Cosworth. Smaller and more maneuverable but not cheap to buy. These were great performance cars at the time but no where near my Model 3 Performance.

The point is the market is quite different in EU at least from size perspective so a compact Tesla is necessary at some point. Not to go downmarket as people think of as a small car in the US, but just to to able to park and maneuver it. In other words the motivation for buying small is not always to save money.

 

[astrotoy]

It was fun while it lasted. Last night my Fidelity Roth (which holds all of my TSLA shares and only that) was up five times in value with the share numbers increased five times, but the SP staying the same. Just now I saw it go back down with the share numbers and SP adjusted for the split.