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

[avoigt]

Consumer Reports Ask-Me-Anything is open here:

I am the Director of Auto Test from Consumer Reports to talk about top picks and reliability AMA : IAmA

Be sure to vote up any and all questions that you like. And if you see anything that hasn't been asked, by all means ask!

Great job @KarenRei , keep going!

His answers are disappointing, avoiding, deferring and none but not answers to the real question you did ask.

I summarize them in two words "paint reliability"

 

[Cherry Wine]

Yep. As much as I want to be an investor in TSLA the mission is of utmost priority.

Agreed -- with a certain number of obvious exceptions, the only thing more crushing to me than not being able to invest in Tesla would be to see Tesla go under or be sold to a buyer that makes it a shell of its former self.

 

[Cobbler]

Aaaaand the AMA is over. Jake didn't answer most of Karen's questions. There were very few others so it's not like he was busy replying.

The message was sent!
The're fully aware that there isn't any logic to their final score and used Tesla as a way to get more views on their recommendations

 

[Nocturnal]

Agreed -- with a certain number of obvious exceptions, the only thing more crushing to me than not being able to invest in Tesla would be to see Tesla go under or be sold to a buyer that makes it a shell of its former self.

Well, that and the fact that going private at 4xx would at least give me a sizable return on my investment and not make me delay retirement by 10 years.

 

[StarFoxisDown!]

SA reporting that some Maxwell shareholders are suing to stop the buyout.

"Some" shareholders is likely a very small minority. You can't sue just because you don't like the deal. If enough shareholders vote to approve the deal then tough cookie.

 

[Mobius484]

Maxwell Investors sue to block Tesla acquisition — CNBC

“Story developing, check back for updates”
(Definitely better for CNBC to get out before market closes instead of wait for facts)

Was wondering if they might want more $$? Or if this is FUD. Noting the source I’d assume the latter until further info...

 

[Tim S]

why's that? i've always taken the phrase to imply that the accused party is being unfairly persecuted.

I believe Bob is saying that phrase (witch hunt) has lost its effectiveness because it has been overused (incorrectly) by Trump and his supporters.

 

[Tslynk67]

Aaaaand the AMA is over. Jake didn't answer most of Karen's questions. There were very few others so it's not like he was busy replying.

Well, I think he got the message at least and hopefully feels a bit sheepish about things. Nothing will change though.

 

[StarFoxisDown!]

Guys...I don't think I've ever had as much conflicting thoughts about Tesla stock price action.

- On one hand, I was excited that I finally was going to be able to benefit on the negativity by adding to my shares on Thursday and was expecting the stock to crater like last time on SEC BS news. There's been a few times now where I added to my position, only to have negative news come out a couple days later. Luckily I've always stayed disciplined in buying under 305/share.

- On the other hand, it's great to see the stock finally hold it's own against BS like this. Maybe investors are starting to see that the fundamentals of the company and the projection of growth over the next 1-3 years is too great to ignore at this point. Maybe once this gets cleared up by the judge(which I 100% think the judge is going to rule in Elon's favor) and the Bond payment, we will actually start the climb to a new range for the stock price.

 

[Joe F]

Today, @KarenRei won the Internet. Poor Jake was left whimpering "Do you have any questions on anything besides Tesla? I'd be happy to answer." So sad.

Lastly, I want the Karen Living Room Sofa option on my next update!

 

[JRP3]

You can't sue just because you don't like the deal.

Apparently you can. Doesn't mean you'll win of course.

 

[KarenRei]

Re, Maxwell: It'd be easier to count up acquisitions that haven't resulted in an investor lawsuit than the ones that have.

It'd be weird if there were no Maxwell investors who were opposed/sued.

 

[Tingtong]

Honestly, this is my one problem with how the questions were posted. Posting so many at once gave him cover to answer a few of the easier ones before throwing up his hands and saying there were too many. This is the one I’d like to see answered.

Yeap, for me as well.
I asked them again that question but I doubt they will answer.

 

[Carl Raymond]

The message was sent!
The're fully aware that there isn't any logic to their final score and used Tesla as a way to get more views on their recommendations

That’s the lesser accusation. The larger is that they used a dodgy review to manipulate the share price, in cahoots with somebody who made big money off the advance knowledge of the report content and release timestamp.

 

[Tingtong]

That’s me.

 

[Intl Professor]

Another idea, help journalists uncover the corruption. Not every journalist is on the oil/ICE bankroll.
Jennifer Sensiba on Twitter

I nominate Michael Lewis for book about conspiracy to hurt Tesla and movie.

 

[lklundin]

Hit em with the Model Y announcement Elon!

With the SEC's FUD having backfired,
Jennifer Sensiba on Twitter

I would like to make a point as to why it may take a little longer for Elon Musk to reveal Model Y.

During the Model 3 reveal he said that it would cost 35k $ (in its most basic configuration) - without incentives.

Later he had to (honestly) explain that Tesla would need to sell more expensive variants first (in order to e.g. not die last summer).

I think until there is a Model 3 for sale for 35k $ it would be problematic for him to reveal a Model Y together with pricing.

If he did it in a few weeks with the cheapest Model 3 costing 42k $, people would be thinking "the cheapest Model 3 costs 20% more than he promised, what about this new one?"

If he reveals the Y without pricing, then that would also be awkward - and rule out the kick-off of an meaningful reservation/order process.

Even adjusting the current Model 3 price for 3 years of inflation would be less than optimal because people would still ask themselves "but how much will it cost when I finally get a chance to buy it?"

So I am not holding my breath for a Model Y reveal.

 

[Cobbler]

What the KarenRei vs Consumer Reports AMA reading felt like:

 

[Carl Raymond]

That’s the lesser accusation. The larger is that they used a dodgy review to manipulate the share price, in cahoots with somebody who made big money off the advance knowledge of the report content and release timestamp.

And the latter can be true without systemic corruption being the case. It only takes one or two people lacking scruples who understand the power of their position and a conversation in a pub...

 

[Pezpunk]

I believe Bob is saying that phrase (witch hunt) has lost its effectiveness because it has been overused (incorrectly) by Trump and his supporters.

ah, that makes sense. i block racist bullies when i encounter them on Twitter. (coincidentally ... I haven't seen a tweet from the POTUS in ages.)