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

[bpjod]

Tesla Canada providing a "standard range" model 3 with 150km to make sr and sr+ eligible for Canada incentive!

Awesome!!! That arbitrary cut off right between the price of a Bolt and a Model 3, then the special concessions for the Pacifica really ticked me off.

Have a link?

 

[izemize]

I've been thinking about it recently. Who are they? They want to destroy Tesla/Elon and all of us bulls so badly, we don't even know who they are? that's not right.

Shorts are betting against a better future.
Shorts can only lose. Google and Apple would not let Tesla fail.

Look. I think you guys demonize shorts based on a bunch of very vocal small / retail investors in social media. In the background large hedge funds make bets based on valuation and their own analysis. Not because they are evil and want to see Tesla burn, but because they will short everything that gives their clients some gain. That's their job. They might be bad at it, or good at it. The jury is still out.

John Hempton (tesla bear) said in a recent interview (real vision, paid only):

And Elon is-- the good things you can say about Elon are at least partly true. The car is wonderful.[...]
Nobody who hasn't driven it doesn't get it, [...]

In the end game, an electric car should have the maintenance profile of an egg beater, an electric egg beater. In other words, it just won't need much maintenance. [...]

If the stock goes to 400, I won't be very unhappy. I still wish I'd never heard of the company. I've been short for a few years. And I've paid a few years of borrowed cost.I've had a small number of options expire worthless. If the stock goes to zero, I'll have a drink at Elon's expense. *And I'll actually be sad for the world.*

 

[JusRelax]

Awesome!!! That arbitrary cut off right between the price of a Bolt and a Model 3, then the special concessions for the Pacifica really ticked me off.

Have a link?

Unfortunately I dont because since I'm not in Canada I always get redirected. Here's a screenshot someone posted on reddit: https://i.imgur.com/ddt9uxk.jpg

 

[bpjod]

Tesla Canada providing a "standard range" model 3 with 150km to make sr and sr+ eligible for Canada incentive!

Have a link?

Never mind. I found it.

 

[Singer3000]

Thanks everyone that responded! Also found it on youtube:

Point in the video about the convertible being free money for investors. I’d love to be able to buy a Tesla bond but us retail players are left out the market.

Musk has talked about “alternative sources of capital”. Let me help Mr Musk! There’s a limit to how many shares I’ll sweep up, gotta have some semblance of portfolio management. All me buying shares does anyway is help boost the stock option incentive return. But a retail only bond that’s also available internationally? I’m pretty sure they could fund the next Gigafactory that way if they wanted.

 

[bpjod]

Tesla Canada providing a "standard range" model 3 with 150km to make sr and sr+ eligible for Canada incentive!

That's even less than the US$35,000 promised Model 3. There were some winter days where I took close to a 50% hit on range though so I hope it's a software limited pack that users can upgrade their range after they experience their first winter cold snap.

 

[izemize]

Tesla Canada providing a "standard range" model 3 with 150km to make sr and sr+ eligible for Canada incentive!

93 miles? Who would buy that? Also... they will lose money on that configuration for sure.

 

[MarcusMaximus]

93 miles? Who would buy that? Also... they will lose money on that configuration for sure.

Nobody, that’s why it’s set there. The rebate availability is based on the base configuration of the car, but still applies(with some caveats) to higher specced versions. Tesla doesn’t actually have to sell any of these, they just have to be available.

TLDR: Stupid laws create stupid market forces.

 

[M3Edm]

93 miles? Who would buy that? Also... they will lose money on that configuration for sure.

Make it cheap to just get the rebate and then software update it to get it back to “normal range”

 

[TradingInvest]

This copy has good audio quality (Palihapitiya's speech on CNBC)
Gofile - File sharing platform, anonymous and free

 

[bpjod]

93 miles? Who would buy that? Also... they will lose money on that configuration for sure.

It's likely a configuration that noone would buy, unless it's a second Tesla as a cheap city commuter. We've kept our 2012 Volt for that purpose and since getting our Model 3 last June it hasn't burned a drop of gas, even with it's tiny 50km range. It just gets driven around town for errands. When we leave town we do it in our Model 3.

What this has accomplished though is it now allows the SR+ to also get the federal incentive because there's a base version that qualifies by being priced <$45,000 (by $1!) Thank you Tesla for doing this to point out how dumb and arbitrary that $45,000 limit was and to get the SR+ a government rebate.

 

[sundaymorning]

The Chinese State killed more than a journalist last year.

China is 'the world's biggest prison for journalists', says media watchdog Reporters Without Borders | Hong Kong Free Press HKFP

The Chinese State executes more people than the rest of the world's governments combined according to Amnesty International, many of which are not for murder.

The US executed 23 people last year.

Send Chanos and CNBC reporters to China when Tesla gets its grand opening.

 

[M3Rider]

What this has accomplished though is it now allows the SR+ to also get the federal incentive because there's a base version that qualifies by being priced <$45,000 (by $1!) Thank you Tesla for doing this to point out how dumb and arbitrary that $45,000 limit was and to get the SR+ a government rebate

Not a flamethrower ==> Not a 200+ miles Tesla.
Just for regulators.

 

[Zaxxon]

THANK YOU for posting this...been wanting to watch it.
Man that talking head guy wanted to push an agenda.

Felt bad for him. That was not an even match.

Ok that video clip is one of those “Wow. Just Wow.” moments.

Chamath nailed it.

Hmm. Mortal Kombat 'finish him' GIF is probably too NSFW for this forum... What else would work?

 

[Donatas]

You guys clearly beat me in time but just to make it completely crazy and because I'm a man of word, here's just another version of that interview (full) if not for anything else just that we would have more options for spreading around.
I see this situation showing two things:
1. This community is great
2. Truth is a bitch which always finds it's way out

Gofile - File sharing platform, anonymous and free

 

[Carl Raymond]

Also, started with a good analogy: can you (to the host) hit a golf ball in a cup floating in the ocean, how many tries would you need? EM has done something as difficult as that 9 out of ten times.

Musk could no doubt design a golf ball with grid fins that struck with sufficient range in the general direction of the cup always lands in it.

 

[sundaymorning]

Profits will come with higher production volume and continued double digit quarterly Model 3 production cost reduction. Even with profits at Q1 levels though, cash flow is broadly neutral (excluding one time working capital changes) given non cash costs like depreciation & warranty reserve and deferred revenue.

How much was depreciation during Q1?

 

[Xpert]

For those who doubt tesla FSD, watch this video below to understand how Neural Net is trained. Multiply this example by millions cars on the road constantly training, driver training it every time autopilot is disengaged, tesla doji, and tesla team further tagging/training it on edge cases.

Finally finished my Jetson Nano Jetbot and ran some of the examples! : nvidia

 

[sundaymorning]

Not a flamethrower ==> Not a 200+ miles Tesla.
Just for regulators.

It goes to show two can play this game. Regulators in Canada try to exclude Tesla, Tesla kindly responds with the same tasteful tactic.

 

[Tifighter]

Streisand effect

FMHR-chamath palihapitiya - Streamable

Thank you.