I'll trade my Huawei phone for a couple of TSLA stocks. Any takers?
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
not sure if that was a FUDdy post or a parody of a FUDdy post
bhtooefr
Active Member
I'm gonna pull a post from earlier in the thread...
The Model 3 is a "big tent" car, appealing to many different segments of the population, some of which will completely ignore things about it.
Want a legitimately excellent sport sedan? Model 3, competing against and even beating the Germans (M3/M4, C63 AMG, and RS4/RS5).
Want the cheapest way to get the industry's best level 2/3 automation technology? Model 3. AFAIK everything that competes with this is vastly more expensive, and even then isn't as good AFAIK. (And, of course, there's Tesla's claims of level 4 and 5 coming.)
Want the most efficient long-range vehicle in the US market, and the most efficient highway vehicle in the US market? Model 3. (The Ioniq Electric's excellent city efficiency beats the Model 3, but it's not long-range, and it's not as efficient on the highway. And, the Prius Prime matches the Model 3 SR+ on electric efficiency, but electric range is extremely short, and it's still not as efficient as a Model 3 on the highway even while in its electric range.)
So, you get cross-shopping that doesn't make sense in a traditional automotive sense.
People will treat the Model 3 as an "efficient car" and compare it to other efficient cars on purely those metrics, ignoring the performance (often seeing performance as wasteful anyway) and autonomy.
People will treat the Model 3 as a performance car and compare it to other performance cars on purely those metrics, ignoring the efficiency (the performance car market historically not caring one iota about efficiency) and autonomy (autonomy is considered a negative by performance car enthusiasts typically).
People will treat the Model 3 as an automated car and compare it to other automation systems on purely those metrics, ignoring the performance (if you're using NoA or FSD, do you really need the full performance?) and efficiency.
To directly answer your question... the reason you never see 4 second V8 cars compared to Civics is that there's little cross-appeal. There's little about the Civic that appeals to the 4 second V8 buyer, and vice versa. Conversely, there's tons of cross-appeal between many different segments and the Model 3, and that's one of Tesla's big strengths - one car appeals to many markets, with good cost-efficiency (something like two batteries and three motor designs/four motor part numbers in current production).
There's a phrase in politics, the "big tent party", that describes a political party that is a "big tent" of people with a wide variety of viewpoints and political goals.
The Model 3 is a "big tent" car, appealing to many different segments of the population, some of which will completely ignore things about it.
Want a legitimately excellent sport sedan? Model 3, competing against and even beating the Germans (M3/M4, C63 AMG, and RS4/RS5).
Want the cheapest way to get the industry's best level 2/3 automation technology? Model 3. AFAIK everything that competes with this is vastly more expensive, and even then isn't as good AFAIK. (And, of course, there's Tesla's claims of level 4 and 5 coming.)
Want the most efficient long-range vehicle in the US market, and the most efficient highway vehicle in the US market? Model 3. (The Ioniq Electric's excellent city efficiency beats the Model 3, but it's not long-range, and it's not as efficient on the highway. And, the Prius Prime matches the Model 3 SR+ on electric efficiency, but electric range is extremely short, and it's still not as efficient as a Model 3 on the highway even while in its electric range.)
So, you get cross-shopping that doesn't make sense in a traditional automotive sense.
People will treat the Model 3 as an "efficient car" and compare it to other efficient cars on purely those metrics, ignoring the performance (often seeing performance as wasteful anyway) and autonomy.
People will treat the Model 3 as a performance car and compare it to other performance cars on purely those metrics, ignoring the efficiency (the performance car market historically not caring one iota about efficiency) and autonomy (autonomy is considered a negative by performance car enthusiasts typically).
People will treat the Model 3 as an automated car and compare it to other automation systems on purely those metrics, ignoring the performance (if you're using NoA or FSD, do you really need the full performance?) and efficiency.
To directly answer your question... the reason you never see 4 second V8 cars compared to Civics is that there's little cross-appeal. There's little about the Civic that appeals to the 4 second V8 buyer, and vice versa. Conversely, there's tons of cross-appeal between many different segments and the Model 3, and that's one of Tesla's big strengths - one car appeals to many markets, with good cost-efficiency (something like two batteries and three motor designs/four motor part numbers in current production).
1) Valuing a stock without considering it’s growth rate is like trying to fly a plane with one wing.
2) Ton of details re valuation on first post of linked page, though from 2 years ago and rather conservative on a several assumptions given what we have seen since it was written,
Google+ video hangouts (TSLA & other investments)
Artful Dodger
"Neko no me"
During times like these, I find comfort in classical literature:
Benjamin Graham used this quotation from Ars Poetica in The Intelligent Investor in 1949. Here are more recent statements on the principles of investing:
GLTA, and Cheers!
"Many shall be restored that are now fallen and many shall fall that are now in honor."
- Horace
- Horace
Benjamin Graham used this quotation from Ars Poetica in The Intelligent Investor in 1949. Here are more recent statements on the principles of investing:
- Remember: "Reversion to the Mean"
- Time Is Your Friend, Impulse Is Your Enemy
- Buy Right and Hold Tight
- Have Realistic Expectations
- There is No Escaping Risk
GLTA, and Cheers!
Last edited:
The problem is why would anyone still trust this will happen under Elon's leadership?
He will find a way to spend any amount of money and then write "internal" memos how they only have X months left nd write public blogs how they need to shut down random part of business to save money etc.
People do not change.
I agree, Elon's email likely spooked investors on the cash flow target. What the market wants to see is data on orders or demand. If your stock is getting beat up and you have good news, you should share it. We don't need a tweet from Musk we need a press release. The market will interpret silence as confirmation.
Ford has over 100b in debt and falling sales. Does that enter into the equation?
ZachF
Active Member
Guess today we break through $200.....
I remember when that statement was considerably more charming
I value TSLA at a minimum of 2000 a share. But I can't sell any at that price! T Rowe price and Fidelity sure don't value it at 2000 a share or even 500 a share.
For the past 6 months there is not enough compelling reason for big boys to buy more, larger firms are selling into retail demand which has been insufficient to prop the price up.
In order for the price action to change, the story has to change. There is no reason for the story to change any time soon, they do not have factory or battery capacity. They have not made a single dollar from TAAS.
Why would a large fund go big fighting for shares now? So easy to drop the bid
Dan Detweiler
Active Member
No I did because I am old and when I type Hodl I feel younger
ZachF
Active Member
Ford's revenue in nominal terms is the same as it was in 1998.
It comes down to demonstrating that soft Q1 was a temporary event, or not.
If you think Q2 total deliveries will be 63k again, stay out of the stock. If you think Q2 will have close to 50% more deliveries than Q1, run, don’t walk from your short position.
Deliveries for Q2 below 75k bearish cloud grows/stays probably at least another quarters, between 75k and 85k still somewhat cloudy, going beyond 85k lifts clouds some. Guidance is 90-100k. Sentiment hammered by media is that’s a pipe dream.
bdy0627
Active Member
Sure feels like capitulation Monday. Which is good. Let’s puke it all out so we can start recovering
Similar threads
- Locked
- Locked
- Locked
