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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
However if I was big auto and big oil I would spend $10b to short this to 0. This kind of tech can’t get out.
Joe F
Disruption is hard.
I suspect their OTA updates will involve a slow drive-by a stealership, and a salesman pops up and tosses you a CD with the update enclosed. To make it even more fun for all, it will be advertised as a frisbee contest, with points redeemable for catching accuracy, to be applied to your next oil change. Good times ahead.
Hmm, I’m guessing their order mix was too slanted towards LR?
Solar Aussie
Member
Who knew this. The Putin connection. Morgan Stanley has Russian Bank and consulting business and they diss Musk and Tesla - Russian oil industry exports & SpaceX taking over ISS human cargo.
Who would have guessed
Morgan Stanley to shut down its Russian banking business in first quarter 2020 - Reuters
⚡️ELECTROMAN⚡️
Village Idiot
Have you always been a troll or did you recently have a change of heart?
I think the current situation is far from fearful. Follow sound investment rules, that's all I can say. Diversification is pretty important.
I do agree with this statement.
But execution will be vital.
If Tesla go about this in a similar way to the Panasonic coop, GF1 construction, Model 3 automation, EAP/FSD development, communications, price changes, etc, the Maxwell acquisition is basically a pure waste of shares. Might as well onate them to charity. You know, feeding the hungry, ending wars, that sort of thing.
The potential from the Maxwell acquisition seems tremendous. Likely more upside than the whole RoboTaxi deal which is limited and constricted by so many factors. Tesla will need to do way better here. Better than anything we've seen since Model S. This cannot be treated in the same way on any level as any of those other projects. Mess this up and Tesla is looking at a very dire future. Overly costly cells in small supply, that's a great way to end any BEV maker.
Tesla management cannot be allowed to undertake the Maxwell integration like anything they've done in 7 years. Perhaps better hire externals to run it. Or even leave it to Maxwell personnel themselves. They got to think about this in light of their tech for years.
This will need to be done quickly and surgically. Halve cell costs within a year. Make it so.
This paired with Elon’s email the other day, not good.
Q1 saw a company go for volume, over price. What will more of the same do to profit?
Frustrating to watch a viable EV company run by someone so head-strong and neglectful. The same conquests he brought this badge were "cheaters" from others. I could say I'm a sample size of one, but the list of issues tempting an exit to yet another just keep growing (lock down, introduced software problems, feature reductions and not enough refresh glitter).
With analyst hat on, the several institutional holders have this stock's fate in hand. We may never deduce where slow BIG execution of sell orders comes from, but the weight on the stock would be a black hole for the rest of us. I've been totally out, since AV Analyst day.
It's on Musk.
Yeah for sure. Do not even know why this would be up for debate. Once you discount the fact that climate change means nothing to them and that the little people having a hard time can kiss their ass, why would the masters of trillion dollar industries not spend money (pocket change) to continue their dominance? Does anyone really believe they got where they are by not using their resources to crush the competition?
The only people that would posit otherwise by calling me a conspiracy nut would be...those people in the payroll of the masters of course! Because anyone else, any reasonable person would say, well at the very least this is a strong possibility.
It is not even personal. I am sure they simply have a portion (minuscule) of their annual budget set aside for this type of activity - playing (or owning lol) the media, spreading misinformation, politically attacking possible rivals, promoting their own agenda - and it is business as usual. It probably pales in comparison to their budget for industrial espionage.
Apple tried to buy Tesla for more than it’s currently worth a few years ago, report says
Apparently Apple tried to buy Tesla a couple of years ago, not surprised and kind of expected.
This is the real concern of a lower SP, not privatizing but a take over. SP near $300 was like a moat against
a hostile takeover.
Apparently Apple tried to buy Tesla a couple of years ago, not surprised and kind of expected.
This is the real concern of a lower SP, not privatizing but a take over. SP near $300 was like a moat against
a hostile takeover.
Model S/X prices were cut again ?
Just continually cutting prices in hopes of boosting sales shows Tesla has no idea of marketing or brand management. Blindingly cutting prices with no attempt at promotion or advertising to build an image to support sales and maintain pricing will not improve things. It does work that way with luxury purchases.
They will end up just destroying their flagship nameplate and possibly the Tesla brand along with it. Geez.
I blame EM for starting a EV company and taking it from 0 to 200
I would blame my self for investing more than 20% in TSLA
Clown AJ at Morgan Stanley is just hedging and compromising his integrity further for click bait - saying TSLA is going up unless it goes down. WTF is that?
Any one been able to read the tea leaves on how Raven production transition has gone?
like others have said I will keep my shares no matter what happens. I believe on the company and the product and my model 3 is the best car I ever owned. People blaming Elon for 100% of the stock action are just silly.
That won't work. First, at certain level, someone buys a big chunk, then they might get squeezed. Second, companies don't go away after bankruptcy. After restructuring, the business will be back.
At this time big auto and big oil know it's inevitable, the future is EV and robo-taxi. They can delay it a bit, not by much.
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Lots of people complaining about the price reduction on Model S and X. I did not hear anything from them last week when the price of Model 3 went up...
I'm going to start a new job as a Tesla analyst. After studying the company in depth for 3 or 4 minutes, here's my initial stock targets:
Worst case : $0
Best case : $∞
Worst case : $0
Best case : $∞
Indeed, they suck at guidance, they suck at the messages they give out to investors and he markets, and they suck at giving adequate and accurately worded guidance/changes to guidance, which are easily misinterpreted at will.
In fact it's so bad that I really wonder if it's not strategic. I mean I can do a better job, I think most posters in this thread could do a better job too. So it's a real conundrum to me.
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