Since we don't know his short positions, this could simply be a hedge. But wouldn't even that be a significant departure from his Tesla thesis?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Since we don't know his short positions, this could simply be a hedge. But wouldn't even that be a significant departure from his Tesla thesis?
NASDAQ is up 0.7%, Tesla 4.7% how is that for mimicing? Yes most of the low volume period it does, but overall this was stock speciifc rise and not macro related.
Could be anything really. Maybe shorts were taking profit given that there would be no catalyst for a stock down move anytime soon and those puts would be decaying daily.
Yes, even as a hedge that means he has to give some credence and some probability that TSLA might > $420 by strike date.
No, this was end of q1 reporting period. Either, it's a troll or a mini hedge. 420...
Few hedge funds will take unlimited exposure on a position, however much they believe in it. Out of the money calls are a natural way to cap potential loss.
Nothing to be happy about his call position. I hope he still has a large short position, otherwise if these guys make money on the way down and on the way up, what are we doing here posting and reading millions of posts on the forum?
If you don't have open mind and the determination to get better results, you won't get better results.
Completely agree. If you are short and trying to destroy a company, it should be public knowledge. Or if a fund manager trashes another comapny, you should be able to check wether he's short or not.
Agreed as well. Is there even some sort of face-saving justification for this practice?
Yes, but the question I have is -- is this the first time his fund has taken such a hedge in TSLA? If so, even that would signal a change in thinking, though not a sea change.
Joe F
Disruption is hard.
Right, where he clearly stated: "I provided instructions to a person in CA to replicate demo day route video on stock firmware ap2 car."
So, not AP3, so not possible to have the new NN which is what was shown on Autonomy Day Demo if I'm not mistaken.
graphix25
-=electronboy=-
Big volume in the 250 Aug 16 calls today playing the earnings report. There was one large 5000 option trade this morning, biggest in days.
There is. Capital should be allocated to most efficient use. If company X is wasting it, there must be a way to penalize. I am not against short selling, but when it comes to Tesla it's a whole new level. Media lying daily to save their ads business. It's a crime really.
I'm speculating, but my guess would be that his previous hedge was the convertibles that got redeemed in Q1, thus necessitating a replacement hedge.
I can't find it right now but it was a recent video with Elon. (Interview or annual shareholder meeting.) I don't have time to review hours of video to find the link for you. If you haven't already watched it all you should.
Found it:
The section starts at 1:37:00. The actual mention of the two branches is at about 1:42:00.
Unless he has the dev builds how does he know what is in the dev builds?
Artful Dodger
"Neko no me"
"Tesla Q2 2019 Deliveries Preview" | Hyperchange | 10 min ago
He's hilarious to watch with the volume off...
graphix25
-=electronboy=-
My personal "whisper number" is we break 100k deliveries in q2 driven by Raven and US / Canada incentives . Crazy I know and I'm scared to even whisper that number.
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