They got lost in their own argument.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
They got lost in their own argument.
jhm
Well-Known Member
I should listen to my wife and diversify a bit. Our Tesla position is ridiculously large at this point.
I think Tesla is now at a fair price, but not a particularly good price for long-term appreciation. I like to buy Tesla when the market is hating on the stock.
Personally, I believe it's simpler than that: it's just the tv equivalent of click-baiting. "Look at Elon Musk doing this crazy dance, oh, did you miss it? We're playing it again! Quality content right here!"
They need the eyeballs. And they know they can attract more eyeballs with that than with cold financial analysis or, God forbid, the actual news! And you're right, they're becoming the bully of the liked kid, and the rest of the school is slowly turning against them. It's like laughing at a chubby person working out at the gym, eventually people conclude the guy that's laughing is the mean person, and they should just encourage the guy that's at least trying. Not the ideal analogy there, but you know what I mean...
I'll probably spend the next 20 years trying to find another stock like this. (knock on wood)
Regarding the wife, that is an extra risk. You might lose money AND be in the dog house.
Even though Sony might not be serious in introducing a car, perhaps they should be. Panasonic and LG would probably both be successful in manufacturing electric cars in a more vertically integrated fashion than most OEMs.
Of course aero matters less in city driving. I don't know if a 'Model 2' would be driven less at highway speeds.The problem with building a "small Eurocar", and the reason Tesla hasn't done it already, is that buyers expect them to be cheaper, but with an EV, such a design actually is more expensive to make. They virtually always have vertical rear hatches (to maximize internal space within a limited footprint), which significantly hurts aero, which increases energy consumption and thus means more battery cost for the same range, or less range for a given pack cost - and either way, slower charging (which also increases Tesla's Supercharger infrastructure needs, and thus capital costs).
I'm sure they will eventually make one, of course.
As for making it in China and selling to Europe... no.
They did but sold out around $240 on the drop to $180. I don't know if he got back in. He's a trader and not true long.
Yup, the many years long feet dragging by the incumbents re moving to EVs is setting up a massive gap between EV supply and demand. Many in China are happy to try to fill that void. Perhaps we’ll get some consumer electronics and/or tech giants moving in as well.
Pezpunk
Active Member
ugh, stock only up 2% today. at this rate it's gonna take ALL YEAR to increase another tenfold.
Jesus...what's going on here...Reminds me of the new season of Magicians, where Santa was eternally locked up in the magicians library because his putting children on his knees was interpreted as indecent behavior.
jhm
Well-Known Member
We'll both be retired in about 10 years. She is enthusiastic about Tesla too. We expect Tesla to be a big part of our retirement together.I'll probably spend the next 20 years trying to find another stock like this. (knock on wood)
Regarding the wife, that is an extra risk. You might lose money AND be in the dog house.
Krugerrand
Meow
SoGA Fan Club
Member
One of shorties favorite things to do is to dispel, or provide a counter to any claimed Tesla moat. One of these being the charging network. I don't recall which charging network it was, but a shorty tweeted the charging network announcement and commented, "so much for the Tesla charging network moat".
However, I was thinking about this. If the other manufacturers were to ever truly provide real competition to Tesla, and sell EVs in the 100s of thousands per year, think of how overwhelmed these small networks will be. I mean, Tesla has less than a million cars on the road in the U.S. and there were long wait times for a charging stall during the holidays - and Tesla has 751 supercharger stations in the U.S. So, if 3 or 4 manufacturers combined to sell as many EVs as Tesla - they will of course be depending on these few charging stations (suppose to be 800 by end of 2021), the wait times to charge will be horrible. By the end of 2021, Tesla will probably have 1500 stations - and possibly by then, have access to the other networks as well (ie, a CCS adapter or charge port). This further exacerbate the problem. Given the current situation with charging stations, Tesla will ALWAYS have a huge advantage. You'd only know that if you owned and drove a Tesla - which is something Speigel, Einhorn, Chanos, etc would have been VERY smart to have done many years ago - they'd have saved themselves a TON of money.
Just as an FYI - Tesla seems to have taken their foot off the gas from the torrid supercharger build-out pace they set in 2019. The rate of construction starts has slowed to a crawl in the last month or so. They do this occasionally, but I really hope it is a temporary thing and they get back to business very soon. Even if Tesla were to start producing a CCS adapter, the more proprietary chargers they build, the easier it is for Tesla owner's to access a charger. This is a HUGE advantage for Tesla and I hope they accelerate the increase of the already huge lead.
However, I was thinking about this. If the other manufacturers were to ever truly provide real competition to Tesla, and sell EVs in the 100s of thousands per year, think of how overwhelmed these small networks will be. I mean, Tesla has less than a million cars on the road in the U.S. and there were long wait times for a charging stall during the holidays - and Tesla has 751 supercharger stations in the U.S. So, if 3 or 4 manufacturers combined to sell as many EVs as Tesla - they will of course be depending on these few charging stations (suppose to be 800 by end of 2021), the wait times to charge will be horrible. By the end of 2021, Tesla will probably have 1500 stations - and possibly by then, have access to the other networks as well (ie, a CCS adapter or charge port). This further exacerbate the problem. Given the current situation with charging stations, Tesla will ALWAYS have a huge advantage. You'd only know that if you owned and drove a Tesla - which is something Speigel, Einhorn, Chanos, etc would have been VERY smart to have done many years ago - they'd have saved themselves a TON of money.
Just as an FYI - Tesla seems to have taken their foot off the gas from the torrid supercharger build-out pace they set in 2019. The rate of construction starts has slowed to a crawl in the last month or so. They do this occasionally, but I really hope it is a temporary thing and they get back to business very soon. Even if Tesla were to start producing a CCS adapter, the more proprietary chargers they build, the easier it is for Tesla owner's to access a charger. This is a HUGE advantage for Tesla and I hope they accelerate the increase of the already huge lead.
CEO of my former employer (non-news media, top 5 paid CEO) was very fond of saying, "Conflict IS content." in programming meetings.
It was one of my clues to get out.
There's a broad spectrum of reasons that we see so much sensational and inaccurate reporting on TSLA.
I don't discount the conspiracy theories, but I also don't believe that proving any particular point (superior product, consistent profits, boring effective CEO) will make it all magically disappear, and I wouldn't base my investment thesis on that particular narrative changing.
As long as there are passionate and engaged Tesla supporters, and even a small number of vocal contrarians, there will be motivation for publishing molehills for them make mountains from, and to always discourage either side from running too far from the fight.
Tesla will win for all the reasons we know, but it will be in spite of a twisted media environment rather than by conquering it.
Bet TSLA
Active Member
This board is host to both serious contributors and dancing clowns. We all get to decide where we fit best.
woodisgood
Optimustic Pessimist
I'll probably spend the next 20 years trying to find another stock like this. (knock on wood)
Regarding the wife, that is an extra risk. You might lose money AND be in the dog house.
I don't know if I'll see one in my lifetime.
Apple changed the world. It is arguable whether for the better.
Amazon changed the world. It is arguable whether for the better.
Facebook changed the world. It is arguable whether for the better.
Tesla is changing the world. It is without a doubt for the better.
I don't think most people understand what they're witnessing. Too busy checking social media and shopping on their iPhones.
StealthP3D
Well-Known Member
You have actual certificates?
I'm not so sure that having the certificates prevents them from being shorted? Anyone know?
Mike Smith
Active Member
Barron's - 6 minutes ago: Tesla Is the Most Valuable Car Company In America Ever
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