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

[MikeAtkinson]

And it's important to recognize that quantity of cars sold is a poor metric. Margin per car, technology moats, lack of legacy infrastructure, etc are all way more important. And nobody comes close to Tesla in that regard.

Toyota has revenues about 11 times that of Tesla. Toyota has free cash flow of about 6 times Tesla.

 

[Fact Checking]

It's actually funny how my short put position opened a while ago actually lost money even as stock goes up so much due to much much higher IV.

sold -TSLA200320P465PUT at @28.99/share, it was $3.41/share yesterday, but $5.8/share at the moment of writing as TSLA goes up another... $151.

It's down to $4.40/$5.05 now, but these are rather far OTM options with low liquidity and high spreads - volume today was only 4 contracts.

If the price settles into a range today then these should quickly lose their gap-up IV. Note that these options have a close to zero fair value at $900 price levels already, with "normal" TSLA volatility of 45-50%, according to Black-Scholes pricing ...

 

[Right_Said_Fred]

Not the big players that some of you guys are, but was able to take a spare $320 sitting in a trading account last week and flip it into 17 shares at >$905 via a Feb21 800 lottery ticket. Cheers to everyone that rode this out over the last few years!

So you bought 17 shares at an average price of $18.82. That's time travelling to the IPO!

 

[Chickenlittle]

I just woke up to see 932 on the ticker. And my Friday expiring calls sold at what I considered a ridiculous price yesterday! I cannot believe we are experiencing this in our lifetime and better yet, I am on the right side of it!

The most unbelievable part of this is that this is the second time for tesla. I don’t know of a company with two short squeezes. After this settles down I would not doubt we will see a third episode in the future

 

[Silentk]

Anyone else see this crazy-cheap deal on Craigslist? Is it a scam?

 

[mikevbf]

If any of you have a sell order at 999, which a week ago was a joke, you might want to adjust it.

Just changed my order to 5999.99. from 1000.

 

[deonb]

Please Elon, do a $10b capital raise while the price is this high and pay off all Tesla debt. It would be almost irresponsible not to.

 

[Unpilot]

Toyota has revenues about 11 times that of Tesla. Toyota has free cash flow of about 6 times Tesla.

And they are putting it where?

 

[Fobble]

So, just to clear this up a bit, are most of your co-workers and your neighbors talk enthusiastically about owning TSLA yet?

From zero to 100, what is the value of the "Fobble Overbought Index"?

I think SP surges is due to institution buying and short squeeze. Price movements such as yesterday and today indicate overbought for the short term, but it still aligns with longer term valuation.

 

[theschnell]

Toyota has revenues about 11 times that of Tesla. Toyota has free cash flow of about 6 times Tesla.

Toyota meet Nokia

 

[Dylan]

Toyota has revenues about 11 times that of Tesla. Toyota has free cash flow of about 6 times Tesla.

Imo Tesla has shown/proven that they can execute and scale, and they are best positioned to meet (actually lead) demand going into the next 10 years.

 

[TheMrX]

Damn you cofee!

I need to go pee!!!

 

[Todd Burch]

And they are putting it where?

Hydrogen tanks!

 

[madodel]

And they are putting it where?

The latest and greatest mobile technology, Hydrogen airships.

 

[JRP3]

Tesla has not covered all their properties with solar panels?

They don't even have enough panels to sell to their customers, some of who have been waiting for years.

 

[Wooloomooloo]

And they are putting it where?

How Much Does Toyota Spend On Selling, General And Administrative Expenses?

Their expenses are rising. The cost of traditional auto making is actually increasing - the realization of this is contributing to Tesla's skyrocketing SP more than is being appreciated.

Oh... can we just pause for a second and look at this: TSLA 52 Week Range 176.99 - 940.13

 

[nvsblman]

So you bought 17 shares at an average price of $18.82. That's time travelling to the IPO!

Ha, right? First purchase was in the low $50s. Watching this price action is... unreal. Even though it's something we all hoped for, for so long.

 

[Unpilot]

Volume is almost 20 million in the first hour...yeah we beat yesterday's volume for sure.

 

[Unpilot]

Stop with the profit taking already

 

[Nocturnal]

I have to imagine that we will have at least one more big swing up before it settles.

Stop with the profit taking already

Probably some people freaking out and thinking it's the top. ​