"Can't let them pile up like beer cans." -- Elon Musk.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Interesting thesis! I like it. And I love that movie.
unless you took a delivery of LR+ X and can show us the battery label to still be 100kWh, we don't yet know if it was a miss.
I've started buying small quantities of SPY puts with a year expiration. Dirt cheap right now and insurance for the coming crash.
JRP3
Hyperactive Member
Not sure how that in anyway changes what I posted. Most large LiFePO4 packs are made up of prismatics. I never said nor suggested LiFePO4 weren't also produced in cylindrical format as well. I have both, the prismatics are much easier to work with for larger packs while cylindricals are more appropriate for small devices and E bikes.
dc_h
Active Member
I’d guess the software hold is to hide Model Y updates and any new features that might other cars.
StealthP3D
Well-Known Member
What strikes are you getting?
The reason I ask is that market tops are strange and amazing creatures. They can fly farther, higher and longer than anyone can imagine. That bears (pun intended) repeating: They can fly farther, higher and longer than anyone can imagine. If the crash you are so certain is coming happens 9 months out, the SPY could be another 20-30% higher before it collapses. Yes, I'm talking about irrational exuberance. And your puts might expire worthless even if we get the crash before your puts expire.
You might get lucky or you might be flushing perfectly good capital down the toilet. The only way I see it makes sense is if you know you will need to exit the market in a year (for example to build a house) and you need the downside insurance. Otherwise, it's generally better to ride it out (if and when it happens).
Chickenlittle
Banned
One thing I am certain of is that tesla will waste no time clearing the rest before any trouble arises. Could even see them working at night
Pittsburgh Business Times - yesterday: https://www.bizjournals.com/pittsbu...ty-for-coal.html?ana=yahoo&yptr=yahoo&ref=yfp
Excerpts:
Coal prices continued dropping, as have fortunes on Wall Street for coal producers. Those pressures have shown up in the stock price, with Consol Energy Inc. (NYSE: CEIX) shares falling from $14.67 on Jan. 2 to $6.45 a share on Wednesday.
...
Expect more pressure: A recent Morgan Stanley report found another 47,000 megawatts of coal-power capacity that will be overtaken by renewables in the next four years and up to $64 billion in capital spending for utilities who take advantage of the cost differential.
Excerpts:
Coal prices continued dropping, as have fortunes on Wall Street for coal producers. Those pressures have shown up in the stock price, with Consol Energy Inc. (NYSE: CEIX) shares falling from $14.67 on Jan. 2 to $6.45 a share on Wednesday.
...
Expect more pressure: A recent Morgan Stanley report found another 47,000 megawatts of coal-power capacity that will be overtaken by renewables in the next four years and up to $64 billion in capital spending for utilities who take advantage of the cost differential.
I hope it's not as boring as the one I went to in Boca Raton 2 years ago. The reps simply read a presentation on their cellphones, and couldn't answer any questions. I knew more about solar, inverters, and the Powerwall than they did.
I think some of the worries about Q1 are unfounded:
1/ Expectation for Q1 is low due to seasonality
2/ People still remember what Q1 2019 looks like. Those who sold got left in the dust. Unless Q1 is disastrous, I'm talking 80,000 deliveries and -500M loss, big investors are not gonna sell.
3/ A dip, if any, caused by momentum traders, shorts, and MM will be short lived.
1/ Expectation for Q1 is low due to seasonality
2/ People still remember what Q1 2019 looks like. Those who sold got left in the dust. Unless Q1 is disastrous, I'm talking 80,000 deliveries and -500M loss, big investors are not gonna sell.
3/ A dip, if any, caused by momentum traders, shorts, and MM will be short lived.
tinm
2020 Model S LR+ Owner
Tesla owners in NM proposed that to the right people within Tesla back in 2015. So far, nothing. We won’t stop pressuring the company, the Gov, the legislature, the franchise dealers, anyone and everyone, until NM can be removed from the list of “bans Tesla” states.
It just so happens that I just took delivery of a 02/20 manufactured Model X and can look at this for you, but I will have to wait until I get home since my wife is driving it and not me.
PS. I can now say that owning the car and not driving it is not as bad as not owning it period, but it's damn close.
I wouldn't personally sell any covered calls right now, and I'd never sell so many that I'd risk a large portion of my TSLA position being called away during a rally, but I wouldn't say never either.
Like if Q1 is a strong quarter, and SP hits $2,000 a few weeks after S&P 500 inclusion in late June, I could perhaps see myself selling just a few covered calls for like 5-10% of my TSLA position, and then selling cash covered puts if my shares get called away.
PLUS: TSLA stockholders cashing in for Teslas. I can't have been the only one.
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