-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I'm with you. I just stocked up on rice, beans and other dry or canned food just as a precaution in case it became necessary at some point to bunker down for a number of weeks.
As to how Tesla fares as the market continues to plummet over the coming weeks, I bet they started working two months ago to see where they were most vulnerable to part supply disruptions and did what was possible to increase inventory. Being so vertically integrated Tesla should be less vulnerable to production drying up quickly because of shortages. If Q1 results trigger being added to S&P, all those funds are going to dive on TSLA shares to get their required position ahead of others at less cost. We may see a flight to comparative safety effect as other auto makers have to shut down plants. I would also bet there are good medical continuation plans worked out at Tesla. One more competitive advantage in being fully awake, smart and fast.
Yeah, he is the master of illusion, ready to do/say anything to divert public opinion from the real truth
Dr. J
Active Member
Because both sides know that phase 3 ain't gonna happen--this phase 2 is both sides' maximum leverage.
StealthP3D
Well-Known Member
Has finally got into the hands of excited customers??
I think you mean has already got into the hands of excited customers! Coronavirus and all. Because this is around 8 months sooner than many were expecting. In fact, many said it would never even happen.
Good news TM. I am also an eternal optimist, so I'm starting a new 12 step group for people who can't help being too optimistic.
You can be a charter member! Soon I'll be in a room on a folding chair with other optimists doing the inevitable 12 step, "Hi, my name is Bob and I'm a recovering optimist."
lafrisbee
Active Member
Let's just pray you don't write the tweets..."finally got into the hands", Like it is behind schedule...
dc_h
Active Member
I think Curt has valid reasons to get out. Like many I wish I had reduced exposure at 900 and 800. I’d be going back in here though. I’m still uncertain about the impact of c19, but I think it will become a normalized part of life. We have x smoking fatalities every year, car accidents etc. immunity will improve, treatments refined and the impact mitigated. Slowing the initial curve is good and some paranoia is healthy. Q1 could be more impacted in Europe if deliveries are delayed. Shorts could jump on that story, but I think they’ve mostly depleted themselves and are much less relevant. If 5000 or 10,000 cars fall into Q2 due to c19, I think the market will be happy with tsla and cash flow will still be up. If 20-30,000 cars are delayed, that will hurt more. The end of Q rush is riskier this time then most, but Tesla itself is on much more solid ground. With the Y, they can shift production from 3 and stay production constrained even if the economy turns down significantly.
Causalien
Prime 8 ball Oracle
Seems we are staring down a repeat of 2008 political theater. At this point I am no longer laughing at some of the memes implying ppl go cough at all the politicians.
Canada's prime minister's wife got infected. I expected an about face in attitude with how they are treating this virus.
I'm normally an optimist, but hearing the CNBC talking heads this morning squawking about how great the buying opportunities were yesterday. Nope. We are far from the bottom IMO.
The only thing I'm currently holding aside from short positions is Tesla. I don't see how we aren't in a recession. I also have literally zero faith in our current government.
The only thing I'm currently holding aside from short positions is Tesla. I don't see how we aren't in a recession. I also have literally zero faith in our current government.
Last edited:
So I misses buying my puts back at open because I was driving to work, so instead I bought some 800 calls for next week in case the Y reveal blows everyone away and we get a deal over the weekend. And maybe China or Korea sends us a few million tests.
Last edited:
jhm
Well-Known Member
You'll have to pry my Tesla shares from my cold, dead, coronavirus ridden hands.
The decades of trading experience and intimate knowledge of the financial markets allowed Curt to bet on the correctness of his own analysis. I don't have that luxury, so I just accumulate and hold.
No, that margin rate is specific to you because you have too much exposure to Tesla. Screen excerpt from the "margin" view of my portfolio:
I have a noob question about options trading. Want to learn more about that but can't find the answer. When you guys buy or sell put/call, do u trade between traders or trade with option writer?
Think about this for a minute if you are thinking about selling.
How much money is sitting on the sidelines right now? ( a lot...like a crazy amount)
Where will that money flow when the first glimpse of opportunity arise? (People are greedy and scared..it will flow too the company best positioned for growth)
What company is that? ( Three guesses and the first two don't count)
is advice
How much money is sitting on the sidelines right now? ( a lot...like a crazy amount)
Where will that money flow when the first glimpse of opportunity arise? (People are greedy and scared..it will flow too the company best positioned for growth)
What company is that? ( Three guesses and the first two don't count)
is advice
No way to tell. Could be freshly written, could be someone else's trade.
SoGA Fan Club
Member
Cool. I'm not too far from Atlanta. Let me know when you plan to die and I'll be up there. I don't mind a little prying.
Thanks for letting me know how to obtain your shares.
6. You left off Solar Roof. That is the silent but deadly.
Similar threads
- Locked
- Locked
- Locked
