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

[willow_hiller]

Spotted something odd on Reddit yesterday; I'm not sure whether it's the start of a pattern, or a one-off, but a user noticed that a new (0 previous owners) 2020 SR+ is listed on Vroom (evidently related to Carvana): Used 2020 Tesla Model 3 For Sale ($37,980) | Vroom

I'm not sure why a brand new car would end up being sold by Tesla at auction. Maybe the demand for Teslas by third parties is enough that Tesla can still shift a bit of their inventory this way?

 

[TheTalkingMule]

Spotted something odd on Reddit yesterday; I'm not sure whether it's the start of a pattern, or a one-off, but a user noticed that a new (0 previous owners) 2020 SR+ is listed on Vroom (evidently related to Carvana): Used 2020 Tesla Model 3 For Sale ($37,980) | Vroom

I'm not sure why a brand new car would end up being sold by Tesla at auction. Maybe the demand for Teslas by third parties is enough that Tesla can still shift a bit of their inventory this way?

Maybe there's a demand problem? Interesting!

 

[JRP3]

Most gyms/fitness centers are based on membership fees (fitness as a service?). Doubtful too many folks would cancel for a just a month (or two). Shows another advantage of the xAAS model. I wonder if some restaurants or bars might try membership fees to help alleviate temporary shutdowns?

Planet Fitness has stopped collecting monthly payments as long as they are shut down.

 

[ProfTournesol]

Maybe there's a demand problem? Interesting!

No, this is somebody who wants everybody to think there is. Just wait for it, some journalists will jump on it. How can you ever drive 90 miles with it and 0 owners. This is just somebody who doens't have any money, or is in complete panic because he lost his job.

 

[SunCatcher]

We're trying to summon back @Fact Checking and @KarenRei to the board.

I wish there were some way for them to know how deeply they are missed. Huge loss, and not our fault... Knowledge, and excellence based sources like those 2 are few and far between in our times. Seriously bummed every time I think about it.

@KarenRei @Fact Checking

 

[willow_hiller]

No, this is somebody who wants everybody to think there is. Just wait for it, some journalists will jump on it. How can you ever drive 90 miles with it and 0 owners. This is just somebody who doens't have any money, or is in complete panic because he lost his job.

I thought the same thing at first, but there are plenty of new vehicles in Tesla's inventory with some miles on the ODO. Here's one in the DC area:

I hope you don't think I'm trying to insinuate there's a demand problem; I was trying to say that if we continue to see Tesla sell inventory to third party dealers, it's a method for Tesla to convert some of their inventory into capital they could use to do things like quickly expand Giga 3, and a recognition by those third party dealers that holding Tesla inventory is valuable.

 

[StealthP3D]

We don't know what the clown will do in the White House and the situation in New york is escalating fast.

Hey now! This is a TSLA investor thread - being a clown is a noble profession, no need to denigrate clowns here.

 

[oldTAVguy]

@KarenRei @Fact Checking

Please come back, your wisdom and contributions are missed!

 

[Unpilot]

Hey now! This is a TSLA investor thread - being a clown is a noble profession, no need to denigrate clowns here.

I certainly resemble that remark.

 

[StealthP3D]

The SP500 is similar to what it was exactly 2 years ago. Are you saying that the coming contraction is no bigger than the economic growth that took place during the last 2 years? US GDP grew 2.9% in 2018 and 2.3% in 2019. So you expect about a 5.2% contraction in GDP then?

You had better re-think your math. The most glaring problem is the way you just added two growth rate percentages together.

 

[Prunesquallor]

I'm seeing max pain as either $490 or $495, depending on which site you look at. Who has faith that MM's can get the price there?

Thanks! Picked up a few shares at 495.

 

[scubastevo80]

Planet Fitness has stopped collecting monthly payments as long as they are shut down.

So has Lifetime Fitness... but I imagine most national clubs are like this.

 

[ProfTournesol]

I thought the same thing at first, but there are plenty of new vehicles in Tesla's inventory with some miles on the ODO. Here's one in the DC area:

View attachment 526377

I hope you don't think I'm trying to insinuate there's a demand problem; I was trying to say that if we continue to see Tesla sell inventory to third party dealers, it's a method for Tesla to convert some of their inventory into capital they could use to do things like quickly expand Giga 3, and a recognition by those third party dealers that holding Tesla inventory is valuable.

There are frequently used cars for sale online. But Tesla will never ever sell them via a 3rd party. Always on their own website.

 

[Cupidchild]

Thanks! Picked up a few shares at 495.

TSLA stock holding up quiet well today.. Holding support at 499 area.
If market turnaround for a bounce by EoD, TSLA should go up quickly with the market.

 

[Fobble]

President Trump just criticized GM publicly regarding ventilator effort "don't do anything right". First, GM won't be able to deliver till June/July(?). Second, GM wants top dollars. CNBC did mention as a context on how quickly Tesla could acquire the 1k ventilators.

 

[UnknownSoldier]

So yeah guys, what just happened the last 3 days was a classic bull trap rally. I did use the opportunity to convert my 403(b) to straight cash though, it was a nice exit point. I hope those of you who made bank the last 3 days on TSLA calls know what to do here.

 

[Rammstein]

I'm seeing max pain as either $490 or $495, depending on which site you look at. Who has faith that MM's can get the price there?

What websites are you looking at to get max pain? Also it seems like marker makers usually get the stock price to max pain by Friday. Wouldn’t it be a good idea to trade options around this number?

 

[TheTalkingMule]

So yeah guys, what just happened the last 3 days was a classic bull trap rally. I did use the opportunity to convert my 403(b) to straight cash though, it was a nice exit point. I hope those of you who made bank the last 3 days on TSLA calls know what to do here.

We all know to sell low and buy high. You think you're dealing with rookies here?!?

 

[Ameliorate]

President Trump just criticized GM publicly regarding ventilator effort "don't do anything right". First, GM won't be able to deliver till June/July(?). Second, GM wants top dollars. CNBC did mention as a context on how quickly Tesla could acquire the 1k ventilators.

Oof.

Meanwhile....

Regarding the markets, will Quantitative Easing start making its way into stocks next week? 4T nothing to scoff at.

 

[Opus BC fan]

Oof.

View attachment 526406

Meanwhile....

View attachment 526407


Regarding the markets, will Quantitative Easing start making its way into stocks next week? 4T nothing to scoff at.

OT & for your amusement: Trump vs. God Easter showdown.

The Hoarse Whisperer on Twitter