Krugerrand
Meow
Will you settle for an article by Troy on CT?
Tesla Delivery Estimate: Q3 2020: 140,000 | Q4 2020: 194,000
I’m going to pull a number out of my ear; 83,000.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I’m going to pull a number out of my ear; 83,000.
Preview of instant price jump upon S&P inclusion announcement?
Bet TSLA
Active Member
I have yet to hear of anybody in the US who has suffered anything more than temporary annoyance from this nefarious malfeasance. Nor any foreign accounts that had problems that weren't warned about in advance. Lots of noise over irritating incompetence.
StealthP3D
Well-Known Member
Yes. I'm one of the people who has been saying big corrections are normal and I've been translating these big moves back into pre-split prices just for additional perspective and it just re-enforces what I already know - you can't have the kind of big up moves we have enjoyed without a series of big down corrections - it just never happens! It could even go dowwn a lot more from here. So what! I'm not worried one bit because this is not a move based on poor fundamentals - it's a correction for what had become a very frothy market.
The good thing is we have established new highs, higher than most thought possible, and this makes it easier to revisit those levels with the addition of good news, good P&D numbers, good earnings, good battery news, etc. etc. etc.
Investing is about growth. Growth takes time. Look at the chart - don't tell me you thought it would keep going straight up indefinitely without a breather or major correction? This should not matter at all to long-term investors. I sold 20% of my stake, not because I was worried it would never go higher but because it had become a ridiculous portion of my account, it was well-valued and both me and wife have been retired for some time.
Big moves are NORMAL, that's why people say if you want to play with the big dogs you have to be comfortable peeing in the tall grass.
Artful Dodger
"Neko no me"
I was going to sell ~300 shares on Tuesday to finance a house purchase. While the new shares were listed in account, the lots were all wrong and not properly updated/allocated, and Gains and Losses were not computed correctly. There was no way to sell the right lot (for tax purposes) online. I was too lazy to call them, so hesitated, and then didn't do anything. I probably should've just sold it in FIFO mode. On Wednesday it gotten worse, so I decide to wait till SP500 bump. The lots and Gain/Losses weren't fix till today (Thursday morning)
At this point unless there's an SP500 inclusion next week and we get bumped back to 450-500, I'm likely selling a few more shares than originally intended and will be out at significant amount of lost gains.
My broker is MerrillEdge. And I'm pretty pissed at them now.
Artful Dodger
"Neko no me"
That theory would only work if front running the S&P 500 inclusion began with the 2020Q2 Earnings Call (when Tesla announced that it now met all the S&P critieria).
In the event, the runup only began with the Stock Dividend announcement, and at an unprecidented rate (>75% at its peak after just 20 calendar days).
If there was any 'front-running' going on, its more likely IMO to have been front-running the forced MM short covering deadline.
That is exactly what we saw, including the timing of the slump.
#WALKSQUACKSLIKEADUCK
Bet TSLA
Active Member
Exactly. Their fault only in the sense that they made selling slightly less convenient. And of course you can assign which lot you want sold afterwards just by calling them up and telling them. So, no, you weren't unable to sell. Still waiting to hear about anybody who was defrauded.
Kinda a cool place in Central Park west close to the Dakota.Fun Fact: "The title of the [Beetles] song refers to the Salvation Army-ran girl's orphanage – dreamily called “Strawberry Field” – that Lennon lived near growing up in Liverpool."
Strawberry Fields
Something tells me that would’ve gone over Gordon’s head though.
AH happiness.
Today I was driving into the local playground with my 5 year old son. About 50 feet from the entrance pulled over on the side is a Pagani Zonda. I hear from from his car seat “oh awesome!”. I reply “yeah that’s a Pagani Zonda”. He replies, “no, look down there. There’s a Tesla, it’s a Model Y”. We parked next to the all black Model Y and chatted about it for a bit. When we get out I ask “Want to go check out the Zonda?”. He immediately says, “No, lets go to the swings”.
FWIW in this relatively small lot were 3 Model 3s and 2 Model Ys. Picking our Y up Sunday.
Photo of him a few years ago on a fun car for good vibes.
Love you all.
Today I was driving into the local playground with my 5 year old son. About 50 feet from the entrance pulled over on the side is a Pagani Zonda. I hear from from his car seat “oh awesome!”. I reply “yeah that’s a Pagani Zonda”. He replies, “no, look down there. There’s a Tesla, it’s a Model Y”. We parked next to the all black Model Y and chatted about it for a bit. When we get out I ask “Want to go check out the Zonda?”. He immediately says, “No, lets go to the swings”.
FWIW in this relatively small lot were 3 Model 3s and 2 Model Ys. Picking our Y up Sunday.
Photo of him a few years ago on a fun car for good vibes.
Love you all.
Attachments
Can someone check to see if there are some massive out of the money calls bought for next week recently? This may give us a clue on S&P inclusion this Friday.
gabeincal
Active Member
Will you settle for an article by Troy on CT?
Tesla Delivery Estimate: Q3 2020: 140,000 | Q4 2020: 194,000
Thanks! This is in contrast with
The Wall Street consensus for Tesla's third-quarter deliveries is 98,000. => A whopping 43% increase.
Diesel is better.
Maybe he's adding a gasoline engine? I hear the energy density on gasoline is very good.
Oh wait that's even worst...
StealthP3D
Well-Known Member
Full Self Driving isn't complete yet. So there is no FSD safety data yet (only Auto Pilot which is a driver-assist feature). You can pay for FSD upfront but it won't be released until it's ready.
There has been speculation the after hours spikes down before were exercised calls. I feel like the jumps up were likely exercised puts. But I can't back that up with facts.
Why, oh why, in this day and age does a 401K fund only do rollovers by paper check to me (rather than the new fund/broker), requiring me to then mail it and the funds to "clear"... a process that will take the better part of two weeks??
Artful Dodger
"Neko no me"
The trouble with annoucing after the Close on Thursday is that the Quarterly Rebalancing weights are determined by Closing SPs of all S&P components as of tomorrow's Close, Fri Sep 04, 2020.
I think that's one of the motivations for the big push down we're seeing right now. Every hundredth's of a point off of TSLA's weight means a few billion $$ of TSLA that don't need to be purchased by Index Funds by Sep 18th.
Cheers!
gabeincal
Active Member
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