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

[Christine69420]

I just love these videos - Giga Berlin:

 

[saniflash]

Model S and X wait times have also been updated to 10-14 weeks in North America.

might be relate to battery day & what will be presented there?

 

[dakh]

We're at 342 because Tesla stock has turned into a casino with people gambling. Fundamentals around the company's value will present themselves again in 3 weeks when Q3 numbers are out

I hope you're right but this is a good example of what I'm talking about. Say, market expected 130K deliveries, and 140K actually happened. Sure it'll cause maybe an $15 or even $50 short-term bump, but it doesn't change the fact that the current SP is only moderately influenced to the up side by the current/tactical news stream. The real question is, are we done with long-term price discovery from the pre-split $250 levels or not. What I'm trying to argue for is my sense from this price action is that the answer to that is likely yes.

 

[corduroy]

The war against whom or what?

Shorts?
Climate?
Indexes?
Human extinction?
OEMs?

I think the expression means more along the lines of making do with what you have or making the best of a situation.

 

[Rb48888]

Buying leaps with the same strikes I bought last year feels like Groundhog Day.

 

[ggr]

Wait wut?

If they thought a catalyst was going to happen in a couple of days, they would have waited until after the catalyst to sell the shares.

They sold the shares before S&P announcement.

Why would they sell before if they were expecting inclusion?

Your logic makes absolutely no sense.

If the S&P's goal was to get Tesla to improve liquidity ahead of inclusion, it doesn't actually matter whether they do it before the announcement or not, since the index funds can't buy in advance, so those shares are in the market as part of the float now. I don't agree that S&P inclusion is off the table, nor that Tesla was tricked.

 

[Knightshade]

If GM is doing all the work, what value does Nikola bring to the table? The renderings?

Nikola is more like a company building a PC clone by outsourcing everything, while Tesla is more like Apple taking advantage of vertical integration. I don't see how anyone can compare Tesla and Nikola.

I saw someone elsewhere suggest GM is locked into the dealer model via franchise agreements regarding direct sales of EVs, but by essentially doing 99% of the work to sell EV stuff under another companies name they can capture more of the $.

I don't care enough to check, but it's at least a better idea than "GM was drunk when they signed this deal"

 

[Chocochip]

The war against whom or what?

Shorts?
Climate?
Indexes?
Human extinction?
OEMs?

Yup!

 

[JBRR]

Stay humble.

This too shall pass.

This applies in good and bad times.

 

[Joesantelli]

There's nothing wrong with "gambling" on S&P inclusion IMO. It's a perfectly understandable event where shares must be purchased. Believing the SP is going to go up due to lack of available shares is sound fundamental market thinking.

The casino feel is at least half caused by small retail investors who want to invest in Tesla regardless of price. We can call that foolish, but it's not really gambling. Nikola on the other hand......

Not sure what this boards obsession with nikolas failure is.

Nikola is up 40% of the day were down 20% I think we have our own hands full atm then to be worrying about others

 

[saniflash]

with stockprice at $343, levered up in my trading account by switching all common shares to Jun 2021 300 Calls. Gives me about 2.1x leverage.

breakeven around $412.

IV high and thus expensive but do I believe we will see $412 again only after Jun 2021? No.

now at a total delta of 13,600 across my trading acct and core shares. At beginning of year, was at about 900. hail volatility.

 

[Drax7]

Regulatory credits are a viable source of income, as they are a cost on GM, Ford and FCAU's balance sheet, if they were to say "these aren't real profits" then they're rewriting accounting rules, which would be a very dangerous precedent.

Of course they are real profits, but not generated directly by the manufacturing
And selling of their product.

I just love these videos - Giga Berlin:

wish I knew more about building , how is this all planned and executed.

 

[dha]

with stockprice at $343, levered up in my trading account by switching all common shares to Jun 2021 300 Calls. Gives me about 2.1x leverage.

breakeven around $412.

IV high and thus expensive but do I believe we will see $412 again only after Jun 2021? No.

now at a total delta of 13,600 across my trading acct and core shares. At beginning of year, was at about 900. hail volatility.

Wow I admire your Cojones. You may get completely wiped out if we have another big macro selloff between now and then.

 

[Nocturnal]

Well according to Karen's analysis, $NKLA are effectively paying $GM $2.7b - above my pay-grade to understand it all:

https://twitter.com/enn_nafnlaus/status/1303309538444152832

Interesting. So basically it's the same shell game NKLA has already been running.

 

[Open Interest]

This sell off is just getting steeper danm

This might be a blow out bottom. Just wish the volume was a little higher.

 

[computerchuck]

 

[Nocturnal]

Buying leaps with the same strikes I bought last year feels like Groundhog Day.

You can post this again next year after split #2.

 

[CLK350]

What does "À la guerre comme à la guerre" mean?
8 Answers



Gérard Briais
, knows French
Answered June 20, 2017 · Author has 4.2K answers and 12.3M answer views

Frenchman here.

Sorry but the primary meaning of this expression which dates from the 17th century is quite different from what the two previous answers have suggested:

In war times, resources and means are very often limited, and it is necessary to do so with the few resources available for the tasks of everyday life. So in critical situations, you have to do with what is available and not rely on outside help.

Nowadays, A la guerre comme à la guerre is still used in derisory way to highlight the negative aspects of a situation.

So the correct answer would be: Do with what you have.

CLK350, raised in France here (years 1 - 23): yes, that is the overall meaning, and if I may add some purely subjective comments: French is/ was known for being the most precise language, devoid of ambiguities, which is why it used to be the international language of choice for diplomatic/ political communications. In this case I would refer to the French bible of word usage (well, one of the main ones), "Le Petit Robert" to quote the relevant passage in the "Guerre" (war) entry: https://dictionnaire.lerobert.com/definition/guerre

" GUERRE, se dit proverbialement en ces phrases. La guerre, la peste & la famine sont les trois fleaux de Dieu. On ne fait la guerre que pour faire enfin la paix, pour dire, qu'il faut s'accorder à la fin. On dit aussi, A la guerre comme à la guerre, pour dire, Souffrir la fatigue, ou prendre du bon temps, selon les occasions où on se trouve. On dit aussi, que la guerre nourrit la guerre, pour dire, qu'une armée subsiste aux despens du pays où elle se trouve. .. "

Translated, "In war as in war, meaning, Suffer hard times, or have a good time, depending on the prevailing circumstances"

So my personal subjective interpretation of Elon's tweet in context would be - "We prepared for the S&P inclusion by getting ready to infuse the market with newly issued Tesla stock to prevent a possible disruptive infinite squeeze VW/ Porsche like. Turns out the SP took off and the S&P inclusion took a different turn, disappearing from view - so we made the best of it, issued enough of that tranche as it seemed like a bargain for our treasury, easing the funding of our upcoming projects. Too bad for the innocent or unaware bystanders. In any case good for our mission, so our stockholders will be happy long term; as for the stock traders, or newbie "investors", well, that's life, you had your chance, you blew it, or you just held, it was/ is your choice. "

Let's revisit later, when Elon is of age to tell his grandchildren/ us, the fun/ chaotic story of the early Tesla days.

 

[Robertj]

Might be time to convert those shares back to leaps

 

[Tes La Ferrari]

Model Y becomes a "reference car" for VW - VW Chairman - Deiss

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