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

[MikeAtkinson]

Is that what he is hinting? S&P is so ‘yesterday’ - he plans to create a new index for the future!!!

Ratings agencies are ripe for disruption. They did a terrible job during the lead up to the great financial crash, and are still doing a bad job now. Tesla's debt is still junk, while many companies with prime debt are likely to go bust in the next couple of years, effects of COVID-19 are still not being taken into account.

Indexes are the same, lack of predictability, secret membership and hidden agendas. Ripe for disruption.

So are stock markets themselves, with market makers, options, futures and hedge funds. They don't do a particularly good job of allowing people and institutions to invest in companies or allow companies to raise capital (why do investment banks need to be involved to place shares). Short termism, over-emphasis on on the next quarters results, encouragement to gamble, special access to some players (high frequency, pre & post markets), poor regulation. Again ripe for disruption.

Not saying Elon will take this on, he has so much on this plate it is unlikely, but someone probably will. I'll be surprised if these look the same in 10 years time.

 

[jhm]

Which of 9/22 and 9/23 do you think will be the better day to buy more Tesla?

I lean toward 9/23. Historically, you can buy after the news. But shorts meddled in most of that history. So maybe things could work out differently this time.

(Of course if you don't already have as many shares as you intend to buy, what were you waiting for last week?)

 

[Krugerrand]

I think this is OT. What do you guys make of JB's being on the board of QuantumScape? It's not unusual for founders to join other boards, but this is a potential competitor. (presumably though JB also wants everything to move towards electric) On top of that you have the VW relationship which obviously has some Tesla connections too with the bromance between Elon and Diess.

Also, I'm wondering if we will hear anything about Redwood materials on battery day.

JB is probably undercover, spying on the enemy. That’s my story and I’m sticking to it.

Elon doing the same.

 

[InDaClub]

OT:

 

[StealthP3D]

Oh believe me...this is why I’m strictly a HODL investor!
But, that’s encouraging news! I’ve never held so much money in company stock, let alone HAD so much money to my name (carried so much student loan debt and working to build my savings), through an election season.

A key part of my buy/hold/don't worry investment philosophy is only invest money you don't need in at least the next two years. Money is not important enough to stress over. In fact, the best reason to have lots of it is so you can live life and not worry about money.

It should always be about life, never about money.

 

[Chunky Jr.]

A little over 7 years ago, it took about 10,000 shares of TSLA to buy a Model S. (TSLA was about $8/share adjusted for recent split)

Now it takes less than 200 shares to buy a Model S, and fewer than 100 for a Model 3.

 

[StealthP3D]

Of course if you don't already have as many shares as you intend to buy, what were you waiting for last week?

I give up. Please tell.

 

[charlesgres]

What I did spot, which I like is $950 strikes for September 2022.

Why? If you don't mind me asking..

 

[charlesgres]

Daily Roundup Preview: 14 September
Posts from 13 Sep 09:21 GMT to 14 Sep 20:51 GMT
Votes as of 14 Sep 20:52 GMT

Go here to see today's full Roundtable Roundup!

Top 10 Total Positive Votes

Author / Votes / Time (GMT)	Content Preview
juanmedina 55 | Link ➤ 14 Sep 1:22	{no text}
Right_Said_Fred 55 | Link ➤ 13 Sep 12:14	AudubonB didn’t forbid us from posting how much our TSLA holdings are worth, he gave an advice. A strong one. And I fully understand his wish to look out for us, for our well-being. Personally I have no problems with people disclosing those numbers. In fact, I regularly do that myself in the ‘optio...
Lycanthrope 47 | Link ➤ 13 Sep 9:58	Breaking news: Tesla investor discusses Tesla investments on Tesla investments forum It's just money dude, I have no problem disclosing it, I'm not hiding it from the tax-man. You don't want to talk about yours, fine, who cares?
emerson06 45 | Link ➤ 14 Sep 8:50	Increased EV incentives in Sweden: 70k SEK ($8000) if you buy a new EV. Up from $6800.
Unpilot 40 | Link ➤ 13 Sep 13:06	My method is a pretty complex system filled with tons of charts and lines and stuff. However to clean it up for the unwashed among us it works like this.... First I buy some when ever I have extra money...Then I don't sell. Later when I have more extra money I buy more....here is the key part...I d...
dl003 38 | Link ➤ 14 Sep 14:56	TSLA buying TikTok is the only catalyst we need for 600+.
jhm 37 | Link ➤ 14 Sep 14:03	A few points about a million mile drive train. There is international trade in used vehicles. Many developing countries import more used vehicles than they import or build new. The economics of refurbishing or repurposing are much better in countries with low low costs than in more affluent coun...
Lycanthrope 37 | Link ➤ 13 Sep 12:13	I've an open invitation for any forum members to share some beers, if and when they pass Brussels. Indeed already met up with some folks from this forum and Twitter in recent years.
ggr 36 | Link ➤ 14 Sep 17:56	Fantastic twitter thread this morning from someone I've never heard of. Basically he says that Tesla/Musk are running multiple feedback loops that improve the products and the company, that are extremely hard to analyze using traditional valuation metrics. Highly recommend reading it. https://twitte...
Lycanthrope 36 | Link ➤ 14 Sep 9:40	EU about to announce stricter emission, etc: Sorry it's a Bloomberg link: New EU Climate Plan Brings End of the Combustion Engine Closer New EU Climate Plan Brings End of the Combustion Engine Closer 14 September 2020, 08:53 CEST European Commission to propose stricter 2030 emissions-cut EU Gr...

Edit: fix post times.

Would you be willing to share your script? thx!

edit: rephrased more politely.. (non-native english-speaker..)

 

[Knightshade]

so you know what I really enjoyed today?

The lack of any dip in AH share price at 5:16 pm.

 

[Curt Renz]

Benzinga - 2 minutes ago: Tesla Self-Driving Software Rewrite Should Be Available By End Of 2020: Musk

 

[M|S|M MYP]

so you know what I really enjoyed today?

The lack of any dip in AH share price at 5:16 pm.

Refreshing aint it?

 

[StarFoxisDown!]

I’m very worried about some friends in Oregon. Stay safe and, yes, if this doesn’t grab attention on climate change then nothing will. We needed action yesterday and we need more companies like Tesla

Refreshing aint it?

View attachment 588214

Everyone should enjoy the reprieve for the next month before the riverboat casino comes back to dock and pick up the gamblers again

 

[dc_h]

I see Jan 23 calls are out.

No contract at 1000 yet. I think for Jan 2023 I'd might sell a covered call at 1200, for the right price.

 

[M|S|M MYP]

Light day for ARKK today...no selling of $TSLA

 

[Fobble]

I think for Jan 2023 I'd might sell a covered call at 1200, for the right price.

Is this pre-split or post-split SP?

 

[Bet TSLA]

"Completely confusing and misleading" is a bit hyperbolic, isn't it? Someone inexperienced will probably only know about buying calls, just like someone new to stocks will know about buying shares.

Shorting is not intuitive, nor are buying puts. If they know enough about shorting calls and puts, they're plenty knowledgeable to put the rest of the post in context.

So you're excusing posting stuff that's mostly wrong because some of your audience won't know enough to understand it? Bizarre. The right response was something like "Sorry, I'll get the mod to delete that post and maybe put together something correct in its place." As it stands, you're helping to push this thread towards being untrustworthy. Seriously objectionable.

 

[dc_h]

Is this pre-split or post-split SP?

If there is a split #2 in the next 2 years, that would be amazing. I may put in a bid on Lycanthrope's house if that happens.

 

[tinyrodent]

Nice 3-minute medium altitude drone flight over the Giga Berlin site. Lots more building materials arriving by train. Another temporary office structure is being raised. The contrast with messy Shanghai is especially evident at this range, where everything looks super tidy and organized, even the dirt piles are sculpted!

 

[Prunesquallor]

Stonk still going up, mi amigos!