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

[Tslynk67]

Or, when the dollar is weak, buy TSLA, when the dollar is strong, HODL

Well like I said, my account is essentially in $$$ even though I'm in Belgium, only flips to €€€ if I need to take money out of the account. So I could even sell everything now, then just leave it there until the $ strengthens.

I suppose when Biden wins it will start to improve.

 

[Nocturnal]

You can see the same problem when comparing Boeing and SpaceX in the Commercial Crew program.

Boeing is having software problems in part because it needs to herd it's umpty-million suppliers, while SpaceX controls it's entire process and handily beat Boeing to the ISS.

Vertical integration helps massively with the software side, it's probably the biggest reason Elon keeps his companies so vertically integrated.

Both the aerospace and automotive sectors are full of old suits who have no clue how important software is on modern manufactures. Many think it's just one more thing that can easily be farmed out to the highest bidder. Both Boeing and VW are reaping what they have sown for this line of thinking, and changing it will require an up/down change in management process/culture.... Easier said than done.

"The sales guy from our software vendor is telling me that it's just an interface and it will seamlessly integrate."

. The consequence, if this turns out to be true, is that I expect the S&P Committee to announce Tesla's inclusion sometime in October.

Musk wouldn't commit securities fraud in order to get Tesla into the index.

Is Fred trying to ruin Battery Day or something? There are times when need people to dig and times when it's best left to the announcement!

I assume these are already going into a product as of this week, hence the leak.

Doesn't matter anyway.....I just woke up to hear GM is going to take over the EV market.

View attachment 588751

I'm not getting into the validity of his actions either way, but his only goal is to drive clicks to his website.

 

[kanweg]

Hello, new to this site and thread but I do post on another site that is more about trading than about Tesla. I'm a recent Tesla investor/day trader and, like all of you, look forward to the coming days.
A recent event however did succeed in getting me pee'd off with Musk... The timing of the recent snub from the S&P committee and Tesla's sudden 5B stock sale were too coincidental for me to believe they were not tied. My assessment then was that Musk had made a deal with the Committee whereas he would use the money to cool off the market for a week, to allow fund managers to buy the required shares at sub 400. Low and behold, last week Tesla shares stayed below 400 and are surging this week.
Coincidence? I doubt it. It would have been no worse if Musk had simply handed the fund managers a commission as compensation for overheating the market and buying at well over 400.
Nevertheless, what is done is done. The consequence, if this turns out to be true, is that I expect the S&P Committee to announce Tesla's inclusion sometime in October.

There is a thing called reality. I should say it is surprisingly unpopular. People apparently like to embellish their lives with made up stuff.False religions allow people to benefit from other people who are promised stuff once they are dead. Never a complaint about the false religion not being true. It is also possible to make up false stuff yourself. However, it is sincerely recommended to base your opinions and actions on what is verifiable. Correlation does not imply causation. Just like some religion might be right in some respect, your hypothesis might be true. However, you having a particular opinion does not make things real. So, it is best to stick to verifiable facts and logic, and base your decisions on the best available data (fundamentals).

Could save you from financial predators, such as false (hydrogen) prophets as well.

 

[jbcarioca]

My spreadsheet of buys and current values has $ £ and € ends up being a lot of columns...
Of course, every exchange loses a little bit of commission. It's just a cost that I have to bear at the moment. If I ever get enough to quit work, then I'll be getting spending money in the most efficient way...
£ cost averaging maybe better eg. £2000 / month spending going onto a € card - some months I'd get more, some less.

You have just captured the prime economic dilemma of my life. Over my primary earned income years I had to cope with US$,€ (and predecessors ₣,DM), د.إ,¥,plus the evolving Cr$...BR$ (FWIW, there have been five of them). Now I cope only with BR$ and US$ in daily life, with a largish portion info expenditures in €. Luckily I now have only two country tax returns to challenge my mind, down from more than five (5) countries at the peak, excluding several local/regional tax issues.

It is probably true that many TSLA investors must cope with such issues, and a good many of those may well need to cope with Tesla ownership/operation in more than one country. My own daily life would be more complex without Teslender, since Tesla native apps are not easily compatible with multi country owners. Luckily, Apple now enables pretty nearly automatic movements with dual SIM, and some, notably Chinese brands can accommodate more than two.

All these issues were not relevant to investors until a couple of years ago. Now, TSLA seems to trade more actively around the world than most multinational companies.
Thanks to DEGIRO About us | Trading Platform | Online broker DEGIRO. we know a bit about the appeal of TSLA.

With this happening we may soon need @The Accountant and other specialists to help us to cope with multi-jurisdictional issues. We had our first broadly-based challenges with the recent stock split.That is currently an issue for those of us who have realized capital gains this year. That one is already a headache for me.

So, how many non-US exclusive individual shareholders does Tesla have? There is no way to know for certain since the vast majority of shares are eventually registered in US-domicile street names.

Institutional investors are an entirely different issue resolved quite easily through Global Custody products.

 

[Big Time]

baffled by today’s open price. Confident it will recover but what a load of manipulative BS

 

[elasalle]

baffled by today’s open price. Confident it will recover but what a load of manipulative BS

GM to manufacture its own 'family' of electric vehicle drive systems, motors

GM seems to keep doing announcements frequently. Today/Morning is Competition is Coming Dip (+CCD).

1. Motors/EV Systems ... what GM is targeting.
.
.need to catch up on ...
2. Super Charger
3. Battery Tech
4. Chips/AI
5. Over Air Update
6. Renewable Eco System - Produce, Store, Consume
7. No Dealerships /On Line Sales Model

 

[Right_Said_Fred]

baffled by today’s open price. Confident it will recover but what a load of manipulative BS

Did it open already?

 

[⚡️ELECTROMAN⚡️]

Thanks, that is helpful. I hadn't thought about the tax consequences because mine are in a tax free account.
Also helpful about the higher risk/reward for OTM. That's more or less what I was looking for, but haven't been sure of a way to work out myself.

As for long term investment, my strategy is simply to HODL on the stock, don't even think about it. But ever since about June 1918, it's been a no brainer to hold some LEAPS to amplify Tesla's appreciation, harder to get that from just holding the stock.

What are some good LEAPS to get right now?

 

[Tslynk67]

What are some good LEAPS to get right now?

IMO they're too expensive - this time last week was the moment to buy LEAPS...

 

[Artful Dodger]

Here's today's Tech chart from 09:30 AM

Cheers!

 

[copyhacker]

"The sales guy from our software vendor is telling me that it's just an interface and it will seamlessly integrate."

Man, if I had a share of TSLA for every time I’ve heard this in my career.

 

[Big Time]

So topsy turvy today.

fed speech ?
Dow S&P Daq doing complete opposite.

 

[replicant]

So topsy turvy today.

fed speech ?
Dow S&P Daq doing complete opposite.

The stock price moved again. What's your opinion on this?

 

[Artful Dodger]

So topsy turvy today.

fed speech ?
Dow S&P Daq doing complete opposite.

Lol. This is what "winning" looks like:

GM to adopt Tesla-like strategy for its electric car push: report

GM needs to get onboard with the Mission for reals, not just endless empty PR promises.

TSLA will spank GM until they either join Tesla in fighting emissions, or GM fails as an ongoing enterprise.

Cheers!

 

[GOVA]

Speaking of which, I just heard of a rumor (coming from German car manufacturing suppliers) that VW and Tesla might start a partnership. (I know this was recently denied by Herbert Diess, I'm just stating what I've heard).

...

Frankly, I hope this is not true. IMO, VW has nothing to offer. Finally, we'd see tons of headlines "V W helped TSLA survive. "

 

[Zero CO2]

Industry Trends | Electric & Hybrid Vehicle Technology Expo
COVID-19 PM2.5

Most here already understand this.... worth repeating

"It turns out the electrification of our transportation system could save lives in addition to saving the planet."

Saving the planet also saves lives ...duh

 

[gabeincal]

And GREEN

 

[jeewee3000]

Frankly, I hope this is not true. IMO, VW has nothing to offer. Finally, we'd see tons of headlines "V W helped TSLA survive. "

I'm pretty sure it's bogus, mainly because (indeed) Tesla needs no production techniques from VW.

Tesla providing batteries could however be useful (helping Tesla's mission and bottom line), but that was not a part of the rumor I heard.

Therefore: I don't buy it. But I just wanted to share it with my TMC friends.

 

[Favguy]

The morning shenanigans appear to be over already...

 

[Big Time]

Glad that’s over with