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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Knightshade
Well-Known Member
Well, no... Knightshade posted a video of Elon Musk saying never.
Specifically reiterating the idea of Teslas mission- that they will always choose to lower the cost of their products and make them more accessible rather than just send cash back to shareholders.
The later twitter comment from him seemed to reflect that same idea...
Elon Musk said:
So essentially a dividend would never make sense unless there was nothing toward the mission that the company could otherwise do with the money.
I suppose in some super bullish, quite distant, future, 100% of cars are EVs, 100% of homes have solar roofs and fixed storage, 100% of commercial and public buildings do as well.... and all the other various products Tesla makes and sells are ALSO 100% fully available to anyone who wants one, and 100% of them are totally and easily affordable price-wise for 100% of the world.
After which the next dollar of profit CAN'T somehow instead be used to expand access to things that help the mission.
But if that's your "SO YOU ARE SAYING THERE'S A CHANCE!!!" reading of it... well, let's say I'm not planning my retirement around this plan.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
A company growing aggressively year after year, having been very close to bankruptcy several times due to going "all-in" (according to Elon), constantly innovating, plowing money in to R&D, expanding to new markets both geographically as well as product wise and during all this also raising capital several times in the last few years isn't going to be paying dividends any time soon. I 100% agree with Elon that paying dividends is what you do when you have no productive way to spend/invest profit.
Words of HABIT
Active Member
S&P inclusion announcement came at $408 @ $368B Market Cap.
Since then, we are now at $600 @ $567B Market Cap.
Since then, Market Cap has increased by $181B.
From various post'n blogs +-$140B needs to be bought from S&P Index funds and the like.
Therefore have we already overshot by $41B ($181B - $140B)? What am I missing?
I'm all for more gains, but am asking for a friend.
Since then, we are now at $600 @ $567B Market Cap.
Since then, Market Cap has increased by $181B.
From various post'n blogs +-$140B needs to be bought from S&P Index funds and the like.
Therefore have we already overshot by $41B ($181B - $140B)? What am I missing?
I'm all for more gains, but am asking for a friend.
bhtooefr
Active Member
Not sure if Tesla's plug is patented or not, but there's really two reasons to put one on your car in the US:
Using Tesla destination charging (which nowadays requires Tesla approval except on older HPWCs that only speak J1772 protocol, or newer HPWCs that have had the protocol switch flipped to J1772 protocol (which AFAIK does not happen in the US))
Using Tesla Superchargers (which requires Tesla approval)
Otherwise, you'd just use a J1772 (with CCS or maybe CHAdeMO for DC fast charging).
Could just be that they're negotiating with Tesla for use of it, but they certainly seem to be teasing Tesla-compatible charging, which would obviously have a revenue impact for Tesla.
That share price does not increase linearly as shares become more scarce. Each share gets incrementally more expensive as they are bought up by the funds. So what was 140B worth of shares at the baseline market cap becomes more.
Gary Black on Twitter said 16% of shares are needed so the price should increase by 16%. But, taken to the extreme, if 100% of shares needed to be bought, would the price increase by just 100% or go to infinity?
So I have about 100k to invest and looking for a nice sizable return over the next 3-4 months. I'm not sure if anything is as attractive as TSLA. Thoughts? MindMed, MSOS ETF? SWAV ?
Yep, I can't see where the closing action process guarantees sufficient shares are available, funds might enter a price that captures the top 2-3 levels of the limit orderbook to tap more shares.
I assume orders are repriced to the same price which makes it strictly time priority (i.e. no sharing), which could mean some funds don't get any shares at all some days.
Words of HABIT
Active Member
@SeaNile, why you would be asking about investement not an advice for any company other than Tesla on TMC is beyond my scope of comprehension. But I was never very bright.
I get it but I am sure people on here also invest in more than one stock. Is everyone 100% TSLA here? If so thats awesome!!
If I knew how I would do it right away.
with Michael Burry shorting TSLA stock.
With the previous 2 weeks 43% rise and last week sideways.
Is TSLA going to keep going next week to $700? Can’t answer that question.
ABNB IPOing on Thursday might be an interesting buy after 2-3 weeks when hype goes down, return on 3-4 years though. 3-4 months swing trading is not my speciality. A trader I know is advocating gold because of market highs and is expecting a correction but again, the market has acted the opposite of what we expected during the elections
bkp_duke
Well-Known Member
I did my part for Q1/Q2 2021 sales.
Since the above post, we had a 35h 54m power outage. I have confirmed sales from neighbors of 24-28 Powerwalls since power came back online. It's been basically a revolving door of questions and show/tell of my garage and the 4 Powerwalls.
If only Tesla still had a referral program that gave anything for PW2 sales . . .
Mike Smith
Active Member
Tesla is over 10 fantastic different businesses in one - I don't know why anyone would want to be more diversified than that, and we certainly don't discuss such foolishness here.
No we also have TSLA calls, both ITM and OTM, long and short term. Some have sold covered calls, some sell puts.
bkp_duke
Well-Known Member
I still wouldn't mind seeing a 5th Powerwall in my garage.
Obviously my share returns have greatly out-stripped a referral reward like that.
I have been told to diversify more times than I have done a double take on a cute girl....and that's a lot.
Still all in on ONE company...looked but can't find any company even close to invest in that will give the return's Tesla will.
YMMV
Everyone will have different opinions on where to invest their money. FYI, these are the companies I'm currently invested in, with over 50% in TSLA - LMND, Z, SEDG, PLTR, PTON, MGNI. I also have about 25% spread out among most of ARK's funds.
I have been told to diversify more times than I have done a double take on a cute girl....and that's a lot.
Still all in on ONE company...looked but can't find any company even close to invest in that will give the return's Tesla will.
YMMV
Kind of how I feel as well. Hear so many people wanting 5-7% returns meanwhile TSLA is up close to 700% this year. That is just absolutely insane. Hate that my 401k is only available to Fidelity funds. I'd go TSLA if possible.....
Still trying to decide on my 300k....it'll definitely have TSLA as well as Trulieve and MSOS ETF. Maybe a dabble of MindMed as well.
thanks for posting this
I just went over to CNBC’s site, but couldn’t figure out where to spot the 7.4 million shares at 4:00.
Maybe you could help me find it? Would be interesting to watch for closing cross volume the coming days.
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