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

[Christine69420]

Can you imagine pulling into a Supercharger in your beautiful Model 3 and having to wait for a crappy ID3 to finish charging?

If they do I hope that public access will only be for perhaps 10% of the stalls. Perhaps painted in a different colour.

 

[SOULPEDL]

Ms. Woods recently said she saw more upside in genomics than TSLA.

Historically, ARKG has been on fire. I bought today at the top but I think there's more room. People's health in decline from food/chemicals and lifestyle. So genome could be needed for our species to survive. That solution would be worth infinity money for a nice upside.

 

[BornToFly]

Historically, ARKG has been on fire. I bought today at the top but I think there's more room. People's health in decline from food/chemicals and lifestyle. So genome could be needed for our species to survive. That solution would be worth infinity money for a nice upside.

I agree. mRNA vaccines will probably be used for individualized cancer treatments, to spure a patient's own immune system to destroy their tumor.

 

[JRP3]

But not if they're paying Tesla for ENERGY.

That doesn't reduce your wait time for that ID3 to finish charging.

 

[Dancing Lemur]

“...but I would rather invest in boring companies...”

I think I’ve got just the one for you.

 

[M|S|M MYP]

Tesla is changing the world, but I would rather invest in boring companies

Ummmm...yeah????? We all love BORING companies here on TMC

 

[SOULPEDL]

From the UK Daily Telegraph.

Investors have begun ditching electric car giant Tesla as it becomes a member of the S&P 500 index with a 1.7pc weighting from today.

When I read this stuff, I immediately think it's just an effort to try for a better buying position. This story, right after inclusion but nothing last week, is a dead give-away. Somebody needs more...

 

[Drumheller]

From the UK Daily Telegraph.

William de Gale, a technology specialist at investment manager BlueBox, said ... Tesla is changing the world, but I would rather invest in boring companies companies which are less volatile and more profitable.”

Wow.

 

[euro2012]

Anyone else having problems accessing their trading platforms? Qtrade in Canada appears to be down.

 

[Driver Dave]

Had a friend in the investing world bummed he missed TSLA and how there was so much pessimism about it that caused him to disregard it and not participate.

He now views that past reporting and analysis as being "irrational pessimism".

And I see it hasn't stopped...

Heading should really be:

"20% predicted TSLA crash does not happen."

TSLA basically stuck the landing, but you'd never know from CNBC and others.

 

[Nocturnal]

From the UK Daily Telegraph.

Investors have begun ditching electric car giant Tesla as it becomes a member of the S&P 500 index with a 1.7pc weighting from today.

<snip>
Mr Whiston added that if chief executive and founder Elon Musk left the company, shares could plummet as Tesla's fate is closely linked to Musk’s actions. “We see immense key-man risk for the stock,” he said.

William de Gale, a technology specialist at investment manager BlueBox, said Tesla the S&P inclusion played in to the hype around the company but would no longer spur its share price higher.

“Its inclusion was a one-off event and now it’s done. It is time to take some profits and use the cash for something concrete, such as paying off part of a mortgage. Tesla is changing the world, but I would rather invest in boring companies companies which are less volatile and more profitable.”

Oh yeah brilliant advice. Take money out of the market and use it to pay off a large loan with a low/tax deductible interest rate.

Ummmm...yeah????? We all love BORING companies here on TMC

I have not seen any way to invest in Boring yet but I'd love to add it to my collection.

 

[15Peter20]

When I read this stuff, I immediately think it's just an effort to try for a better buying position. This story, right after inclusion but nothing last week, is a dead give-away. Somebody needs more...

"Never ascribe to malice what can be ascribed to being written in an old rag whose readership is largely terrified of change."

I'm sure I read that somewhere.

 

[keydiver]

Ms. Woods recently said she saw more upside in genomics than TSLA.

Yes, I made a note about that on Friday. I just emailed my Merrill Lynch adviser asking how I could add some ARKG to my portfolio. The ARKK has done very good for me.

 

[Zaxxon]

That doesn't reduce your wait time for that ID3 to finish charging.

I know (think?) you're joking, but in seriousness: this isn't something that should concern anyone. There are really two scenarios (I'm speaking for the US here, not Europe where there may be some future interoperability requirements outside the control of Tesla):
1) There aren't enough third-party vehicles allowed to use Tesla chargers to cause much of a delay relative to the number of Tesla vehicles, in which case it's not a problem worth worrying about.
2) There are enough third-party vehicles allowed, and therefore there's a sizable influx of cash coming into Tesla as part of that infrastructure-sharing agreement such that Tesla's deployment/expansion of Superchargers is materially improved by the presence of these third-party vehicles.

 

[Singuy]

But not if they're paying Tesla for ENERGY.

The net gain in energy doesn't offset the competition getting a free charging network unless Tesla works in a surcharge which they should. Pay double if your car is not a Tesla. Make them feel like second class citizens.

 

[M|S|M MYP]

I know (think?) you're joking, but in seriousness: this isn't something that should concern anyone. There are really two scenarios (I'm speaking for the US here, not Europe where there may be some future interoperability requirements outside the control of Tesla):
1) There aren't enough third-party vehicles allowed to use Tesla chargers to cause much of a delay relative to the number of Tesla vehicles, in which case it's not a problem worth worrying about.
2) There are enough third-party vehicles allowed, and therefore there's a sizable influx of cash coming into Tesla as part of that infrastructure-sharing agreement such that Tesla's deployment/expansion of Superchargers is materially improved by the presence of these third-party vehicles.

I would think that other EV's battery tech could not handle the Tesla Superchargers, since they were developed by fossil fuel engineers

 

[JRP3]

I know (think?) you're joking, but in seriousness: this isn't something that should concern anyone. There are really two scenarios (I'm speaking for the US here, not Europe where there may be some future interoperability requirements outside the control of Tesla):
1) There aren't enough third-party vehicles allowed to use Tesla chargers to cause much of a delay relative to the number of Tesla vehicles, in which case it's not a problem worth worrying about.
2) There are enough third-party vehicles allowed, and therefore there's a sizable influx of cash coming into Tesla as part of that infrastructure-sharing agreement such that Tesla's deployment/expansion of Superchargers is materially improved by the presence of these third-party vehicles.

As long as the charger expansion outpaced the increasing vehicles. The deal would need to be structured that way.

 

[Nocturnal]

Big Stimulus For Clean Energy: Covid Relief Bill Includes Green Tax Credits For Solar, Wind And Carbon Capture

Big Stimulus For Clean Energy: Covid Relief Bill Includes Green Tax Credits For Solar, Wind And Carbon Capture

Includes some pork for biofuels but I think it's a net positive.

 

[Sudre]

I don’t see what MMs are doing. They need to squeeze the hell out of the shorts!

By the way, did we just see the bottom?

THEY need this below $630 (edit here to fix typo)or at least rapidly falling towards it for people to sell back their $630 strike Calls. If that happens then the price will be free. If not I imagine we will see a fight every morning this week. I don't think it gets there but THEY will play the games. Next week is even lower than this week with high amounts of Calls with strikes at $620.

It appears the SP500 group has all they need. I see a little 695 high trade this morning just after 9am out of the 660s that were actually trading. That was probably the last guy getting in.

edits to fix errors. I was out by $100! Things won't be that bad.. LOL

 

[SteveG3]

I know (think?) you're joking, but in seriousness: this isn't something that should concern anyone. There are really two scenarios (I'm speaking for the US here, not Europe where there may be some future interoperability requirements outside the control of Tesla):
1) There aren't enough third-party vehicles allowed to use Tesla chargers to cause much of a delay relative to the number of Tesla vehicles, in which case it's not a problem worth worrying about.
2) There are enough third-party vehicles allowed, and therefore there's a sizable influx of cash coming into Tesla as part of that infrastructure-sharing agreement such that Tesla's deployment/expansion of Superchargers is materially improved by the presence of these third-party vehicles.

yup, it’s been a while, so Elon’s thinking may of changed, but for several years he basically said all are welcome to join in as long as they cover the cost of their proportion of the usage. ie, Tesla’s previous comments were tied to the mission, and would result in the network expanding in proportion to the incoming models joining it.