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

[willow_hiller]

I’m a mess mentally. Gotta stop looking at the portfolio and just look at TSLA chart. My Financials right now are absolutely life altering. I’m between a model s and a home, need the stock price to be about 1400. These are rookie numbers for some here I’m sure but that’s ok

come on baby!!! Hopefully Gordo makes an announcement we need a spike

I will admit, it is all a bit hard to comprehend. About half of my net worth is in paper TSLA gains right now, after having bought a small "keep up with the price of FSD" amount of shares in 2019.

I'm just ignoring my portfolio, and sticking to the budget and financial plans I made with my wife before TSLA.

 

[Artful Dodger]

He will in 10-20 years when his money is needed to fund the multiplanetary mission

I think it's MUCH more likely that Elon NEVER sells a share; he just continues to borrow more and more against his continuously appreciating shares.

I think this is what the X.com holding company will be for. Elon can create a large pool of the wealth he holds in all his various ventures (TSLA, SpaceX, BoreX, NeurX) and then go to those rascally Wall St Investment Banks and get a 0.3% loan secured by his $2 Trillion in assets.

Even if they have a 50% margin requirement, Elon should still be able to draw $1T in cash in Year 1. Best part, if X.com assets are appreciating at 50% CAGR then Elon should be able to take out another HALF A TRILLION in cash EVERY YEAR FOREVER (or for as long as that CAGR can be maintained):

EDIT: Max. annual withdrawal rate should be ASSET APPRECIATION ($) * MARGIN REQUIREMENT (%)

Think that's unlikely? Read about the mineral wealth alone locked up in 16 Psyche.

Psyche, an asteroid believed to be worth $10,000 quadrillion, is observed through Hubble Telescope in new study - CNN

When Starshop and the Boring TBM combine with Tesla AI/Robotics, then Dojo will be worth it's weight in petaflops...

Cheers!

 

[neezer]

Great! Congrats!

Now get back to work.

Working on it! (no pun intended)

 

[goinfraftw]

I will admit, it is all a bit hard to comprehend. About half of my net worth is in paper TSLA gains right now, after having bought a small "keep up with the price of FSD" amount of shares in 2019.

I'm just ignoring my portfolio, and sticking to the budget and financial plans I made with my wife before TSLA.

I'd suggest reading about past generations where tremendous wealth building has occurred in certain groups of investments (and, subsequently, investors) and find out what happens to them and their families as a result (over a generation and multiple generations). I did. Money does seem to magnify personality and behavior...as well as things that can happen in the good and bad.

TSLA is a hold for me for mission purposes, but I could care less about the money now that I've gotten past what it means to live comfortably after learning about consequences and ramifications of sudden wealth.

 

[neezer]

How much cash would Tesla have to raise in order successfully to campaign for NO MORE WEEKENDS!

Had this chat last week with a close friend. We deduced that it's the wrong question to ask; the better one is: How much MONTHLY INCOME do you need? That's a much better measuring stick and useful planning tool for figuring out "no more such this as a weekend"

 

[AudubonB]

I think it's MUCH more likely that Elon NEVER sells a share; he just continues to borrow more and more against his continuously appreciating shares.

I think this is what the X.com holding company will be for. Elon can create a large pool of the wealth he holds in all his various ventures (TSLA, SpaceX, BoreX, NeurX) and then go to those rascally Wall St Investment Banks and get a 0.3% loan on his $3 Trillion in assets.

Even if they have a 67% margin requirement, Elon should still be able to draw $1T in cash in Year 1. Best part, if X.com assets are appreciating at say a 33% CAGR then Elon should be able to take out ANOTHER TRILLION in cash EVERY YEAR FOREVER (or for as long as that CAGR can be maintained).

Think that's unlikely? Read about the mineral wealth alone locked up in 16 Psyche.

Psyche, an asteroid believed to be worth $10,000 quadrillion, is observed through Hubble Telescope in new study - CNN

When Starshop and the Boring TBM combine with Tesla AI/Robotics, then Dojo will be worth it's weight in petaflops...

Cheers!

Not only is it unlikely but I long since theorized that it would be unthinkable for him not to do just that. Utterly irrational not to.

on edit: the borrow-not-sell portion. Asteroid mining is a completely different subject, AND NOT FOR THIS THREAD

 

[corduroy]

I rolled my Jan 15 900s CCs to Jan 29 $1,000s. At this rate, I'll be rolling those as well.

 

[Nocturnal]

Tesla to produce $25K car as early as 2022 in Gigafactory Shanghai: report (teslarati.com)

$$$$$$

 

[MABMAB]

What if Elon is cashing out into benchmark hands???

He said he will be last one out

 

[Todd Burch]

So when does Burry capitulate? Are we going to find pictures of him brushing his teeth on the toilet?

 

[AudubonB]

Had this chat last week with a close friend. We deduced that it's the wrong question to ask; the better one is: How much MONTHLY INCOME do you need? That's a much better measuring stick and useful planning tool for figuring out "no more such this as a weekend"

Ha. I was referring to what it would take to terminate the TGIM Syndrome.

 

[Artful Dodger]

Why not pipeline and scale more tunnels for TSLA "people mover" infrastructure for free to cities across the world?

Kind sentiment but at the end of the day (people being what they are), when you give away something for free, people thin k it has no value.

Better to sell it for an outstanding value (compared to their next best current alternative), and use the profits to expand the service.

It's a big ass world, and we've got miles to go before we rest.'

Cheers!

 

[MABMAB]

Gary Black new price target $1000

 

[M|S|M MYP]

$TSLA share holders....the only group of investors i know that pray for a dip so we can buy more

 

[Congo Line]

I had the same reasoning this summer when I sold at 1150 and then bought back at 1550.

don’t worry, you can join us back at 1250 if you sold at 850.

you will always be welcome aboard

Sold <1% of my shares yesterday at $800-816, but still feels kinda bad today knowing I could be holding more during this massive price jump.

 

[jbcarioca]

I shaved off a bit of my TSLA this morning. Moving from 60% of my portfolio to 55% and sold a couple July $1200 covered calls. Not any less bullish but I'm not far from pulling the retirement trigger and 50% is my goal to begin retirement with.

That was my logic a while ago when I liquidated enough of my primary holdings to ensure I had enough cash to support my present lifestyle until my probable demise (no actuarial logic just comparisons of my spouses relatives and mine.Why? I dunno; honestly I have done well enough with securities decisions and earned income to make that unneccessary.

That does make TSLA, SpaceX, Neuralink etc much more appealing.

Today's market seems qualitatively different than any other day in recent memory. I'll wait for @Papafox and @Artful Dodger tom tell me what has happened today.

 

[goinfraftw]

Kind sentiment but at the end of the day (people being what they are), when you give away something for free, people thin k it has no value.

Better to sell it for an outstanding value (compared to their next best current alternative), and use the profits to expand the service.

It's a big ass world, and we've got miles to go before we rest.'

Cheers!

Tesla and Boring Company are already mostly doing this with the Las Vegas loop. It's been the plan from what I can read...in order to, probably, take in all the profits associated to this infrastructure in the future.

e.g.

"Instead, the company will cover the cost of the main tunnels, and the casinos are going to pay for the stations and tunnels that extend from the main tunnels."

Las Vegas approves Boring Company's Loop transport system with Tesla vehicles - Electrek

 

[TheTalkingMule]

Edit: I'm still seeing $2.01/Watt for Philadelphia installs, BUT now there are 8 configuration options! Is this new? There used to be only 4 sizes available. More proof that Tesla product development reads this board and we're helping!

View attachment 624095

I posted this screenshot on Monday with Tesla offering 8 rooftop solar instal sizes and now the Tesla site is back to showing only 4 size options. Pretty excited they're doing such active and live A/B testing on product offerings.

Note to product developers: Either leave it as 8 options or maybe do some kind of array size slider bar? Any way you slice it, I think having only 4 rigid sizes as your offering sends the wrong message that you're only willing to do those sizes. When your offering is absurdly amazing, try to represent it as closely as possible!

 

[2daMoon]

Gary Black new price target $1000

He's just doing end of trading day targets now?

 

[Sanny]

This is how you go from the Big Short to a shorts short