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

[joh01652]

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I wonder if the "far left activists" are just unhappy German auto industry execs, haha.

There are so many companies in the world that aren't "green, ecological nor social"--picking on Tesla, of all companies, is just plain silly.

No, this seems to me like the work of Big Oil's economic hit men.

 

[Swampgator]

Had to go to the big city to see a doctor of eyeballs for an over the ear update. All the way in through rush hour traffic I was thinking how nice it might be if the ICE car I'm in had the ability to drive itself.

Now that the appointment is done, I got to thinking whether there is anything else to do before escaping back to the sanity of my preferred rural environs. Then, I remember there is a Tesla showroom five miles away, and I have never touched or sat in a Tesla.

Is seems appropriate that an inspection of my investment is in order.

Okay, y'all get back to ticker watching, I'm gonna go have some fun.

This is funny, although I have no idea why you would own TSLA without ever inspecting their product. It's usually the opposite for most people, who drive a Tesla and then the lightbulb goes off that this is way.

 

[Bobfitz1]

Good video explaining Pierre’s Cash Return on Assets.

it does seem like there’s a flaw?

he projects 2M sales in 2023, but a capacity of only 2.25M at the end of 2023. Since Tesla will still be in major ramp mode I would imagine 3 million would be a much more likely capacity entering 2024. This would increase the assets, and therefore reduce his return on assets.

Am I right? Tesla is never going to get full benefit of return on assets, until growth slows quite a bit. They just always have a lot of their production lines ramping.

I would think the majority of the asset dollars associated with a new factory and its production lines is invested before they begin ramping production. The building, robots, GigaPresses, etc. are counted as assets before becoming fully productive assets. Progressing from 100 vehicles per day to 1,000 and then 10,000 shouldn't increase the total factory assets in a major way. The expenditures of time and labor required to allow the lines to operate faster and faster with fewer issues are operating expenses not additional assets. As more GFs are selected and constructed going forward, there will always be overlap between constructed ones maximizing their output balancing the capital expenditures for the new ones being built and provisioned.

 

[st_lopes]

The Dueling Accountants. Who knew it would be such a gripping tale!

I'm a cat person. My wife is not. Hopefully that grief is worth something when you pick sides on this saga.

 

[Phobi]

Had to go to the big city to see a doctor of eyeballs for an over the ear update. All the way in through rush hour traffic I was thinking how nice it might be if the ICE car I'm in had the ability to drive itself.

Now that the appointment is done, I got to thinking whether there is anything else to do before escaping back to the sanity of my preferred rural environs. Then, I remember there is a Tesla showroom five miles away, and I have never touched or sat in a Tesla.

Is seems appropriate that an inspection of my investment is in order.

Okay, y'all get back to ticker watching, I'm gonna go have some fun.

Just remember, whatever the trade-in they give you on the ICE car is...you won't be thinking about it ever again.

 

[EVMeister]

I find the shape of the stock graph today aesthetically pleasing.

 

[Artful Dodger]

Goodby resistance, hello support! To 660 and beyond!

Looks like they're targeting the Mid-BB (now at 623.19). Hitting that level often triggers some intra-day selling, but TSLA is still oversold and has a lot of positives right now.

Cheers!

 

[StealthP3D]

I wonder if the "far left activists" are just unhappy German auto industry execs, haha.

There are so many companies in the world that aren't "green, ecological nor social"--picking on Tesla, of all companies, is just plain silly.

No, this seems to me like the work of Big Oil's economic hit men.

That was my first thought and my assumption without any information to the contrary.

 

[Drumheller]

Had to go to the big city to see a doctor of eyeballs for an over the ear update. All the way in through rush hour traffic I was thinking how nice it might be if the ICE car I'm in had the ability to drive itself.

Now that the appointment is done, I got to thinking whether there is anything else to do before escaping back to the sanity of my preferred rural environs. Then, I remember there is a Tesla showroom five miles away, and I have never touched or sat in a Tesla.

Is seems appropriate that an inspection of my investment is in order.

Okay, y'all get back to ticker watching, I'm gonna go have some fun.

Congrats on buying your first Tesla!

 

[joh01652]

That was my first thought and my assumption without any information to the contrary.

The whole "green, ecological nor social" just smells fishy from so many angles. It's exactly what Big Oil/Big Auto says about EVs.

 

[The Accountant]

‘Not a chance’ Tesla will dominate car industry in 20 years: legendary investor Bruce Greenwald

Legendary investment guru Bruce Greenwald predicted that Tesla will fail to dominate auto industry over the long term due to a likely explosion in the size of the electric vehicle market and a lack of differentiation between Tesla's products and those of its competitors.

finance.yahoo.com

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TLR

Competition is coming, yada...yada..yada...but....would i short it?....

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A Legendary Investor no one has ever heard of..........may be changing my handle to "Legendary Accountant"

 

[LTC_RRR]

That's just mean.

On average, I believe you are correct. However, to get to the absolute facts, you would have to conduct a proper seance with a median

 

[woodisgood]

A Legendary Investor no one has ever heard of..........may be changing my handle to "Legendary Accountant"

Hey now, you’re legendary to us. *studio audience awwww*

 

[ByeByeJohnny]

I wonder if the "far left activists" are just unhappy German auto industry execs, haha.

There are so many companies in the world that aren't "green, ecological nor social"--picking on Tesla, of all companies, is just plain silly.

No, this seems to me like the work of Big Oil's economic hit men.

No oil money necessary. They are against all of those companies. It's tough being a communist even in Europe today but that's what these extreme groups would prefer. They get better press calling themselves environmentalists though.

 

[15Peter20]

On average, I believe you are correct. However, to get to the absolute facts, you would have to conduct a proper seance with a median

This is typical standard deviation from the topic!

 

[c041v]

Goodby resistance, hello support! To 660 and beyond!

I consider myself a Technical Analysis neophyte at absolute best, but "The Stocks Channel" (thanks to other who have linked his videos several times) tells me that $625 is the resistance test we should be watching, and if that falls, it's off to $660+

09:35 in

This price action is encouraging, but I have really started to at least inform myself of Technical indicators lately to watch the support and resistance levels before getting too excited.


edit: I'm team @st_lopes until @The Accountant pledges feline fealty.

 

[Krugerrand]

I'm a cat person. My wife is not. Hopefully that grief is worth something when you pick sides on this saga.

Definitely worth a million extra points. But the points are meaningless.

 

[AimStellar]

TikTok

www.tiktok.com

(From the Model S Refresh waiting room)

 

[2daMoon]

This is funny, although I have no idea why you would own TSLA without ever inspecting their product. It's usually the opposite for most people, who drive a Tesla and then the lightbulb goes off that this is way.

I bought TSLA because I couldn't buy SpaceX.

Besides, I trust you guys and gals. Well, most of you, anyway.

 

[GOVA]

My analitics is simple: Gordo shown = stonk up.