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

[Big Time]

His flight probably had a little too much a turbulence so he called it off

 

[ZsoZso]

No more Elon on the earning calls

That means no more major dips after ER calls in the future!

His engineering talk and honesty does not fit the expectations of wall street investors.
Its better to leave the ER calls to Zack and others.

 

[thx1139]

Blimey that's big. Elon wont do all earnings calls in the future

Honestly though when do you think he will actually choose not to be on the call? I honestly think he will have a hard time not calling in even when he wasnt planning to call in.

 

[M|S|M MYP]

No more Elon on the earning calls

This is just Elon's way of getting more followers on his twitter account...... ....4d chess!

 

[Unpilot]

This talk about the supply chain say's a lot about why Elon fought so hard to reopen Freemont last year.

 

[RobDickinson]

Bloomberg - Elon says Lawyers should be dumber

 

[Krugerrand]

So, hint, hint - hiring problems.

 

[ZachF]

"Overalloaction of smart people in finance and law"

yes. 1000x

 

[Unpilot]

Gawd here come the stupid

 

[SMAlset]

This talk about the supply chain say's a lot about why Elon fought so hard to reopen Freemont last year.

Automotive was recognized as being critical on a national level but unfortunately not supported during the beginning of the pandemic. Think everyone now sees the fallout from that from supply lines. At least now there are vaccines and PPE available.

 

[RobDickinson]

Is there any other company with so much stuff going on?

 

[joefee]

oh my SP @ 666 !!!

 

[wipster]

He would rather work than do the conference's.

Wouldn't we all?

 

[corduroy]

Love how he smacked down that first analyst question.

 

[Cattledog]

Is there any other company with so much stuff going on?

No

 

[wipster]

Have heard little or nothing on Energy...

 

[Cattledog]

No

And he runs several

 

[Krugerrand]

Is there any other company with so much stuff going on?

Absolutely not. Not even close. It's not a full plate, it's a full platter.

 

[StealthP3D]

Just FYI:

The average quarterly profit for Ford and GM for the last 5 years (2016-2020), is $730m and $1.34b respectively. Tesla just made $1.14b in profit this quarter.

That's an incredible statistic and even more so considering two things:

1) Q1 and Q2 are consistently the slowest in the auto business
2) Tesla achieved this profit with a fraction of the volume of vehicles. The market likes to measure value by volume of vehicles produced but the value of the production is a more fundamental way to measure production capability.

 

[Singuy]

Is there any other company with so much stuff going on?

You should listen to Disney's earnings call. It's like a hour worth of just talking about all their businesses. Of course the TAM is not all that big but it's tiring just listening to it.