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

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Matrix LED headlights are not Tesla specific. Hella supplies them to Tesla as well as to Audi for example.
Several manufacturers mentioned here for example: Matrix LED Headlights: Redefine Adaptive Front-lighting With Smart High Beam Technology

That said, IIRC the Tesla version has a new LED array from Samsung with a higher resolution than available before.

I'm aware that Tesla is not the only one with Adaptive headlights, there are probably over a million cars with the hardware for adaptive headlights, but disabled or coded out for the US market.

Considering that most German cars come with adaptive/matrix headlights only on premium trims or with additional packages, I think Tesla should enable the feature as paid software update.

Even if it's like $500 to enable the matrix LED headlights, that's still 100% profit.
 
  • Disagree
Reactions: Skryll and bkp_duke
Of course but she's had a mixed history of reporting, very fair in the early days, then trending towards FUD for a while, and lately more fair again. She's not Kolodny or Lopez level.
Do you trust someone that you know lies to you 50% of the time?

Why so many people in this thread still want to trust and defend journalists is beyond my understanding. The media exists to make money and as a propaganda machine for govts and monetary interests. Always has. Believing it exists simply to tell facts or the truth to educate and inform people is a fairy tale.
 
Interesting take.

Thank you for the added insights, but this part leaves me speechless TBH:

"My real investments are safe mutual funds . . . ".

The reality is that "safe mutual funds" are anything but in a disruptive environment as we face a serious, potentially catastrophic, climate disaster.

Please allow me to list two reasons:

1. Mutual funds nearly always invest for one specific goal: maximize returns. Thus, this often leads them to invest in companies that destroy the environment and place our planet in greater peril (such as fossil fuel companies), because doing so can be quite profitable, at least in the short term. (Oh, the planet's destroyed years later? Bummer, eh.) By owning shares in those mutual funds, you actively increase the risk to our planet, and all life on it.

2. Contrary to what you may believe, diversification is, frankly, unwise, and if often a hallmark of the less-well informed investor. Please watch this video for details:

I agree that mutual funds are particularly risky in the current economic reality of mass disruption. Mutual funds are almost never forward-looking enough and do not value innovation enough - they look backward in their attempt to judge future value. An individual investor armed with common sense while avoiding well-established pitfalls of "traditional investing wisdom" will do better.

While I agree that most people are far too diversified, it's utterly foolish to have zero diversification and this is true for anyone having more than an inconsequential amount of assets. Certainly, anyone with more than even $100K should be diversified to the extent that their entire net worth is not in one asset. I can only agree with the statement that "diversification is foolish" if the word 'diversification' means being broadly diversified and, even then, an exception must be made for those for whom broad diversification makes sense. The world is not black and white. How diversified an individual should be will vary widely from circumstance to circumstance.

While a "retirement mindset" may allow you to continue with investment choices made years ago, I urgently request that you and ALL on this thread do a complete scrub of their investments to purge their holdings of companies that increase the risk to our planet's future. All of them need to go.

Divest, now, please.

Let's leave a better legacy for all those that follow as our current one is a course towards disaster (positive feedback loops can ruin a planet).

I've done the deep dive into the moral issues many times in my 30 plus years as an investor and I've never become convinced that holding stock of established companies that have terrible environmental records has a negative impact on the world. Certainly, taking profits from such activities could be considered to "dirty your hands" but being the bag-holder of such companies, ie. taking the financial loss as they fail, cannot harm the mission. And I also fail to see the connection between profiting from those activities and further the environmental abuses for the simple fact that it's unrealistic to think that enough people would ever refuse to take the 'dirty profits' that by refusing to invest the companies would collapse. The moral issue is real and is something everyone needs to consider, but the argument that refusing to take dirty money will accelerate the mission is utterly without any rational basis or support from what I can gather. Feel free to provide the missing link that might change my mind.

This quote applies to stocks and investments as well:
“Every time you spend money, you're casting a vote for the kind of world you want.”
― Anna Lappe

I agree with that statement strongly however I do not consider buying stocks as "spending money" because no product or service is consumed. It's simply the substitution of one person's name from the share certificate with another person's name. The share certificate is still the same share of a company regardless of who holds it. Which person owns the share does not impact the company except to the extent of how they cast their shareholder votes. From that perspective it could be considered our moral imperative to own these companies so we can vote against their continued environmental abuses and become the bag-holders. But that essentially amounts to buying out the owners of the company at current market prices and taking the entire loss. It's too expensive of a way to rid the world of these companies. It's much better for the people who have been profiting from them all these years to take the loss.
 
There seem to be repeated racial issues plaguing the company and potentially not as described in the Tesla blog post.

Show me a company with >100.000 employees that doesn't have "racial" issues. Statistics alone takes care of the fact that there will always be ass*oles amongst good people.

I absolutely abhor any discrimination whatsoever, and am in favour of a no-tolerance policy, however I believe we all need to collectively remember to see the wood for all the trees....
 
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Do you trust someone that you know lies to you 50% of the time?

Why so many people in this thread still want to trust and defend journalists is beyond my understanding. The media exists to make money and as a propaganda machine for govts and monetary interests. Always has. Believing it exists simply to tell facts or the truth to educate and inform people is a fairy tale.

Gell-Mann amnesia, .
 
Anyone have a short recap on how David E (may have) affected TSLA last time he announced his ___ position? I saw the sheep video, but what happened in the days that followed his announcement? What changed?

The new gloom I see is that Russia doesn't appear to be backing down anytime soon, plus the recession potential hanging all year as even stated by Musk. On the flip side, Tesla domination is obvious and this could be a last hope to slow it down. Was that similar to last time, like was the Model 3 coming out? I'm terrible with dates, thanks!

I tend to agree with most here that his timing is a bullish signal given Tesla's amazing performance. Is it really just that simple?
 
“ The Bolt is GM's mass-market electric car aimed to compete with and kill the Tesla Model 3.”


Do you think people would buy the Bolt again, really?
 
Of course but she's had a mixed history of reporting, very fair in the early days, then trending towards FUD for a while, and lately more fair again. She's not Kolodny or Lopez level.
As you describe, she's not been known to be honest/neutral as time progresses and even worse, varies with time, hence my description of "one not exactly known for their neutral reporting".
 
I dont think any will be delivered until April 1st. I think with accounting rules they will just store them/move them around and deliver beginning of April.
I've seen this talking point repeatedly, and I just don't buy it. It's not Tesla's style to do something as profound as sitting on 8 weeks of production solely to affect a quarterly report/stock price. They are more of a full steam ahead and let the chips fall as they may kind of place. IMHO
 
Some of the best money I ever spent was on cat food.

Also that David Lee stock/diversification was his most pointless and tedious yet.

I don't have time for the whole thing, but in my head, I was thinking "Do what works for you." and that's all that needs to be said. Why some people here advertise their strategy so frequently and sometimes vehemently is beyond me as it likely only works for them based on experience, risk, existing funds, etc. I guess this is the investor's thread, but I assumed it was more like a TSLA buffet than a cooking class. Take what you want, when you want. There's no one right way, but if you just eat the desserts, that's probably not a great idea long term.
 
Do you think people would buy the Bolt again, really?

In May of '78 NHTSA had officially declared the Ford Pinto defective, and in June Ford issued a recall on them. That's June 1978.

The pinto remained on sale through 1980 and was only killed because it was replaced by the FWD Escort in the lineup.

Sales those last couple years were lower than the last pre-recall year, but only 10-20% lower.


People will buy anything if it's cheap enough.
 
Do you trust someone that you know lies to you 50% of the time?

As you describe, she's not been known to be honest/neutral as time progresses and even worse, varies with time, hence my description of "one not exactly known for their neutral reporting".
The quoted statements from the agency were likely reported accurately. If anyone has data that the quotes are not accurate please present it.
 
“ The Bolt is GM's mass-market electric car aimed to compete with and kill the Tesla Model 3.”


Do you think people would buy the Bolt again, really?
All that Fire FUD directed at Tesla in the past has literally backfired (not Karma, consequences). And to think I was a Chevy guy and they had my heart with a K5 Blazer, manual 4x4. Sad.
 
Any large company with many thousands of employees will have a certain number of people who "feel" they were treated poorly.

There are probably some legitimate issues and valid complaints....however, I do not believe for a second this is systemic at Tesla.
Absolutely. If you investigate any manufacturing company - with a huge proportion of minimum wage workers - you would see similar issues, but because it is Tesla media is blowing it out of proportions.
 
I've seen this talking point repeatedly, and I just don't buy it. It's not Tesla's style to do something as profound as sitting on 8 weeks of production solely to affect a quarterly report/stock price. They are more of a full steam ahead and let the chips fall as they may kind of place. IMHO
Understood, but lets not act like initial production is much in regards to quantity and I believe that Tesla did that with both the 3 and the Y launch at the Shanghai factory as those factories came on line.
 
I've done the deep dive into the moral issues many times in my 30 plus years as an investor and I've never become convinced that holding stock of established companies that have terrible environmental records has a negative impact on the world. Certainly, taking profits from such activities could be considered to "dirty your hands" but being the bag-holder of such companies, ie. taking the financial loss as they fail, cannot harm the mission. And I also fail to see the connection between profiting from those activities and further the environmental abuses for the simple fact that it's unrealistic to think that enough people would ever refuse to take the 'dirty profits' that by refusing to invest the companies would collapse. The moral issue is real and is something everyone needs to consider, but the argument that refusing to take dirty money will accelerate the mission is utterly without any rational basis or support from what I can gather. Feel free to provide the missing link that might change my mind.



I agree with that statement strongly however I do not consider buying stocks as "spending money" because no product or service is consumed. It's simply the substitution of one person's name from the share certificate with another person's name. The share certificate is still the same share of a company regardless of who holds it. Which person owns the share does not impact the company except to the extent of how they cast their shareholder votes. From that perspective it could be considered our moral imperative to own these companies so we can vote against their continued environmental abuses and become the bag-holders. But that essentially amounts to buying out the owners of the company at current market prices and taking the entire loss. It's too expensive of a way to rid the world of these companies. It's much better for the people who have been profiting from them all these years to take the loss.
May I point to the divestment movement against the South African apartheid regime that had a substantial influence on toppling the white regime.
 
I don't have time for the whole thing, but in my head, I was thinking "Do what works for you." and that's all that needs to be said. Why some people here advertise their strategy so frequently and sometimes vehemently is beyond me as it likely only works for them based on experience, risk, existing funds, etc. I guess this is the investor's thread, but I assumed it was more like a TSLA buffet than a cooking class. Take what you want, when you want. There's no one right way, but if you just eat the desserts, that's probably not a great idea long term.

I fully agree with this, but I would add that most investors could benefit from looking at the past outcomes of people who were in their very shoes at one point in time rather than relying 100% on learning through hard knocks experienced first-hand. In other words, making good use of the range of outcomes experienced with different strategies when calculating the best course to follow. Because odds matter.

Leveraging others experience is always going to be less painful than learning it the hard way.
 
May I point to the divestment movement against the South African apartheid regime that had a substantial influence on toppling the white regime.

Good point but I doubt one can expect a similarly unified stance against big oil. There is a critical mass of people who will support fossil fuels right up until no one wants to buy them in any great amount for economic reasons.

In other words, South Africa was dependent upon outside investment while big oil is supported by profits from sales of their product.