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

[WADan]

Sorry if this had been posted here

Cathie Wood's ARK funds sell nearly $100 million worth of Tesla stock after earnings

Cathie Wood's ARK Invest sold nearly $100 million worth of Tesla undefined shares after the electric vehicle maker's well-received first-quarter results. The...

www.marketwatch.com

What is auntie Cathie doing?

 

[bkp_duke]

Sorry if this had been posted here

Cathie Wood's ARK funds sell nearly $100 million worth of Tesla stock after earnings

Cathie Wood's ARK Invest sold nearly $100 million worth of Tesla undefined shares after the electric vehicle maker's well-received first-quarter results. The...

www.marketwatch.com

What is auntie Cathie doing?

Doesn't she have to sell when people cash out of the fund in large numbers?

I mean, literally, the markets are almost back to their lows again for the year. TSLA has been strong recently (knocks on wood) because of their stellar earnings, large order book, lack of debt, and capital efficiency, but every other stock out there is getting creamed, and HARD. ARK's basket of stocks is no exception.

 

[dl003]

At the rate Ark’s curently selling, by July Cathie will have to tune in for MY 2027 TSLA price targets.

 

[EnzoXYZ]

Yes. It was quite likely the gun to his child’s head that initiated ‘Zach, debt sucks balls! Get rid of it.’ Big mistake to threaten Elon. He will make you pay.

Wouldn’t this be the ultimate play with so much cash in the coming years- Tesla finances green projects and take out the bank’s middleman play.

 

[dhanson865]

Don't worry if TSLA goes up in price enough you can summon a Tesla into a $3.5M jet also.

I was at a Cirrus event and someone tried to summon their Tesla past a $3,500,000 Vision jet….

Spoiler: reddit video

https://www.reddit.com/r/flying/comments/u95dqt

 

[Cal1]

While she (Ms Woods) predicts great future prices for Tesla she seems to be selling a lot more than buying. If the future is so bright why is she selling?

 

[Artful Dodger]

Woohoo!

Man I wish I I could go on a bender with Elon just once….

Lol, well you can, you just need to start a Youtube channel first...

Cheers!

 

[betstarship]

Sorry if this had been posted here

Cathie Wood's ARK funds sell nearly $100 million worth of Tesla stock after earnings

Cathie Wood's ARK Invest sold nearly $100 million worth of Tesla undefined shares after the electric vehicle maker's well-received first-quarter results. The...

www.marketwatch.com

What is auntie Cathie doing?

ARK Innovation ETF (ARKK) Performance History - Yahoo Finance

Current and Historical Performance Performance for ARK Innovation ETF on Yahoo Finance.

finance.yahoo.com

It you span out to the 5-year for ARKK, I believe it's called "kicking patootie and taking names" if you just held. Wonder what the 10-year is going to be?

 

[Singuy]

ARK Innovation ETF (ARKK) Performance History - Yahoo Finance

Current and Historical Performance Performance for ARK Innovation ETF on Yahoo Finance.

finance.yahoo.com

It you span out to the 5-year for ARKK, I believe it's called "kicking patootie and taking names" if you just held. Wonder what the 10-year is going to be?

Ron Barron is a diamond hander unlike Cathie who believes she generates alpha from trading...

 

[mongo]

Ron Barron is a diamond hander unlike Cathie who believes she generates alpha from trading...

Even Baron sells sometimes (not without good reason. When one stock goes from 1.6% to over 50% of your portfolio, that hurts your risk rating. Still selling at $600 has to sting a little, even if it paid off most of their margin)
Ron Baron sold 1.8m Tesla shares due to concentration risk

 

[betstarship]

Ron Barron is a diamond hander unlike Cathie who believes she generates alpha from trading...

dunno - I'm impartial, but the returns on that fund by her and her team on a 5-year basis are pretty incredible...

 

[M|S|M MYP]

While she (Ms Woods) predicts great future prices for Tesla she seems to be selling a lot more than buying. If the future is so bright why is she selling?

Maybe she's experiencing the Chamath effect...you know...."Billionaire Liquidity issues..."

 

[Singuy]

Even Baron sells sometimes (not without good reason. When one stock goes from 1.6% to over 50% of your portfolio, that hurts your risk rating. Still selling at $600 has to sting a little, even if it paid off most of their margin)
Ron Baron sold 1.8m Tesla shares due to concentration risk

The guy diamond handed to unreasonable amount of time as a fund manager. He doesn't set rules like Cathie which doesn't allow good performing stocks to fly very high.

 

[Knightshade]

dunno - I'm impartial, but the returns on that fund by her and her team on a 5-year basis are pretty incredible...

Are they?

Google says:

(108.42%) past 5 years.

TSLA BTW is 1,500.14% past 5 years.

Heck, if you backed TSLA out of the fund does she have ANY gains?

Kudos for her for picking TSLA as a winner, but everyone else here did that too, right?

Anybody else in here only have 108.42% gains in the last 5 years?

 

[betstarship]

Are they?

Google says:

(108.42%) past 5 years.

TSLA BTW is 1,500.14% past 5 years.

Heck, if you backed TSLA out of the fund does she have ANY gains?

Kudos for her for picking TSLA as a winner, but everyone else here did that too, right?

Anybody else in here [B}only[/B] have 108.42% gains in the last 5 years?

I'm not here to argue, just making a point that the returns are incredible as a ETF

If you want to invest with ARK, go for it! I think it's cool they do so much analysis and make it very much available

 

[UnknownSoldier]

Heck, if you backed TSLA out of the fund does she have ANY gains?

People have actually done this and your guess is correct. If you back TSLA gains out of ARK funds, they have significantly negative ROC. TSLA not only is the entirety of ARK gains, it cancels out all the losses made on everything else.

 

[Accident]

People have actually done this and your guess is correct. If you back TSLA gains out of ARK funds, they have significantly negative ROC. TSLA not only is the entirety of ARK gains, it cancels out all the losses made on everything else.

Additionally, when looking at money-weighted returns, ARKK has negative overall results for their investors. Most people got in when it was trading above $100

 

[mars_or_bust]

It's official: Bill Gates is a hypocrticial mega douchebag.

https://twitter.com/x/status/1517702987359133696

 

[Ogre]

Austin was not supposed to use the 2170.

When did anyone at Tesla say they would not use the 2170 in Austin?

I'd love to see this reference because if you look at the facts, that was almost certainly never going to be the case.

Tesla is going to need every single battery they produce or acquire for a long time. If they have one factory that only consumes one type of battery, that massively cuts their options down. I don't think Tesla ever considered Austin would be a 4680 exclusive facility.

 

[phantasms]

It's official: Bill Gates is a hypocrticial mega douchebag.

https://twitter.com/x/status/1517702987359133696

Dat follow up Tweet tho.

hahahhahaha!!!