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

[PeterJA]

While I agree with your sentiment, I disagree about it not being about Tesla. If Elon is using his TSLA shares as leverage to buy Twitter, he just substantially increased his debt and gave his enemies a target share price to get TSLA to in order to margin call Elon Musk. If that happens, he may be forced to sell some of his TSLA stake and reduce his ownership, which would make a hostile takeover easier.

Sound far fetched? Look what Elon just did to Twitter.

I think folks concerned about Elon getting a margin call can relax. I'm reminded of a line in my favorite novel:

"The sort of American you hint at has wealth, not merely money as you understand it, and a great many influential friends..."​

--Gorky Park by Martin Cruz Smith​

Elon Musk has powerful enemies, but also many extremely wealthy friends and allies. A margin call caused by a dip in TSLA would be a short-term need for funds or credit. I'm quite sure Elon could handle it without selling TSLA if he wished. He has relied on friends before.

He is not like you and me. His phone Contact list is full of billionaires.

 

[vikings123]

Can you imagine if TSLA had those numbers. It would be down 20% AH, and yet F is up....

Or FB which is up 15% AH on weak guidance /s

 

[Speedr117]

Elon won the Solar City lawsuit!

https://twitter.com/x/status/1519423151180075010

 

[Zero CO2]

I don’t think Tesla investors who don’t see the big picture (and therefore aren’t calm) are of much concern to him. Sure that causes some volatility in the short-term but that mostly affects traders and a fraction of long-term holders who are either very close to/in retirement or need funds to purchase a home, etc. The latter folks should obviously make more conservative investment choices which may include some hedging.

Generally all it takes is one trigger-happy event for a panicky long to learn his/her lesson about doubting Elon in such a short timeframe. Most of us have had one and learned from it.

I was lucky and learned from many here who made the mistake selling when Elon said

" TSLA stock is too high " a couple years back ...over time Elons actions have created excellent buying opportunities... the Twitter purchase is just another one ... picked up 25 @$902 yesterday .. I really did not think we would see sub $1000 after that earnings report ... yet here we are

 

[BornToFly]

Or FB which is up 15% AH on weak guidance /s

Hopefully NASDAQ will be green tomorrow and pull TSLA up....

 

[Sofie]

I was lucky and learned from many here who made the mistake selling when Elon said

" TSLA stock is too high " a couple years back ...over time Elons actions have created excellent buying opportunities... the Twitter purchase is just another one ... picked up 25 @$902 yesterday .. I really did not think we would see sub $1000 after that earnings report ... yet here we are

Same! Except I got mine at $901. So proud lol!

 

[jim0266]

Why? Tdoc is revolutionary. It allows you to Skype with your MD. Mind is blown just thinking about it. Wallstreet is shortsighted.

I helped set up Tdoc where I work a few years ago. I was stuck by how bureaucratic and bloated they seemed compared to other vendors I've worked with.

 

[Discoducky]

I helped set up Tdoc where I work a few years ago. I was stuck by how bureaucratic and bloated they seemed compared to other vendors I've worked with.

Why is TDOC in this forum again?

 

[Singuy]

Why is TDOC in this forum again?

Because everytime one of Cathies highest conviction stock dumps, she usually sells Tesla to buy the dip.

 

[The Accountant]

Why is TDOC in this forum again?

Did anyone have N-3?

 

[Zero CO2]

Agree...too much bickering here today on this.....be back when it cools down.

a high degree of bickering on this thread is a strong buy signal

 

[Prunesquallor]

Why? Tdoc is revolutionary. It allows you to Skype with your MD. Mind is blown just thinking about it. Wallstreet is shortsighted.

Lol. We just Zoomed with my MIL’s MD. Should have bought Tdoc.

 

[Prunesquallor]

I think folks concerned about Elon getting a margin call can relax. I'm reminded of a line in my favorite novel:

"The sort of American you hint at has wealth, not merely money as you understand it, and a great many influential friends..."​

--Gorky Park by Martin Cruz Smith​

Elon Musk has powerful enemies, but also many extremely wealthy friends and allies. A margin call caused by a dip in TSLA would be a short-term need for funds or credit. I'm quite sure Elon could handle it without selling TSLA if he wished. He has relied on friends before.

He is not like you and me. His phone Contact list is full of billionaires.

I have all the Arkady Renko books. Love them all.

 

[Artful Dodger]

Or FB which is up 15% AH on weak guidance /s

FB is up 18.6% After-hrs:



Up over 20% at its peak after-hours
High: $210.14 (05:38:01 PM)
Vol 13.8M shares

 

[Singuy]

Good thing ARK didn't buy 125k+ shares of TDOC Monday/Tuesday. Not sure if they have any more Tesla share left to help offset that massive loss.

You think Cathie knew about their 6.6 billion dollar impairment charge or did they just randomly guess buying stocks?

 

[MP3Mike]

Elon won the Solar City lawsuit!

https://twitter.com/x/status/1519423151180075010

Hmmm... How does that make the Tesla directors and their insurance company look? (Since they had settled, for everyone other than Elon, and made a(n), extortion, payment to the people that sued.)

 

[Zextraterrestrial]

And $TSLAQ is always claiming accounting fraud on $TSLA's quarterly results.....

why have I not heard of any $FQ crowd? Is there one or is it not PC

@The Accountant - daily(weekly maybe) bingo is a fantastic idea - something to do between the 1/4ly calls

 

[AudubonB]

TDOC is NOT germane to this thread.

And, once again, this is not the ARK/Wood thread.

Endit.

 

[Dan Detweiler]

So, with all the various discussions on here lately what is the general consensus regarding the stock plunge? Is this purely macro driven or is there something negative specific to Tesla I missed?

Dan

 

[ZenRockGarden]

So, with all the various discussions on here lately what is the general consensus regarding the stock plunge? Is this purely macro driven or is there something negative specific to Tesla I missed?

Dan

I'd call it 1/3rd macro market retreat, and 2/3rds simple fear and uncertainty over Elon's new distraction with Twitter.

Tesla itself has incredibly strong financials