I improved the signal to noise in this thread using this one weird trick!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I improved the signal to noise in this thread using this one weird trick!
dhanson865
Well-Known Member
It's the lowest enterprise value on the spreadsheet of all 25 auto manufacturers it's the least valuable now.
Top 25 Automakers by Market Cap
@brandude87 - A live updated list of the world's top 25 automakers by market cap.
And before someone tells me again that market cap isn't enterprise value I have two things to say
* Scroll right in the spreadsheet to see enterprise value
* Just because its sorted by market cap doesn't mean it only mentions market cap.
Rivian is 19th by market cap and 25th by enterprise value.
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ZachF
Active Member
Just a little spreadsheet exercise, projecting growth and then applying a market cap equal to 15x 5y future earnings:
Vix is breaking down and volume buying is starting. Likely setting the stage into tomorrow if the numbers are good.
BrownOuttaSpec
Active Member
Remember when people here were crying about TESLA not advertising? 
I wouldn't get too excited, TSLA immediately capped as the Nasdaq continued higher, right when TSLA hit 817/share. Seems pretty clear "they" are going to step in for capping reasons.
ARK that was down 5% now swung to being up the same as TSLA. TSLA clearly being capped here
jeewee3000
Active Member
Elon on FT LIVE just now:
Audience question: (along the lines of) Any chance the Cybertruck will be beaten by the competition?
Elon: No.
And Elon adds: we have +3 years worth of reservations for Cybertruck, starting from the start of production.
Audience question: (along the lines of) Any chance the Cybertruck will be beaten by the competition?
Elon: No.
And Elon adds: we have +3 years worth of reservations for Cybertruck, starting from the start of production.
ZachF
Active Member
Lol. Cybertruck sold out to 2025
Advanced illustration of Tesla’s future cash flow:
Advanced illustration of Tesla’s future cash flow:
Cybertruck reservation holders are like: What’s that cutoff, 10 years?Remember when people here were crying about TESLA not advertising?
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Only 3 years?
Considering most estimates suggest 1m+ Reservations, and Musk’s estimate of 250k production rate you would think he would say “4+ years” here.
~ 100k first year
~ 350k after year 2
~ 600k year 3
~ 850k year 4
Hoping that is a hint that his production estimates are sandbagging a bit. Even if you go with 300k/ year it’s still well into year 4 before you hit a million shipped.
Gigapress
Trying to be less wrong
To add to this, if Tesla were run like that, it would be actively negative for the long-term fundamentals.
This kind of behavior is so bad for organizational effectiveness, yet it is the norm for most companies due to the worse aspects of human social psychology. It reflects poor leadership focus and ethics that percolates throughout the whole organization and leaves employees and lower tier managers to focus on ass-kissing, ass-covering, and politics instead making logical choices to win the long game as a team.
I think Elon saying “If you don’t like volatility, then sell our stock and don’t buy it” signaled far more than it seemed. He was saying they do not care whatsoever about cashing out quick because that comes with a steep opportunity cost of time and effort that could’ve been spent on the long term.
I still have my CT reservation on the books, even though I doubt I’ll buy one.
I wonder if there’s a way to monetize that?
pitabun
Member
I still have my CT reservation on the books, even though I doubt I’ll buy one.
I wonder if there’s a way to monetize that?
I had a CT reservation until I saw it in person. Damn what am I going to do with a 6' bed, carry an extra gallon of milk? Buy a costco membership? Thing's a beast.
2daMoon
Mostly Harmless
Today's SP has been a little like watching the Red Green show,
...only not as entertaining.
HODL, with duct tape, if necessary.
When will we get back to the daily +3.5% that tickles my fancy so?
...only not as entertaining.
HODL, with duct tape, if necessary.
When will we get back to the daily +3.5% that tickles my fancy so?
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The moderator certainly threw a lot of what he perceived to be tough questions at Elon (China, Twitter, Trump, gasp... succession planning) and Elon answered every one perfectly.
My favorite was his answer to how long he will remain at Tesla... "As long as I'm useful."
thesmokingman
Active Member
I lol'd when the mod put forth misinfo about LFP not being as recyclable and was corrected.
TheTalkingMule
Distributed Energy Enthusiast
Can someone pop up a link when a replay's available? Gracias.
Sounds like Elon is really at the top of his game and in the zone. Astonishing considering what's going on in the universe. He's just focused and on a rocket to the future.
Sounds like Elon is really at the top of his game and in the zone. Astonishing considering what's going on in the universe. He's just focused and on a rocket to the future.
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