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

[Christine69420]

Norway is the third country increasing taxes next year. 25% on the part of the car costing more than about $50,000 - or $20,000 more for my Plaid. All Model Y variants will be affected by this costing from about $51,900 and up.

Edit: Germany is obviously a larger market than Denmark and Norway. And it cost less to transport cars to German customers. So I expect they will have priority for German made cars. S/X/3 and MIC Y may follow a different logic.

 

[Electroman]

Looks like very little front crash protection. You'd get a very front row seat to any "Ooopsie" made by the vehicle. I also wouldn't want any other v

What is the max speed these cars drive? I heard 35 mph? So this safety concern is overblown perhaps?

 

[Drax7]

Listened to it to understand why he thinks rates are headed to >6%, IMO the argument is flawed and based on seemingly odd speculation about middle class millennials, in all countries except the US, where these gov's can't raise rates as they have little to no demand and thus the Fed will raise rates higher than it otherwise would if this wasn't happening...

I think rate hikes stop at 4.5% around mid-next year, when GDP has totally gone south (and I think last quarter GDP was propped up by high inventories and increased federal/state spending, otherwise would have been flat to negative...). You'd think they'd slow their own spending to help bring down inflation. But that would be reasonable now wouldn't it?

At the first sight of unemployment, we will get congressional hearing where Jay Powell
gets interrogated. He will cave in under pressure is my prediction.

 

[Singuy]

Yass Unemployment finally ticked UP! Open the champagne bottle guys!

 

[elasalle]

Norway is the third country increasing taxes next year. 25% on the part of the car costing more than about $50,000 - or $20,000 more for my Plaid. All Model Y variants will be affected by this costing from about $51,900 and up.

Will there be any discounts for EU/Berlin made cars that can compensate? ... less VAT, import taxes etc.? in Germany,, EU and Norway?

 

[Christine69420]

Will there be any discounts for EU/Berlin made cars that can compensate? ... less VAT, import taxes etc.? in Germany,, EU and Norway?

I have not heard anything. So I guess not. But there is still time if Tesla wants to.

Edit: Background: EVs have been free of VAT and other taxes for years in Norway. The new tax rule is for a VAT for the amount over ca. $50,000 and in addition there is a weight tax when you get your license plate of $1.25 per kg over 500 kgs. Apart from that Norway is a member of the EU inner market so no odd rules there. A simplified view says that Norway is a full member of the EU except for voting rights and some sovereign possibilities that we mostly don't use...

 

[Artful Dodger]

Yay, US: (Unemployment rate up to 3.7% from 3.5%)

Employment Situation Summary - 2022 M10 Results www.bls.gov › news.release (20 min ago)

 

[elasalle]

Yass Unemployment finally ticked UP! Open the champagne bottle guys!

Once Optimus takes over and everyone is unemployed (or at home trading with their dole money), markets will surely reach ATH

 

[Nocturnal]

The legend speaks. 7x from here on TSLA. I believe he is not including FSD and Optimus possibilities.

https://twitter.com/x/status/1588479856760741888

 

[Artful Dodger]

The legend speaks. 7x from here on TSLA. I believe he is not including FSD and Optimus possibilities.

https://twitter.com/x/status/1588479856760741888

Billionaire investor Ron Baron: If I had more money to invest, I would invest it | CNBC on Youtube (1 hr ago)

 

[phantasms]

I'm guessing Elon goes on at 10:40am.

I'm kicking myself for not going down there for the in person event. I put money with them for SpaceX access.

 

[CHGolferJim]

The legend speaks. 7x from here on TSLA. I believe he is not including FSD and Optimus possibilities.

https://twitter.com/x/status/1588479856760741888

Yes, excluding Robotaxi and Optimus, don’t think he specifically mentioned FSD. SP $600 by 2025. By 2030: $1500, $1T sales, $300B Op. Margin, 15x valuation = $4.5T. Well below Woods and Black, slightly below Maurer (if $1000 at 2030 is his latest number).

 

[brantse]

Ron Baron just sounds like another TMC degenerate to me. CNBC just wants to know if he's deploying any capital. Meanwhile, his couch cushions look just like ours.

 

[jerry33]

At the first sight of unemployment, we will get congressional hearing where Jay Powell
gets interrogated. He will cave in under pressure is my prediction.

When Congress changes, we'll likely hear him say, "Sorry, just joking".

 

[Todd Burch]

Yass Unemployment finally ticked UP! Open the champagne bottle guys!

Celebration in bizarro world! hehe

 

[UncaNed]

I'm guessing Elon goes on at 10:40am.

I'm kicking myself for not going down there for the in person event. I put money with them for SpaceX access.

Link to registration / event: https://bit.ly/3T5yRKG

View attachment 870992

Too late to register.

 

[phantasms]

Too late to register.

Ahh. Sorry. I registered last night. TeslaDaily had the link in their show notes.

 

[larmor]

Ron Baron just sounds like another TMC degenerate to me. CNBC just wants to know if he's deploying any capital. Meanwhile, his couch cushions look just like ours.

Everyone getting in line to fund the next factories...

 

[ZachF]

Something to think about; it’s going to be interesting seeing how other automakers fare in an environment of rising interest rates considering how debt dependent many of them are.

Many automakers, most especially the German ones had pretty poor FCF over the last decade and were pretty dependent on expanding debt at low interest rates to grow at all.

 

[Discoducky]

Ahh. Sorry. I registered last night. TeslaDaily had the link in their show notes.

PSA.

If you registered, be sure to actually login and stream something or attend in person, as they have a disclaimer about no-shows and banning from future registrations...