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

[2daMoon]

Little over an hour left in the trading day and we're already past average daily volume. All major index appear green. My news feed only shows how Barron expects 7x from stock....Puzzling day for sure.

It seems like now might be a good time to add a new word to the lexicon. (anyone remember Sniglets?)

Fudvalanche

Definition: the steep decline of a chart when fear, uncertainty, and/or doubt are able to negatively impact a stock or a market,
despite all factual evidence to the contrary​

 

[Nocturnal]

Little over an hour left in the trading day and we're already past average daily volume. All major index appear green. My news feed only shows how Barron expects 7x from stock....Puzzling day for sure.

Everyone knows why. We have a whole thread dedicated to it here.

 

[wtlloyd]

What did that guy whisper at the end??

E pur si muove.

 

[Curt Renz]

I wonder what Ron Baron's thinking now. Good conference?

or
Time to load up one last time?

After a two-year hiatus, Ron Baron's annual conference was renewed today. Since he is a Tesla and SpaceX investor on friendly terms with Elon Musk, he apparently felt it would be a coup to interview Elon. However, the timing was bad due to currently huge media attention on Elon's Twitter acquisition and related comments.

Too many people nowadays conflate Twitter with Tesla, even though they are separate companies: one private and the othe public. It also came at at time when Elon would've been stressed out, tired and perhaps not careful in his answers. Ron Baron might have been wiser to not have scheduled the interview.

 

[elasalle]

SP tanked thinking Elon needed to sell shares before 10/28 ... seems he didn't sell shares ( no forms)
market tanks again thinking Elon needs to sell shares (cause TWITr lost advertising $ )

 

[Tachyon]

Breaking News!!

After wading through the posts since stepping outside to get some offline stuff done it seemed appropriate for me to report how, while outside, I looked up and, though it is overcast,

THE SKY IS NOT ACTUALLY FALLING​

I concur but someone is helping the mischief makers poke holes in the sky and where I live , it’s been raining nonstop since this am .

 

[Drax7]

I made this case before but Elon is terrible at determining stock valuation. He actually thinks the stock is too high unless you are investing for full generalized autonomous cars and robotics which are both products that doesn't exist. He doesn't feel that Tesla deserves a valuation this large while those products are not done, but also feels like the valuation is not enough if those products are not only done but are cash flow positive.

Many people on twitter have been arguing with Elon back and forth about this, how just the current product line justifies the current valuation. Wallstreet heavily discounts disrupted industries while giving the disruptor a generous valuation. Happens all the time because Kodak/Nokia/Sears moments are real.

At a modest 5 million cars produced and sold per year at 15% plus net profit the valuation alone would be
enough to double todays price, without the benefit of FSD.
the rest is pure gravy…..

if we close up on the day I have to buy , as rejecting this breakdown is in of itself bullish.

 

[Unpilot]

if we close up on the day I have to buy

Well no worries about buying then...

 

[Nolimits]

We will need to hold 205. Seems like a solid barrier. In for few more today. Sorry kids no Xmas presents this year.

 

[Nocturnal]

Full Elon video.

 

[Right_Said_Fred]

I know that as a collective we don’t miss much, but a few days ago there was an article about Tesla and Glencore having talked about Tesla taking a stake in the company. I haven’t seen it being mentioned in this thread. The search function also doesn’t produce any results, so here it is:

Tesla held talks over buying stake in Glencore – report

The EV giant considered acquiring part of Glencore, but negotiations failed on Tesla's concerns about the Swiss miner's coal business, FT.com reported.

www.mining.com

 

[Knightshade]

I know that as a collective we don’t miss much, but a few days ago there was an article about Tesla and Glencore having talked about Tesla taking a stake in the company. I haven’t seen it being mentioned in this thread. The search function also doesn’t produce any results, so here it is:

Tesla held talks over buying stake in Glencore – report

The EV giant considered acquiring part of Glencore, but negotiations failed on Tesla's concerns about the Swiss miner's coal business, FT.com reported.

www.mining.com

Elon specifically denied this report today-

Musk says Tesla did not plan to invest in Swiss mining company

The Financial Times reported that Tesla was looking to invest in Swiss mining company, Glencore, but Elon Musk says that was not accurate.

www.notateslaapp.com

 

[Rarity]

To continue your thought, if Elon adds additional funds then wouldn't he dilute the other private investors? More likely he'd offer them an opportunity to buy in equal to their ownership so they could avoid dilution. I'd suggest a non-zero number of the private investors would choose non-dilution and, therefore, it's not even $1.5B...

Yes, that's called a "rights issue."

 

[AudubonB]

I know that as a collective we don’t miss much, but a few days ago there was an article about Tesla and Glencore having talked about Tesla taking a stake in the company. I haven’t seen it being mentioned in this thread. The search function also doesn’t produce any results, so here it is:

Tesla held talks over buying stake in Glencore – report

The EV giant considered acquiring part of Glencore, but negotiations failed on Tesla's concerns about the Swiss miner's coal business, FT.com reported.

www.mining.com

If there weren't enough other reasons to stay away from this company - nothing more close than a LT contract for some of Glencore's output at best - their $314 million fine for bribery should suffice. They have a perpetual history of being bad players and, as far as I am concerned, are the poster child for the rapacious foreign investor in underdeveloped nations. Glencore ordered to pay millions over Africa oil bribes

 

[Singuy]

Elon specifically denied this report today-

Musk says Tesla did not plan to invest in Swiss mining company

The Financial Times reported that Tesla was looking to invest in Swiss mining company, Glencore, but Elon Musk says that was not accurate.

www.notateslaapp.com

Doesn't the report said negotiation failed so Tesla will not be investing into the company?

 

[FSDtester#1]

My feelings on TSLA today..

 

[mb300sd]

9am this morning: Glad I didn't buy puts.
Sitting at the airport after today: Why the hell didn't I buy puts?

 

[betstarship]

I feel like Elon is trolling everyone on his Twitter account about taking all of these ideas from the community...while his incredible product, design, and engineering teams are quietly fixing everything in the background.

 

[thx1139]

Can someone just tell Elon to take a nap...Like for the whole weekend.

 

[Singuy]

9am this morning: Glad I didn't buy puts.
Sitting at the airport after today: Why the hell didn't I buy puts?

Before reading the post: Glad to read something informative
After reading this post: Why the hell did I read the post?