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

[elasalle]

All you peeps calculating PEs should probably also start backing out the net cash on BS. At about $5, this is now becoming not insignificant.

Adjusted for debt, Tesla is now quite comparable to google that has about $7 in cash per share (SP = 96, so much higher as % of SP), and MSFT has about $4 (SP = 242), AAPL is actually quite indebted (no net cash), and same with Amazon, nflx, nvda, etc.

Well, Meta has about 6.66 $/ share in cash (no kidding), but for someone that has been burning cash, thats not much solace.

PS: I know peeps will correct me saying its more than $5 for Tesla, but I am using yahoo numbers to be consistent.
PPS: I looked and found no other names on this list - no large cap oil cos, no berkshire, if anyone thinks of a name, drop it here. Not sure I can filter for this easily without backing out debt.

BS?

 

[JRP3]

Fun times

https://twitter.com/x/status/1594752254728278016

This guy says it's fine, not sure if he's trustworthy though

https://twitter.com/x/status/1594812548892995584

 

[Tachyon]

BS?

Balance sheet

 

[ZeApelido]

This guy says it's fine, not sure if he's trustworthy though

https://twitter.com/x/status/1594812548892995584

He has a PhD and his username has "data" in it, so 100% trustworthy.

 

[juanmedina]

Meanwhile Porsche since IPO :

 

[geometro]

All EV stocks were down big today.

 

[TN Mtn Man]

Macro **really** sucks.

If it's not China COVID:Zero, it's the Ukraine War and Nuclear Proliferation...or its the European Energy Crisis:

How Europe’s Energy Crisis Could Turn Into A Food Crisis | OilPrice.com

Energy inflation is wreaking havoc on Europe’s industrial activity, but its energy crisis is now running the risk of turning into a food crisis

oilprice.com

Many black swans.

Honestly....that's why I think things might break, and break hard up, with just a little good news. Ukraine war won't last forever. China will eventually decide not to kill their economy. Hopefully inflation will break, in spite of our government's unrestrained spending. Blowout Q4 production. Semi deliveries. Or even the naysayers getting bored with bird drama (BTW record traffic there).

 

[BornToFly]

All EV stocks were down big today.

Not as much as TSLA, which is the only massively profitable one growing faster than any company in history with $90Billion in revenue.

(GM and F were barely down today and they are the much more likely to go bankrupt than TSLA)

 

[brantse]

All EV stocks were down big today.

Polestar (PSNY) has been breaking out and showing a lot of relative strength over the past few weeks. It was about the only green out of the dozen or so companies I own or watch.

 

[generalenthu]

All EV stocks were down big today.

Tired seeing this argument. TSLA moves other names in the sector. Not some sector level move, as there is only one 800lb gorilla in the arena.

 

[carterm2]

This guy says it's fine, not sure if he's trustworthy though

https://twitter.com/x/status/1594812548892995584

Joe?

https://twitter.com/x/status/1593702187946778625

 

[geometro]

Not as much as TSLA, which is the only massively profitable one growing faster than any company in history with $90Billion in revenue.

(GM and F were barely down today and they are the much more likely to go bankrupt than TSLA)

RIVN down > 6%
LCID down > 8%

Don’t consider GM and F EV stocks.

 

[M|S|M MYP]

He has a PhD and his username has "data" in it, so 100% trustworthy.

Plus the post is on Twitter so for sure 100% trustworthy.

Bonus: He has DM's with Gojo so def legit!

 

[SmokyPeat]

Polestar (PSNY) has been breaking out and showing a lot of relative strength over the past few weeks. It was about the only green out of the dozen or so companies I own or watch.

Albemarle did pretty well today, too. I was surprised Enphase wasn't green- it seems like the worse TSLA does, the better ENPH does lately.

 

[TesLeif]

Meanwhile Porsche since IPO :

View attachment 876941

What. The. Actual. *Bleep*!?!?

 

[zach_]

Tired seeing this argument. TSLA moves other names in the sector. Not some sector level move, as there is only one 800lb gorilla in the arena.

500lb gorilla*

 

[Bet TSLA]

Since we're not actually discussing anything material here, try this:

https://twitter.com/x/status/1594849468750659585

Tim Zaman @tim_zaman Engineering Manager at @Tesla . Leading the AI Infra & AI Platform team (Autonomy/Autopilot).

 

[Unpilot]

Wow glad to see this....good sign....right?

 

[PeterJA]

...as Reuters reported, were Tesla's stock to drop by 40%, Musk would have to repay that loan — possibly by selling Tesla shares."

After watching Reuters coverage of Tesla for a while, I would not trust them if they reported water is wet.

Even if Elon has a margin loan (which @StarFoxisDown! disputed), four seconds of thought concludes that Elon has other assets he could use to secure a loan, such as SpaceX stock, Boring stock, and the goodwill of billionaire friends, which he has relied on before.

 

[ggr]

Mod: 23 posts about FSD with no relevance to the company or the stock summarily deleted. Some large number of posts about twitter moved (by some NICE mod -- not me!) to the more appropriate thread. Some of those deleted (by me) for being too political even there. 26 reports! (To you-know-who-you-are, just report the first few and we'll clean up from there, when we get there.)
--ggr