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

[Max Plaid]

 

[M|S|M MYP]

Elon said he expects Warren Buffett to start buying TSLA at some point soon and reiterated 2025 most valuable company prediction.

Highly doubt that, but hey, since our SP is in the dumps, WB always does love a bargain, even if he doesn't understand the business

 

[Max Plaid]

Is this considered as a smaller version of ER?

Seems quite material, no?

 

[agastya]

It would actually be pretty funny if a question from Ross Gerber marked the TSLA bottom.

and then goes all Adam Jonas with his Starlink satellite on a Tesla :: Twitter Profile linked to Tesla Profile

 

[Thekiwi]

Elon said he would expect Warren Buffett to start buying TSLA at some point soon and reiterated 2025 most valuable company prediction.

He said Warren Buffett would be buying “stock” (not TSLA specifically) based on Buffet’s previous quotes on buying stocks during recessions.

 

[betstarship]

Elon's attention is primarily on Tesla and hasn't missed an important meeting since the Twitter acquisition.

 

[rallykeeper]

and then goes all Adam Jonas with his Starlink satellite on a Tesla :: Twitter Profile linked to Tesla Profile

Might be the most sycophantic statement I've heard yet on this call.

 

[aGreenGuy]

Bullish… long term

https://twitter.com/x/status/1606049736456392704

 

[ThisStockGood]

Elon said he would expect Warren Buffett to start buying TSLA at some point soon and reiterated 2025 most valuable company prediction.

Tbh he said that WB would buy a lot of stocks in 2023. Not specifically TSLA.

But I hope as well…

Edit: overtaken by thekiwi

 

[Singuy]

Seems quite material, no?

Not sure if I heard anything very material. There are no production numbers, just possible demand problems due to recession that he is predicting and that's only if it's a worst than 2009 type thing. The only thing material is he is done with selling stock but that's material to the stock price and not the company.

 

[Thekiwi]

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well we both saying the same thing - no buybacks in short term until recession uncertainty passes..

 

[Moon Buggy]

View attachment 888083

It's probably off the table for at least Q1 2023 based on his response, but I think based on those same comments it will happen by early 2024 if not sooner. But nothing is guaranteed.

 

[Dig deeper]

He said Warren Buffett would be buying “stock” (not TSLA specifically) based on Buffet’s previous quotes on buying stocks during recessions.

I agree with your clarification but it seemed like a veiled suggestion that TSLA would be the type of stock WB would buy, especially during a recession with compressed mulitples.

Quasi infinite demand for PowerPack is exactly the kind of hedge that berkshire hathaway needs. BH own a good amount of utilities and railroads. Companies being disrupted by Tesla.

 

[MABMAB]

Discussing material things allowed in many circumstances

 

[Usain]

Elon says demand for storage is quasi-infinite. I'd call this the first principle of Tesla investing.

 

[bingoz]

https://twitter.com/x/status/1606059717645815815

 

[y_naught]

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the VERY long term view, from La macroeconomía y los tipos de interés (and other sources I’ve seen before).

 

[Discoducky]

Jordan doing a fantastic job taking notes...

https://twitter.com/x/status/1606060077714231345

 

[ShareLofty]

Up 3.3% after hours. Something happen?

 

[Rotte]

Listening to this Twitter Spaces talk with Elon has really calmed my nerves about TSLA. The past month has been so stressful. Just what I needed to hear today.