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

[Singuy]

Tesla will be fine. It is a company with the sole purpose of packaging batteries into a product to sale. The demand is unlimited and Tesla will just push out another product that will cause more battery sales.

Remember there's only one metric to look for when it comes to revenue, how much TONNAGE is Tesla moving in the form of batteries with a useful shell(car, megapacks, robots, whatever). Their revenue growth slows when the tonnage slows, however in this transition we are at 0.001% of total world's need. Don't panic, stay the course. It's a spectacle for sure.

 

[Quesder]

After hour price action is not good. Approaching $107.00, with huge volume. More than 3.17 M as of 5:07 PM.

 

[traxila]

Think he is talking about himself. Others tell him not to be the clown on the clown car, clown car being twitter. And he said it's too late.

Everyone must wonder what that is about.

This is the first public indication that I have seen from EM where he shows some sort of regret and perhaps some empathy for the investors getting trashed.

 

[jerry33]

After hour price action is not good. Approaching $107.00, with huge volume. More than 3.17 M as of 5:07 PM.

After bot trading is subtracted, how much volume remains?

 

[Singuy]

Or he did enough damage to the

Or the analogy that he did enough damage to the brand that it became a joke and it´s irreversible they have to separate him.
"The clown car" the obvious choice is Tesla, do we agree here?

Why would Musk consider Tesla as a clown car? Only Tesla haters consider a Tesla a clown car. Is Musk a Tesla hater?

It's much more appropriate for him to think of Twitter as a clown car and he has made fun of Twitter being a bot infested cluster F for sometime now. And it's pretty obvious he clowns around on Twitter. When has Musk clowned around when it comes to Tesla duties?(okay I'll give you fart mode).

 

[Ogre]

I know it’s early, but here are my predictions for the Q4 earnings call.

• Tesla Energy causes a lot of analysts to blow a gasket.
• China demand concerns persist.
• Auto production misses the mark, but deliveries are fine due to the huge inventory at the end of last quarter.
• Tesla board announces their next 2:1 split.

I’m sure at least 2 of these will happen. 50% chance 3 of them will!

 

[Drumheller]

It may be worthwhile to reread Jack Rickard's 2019 Tesla Conspiracy article.

The Tesla Conspiracy… or Am I a Dead Whistleblower? - EVTV LLC

I generally eschew conspiracy theories under the rubric that little explained by conspiracy cannot as well be explained by incompetence and that the occurrence of stupid is vastly more common than the occurrence of evil in the hearts and minds of men. But it is also true that it can only be a...

www.evtv.me

Then pause and consider the world we live in, what each of us has been programmed to believe, and what might happen if someone upset the apple cart.

 

[Nolimits]

unlikely another split with prices this low.

 

[Ogre]

Or he did enough damage to the

Or the analogy that he did enough damage to the brand that it became a joke and it´s irreversible they have to separate him.
"The clown car" the obvious choice is Tesla, do we agree here?

People take Musk’s random Tweets entirely too seriously.

It likely only makes sense if you knew what he was doing or what Tweet he was reading immediately prior to the post.

 

[Drumheller]

After hour price action is not good. Approaching $107.00, with huge volume. More than 3.17 M as of 5:07 PM.

What brought you back to TMC after a nearly two-year absence?

 

[Webeevdrivers]

Or he did enough damage to the

Or the analogy that he did enough damage to the brand that it became a joke and it´s irreversible they have to separate him.

Maybe. Either way rebuilding the brand (or at least in North America) won’t be easy, and the board would actually have to recognize and acknowledge what’s happening. The reality is they have made it clear they are quite comfortable with letting TSLA go back to a single digit stock. I think it’s clear to everybody they have no intention of taking any action against the CEO no matter what the consequences of his new social media political role. Potential investors recognize this and know to invest in something else.

Who knows. The new year might bring a whole new recomposed Elon.

 

[traxila]

After bot trading is subtracted, how much volume remains?

Five shares.

 

[Chunky Jr.]

How can a profitable business growing 42% have it's share price reduce 70% in the same year? It makes no sense. The stock is under attack.

It started out the beginning of the year in an EV bubble and the stock was irrationally high IMHO. I think it is irrationally too low right now.

 

[capster]

That's my current working theory, that a really large shareholder is exiting and has been selling since days. Can we really blame them?

Yes, yes we can. I mean, unless they are forced by the end of the year, why not take a breather and wait for the Q4 results? It’s not like those will be bad enough to increase the PE ratio.

 

[Singuy]

It almost seems like Tesla has planned to have a lower amount of inventory for December in China, hence why they made the EOQ delivery discount higher in November than December. So a drop in units insurance is more inline with expectations.

 

[cdub]

Everyone must wonder what that is about.

This is the first public indication that I have seen from EM where he shows some sort of regret and perhaps some empathy for the investors getting trashed.

That's a lot of reading into that post IMO. To me he hasn't had a shred of self awareness of how his behavior has affected the stock.

 

[FSDtester#1]

It may be worthwhile to reread Jack Rickard's 2019 Tesla Conspiracy article.

The Tesla Conspiracy… or Am I a Dead Whistleblower? - EVTV LLC

I generally eschew conspiracy theories under the rubric that little explained by conspiracy cannot as well be explained by incompetence and that the occurrence of stupid is vastly more common than the occurrence of evil in the hearts and minds of men. But it is also true that it can only be a...

www.evtv.me

Then pause and consider the world we live in, what each of us has been programmed to believe, and what might happen if someone upset the apple cart.

Favorite quote from the article:

There can’t be that many crackpots that will bet against a company with superb execution, unlimited capital, and unlimited opportunity growing on an exponential curve. But if you are just investing in their failure, with that kind of real markets at stake, the stock market looks like penny ante poker. I have no interest in tracking the money or reading the chicken entrails. I already know how this comes out. The irony is double. It looks like the oil companies and automakers have no possibility of losing this one. In reality, they have no way to win it. One man has them totally surrounded, outnumbered, and outgunned. Elon Musk. Bite it *itch. And bury me next to Seth Rich. Jack Rickard

 

[TSLA Siempre]

Why would Musk consider Tesla as a clown car? Only Tesla haters consider a Tesla a clown car. Is Musk a Tesla hater?

It's much more appropriate for him to think of Twitter as a clown car and he has made fun of Twitter being a bot infested cluster F for sometime now. And it's pretty obvious he clowns around on Twitter. When has Musk clowned around when it comes to Tesla duties?(okay I'll give you fart mode).

who knows what he meant with that tweet. i could see a reasonable interpretation as 'don't be the one holding the bag.' maybe that's what he meant or maybe that's not. either way, i'd prefer he not panic, but also not make inscrutable comments or jokes when the stock is getting destroyed.

 

[capster]

another 9 @110. Next year more.

Loose change from the couch cushions for 2 @ 111.75.

If only to brag that I bought a ‘couple of shares’ at that price amidst this bemusing—though not amusing—market behavior.

 

[cdub]

Favorite quote from the article:

There can’t be that many crackpots that will bet against a company with superb execution, unlimited capital, and unlimited opportunity growing on an exponential curve. But if you are just investing in their failure, with that kind of real markets at stake, the stock market looks like penny ante poker. I have no interest in tracking the money or reading the chicken entrails. I already know how this comes out. The irony is double. It looks like the oil companies and automakers have no possibility of losing this one. In reality, they have no way to win it. One man has them totally surrounded, outnumbered, and outgunned. Elon Musk. Bite it *itch. And bury me next to Seth Rich. Jack Rickard

That guy was legend. RIP