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

[Artful Dodger]

Elon agreed to the terms of a contract. Part of being free is having the unalienable right to enter into agreements that restrict one's natural rights in some way.

You are wrong about that. There is no legal contract that results when coersion is used to force one party to accept damaging terms of a contract. This is clearly what the SEC did by holding their investigation over the heads of Tesla, threatinging access to capital markets during a critical growth phase before the company was self-funding.

The SEC did this knowingly and inspite of knowing they themselves were breaking the law. And the individuals who made that decision at the SFO office of the SEC did so in full confidence that they would be retired and in some cushy Wall St. Directorship 'job' before Elon and Tesla could have a day in court. Likely never, since Tesla would have been o.o.b.

Elon Musk on Twitter: "@PPathole @WholeMarsBlog The San Francisco office of the SEC were shameless puppets of Wall St shortseller sharks, while doing nothing to protect actual shareholders. That is why I lost all respect for them." / Twitter (Apr 25, 2022)​

Don't rewrite history to make it more palitable for your sensibilities. Not all criminals work for the SEC, but some certainly do.

#SEC #DIRTYCOLLARCRIME

 

[Artful Dodger]

France is infamous for its strikes (and on Cyprus you really do not want to have a factory).

View attachment 937966

Haha! Two conclusions from the attached graphic:

1. Bulgaria has no Unions
2. Italy has no workers

Apologies to the French.

Cheers!

 

[Nocturnal]

Get ready for the next wave of FUD thanks to JP Morgan's shady dealings with Epstein. US Virgin Islands are asking for docs as part of their case against JP Morgan and Elon is being subpoenaed as part of that.

CNBC has an article.

 

[Prunesquallor]

Indeed, something like kids placing playing cards near the spokes of their bicycles to make them sound like motorcycles.

I used a 1962 Mickey Mantle trading card for that.

Seriously.

 

[Thekiwi]

Then we may really hope that "at some point" is a diplomatic way of saying things by Elon.
France is infamous for its strikes (and on Cyprus you really do not want to have a factory).
I am pretty sure this was one of the criteria that Tesla took into account when starting in Berlin.
Although the graph (grève means strike in French) is a bit outdated, I think it is still pretty correct for the situation.
Of course this is only one of many criteria for choosing a location.
But I am familiar with at least one big American company that chose a location in The Netherlands and not in France because of this aspect.

View attachment 937966

At some point Optimus will be ready to staff a future French facility.

 

[bruce4000]

Ripping out a production line at Fremont and replacing, possibly for Highland?

https://twitter.com/x/status/1658159153091686416

I always love the choice of words in headlines. Tesla “ destroying an assembly line”, oh yeah later says doing demo to replace with new / better line.

 

[adiggs]

I used a 1962 Mickey Mantle trading card for that.

Seriously.

View attachment 938043

So .... a bit less than pristine condition now?

 

[Ogre]

Elon doing live interview on CNBC tomorrow evening it seems.

with David Fabre at 6pm Eastern.

So there are basically 2 types of people who pay attention to CNBC.

• People over 70.
• Shorts.

Which is Musk trying to address here? Maybe Burnt Hair has special anti-aging properties?

 

[Prunesquallor]

So .... a bit less than pristine condition now?

Yuh. Ya know we all had boxes of those things and *traded them*. Never in our wildest dreams did we think they would be worth *money*.

 

[Prunesquallor]

Elon doing live interview on CNBC tomorrow evening it seems.

with David Fabre at 6pm Eastern.

 

[Krugerrand]

Ripping out a production line at Fremont and replacing, possibly for Highland?

https://twitter.com/x/status/1658159153091686416

Nah. The RHD Model S line.

 

[Mengy]

View attachment 937940

Huh, I'm surprised Pennsylvania didn't even make it onto that list. I see so many Tesla's here in PA, feels like they must be selling like crazy here!

 

[Electroman]

This Fabre dude, how toxic is he on a Presstitue scale of 1 to 5 ?

 

[totoro722]

Huh, I'm surprised Pennsylvania didn't even make it onto that list. I see so many Tesla's here in PA, feels like they must be selling like crazy here!

Hope they are selling in Pennsylvania. In SoCal you can walk just about anywhere just stepping on Teslas. Up here on the Oregon coast we still wave at each other.

 

[Cattledog]

We're sitting at the same stock price as we were in mid-November of 2020. That's approaching 3 years of lost gains. When comparing to AAPL (another megacap tech company), I don't know which is more to "blame"....the macro or the pirates. Sorry for the negative tone, just tired.

We get it! Mountains and islands are not getting easier or cheaper to acquire...

 

[Cattledog]

And this from Electrek today may confirm it:
Elon Musk says he wants to personally approve every new Tesla hire

Similar to a number of years ago when he wanted to approve, or have Deepak (CFO at the time) approve, every expenditure (maybe above a threshold, don't recall). Whether we like his tactics or not, he's sending a message.

 

[madodel]

Hope they are selling in Pennsylvania. In SoCal you can walk just about anywhere just stepping on Teslas. Up here on the Oregon coast we still wave at each other.

Pennsylvania is a big state and by state law (thanks of course to pandering to auto dealers) Tesla is only allowed 4 sales/service locations which are in to the densest population centers. But even with this limitation I see Teslas everywhere here in in NEPA now. There's no putting the genie back in the bottle any more.

 

[willow_hiller]

This adds some important context to Elon's interview tomorrow:

https://twitter.com/x/status/1658275540048945155

Given it's at Ari Emanuel's recommendation, I imagine Tesla will not be the main topic of discussion, despite the timing.

 

[JRP3]

Seeking Alpha reporting that Steven Cohen's Point72 Asset Management fund has sold all it's Tesla shares.

 

[bkp_duke]

Seeking Alpha reporting that Steven Cohen's Point72 Asset Management fund has sold all it's Tesla shares.

All 5 shares?

EDIT - apparently they jump in an out of TSLA quite frequently:

Steve Cohen's Point72 fund built a $108 million Tesla stake last quarter - and made a surprise bet on GameStop

The New York Mets owner's fund bet on Elon Musk's company by buying shares and call options, and took a $11 million stake in the video-game retailer.

sports.yahoo.com