cliff harris
Member
4% down because elon rambles a bit is nuts. If I could trade in post-market here, I'd buy some more shares right now.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
nah... Elon prefers to ramble about scary credit card debt and consumers killed by interest rates instead. lol.
there will be more price cuts...
Im sure you will have a golden opportunity when market opens tomorrow morning and maybe on friday as well
If you believe that $400 is a cap on TSLA SP then why are you here? I'm expecting TSLA to surpass AAPL market cap in the next few years. Folks who bought and held from $400 will be bragging about what geniuses they were.
Pezpunk
Active Member
Not when it's a decline due to a known one-time event, particularly when that event is a major retooling for a new product. That's extremely bullish long-term.
anyone who bought in for a short-term quick buck is not a real investor, they're a speculator. if you think Tesla's on the wrong path, then sell, but whining about incremental margins quarter to quarter is counter-productive to Tesla's long-term success.
But if you were going to buy now in post-market, why not three weeks ago when the stock was like 15% lower
6 short months ago it was almost 1/3rd of the price!
not at the high margin levels Tesla operates at though. that's asinine.
are you speaking about personal margin?
I agree! Will be moving my 5k 2017 FSD to a new Tesla in Q3 especially if cyber truck order system opens up.
What high margins? Tesla's operating margin is 10% (a bit under).
This is the same level as Daimler, BMW, even Toyota. Literally industry standard operating margins.
And currently, earnings growth is very weak.
But Tesla is at a weak point right now, we should expect operating margins to go back up, and growth to go back up (especially with Energy), such that a valuation of 1 trillion or more can happen sometime in later part of 2024 (my guess).
Sold a bit at $298. This ain’t my first rodeo.
Don't tell anyone.Tesla just reported the biggest quarter in its history. In its second quarter, the company generated nearly $25 billion in sales. That leaves it on track to top $100 billion in revenue for the first time this year. Let’s break it down.
I think the notion that Q3 P&D might be less than Q2 due to shutdowns is the main reason TSLA is dropping now. Lowered guidance will normally do that.
Long term it won't matter of course, but I can see how that might be negative in the short term.
larmor
Active Member
In the conference call Elon reminded everyone to buy low and sell high. It would appear that while FSD has no to little value at this point, that would indicate a buying opportunity.
Noneduck
Member
I am super optimistic that the FSD transfer amnesty will be a nice driver of sales this quarter. Personally, I'm going to trade in my 2020 Y and go back to an S.
EldestOyster
Member
The latter. From the I.R. page on Tesla, if you choose "Q&A" you will go to the list managed by say.com.
FSD transferability will be good for moving vehicles, but of course selling those new vehicles anyways with +$15k would be preferable
If that drives more demand, will Tesla offset by increasing prices/reducing discounts? There will be some interesting pulls in all directions from this
If that drives more demand, will Tesla offset by increasing prices/reducing discounts? There will be some interesting pulls in all directions from this
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