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

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"Lease" has a bad connotation. Tesla needs to allow the buy of the car ASAP and stop dreaming about the robot taxi stuff. It is an easy fix that might keep Tesla from having to lower prices.
Tesla not allowing people to buy leases doesn't have anything to do with Robotaxi. That was once what Tesla said, but they sell the cars after lease.

Another reason people don't lease is the mileage limits on the car.
 
With all this talk: I'm in for a small buy ladder. We'll see how it goes.

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Re: Houthis and shipping: doesn't this add yet another solid conflict-related reason to get off, you know, oil? Like even faster than we thought possible? The EU put the pedal to the metal once Russia invaded, and reduced gas usage faster than most all figured was possible (I know, they also built NG terminals but they reduced usage as well). Will this event help? What will the effect be on / opportunity be for Tesla, if so?

Re: Iran now seizing oil tankers: I have wondered for a long time whether they would do this; it seems like an easy, always-available fallback to them if oil prices ever go lower than they like. Again: talking to the rest of the world here: tired of these guys yet? Want to distribute energy WAY wider than it is now, with way lower barrier to entry? Similar question as to effect on / opportunity for Tesla? Is this short term pain, but even more long term gain?

</soapbox>
 
Tesla not allowing people to buy leases doesn't have anything to do with Robotaxi. That was once what Tesla said, but they sell the cars after lease.

Another reason people don't lease is the mileage limits on the car.
Agreed. Leases are great for business because the miles are known and there is no question about how much can be written off. For the consumer it's far too easy to get a big hit and the end of the lease for damage or miles driven. It only takes a longer commute to get over the mile limit. Also if the consumer's financial situation changes for the worse they might not qualify for a new lease or loan--now they are without a car.
 
Short interest as a % of float in TSLA is way down from 5 years ago. Days to cover is very low. TSLA is not a heavily shorted stock in the relative sense. Yes like Apple there is a lot of shorting because the market cap is so large.

And there certainly is shorting. Shorting by itself is not illegal and isn't necessarily manipulation. The stock being down 4% after there are price cuts in China is not the time to proclaim "manipulation!" where there is a very legitimate reason why some investors might short a stock with a high forward PE and declining margins. Or simply sell their shares.

So no, ignoring bad news to make a story that fits your narrative is not okay.

Misleading video titles to make it seem like creator is saying he's seen Model 2's is not okay.

Making up information that 90% of people lease Model 3's is not okay.

Saying the Model 3 hasn't lost the EV rebate is not okay. It's insanity!





They've cut prices over the course of the last year without proportional declines in COGs. Therefore lower margins were reported. Everyone was theorizing that this wouldn't happen, and yet it did. You are simply wrong. Is this bizzarro world? And you are trying to criticize me for being right? LOL

Bear? Right now I'm heavily into LEAP calls on this week's dip. About half of my accounts at 2x leverage, so essentially equivalent as "all in" with shares.

It shouldn't blow people's minds that someone can critique a company and stay rational about all the pieces of news coming in, while be bullish in the long term.

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You’re going to struggle here if you can’t learn to embrace conspiracy theories.
 
Sorta. It's actually naked shorting which is the problem. Without naked shorting, options would be more of a fair game. With illlegal naked shorting, options are the most rigged casino on Earth today.

With legal naked shorting by Options Market Makers, and them being allowed proprietary trading, it's like having player-referees. But no accountablility, or visability into offshoring shorts to avoid SEC reporting rules, or simply mis-marking short sales as long.

It's all an abuse of their place of priviledge, and why they pay former SEC attorneys such high wages after they join the firm. Casino's are well-regulated by comparison. Wall-E is more of a brothel.
 
Remember this gem?

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The stock was <$50 at this point adjusted for splits
I know this is close to the banned "numerology" topic...

But just a friendly reminder that, in Elon's own time zone this tweet was sent out at 8:11 AM, on 5/1. And then, a few months later, on August 11 (8/11), Tesla announced the 5:1 split. Complete coincidence? Or "that's one way to lower the stock price" telegraphed months in advance?
 
Can you summarized them?


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They've cut prices over the course of the last year without proportional declines in COGs. Therefore lower margins were reported. Everyone was theorizing that this wouldn't happen, and yet it did. You are simply wrong. Is this bizzarro world? And you are trying to criticize me for being right? LOL Bear?

Thanks for again demonstrating how you cherry pick.

COGS was the least significant of the two reasons Tesla adjusts prices.

The most significant reason is to keep balance between production and demand. The price movements may not mean what you think they mean.

Oh, and I merely repeated your claim of not being a bear. Don't put words in my mouth.

Your posts tends to overlook factors that would rebut some of the statements you make.

Even though margins are the yardstick Wall St uses doesn't mean you will get an accurate measurement with a company that prioritizes moving product over profits. There is a Mission, different from those companies where that yardstick works well.

"Be less wrong" is something anyone may aspire to.
 
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Yup. In today's mens pro cycling tour unfortunately this does happen now. Many of the veteran cyclists are unhappy over the attitude of younger cyclists but the peleton is so competitive now it's aggressive from start to finish. No time to dawdle :)
I had an employee many years ago who was an NCAA champion and her brother a pro cyclist. She conveniently left that aspect out of all the water cooler talk. She quit due to all the bad decision making by some of the women leading to her getting caught up in crashes.
 
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