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

[SOULPEDL]

https://twitter.com/x/status/1748370578065506613

In Kansas! There's no place like home - in the USA.
Discussion of implications with Herbert in link below. (Edit: @Artful Dodger beat me to it).

https://x.com/herbertong/status/1748368320385147229?s=20

 

[heltok]

I am waiting to buy more when an insiders start buying.
That should be a reliable signal.

How many percent of their liquid net worth do the insiders already have in TSLA? Less than 10%?

People blame Elon for rebalancing his portfolio when he still is a lot deeper into the stock than any sane person would be and often the people who blame him are not as deep.

 

[cab]

Honestly, one of the things that encourages me to keep the faith in Tesla is what I see at GigaTexas with regard to construction. I mean it is CONSTANT and SIGNIFICANT. The daily spend on buildout there must be enormous. None of that screams "company in trouble" or "company expects drop in demand". Indeed, it feels more like "we have to keep building as smart and fast as we can". GigaMexico's delay feels more like a short term delay so they can go b*lls out later on with a final product they perfect in Texas. It feels like URGENCY.

 

[geometro]

I'm still hoping for a good earnings call.... if it gets "wacky", then I'm going to be beyond frustrated.

I want to hear discipline, fortitude to navigate choppy waters (i.e., bad sentiment for EVs), something about cold weather plans (Chicago winter FUD), resolution on Elon's comp package, 4680 ramp, etc. Hopefully some enthusiasm from the new CFO.

Am I going to be disappointed?

 

[uscbucsfan]

I'm still hoping for a good earnings call.... if it gets "wacky", then I'm going to be beyond frustrated.

I want to hear discipline, fortitude to navigate choppy waters (i.e., bad sentiment for EVs), something about cold weather plans (Chicago winter FUD), resolution on Elon's comp package, 4680 ramp, etc. Hopefully some enthusiasm from the new CFO.

Am I going to be disappointed?

It depends on which Elon we get.

 

[M|S|M MYP]

NAS up 1.4% currently
$TSLA down 0.4% currently

Can we consider this an up day for this week?

 

[MP3Mike]

I want to hear discipline, fortitude to navigate choppy waters (i.e., bad sentiment for EVs), something about cold weather plans (Chicago winter FUD), resolution on Elon's comp package, 4680 ramp, etc. Hopefully some enthusiasm from the new CFO.

Am I going to be disappointed?

Yes, you are. There is no chance of getting a resolution on his comp package as the court hasn't ruled on the shareholder suit from the prior one yet. (I don't expect them to say anything about the Chicago FUD either, it really isn't relevant to the call.)

 

[Knightshade]

I am waiting to buy more when an insiders start buying.
That should be a reliable signal.

When's the last time that happened?

 

[mongo]

When's the last time that happened?

Higher level, how could that happen? If most compensation is stock and you live in CA (some now TX) and you can't trade options, the only route is HODL...

 

[Richard007]

In case this is helpful - if not holler!

 

[SOULPEDL]

In case this is helpful - if not holler!

View attachment 1010459

Looks messy on my screen. But hey, your battery is low if that helps any.

 

[SOULPEDL]

We went black...
Cheers!

 

[M|S|M MYP]

We went black...
Cheers!

View attachment 1010461

There's always one in the crowd

 

[elasalle]

NAS up 1.4% currently
$TSLA down 0.4% currently

Can we consider this an up day for this week?

& S&P at all time high.

Vanguard index (VWUSX) I jumped back on Oct 31st is up more than 26% ... and TSLA in timeout , doldrum mode ...

Does TSLA touch $300 in 2024 .. sad to even be thinking this way

 

[M|S|M MYP]

& S&P at all time high.

Vanguard index (VWUSX) I jumped back on Oct 31st is up more than 26% ... and TSLA in timeout , doldrum mode ...

Does TSLA touch $300 in 2024 .. sad to even be thinking this way

I keep telling myself "Good things come to those that wait, be greedy when everyone else is fearful...." something along those lines

 

[Unpilot]

How many percent of their liquid net worth do the insiders already have in TSLA? Less than 10%?

People blame Elon for rebalancing his portfolio when he still is a lot deeper into the stock than any sane person would be and often the people who blame him are not as deep.

Wonder what percentage you fine folks have your net worth tied up in TSLA?

Me I'm well over 90%.

 

[SmokyPeat]

Not a peep, folks.

 

[ThisStockGood]

Not a peep, folks.

Ok.

We're GREEEEEEEEEEEEEEEN!

 

[Hiline]

& S&P at all time high.

Vanguard index (VWUSX) I jumped back on Oct 31st is up more than 26% ... and TSLA in timeout , doldrum mode ...

Does TSLA touch $300 in 2024 .. sad to even be thinking this way

Last year I predicted that the stock would hit 250 in 2023 and 350 in 2024. I also expected to see about a year of bad earnings reports due to macroeconomic factors, then a recovery to new highs. Q3 was bad as expected, and so will Q4. We're going to have 2 more rounds of weak earnings due to weak demands, but prices will land on a competitive position against ICEs, at which point Tesla won't need to do any further price cuts and profits will be back on the upswing. Whether the stock will recover in time to hit 350 by the end of the year, let's watch. But if anyone expects improved earnings in the next 2 quarters, they're in for a tough ride.

 

[Drax7]

When's the last time that happened?

Probably never as far as I know, but if they have a hint that fsd is amazing,
they might act on it.