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TSLA Market Action: 2018 Investor Roundtable

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Being utterly ignorant of the gentleman, I just read the entire wiki bio of Joe Rogan.

Thus having done the appropriate due diligence, and therefore qualified to ask the following...would someone PLEASE tell me why you - and more importantly, quite a number of other TMC forum members - are so excited about the upcoming podcast? Is there any reason to expect anything questions of substance; any insightful probings?
I expect just more FUD coming ... Nothing spectacular
 
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Being utterly ignorant of the gentleman, I just read the entire wiki bio of Joe Rogan.

Thus having done the appropriate due diligence, and therefore qualified to ask the following...would someone PLEASE tell me why you - and more importantly, quite a number of other TMC forum members - are so excited about the upcoming podcast? Is there any reason to expect anything questions of substance; any insightful probings?

On the objective side, his most recent episode is #2 on the iTunes podcast chart. The podcast overall is currently #5. It’s typically the most popular podcast that doesn’t come from an NPR background. Not part of mainstream media, but a greater reach than the mainstream media.

On the subjective side, it’s long-form, free-ranging, and Rogan is the opposite of a gotcha journalist. He is unfailingly interested in understanding subjects, rather than chasing clicks & headlines. He’s also helped counsel other famous people on the pitfalls of social media. Basically, the perfect platform for Elon Musk.
 
Being utterly ignorant of the gentleman, I just read the entire wiki bio of Joe Rogan.

Thus having done the appropriate due diligence, and therefore qualified to ask the following...would someone PLEASE tell me why you - and more importantly, quite a number of other TMC forum members - are so excited about the upcoming podcast? Is there any reason to expect anything questions of substance; any insightful probings?
I've listened to a few of his podcasts. Depending on the guest they can be quite good. Joe's questioning is sometimes hit or miss, but I've heard him ask really thoughtful questions - and keep probing. But most important, his podcasts are long-format and unedited. I believe they don't even have a time limit. So there is no BS editing - or taking people out of context. They run until the parties are ready to wrap up. IMO this format should serve Elon well, and I'm hopeful it will be an interesting show. Fingers crossed.

Edit: Looks like @Esme Es Mejor beat me to the punch with a similar answer.
 
I really don't like to scroll through all the FUD and "I have ignored xy" posts. There's way too much noise in here.

Can we just create a seperate thread where only profiles with a positive like/disagree ratio are allowed to post?

This would eliminate trolls and everyone who is willing to *contribute* is still able to.

Or a rule to warn and ban posters that get 10000000 dislikes and 1 like from various members, because that poster would be either a troll or is a waste of everyones time.
 
I really don't like to scroll through all the FUD and "I have ignored xy" posts. There's way too much noise in here.

Can we just create a seperate thread where only profiles with a positive like/disagree ratio are allowed to post?

This would eliminate trolls and everyone who is willing to *contribute* is still able to.
The only catch is, in that *special space* they would start liking each others posts and get back to the main threads. So we would need a time out rule of... maybe 3 months?

Oh and what about calling that thread "Purgatory"?
 
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Well I guess that depends on what Elon says on Joe Rogan tomorrow doesn't it?
I can't believe I am invested in a company where I'm constantly worried about what the CEO is going to tweet or say next. It's slightly worse than having that guy from The Apprentice as President of the United States and wondering which random dictator he's going to threaten next on Twitter.

Slightly worse? At least we have a choice to not invest in TSLA.
 
Tesla is the most unreliable brand of cars in the UK according to WhatCar survey. The Japanese cars are top as usual.

2018 What Car Reliability Survey

the media has picked up on it...

Range Rover and Land Rover models named among Britain's most unreliable | Daily Mail Online

Wow 57%. That's actually higher than I expected considering the 2013 model S door handle breaks 100% of the time..lol.

Yeah I expect a lot of growing pains when it comes to a brand new type of car with a lot of fancy gadgets. It'll be awhile for Tesla to figure out what works and what doesn't.
 
And I say it will take 55-56k deliveries.

Now you are misleading about what you said just a few comments ago:

The problem is 51,000 is not enough for a profit.

Your fact-free and false certainty and confidence, the lack of "according to my guesses" qualifier, the dismissive tone, your later refusal to back up your claims with credible facts - these are all tell-tale signatures of concern trolling and stock bashing.

I do not have a short stock position. I buy long-dated puts [...]

That's a non-denial and a distinction without a difference: TSLA PUT options are considered short positions, because when you buy TSLA PUT options from a market maker they will delta-hedge their long exposure as short stock sales on the market. The current 30m+ short interest in Tesla was in part generated by long-term PUT options.

There is no way to tell who will be right until early November.

That's a false, misleading claim too: the first strong indicator of Tesla profitability will be around October the 2nd when Tesla releases their Q3 delivery and production report, which is only a little over 3 business weeks away.

Also, you are wrong to frame the question of Tesla profitability and cash flow to only depend on M3 deliveries: the Q3 financial results also strongly depend on Model S/X deliveries and overall production figures, to have a good notion of what Tesla's net income and in particular what their cash generation power and cash balance is going to be in Q3. A lot of the FUD arguments you are trying to spread here depend on the current negative cash flow of Tesla.

To repeat: based on conservative guidance luvb2b's model is projecting Q3 profitability and positive cash flow, even with just 50k Model 3 deliveries that are at the lowest end of Tesla's guidance, and despite heavy -$600m cash drain caused by temporary Model 3 factory expansion capex.

I am also not retracting one thing I have written.

JFYI:

"A Stock Basher is a person engaging in an illegal type of market manipulation to make the price of an asset fall. Stock bashers rely on misinformation campaigns to decrease confidence in a stock, leading to an undervaluation of that stock."
Friendly advice: if you are involved in "stock bashing" of Tesla then you and your firm might have significant legal exposure: it's a crime, a felony that can be prosecuted or litigated in civil court by any parties harmed, such as Tesla or TSLA long position holders at the time of your stock bashing (if any).

Furthermore, you could possibly also be legally required to preserve all electronic and other evidence of your activities here from the moment you have read comments here that suggest that your activities might be illegal, as destruction/deletion of them could be construed felony destruction of evidence, felony tampering with evidence and/or felony obstruction of justice. During litigation (if any) various service providers could be required to provide your IP address and other identifying information to the plaintiff(s).

Even if the SEC is typically not prosecuting securities laws violations by stock bashers, the First Amendment will generally not protect against being held responsible for damages in civil court, especially if the financial motivations of the stock basher are clear, such as a short position in form of a short stock position or short options such as PUTs held or CALLs sold, or other derivatives.

If a stock basher is working for a financial firm or for a competitor of Tesla, then the legal exposure might extend to the firm as well, especially if the stock bashing was done on company time and/or company equipment. Depending on the facts of the case, litigation might also invoke RICO claims, based on the Racketeer Influenced and Corrupt Organizations Act, 18 U.S.C sections 1961-1968.

This is probably one of the reasons why the infamous "Montana Sceptic" deleted his Twitter account and stopped his anonymous stock bashing of Tesla so quickly: once his identity and his financial interests were exposed, his firm's legal exposure probably became significant.

This is not legal advice, talk to your lawyer and to the managers/owners of your firm if in doubt about whether what you are doing here is a felony or not. Financial institutions often forbid their employees from expressing any opinion semi-anonymously on social media about publicly traded companies they have a financial interest in, especially if the employee is involved in trading that stock; and violating such corporate policy can be grounds for immediate termination of employment.
 
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Being utterly ignorant of the gentleman, I just read the entire wiki bio of Joe Rogan.

Thus having done the appropriate due diligence, and therefore qualified to ask the following...would someone PLEASE tell me why you - and more importantly, quite a number of other TMC forum members - are so excited about the upcoming podcast? Is there any reason to expect anything questions of substance; any insightful probings?
He’s got a good number of followers and pretty good with interviewing. personally I’m expecting not much new substance but mainly to see the old normal, groomed, inspiring Elon, to help repair some recent overblown character attacks/reputation issues. The bar is so low right now anything short of a cursing Elon would probably cause tsla stock to pop! Just saying.

Meanwhile, Futures down a bit, but TLO.F up 1%
 
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I really don't like to scroll through all the FUD and "I have ignored xy" posts. There's way too much noise in here.

Can we just create a seperate thread where only profiles with a positive like/disagree ratio are allowed to post?

This would eliminate trolls and everyone who is willing to *contribute* is still able to.

Let me refine your question as:

Can we just create a rule that allows only profiles with a positive like/disagree ratio to post on this thread?:)

Let us make a poll?;)
 
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Wow 57%. That's actually higher than I expected considering the 2013 model S door handle breaks 100% of the time..lol.

Yeah I expect a lot of growing pains when it comes to a brand new type of car with a lot of fancy gadgets. It'll be awhile for Tesla to figure out what works and what doesn't.

Would be curious to know if the unreliability is just mainly door handles, squeaky drive trains (which I believe newer versions have resolved this) or something much worse.
 
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.....I can't believe I am invested in a company where I'm constantly worried about what the CEO is going to tweet or say next.....

I have to take a completely contrarian view to that!

I look forward to everything Elon is saying. I am - however - able to separate the needful from the useful from the useless from the irrelevant...!

And this helps me to have a better and fuller big picture view of the company and its direct influencers.

If you are truely long - then all of this clutter and FUD and BS is just white noise. Use it to amuse yourself, continue believing in the long game, and ignore where ever you can!
 
It's remarkable how some people will prefer to entertain ever more outlandish theories on what Musk may know rather than to accept that it is an infection with acute and massive Trumpism.
It's one thing to make a stupid comment on Twitter, to apologize and to move on. It's a completely different matter to apologize half-heartedly and then to return again and again to making highly damaging and defamatory statements.
By now I hope that Unsworth will take Musk to the cleaners, so much that it hurts Musk very, very badly, if only to show that even megarich egomaniacs don't get away with everything.
Perhaps Unsworth should sue in an English court. English law is very favourable for plaintiffs in libel cases and there are enough aspects to establish jurisdiction.
The amount of coverage of Musk's latest tweet in the European media was remarkable and to call it "not helpful" for Musk's reputation would be putting it mildly.
Finally, would people please stop to excuse Musk's behaviour with "stress"? He isn't the last remaining surgeon of a hospital in a war-zone, he is running a car company. Hire specialists to assist if there is too much work for one person to do.
 
Can we just create a rule that allows only profiles with a positive like/disagree ratio to post on this thread?:)

That's easily gamed by trolls, like on Reddit: they'll just generate random chatter with semi-positive messages to balance out their karma.

IMO the policy should be what TMC is doing: moderators banning accounts that show patterns of disruptive behavior. Also, disagreeing is fine and conductive to discussion - echo chambers are bad. There's at least one bear on this forum who is conducting discussions non-disruptively, in good faith.
 
It's remarkable how some people will prefer to entertain ever more outlandish theories on what Musk may know rather than to accept that it is an infection with acute and massive Trumpism.
It's one thing to make a stupid comment on Twitter, to apologize and to move on. It's a completely different matter to apologize half-heartedly and then to return again and again to making highly damaging and defamatory statements.
By now I hope that Unsworth will take Musk to the cleaners, so much that it hurts Musk very, very badly, if only to show that even megarich egomaniacs don't get away with everything.
Perhaps Unsworth should sue in an English court. English law is very favourable for plaintiffs in libel cases and there are enough aspects to establish jurisdiction.
The amount of coverage of Musk's latest tweet in the European media was remarkable and to call it "not helpful" for Musk's reputation would be putting it mildly.
Finally, would people please stop to excuse Musk's behaviour with "stress"? He isn't the last remaining surgeon of a hospital in a war-zone, he is running a car company. Hire specialists to assist if there is too much work for one person to do.
Unswurth had a big mouth and attacked Elon first. If you take being a famous figure/CEO out of the equation, anyone could have attacked back like Elon did. He was provoked every time. As a CEO it does not look professional and is a disappointment but that ends there. It is common sense to defend yourself i doubt there is a case in any court.
 
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