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He bought the bonds that mature in 1 year. That’s hardly a risky position. The current yield on those couldn’t have been more than a few percent. It’s almost like parking cash.
I hope the sale-price is not over yet and we get another morning dip tomorrow as I just got some dry powder to invest.
Let's see if I can still catch the low 280s tomorrow.
Let's see if I can still catch the low 280s tomorrow.
sundaymorning
Active Member
Gene Munster’s analysis is always good.
Tesla is 'moving in a good direction' with shutdown, says investor Gene Munster
Tesla is 'moving in a good direction' with shutdown, says investor Gene Munster
I don't know why you're looking for nits to pick here. I simply pointed out that Reciprocity's cash flow analysis relied on an assumption that 100% of reservations convert to orders, and that his results would be impacted by the use of a different assumption. Defining conversion rates and computing them are really beside the point. I took no position on what response Elon should make to boneheads.
As it happens, I have been a professional actuary for the past several decades. Small world, eh?
I'm glad you mentioned that. M3 production is all anyone seems to be talking about, but battery packs and solar panels/roofs are going to go nuts in the next year or two, especially with California's new requirement for new homes. Tesla Energy has proven how much they can save institutional customers, especially down under and now California is giving them the opportunity to show how much they save homeowners on their power bills, way more than the cost of the panels or roofs themselves.
While I live in Washington State, it's on the desert side where the sun shines 300 days a year and if I ever have the opportunity to build a new home, it will definitely have a Tesla solar roof installed, along with a Powerwall and a charger for my Model 3 (hey, I am talking the future here). Tesla Energy will have a significant impact on their bottom line in the fairly near future and that needs to be taken into consideration, as they have no significant competition there and probably won't for several years.
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bdy0627
Active Member
The media loves their clickbait titles. "Losing" probably isn't the right word to use when two managers are being shown the door.
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pdq,
This is just a message board, I'm here to express my view for fun. Not to give financial advice or to convince anyone. If my words seem to be irritating to you, please do add me to your ignore list, that's what that button is for. Life is short, don't wast time on my posts. Take it easy.
Waiting4M3
Active Member
I would aim for high $270s. 2 past dips in Apr/May have both reached into that range. Also lower BB is at $277s, we may need to touch it before reversing. Have fun taking shorts' monies
I’m curious what people here think about the “reorganization” part. Are those people really being fired or they just decided to quit because Elon is micromanaging? Or is it because Tesla is trying to cut down expenses. I honestly do not have a good feeling about this “reorganization” since it’s really bad for the morale. And I have never heard a corporation that has this many high level people being shown to the exit in such a short time span.
Anyone know what Munster is talking about here:
However, Munster said he is "delighted" about the new technology it plans to implement, which he called "a whole new paradigm around manufacturing."
Elon has talked about this a couple of times in the past few months. He is getting rid of under performing and useless contractors, and trimming middle management. I am guessing he thinks Tesla has undergone a “bozo explosion” (Guy Kawasaki - How to Prevent a Bozo Explosion)
Tesla is rated 5th on LinkedIn's list of the top companies professionals want to work for.
Tesla has no trouble attracting the very best -- people like JB Straubel, Franz von Holzhausen, Jerome Guillen and Andrej Karpathy.
It is also an extremely demanding place to work. That will lead to some attrition, some voluntary some not. I don't see that changing any time soon.
1. Amazon
2. Alphabet
3. Facebook
4. Salesforce
5. Tesla
6. Apple
7. Comcast NBCUniversal
8. The Walt Disney Company
9. Oracle
10. Netflix
LinkedIn's top companies of 2018 include Amazon, Facebook and Tesla
LinkedIn Top Companies 2018: Where the U.S. wants to work now
sundaymorning
Active Member
Musk is back and he’s micromanaging. There’s been reports of him walking around the GF with his team/entourage holding notepads/clipboards (as he points, they write). Although he’s solved many GF bottlenecks while there, he is the very last person you want hanging around in your zip code; this goes with suppliers as well. If you were an employee or supplier that he’s looking into, you want him out of the factory and away from your city as soon as possible. The guy is willing to cut ties with you in a heartbeat if things aren’t done right. My friend tells me that he always knows when Musk is in the building, because the air is turned down to unusually cold atmosphere. He could be a warm and fuzzy guy and all, but at the end of the day, he’s a businessman, a first principled kind of guy. Dead weight during times like these won’t be tolerated. I’m glad he didn’t fire anyone, instead he let them leave with dignity.
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D) The shorts believe that even at 5,000 per week, Tesla won't make material profit.
Hedge funds often buy the convertible to hedge a short position in the stock and usually don't disclose the short position.
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