This twitter silence from Elon/Tesla has been so boring. Had to pick up a couple dozen more shares to keep from falling asleep. I think you and I are sorta on a similar wavelength.
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This twitter silence from Elon/Tesla has been so boring. Had to pick up a couple dozen more shares to keep from falling asleep. I think you and I are sorta on a similar wavelength.
I watched ARK's past interviews. They are always super bullish with the reasons many bulls would agree. But they never talked about the potential risk. When I apply a larger risk discount factor, the $420 price seems reasonable to both sellers and buyers.
She is a bull and is in the same team with Chanos, just another color.
Musk has 2 private companies, one of them has significant experience with rising money and is very good with hiding financial information from public scrutiny. It looks like she suspects Musk is still clueless and doens't know what he is doing. Really, you never know how stupid some people can be.
Don TLR
Active Member
Why does she say Elon will have to report monthly and not grow as fast, he seems to have zero trouble growing SpaceX..
Or somebody cancelled or postponed his delivery. It happens all the time.
Hmmm.... could she become part of Tesla's solution for wider participation?
By negotiating a structure allowing shareholder position for ARKK, which would allow wider public participation in TSLAP?
Interesting data.
Tesla's Turmoil Doesn't Stop Younger Investors From Buying More
Tesla's Turmoil Doesn't Stop Younger Investors From Buying More
Tesla's Turmoil Doesn't Stop Younger Investors From Buying More
Tesla's Turmoil Doesn't Stop Younger Investors From Buying More
Fact Checking
Well-Known Member
Let's just put the Munro tear-down profitability data out here, before it disappears:
https://pbs.twimg.com/media/DiVHAhLU0AEdhca.jpg:large
Munro calculated rather substantial profit margins, even on the $35k version. I can see why some companies would want to pay good money to make that table disappear.
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The reason for the high valuation is they see automation happening sooner than most and that it will be a huge market ($2T in 2030). I've been following them for the last 3 years. They were also much more bullish on EV sales than most analysts (and remain so - expecting 17 million unit sales by 2022) and were widely mocked by bears at the time they originally made the call.
Nonsense. Every company with this many employees and this much business is going to have thousands of things that people can turn into a scandal-of-the-day if outsiders have access to literally all information from the company, and the motive to do so.
"Windshield wipers? Hmm, no problems.
Side mirrors? Hmm, no problems.
Headlights? Hmm, no problems.
... 20 parts later...
Taillights? AHA! They've had a 50% rejection rate on taillights!"
(Pens up doom-and-gloom article about Tesla's endless trouble with taillights)
Next day...
"Paint shop... no conduct issues.
GA3... no conduct issues.
GA4... no conduct issues.
... many sections later ...
AHA! Two people in a parts warehouse were caught playing football during working hours and accidentally broke a windshield!"
(Pens doom-and-gloom article about Tesla's lackadaisical attitude toward employee misbehavior and destruction of property)
Repeat ad nauseum.
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The Blue Owl
Endangerous Herbivore
So...that's about Chanos bones I thunk.
Fact Checking
Well-Known Member
BTW., "Consider Phlebas" is also one of the Culture sci-fi novels by Ian M. Banks.
HG Wells
Martian Embassy
HEADLINE: Shortsville Times
Abandon ALL hope ye who are short,
for the longs will inherit the stock.
Abandon ALL hope ye who are short,
for the longs will inherit the stock.
Yeah. Their valuation is heavily impacted by vehicle as a service (autonomous robo taxis). I agree this has great potential, but how it unfolds re pace, breadth of adoption and Tesla market share is a big question... even if Tesla has the best tech.
What’s more, when Cathy talks about 80% margins, I wonder if she prices the service as Elon has said he envisions... cost of a bus ride. Maybe she does, will be interesting to see her models.
fwiw, my conservative valuation at $500+ today (based on ~$1200-1800 in 8 years) doesn’t require me to rely on Tesla Network inclusion to justify holding here... so, I’ve thus far not taken on trying to value this currently extremely wide range of potential outcomes.
And the average car required 37 minutes of "repair". That doesn't seem like much was wrong with them. Certainly no body work or repainting.
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In case your history challenged this is what a Phoenician is:
a member of a Semitic people inhabiting ancient Phoenicia and its colonies. The Phoenicians prospered from trade and manufacturing until the capital, Tyre, was sacked by Alexander the Great in 332 BC.
jhm
Well-Known Member
Interesting. Her ETF cannot go with private shares. So her best play right now is to talk up Tesla valuation. I think this is the best play for all longs who cannot go private. Talk it up now. Either the price goes high enough to halt the transaction or at least you get a better exit price for it.
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