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  1. T

    Tesla Annual Shareholder Meeting

    It really comes down to the institutionals. Will they vote with the board
  2. T

    Tesla Annual Shareholder Meeting

    I have been reading a lot of forums and there’s lots of pent up anger at Elon… I’m kinda worried this won’t pass
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah I agree I worry that with the stock price taking a huge dump, people aren't happy with Elon. Like it could get to the point that the stock price is maybe at halfway to a third of what Elon's compensation package top target. That's a REALLY hard justification to give him the equity package...
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    Tesla Annual Shareholder Meeting

    The problem is the deeper the stock falls the worse the comp package looks
  5. T

    Tesla Annual Shareholder Meeting

    I plan to vote with the Board and support Elon, but do you guys think it will pass? Let's all put on our unbiased hats over here. Stock is down, Elon's politics have alienated a significant portion of our fellow shareholders, and I'm not sure which institutional will vote which way. Vanguard...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla eliminated all inventory discounts. Finally, apparently Elon is back in charge.
  7. T

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

    I agree with you about Drew. We are way too behind on 4680. We’ve somewhat bet the company on it and it’s nowhere close to being ready. He needed to go.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No I don't have an active twitter account
  9. T

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

    I spoke with someone I know very well from Tesla, and they gave me some insight on why sales are down right now. This doesn't explain all the sales drop, but is part of the reason sales in NA are falling like a rock. At the end of last year, they rolled out a new call routing service. If you...
  10. T

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

    Serious question, is Elon Musk selling? I have seen this much of a dip since Elon was selling stock for twitter.
  11. T

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

    While I support Elon getting the shares, he should strongly be disincentivized to tank the stock. According to the last proxy statement he has 400M shares of Tesla with 238M pledged to collateral. He’s kinda trapped.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Read all about the corruption of the Delaware Chancery Court: This is how chancery court corruption threatens Delaware’s economic future | Opinion
  13. T

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

    I'm going to do it, lmk who else would like to join in.
  14. T

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

    If one person with 9 shares can start a ****ing lawsuit and do this, then we are shareholders should be able to file a shareholder proposal to grant Elon his shares.
  15. T

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

    Are we selling shares if Elon leaves?
  16. T

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

    this stock is going down so fast...... its kinda crazy who is selling?
  17. T

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

    What part of, "if I don't get 25%, I would rather develop state of the art AI/robotics elsewhere" not compromise a threat?
  18. T

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

    Analyzing the situation it seems pretty clear what is happening. To keep it simple there's two situations. 1. Elon loses the shareholder lawsuit and doesn't get a new incentive package. Then all his work after 2018 will not be compensated, he will only have 13 percent of the shares, so it's...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Does anybody know if the EV tax credits are effected by the debt ceiling deal?
  20. T

    Who will be the new TWTR CEO?

    I think its Robyn Denholme
  21. T

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

    I sold a car today, to my friend who bought a y less than 1 month ago.... So I think demand is pretty Fing high
  22. T

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

    Toyota does not make a comparable product right now but later on it could... and then it would be a margin vs volume trade off. Just look at Chinese competitors. Still hopeful for us but we need to be on the forefront of innovation. We get first mover advantage, the Chinese get to copy +...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Drew Baglino needs to go. If 4680s weren't stuck in the mud, then we could have our own batteries like BYD and even outcompete on cost. How is it okay that 2 years after battery day we still are stuck in the mud? Drew was never that great anyways. Off with his head.
  24. T

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

    I believe so. You also can't "prebuy" shares in another account to sell the loss later. V annoying
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have an idea for the tax credit. Tesla still sells the Model Y at the standard price. If the Model Y 5 seater qualifies later for the tax credit, the consumer is whole. If the tax credit does not apply to the Model Y 5 seater later, Tesla will provide enhanced autopilot + 20000 supercharging...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do a software limited Model Y at 55K to 70 miles total, with a software unlock at 10K, also just add the fuggin seats if we have to
  27. T

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

    When elon said he wouldn't sell any more time after time and did... Was that a broken record? Let's be honest about how elons treated us long term shareholders at least, and also let TT007 post.
  28. T

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

    I just got engaged! Let's hope this is the low....
  29. T

    Elon & Twitter

    My thoughts on why he's doing this 1. The general populace isn't very analytical when it comes to politics. Don't have time to think of the second order consequences of the beliefs they are taught (young AND old, left AND right), so what discourse is allowed is inevitably decides policy -> 2...
  30. T

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

    What's wrong with Elon? He hasn't tweeted in a few days
  31. T

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

    I think the question is do I take some amount off the table? And I think it's unfortunate because this is something he didn't have to get into, given the larger missions he should be focused on
  32. T

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

    This makes me really nervous as an investor, anybody else feel the same?
  33. T

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

    I know this will be down voted but IDC. My prediction is Elon is selling a massive amount is shares. Also, like his Twitter acquisition, he's not reporting his transactions as he knows that will push the price down. So he will just take any legal challenges and fines. He will report once he is...
  34. T

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

    Elon is definitely selling. The only question is how many shares he will have to sell over the coming days. I think he learned from the CEO plan selling to get it over fast.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I really like the Twitter bid. Makes Elon stay on script
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Heard from some friends in Shanghai that the lockdown will continue for another month is their estimate. Just sharing here
  37. T

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

    This is the exact same sentiment I was sharing before. Definitely agree, the call transitioned the story from a high confidence 50% + growth to a lower confidence 50%+ growth, which justifiably took the stock price down. It doesn't change the end outcome, in that if FSD comes out it's game over...
  38. T

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

    Continue prototype development as a derisk. Just like how we derisked with 2170 suppliers vs 4680.
  39. T

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

    That all assumes that Robotaxis will work and be available at that time (not even the regulatory hurdles). My point is that's not a guarantee. The Model 3 ramp was much more certain because you had a killer concept in Model S that proved the car worked and was desirable. Right now, there's no...
  40. T

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

    I think we can grow to the 2-3 million car level at our current 45-60k price range, but I don't think it's possible to go much larger than that. Given the ramp it takes to make a 25K (30K - 35K with inflation), I could see a few years of sub 50% growth, which the uncertainty could cause us to...
  41. T

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

    The long term future of Tesla is still great and that's why I'm investing, but the short-to-medium term will will be extremely painful.
  42. T

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

    I know that this isn't what other people want to hear, but I've been a bull since '13. What Elon said has shaken me and the bull case significantly, and I think we are in for another period of the lost years from '14-'19. Imo, Tesla is taking too many gambles to maintain the 50% growth per...
  43. T

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

    Any lawyers here? Can anybody explain the likelihood of Tesla actually having to pay that much money?
  44. T

    Model Y Low Speed Noise?

    Hey all, does Model Y have a sound when driving forward at low speeds? I have a 3 from 2019 and it's deadly silent at low speeds. The model Y I picked up last week makes noise like which sounds like the tires make a lot more road noise than the three. It's not the Jetson's Woowoowooo sound that...
  45. T

    Model Y low speed

    Hey all, does Model Y have a sound when driving forward at low speeds? I have a 3 from 2019 and it's deadly silent at low speeds. The model Y I picked up last week makes noise like which sounds like the tires make a lot more road noise than the three. It's not the Jetson's Woowoowooo sound that...
  46. T

    Oregon waiting room 2021 Y orders

    I'm 9/25 to 9/30 with no vin
  47. T

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

    Been a bull since 2013, and I got to say this market is ridiculous