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  1. J

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

    Excellent Christmas ad from GM. Merry Christmas, all!
  2. J

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

    Detailed review of the CT specs from the perspective of a pickup driver in the Australian Outback. Summary: Nearly all positive except for the range and spare tire.
  3. J

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

    Of the three , this is the best CT video I watched. It even included lots of best-of-Tesla historical facts that I did not know, such as the S broke the safety scoring system by getting a 5.4 out of 5. Very entertaining and informative. They even executed the sledgehammer test to prove...
  4. J

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

    I am not sure if I believe CTs including display units will be delivered to customers in all current locations, but it is possible. If true, this will be bring greater visibility for CT and for Tesla.
  5. J

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

    My list of reasons $TSLA will be up in 2024. $7500 instant tax refund on purchase(vs current $7500 year end tax refund) FSD V12 Refreshed Model 3 - all trims, at increased margin Opening of Superchargers leading to greater brand recognition and sales New Model 3 Performance for speed...
  6. J

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

    Elon Musk Uncut: New WSJ Interview (AI, Politics, Tesla, SpaceX, Twitter) One hour WSJ interview from yesterday, May 23, 2023
  7. J

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

    Tesla has a NPS score of 97. Far above industry average of 0 and GM's score of 3. Source: Link to the bird.
  8. J

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

    The full hour long interview from CNBC.
  9. J

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

    My expectation is that on the final day before the stock price starts the escalator up is the market makers do a final price drop of a few dollars to take out the stop loss shares. This could be the $158.83 in your chart for today but there could be another similar 1 hour drop of a few more...
  10. J

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

    While Chinese New Year is always in Q1, Tesla factory shutdown for the Chinese New Year has not been a constant and is very likely to be the very first such extended shutdown for the CNY. " most of the employees at the Shanghai Gigafactory will be on holiday from January 20-28 [2023], which...
  11. J

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

    Congrats. $185.80 is an excellent price point to pick for a bottom.
  12. J

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

    My guess is $TSLA will fill the gap at around $186.60 today or tomorrow.
  13. J

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

    I’m feeling increasing confident Tesla will rise sharply to perhaps 220 then crash to 140 then rise to over 300 before the end of this year, based on a feeling that could be the most profitable game strategy hedge funds and short sellers can profit using their enormous pile of cash and their...
  14. J

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

    While the original battery on the roadsters are still going strong after all these years, the aftermarket upgrade battery Tesla sold may be slowing failing in at least two instances. No report on impact to other models in this article except a mention that some old model S may be using that...
  15. J

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

    Learned there is a web site call EV-Tesla Global Inventory Search, and Autopilot HW 4 are now in inventory S and Xs.
  16. J

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

    For reference , the inductive charging pad
  17. J

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

    Sounds like Elon is going to re-building "open AI" from the ground up. Perhaps this time make sure it is OPEN and unbiased, and maintain control of the investment this time. I wonder if that is what Elon mean when he said he will reveal something during Investor Day for all of humanity...
  18. J

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

    Tesla wins the “Overall Loyalty To Make” award, overtaking Ford who has won that award every year for the past decade. https://archive.is/fqUHq
  19. J

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

    https://www.cnbc.com/2023/02/25/warren-buffett-annual-letter-berkshire-hathaway-stock-buybacks.html Stolen from the Buffett quote in the final line of the article, in the context of succession planning and BSH will go on and on forever, but applied to the increasing array of Tesla products...
  20. J

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

    Elon liked a tweet on Warren Buffett and stock buybacks. Wondering which will make news for Tesla first.
  21. J

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

    Us Jan Overall Pce Price Index +0.6 Pct (+0.6194) Vs Dec +0.2 Pct (Prev +0.1 Pct) 08:32:08 Us Jan Core Pce Price Index +0.6 Pct (+0.5711; Consensus +0.4 Pct) Vs Dec +0.4 Pct (Prev +0.3 Pct) Us Jan Year-Over Year Pce Price Index +5.4 Pct Vs Dec +5.3 Pct (Prev +5.0 Pct); Core +4.7 Pct...
  22. J

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

    Top 10 Stocks Bought by Retail Investors in 2023: $9.8B $TSLA Tesla $3.6B $SPY S&P 500 $1.8B $AMZN Amazon $1.7B $AAPL Apple $1.4B $NVDA NVIDIA $1.4B $QQQ Nasdaq 100 $1.2B $GOOG Alphabet $940M $AMD AMD $780M $META Meta $770M $MSFT Microsoft *YTD data from Vandatrack
  23. J

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

    FactChecking just tweeted what seems to be a real physical model that goes along with that sketch in the Tesla Engineering HQ opening event video. Edit: new Tasmanian article speculating on the same video clip
  24. J

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

    Con: Bid/ask spread is wide at 0.6% right now vs Tesla typically runs at 0.03%. Also, velocity is low considering Tesla is up 0.16% while this is down 0.32% at this moment. Savings in either transaction fee or currency exchange avoidance will be hard to make up the difference vs just buying...
  25. J

    Wiki Selling TSLA Options - Be the House

    This looks like capsulation to me. STO CSP 15x192.5 Put expiring this Friday. Limit order at $4.90 but filling at $4.97. Got lucky on the timing. Aiming to close the position today to reduce risk as I will need that cash sometime this year or next.
  26. J

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

    Not channel stuffing, which is for OEMs to sell cars to dealers. My understanding is that this used car dealer is claiming something fishy could be going on with BYD claimed 2022 _insured_ vehicle figures. His evidence is that he bought the fleet of cars with only 40km on the odometer at used...
  27. J

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

    Previously Tesla said 285K purchased FSD and can request for the beta. And since employees get beta for free, they are part of the 362,758 that can have access but not part of the 285K that purchased. The remaining are customers who purchased FSD between December 29 and February 16.
  28. J

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

    That was the case back in 2020, but is no longer true. “third, our vehicle mix over the last year has moved more heavily toward Model Y, which carries a slight cost premium to Model 3.” Source Q4 call
  29. J

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

    Beautiful graphical Income statement comparison between Tesla and Toyota for the latest reported quarter, https://i.redd.it/37cch9hzanha1.png Link to the Reddit post, posted by the guy who wrote the software and made the tool available on his web site. edit: another nice one, also from...
  30. J

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

    * Tesla Model Y - Euro NCAP Best in Class 2022 - Small Off-Road Brian would agree with the “off road” category. Quotes from Battalion Chief Brian Pottenger of the Coastside Fire Protection District: “the two kids in the back had minimal injuries, it was very amazing.” “Parents had more...
  31. J

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

    I was wondering about the door handle, the missing side camera and the rear charge port light on his Y. These tweet replies explained it. They were edited out, per common debranding practice for commercials, to avoid being sued.
  32. J

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

    Out of the 6 Euro NCAP Best in Class of 2022 Awards given, Tesla won 3 of them: The Euro NCAP Best in Class cars of 2022 are: * Tesla Model S - Euro NCAP Best in Class 2022 - Executive * Hyundai IONIQ 6 - Euro NCAP Best in Class 2022 - Large Family Car * WEY Coffee 01 - Euro NCAP Best in...
  33. J

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

    John McElroy has really turned around. In his new video, he starts by explaining how he turned from a Tesla doubter to a believer. For most of the video he runs down the 2022 financial comparison between Tesla, Ford and GM. Throughout, I did not hear one single utterance that could be...
  34. J

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

    This is new - Hyundai has started a monthly subscription service for two of their EVs. From the info provided it sounds like a marketing initiative to get new customers. But there is no time limit on the subscription period after the initial 28 days.
  35. J

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

    Some detail on the NTSB findings, without the paywall. https://uk.news.yahoo.com/mystery-deadly-tesla-crash-solved-215748135.html "officials wrote that although the car was equipped with the autopilot, the system "could not be engaged" on the road where the crash occurred. As for the mystery...
  36. J

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

    Retail investors have been buying TSLA during 2022 and especially Jan 2023, according to Vanda Research, while institutions (and Elon) have been selling.
  37. J

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

    It is being reported today by WSJ https://finance.yahoo.com/m/70c4224c-4656-35fe-8ff8-0169199dfdc5/fatal-tesla-crash-in-2021-is.html
  38. J

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

    Andrej is joining OpenAI. Looking forward to seeing even greater products from that company.
  39. J

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

    Here is the 3 minutes Ron Baron's clip talking about Tesla. Nothing important. Not worth watching. Summary: - Tesla is the safest car in the world - He asked Toyota on their strategy. They replied that they wants the "lowest cost of mobility in the world", but did not provide any strategy. -...
  40. J

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

    That info was announced on the Q2 call. And here is an article talking about that quote from Q2, and the tweet a few weeks ago on the progress in Texas. Article from Jan 3, 2023 https://batteriesnews.com/tesla-4680-production-hits-milestone-868k-cells-seven-days/
  41. J

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

    By the way, Ron Baron will be on CNBC tomorrow. source: Jim Cramer
  42. J

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

    That pricing may be set to try to match that of the current #1 car in the US - the Toyota Corella. New article from CleanTechnica - Tesla Model 3 Lease Price Slashed To Match The Toyota Corolla!
  43. J

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

    Sandy Munro may be suggesting another future Tesla product - the world’s most comfortable executive chair. I can testify to the comfort after tripping 14,200km across Canada and the US over a month.
  44. J

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

    Here is Dr. Jeff Dahn’s October 4, 2022 30 minutes presentation and Q&A, “The Role of Energy Storage and EV Charging in the War on Climate Change,” Description: On Oct. 4, 2022, Dr. Jeff Dahn spoke to volunteers at the EAC's Energy Action Team about the role of energy storage and EV charging...
  45. J

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

    Tesla can now raise the prices of all MY up to $80K and still qualify for the $7500 IRA, as per Biden’s new approval to the proposed change To the definition of a SUV.
  46. J

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

    How historically the market typically bottoms after the Fed pivots has been widely discussed, but not always clearly illustrated. In this interesting chart from 1970 to 2023, top line moving up is S&P500. Bottom line moving down is the Fed interest rate. Green vertical lines are when the Fed...
  47. J

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

    For those that did not click on @ZeApelido ’s tweet link, here is the second part to that thread.
  48. J

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

    The 10K is out. Link Edit. misquoted Factchecking. Got my date wrong. Removed
  49. J

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

    Reports are still coming in since November of EA chargers frying cars and in at least two cases welding themselves to the car charge port. I’ve heard EA continues to have multiple challenges with their supplier but have not heard of this one. At least in other cases you can drive off to find...