Has Elon's Twitter picture been the fiddle for a while,or did he just change it back?yes. Bring the fiddle please
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Has Elon's Twitter picture been the fiddle for a while,or did he just change it back?yes. Bring the fiddle please
Has Elon's Twitter picture been the fiddle for a while,or did he just change it back?
Elon was on a Tweeting spree in the last couple of hours.
Has Elon's Twitter picture been the fiddle for a while,or did he just change it back?
No, he changed it to the fiddle couple of weeks ago.
When I start hearing excuses like, "all car companies have reliability issues or learning curves", I start thinking perhaps TSLA should then be priced like a car company stock.
cheers
Short TSLA: I know heresy right? I get that but since this is an "Investor thread I'm not hear to bash but to learn and perhaps prevent a little too much silo thinking where everyone is viewing the stock, not the car, in a very narrow way.
I think that Tesla expanded the market segment more than stole sales form the segment leaders.
Of course. But we must be honest here : it expanded the market in a number of significant countries (Norway, Denmark and the Netherlands) also because this segment was unavailable for the public at large due to fiscal issues. So if we make extrapolations going forward we need to take into account the regulatory background. For example, we can't just simply say France is ten times as large as Norway so there is an untapped market of 40k model S's to be had there in the coming years.
My point is that MX/MS demand has potential to grow due to untapped demand from the high end premium market customers, who did not switch from the conventional cars in significant numbers yet. This group of consumers is much less sensitive (and in fact is accustomed) to the high price of vehicles like MS/MX.
EV is supposed to be much mechanically simpler than ICE. The TSLA LONG investors should really get concerned about reliability issue in the 4th year after Model S introduction and "most difficult car to build" comments for Model X.
Elon was on a Tweeting spree in the last couple of hours.
This could grow the number of vehicles affected significantly.New admission from Wolfsburg: Perhaps more motors are affected by the exhaust affair than previously known. Currently VW examine the initial version of the EA288 used from 2012 with Euro 5 standard, announced a VW spokesman.
Maybe the X is different but the S clearly is not the product that dents existing 100k car sales. It's been out more than 3 years and it simply hasn't happened.
I find Ferrari going public odd. Do they need capital for something?
It very much looks like Model S has dented Porsche Panamera Sales and Lexus LS sales. Or is it random coincidence their sales nosedived when Model S was introduced?
But no one really knows. Even market data by investment firms depends on buyers in this class telling the truth to interviewers.
Short TSLA: I know heresy right? I get that but since this is an "Investor thread I'm not hear to bash but to learn and perhaps prevent a little too much silo thinking where everyone is viewing the stock, not the car, in a very narrow way.
Here's a first sample of reasons for my being short at this price.
1) why so long to replace CFO?
2) Why Jerome Guillen, VP of Service on leave with all that is going on now? Cover for quitting?
3) Why Philipp Schroeder, VP Worldwide Sales departure in September after such short tenure.
4) Why X rollout before production is ready? Something Elon said he would never do, I believe during 2Q earnings call.
5) Now that 6 X's delivered why not even price list for folks to consider as preparation for configuration.
I've many other questions, the CR thing makes me queasy and the X overall design seems less than awesome, but assuming the car is really great now my investing premise, (short), is based on financial not subjective criteria and would welcome the counterpoints.
When I start hearing excuses like, "all car companies have reliability issues or learning curves", I start thinking perhaps TSLA should then be priced like a car company stock.
cheers
EV is supposed to be much mechanically simpler than ICE. The TSLA LONG investors should really get concerned about reliability issue in the 4th year after Model S introduction and "most difficult car to build" comments for Model X.
+1! Took the words out of my... keyboard.It is much simpler than an ICE... Because science. The problem with the CR reliability is there is no weighting scheme to each specific issue. For example, a screen freezing is a reliability issue that is weighted the same as an S class transmission failing. With the model S especially in the earlier years and for some reason a batch of 2014 models (made in 2013) had an issue with DU's making noises. The other problem is some of it is Tesla's fault for overzealous servicing. They'd replace a DU if they felt it was making noise.
The model X is the most difficult car to build because Tesla threw everything but the kitchen sink in. They had to make parts that didn't exist which is why it is claimed most difficult. This has been worked out because the R&D is done already.
Tesla Bull Long term investors need not worry (1+ years). TSLA short term (3 months) can definitely make some money, but set your stops. This stock is bipolar and short interest is incredibly high for a large cap with a lot of institutional investors.
Also I'm fine with CR showing their survey results, what I take issue with is other car makers get a free pass and the press fails to circulate the "... But 97% of the owners would buy their Model S again"