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

[lafrisbee]

So are you saying that you think that they filed incomplete forms for today? (Reporting only part of his sales?)

They just did not file a form for EVERY sale. They can file any time before the deadline.

 

[Prunesquallor]

and the time was 1:05pm

Yep. So I'll call it. 5:1 split announcement tomorrow, 11/11, subject to shareholder approval.

Wall Street loses its mind.

(just kidding, unless I’m right).

 

[lafrisbee]

They just did not file a form for EVERY sale. They can file any time before the deadline.

Adding to the above. IIRC the forms are being filed late into the evening. So maybe that's all they could get done tonight.

 

[Open Interest]

Well some people think it's a 5 for 1 split because the dice is 1 over 5, there being two of them.

I give up! Who is that Band?

 

[Ogre]

I give up! Who is that Band?

Are you being serious?

It’s the villains from Superman II. Admiral Zog? I can recall. Not a band at all, I thought that was the joke.

 

[PeterJA]

Only if you want zero upgrades. Pick any one upgrade in paint or wheels you can get it Nov 2022..lol Not much better.

Where are you seeing delivery date estimates? I don't see any at Tesla.com. Thanks.

 

[Singuy]

Where are you seeing delivery date estimates? I don't see any at Tesla.com. Thanks.

You have to keep scrolling down in the configurator

 

[StealthP3D]

They just did not file a form for EVERY sale. They can file any time before the deadline.

To be clear, we don't know that either. I'm simply saying don't assume things we don't have evidence for.

 

[kengchang]

Where are you seeing delivery date estimates? I don't see any at Tesla.com. Thanks.

 

[Prunesquallor]

Are you being serious?

It’s the villains from Superman II. Admiral Zog? I can recall. Not a band at all, I thought that was the joke.

Yeah, old meme. General Zod.

 

[SmokyPeat]

Are you being serious?

It’s the villains from Superman II. Admiral Zog? I can recall. Not a band at all, I thought that was the joke.

Dave Lee did an interview with Admiral Zod the other day. He's big into crypto these days.

 

[Singuy]

11:1 Spilt on 11/11 ?

Or maybe he’s selling 11 million shares on 11/11

Which may take 11 lives consider 3 million shares dropped the stock by 12%..lol

 

[StealthP3D]

Only if you want zero upgrades. Pick any one upgrade in paint or wheels you can get it Nov 2022..lol Not much better.

I was configuring a Model S over the weekend to see how upgrades impacted the estimated delivery. One Model S with no upgrades had a very short delivery (November I believe) but adding the $2500 more expensive red paint put it deep into 2022 (I believe it was September)! I thought that was crazy. Typically, Tesla wants to sell the higher margin options. That $2500 for red paint is almost pure profit.

I had to leave the website shaking my head because it didn't compute.

 

[Zero CO2]

Elon used the cash to buy into rivian to block the amazon vans

 

[StealthP3D]

Considering what macro looked like today, Tesla shouldn't have any strength on top of Elon selling. I think fund managers knew something today.

You mean a lot of fund managers were insider trading today? It wouldn't be the first time, lol, but we can speculate until the cows come home, none of it has any meaning. The price can go against macros based on nothing more than being over-sold and changing sentiment. Trying to explain it so it seems to make more sense doesn't change a thing.

 

[Ogre]

I was configuring a Model S over the weekend to see how upgrades impacted the estimated delivery. One Model S with no upgrades had a very short delivery (November I believe) but adding the $2500 more expensive red paint put it deep into 2022 (I believe it was September)! I thought that was crazy. Typically, Tesla wants to sell the higher margin options. That $2500 for red paint is almost pure profit.

I had to leave the website shaking my head because it didn't compute.

Just poking around I was able to configure a Model S which said delivery would be March… of 2023. My Cybertruck might be here before then! (If I’m lucky and no more delays and the delivery truck has a tailwind)

 

[Zero CO2]

No No, Rivian has a higher marketcap than Tesla from 4/6/2020. By that date, Tesla had

1. Delivered more than 1 million cars
2. 4 model of cars for sale, solar roof, mega pack, power pack, power wall, solar panel, and 1 million pre-orders for cybertruck
3. one of the largest super charging network in the U.S, EU, and China
4. 4 mega factories spanning two continents
5. over 100 service centers
6. Guidance of of 20M cars run rate by 2030, accounting only half of their revenue

Rivian as of today has

1. About 100 deliveries
2. 4 service centers
3. 1 product
4. 48k truck pre orders and 100k van pre orders
5. Guidance of 1M cars production run rate by 2030
6. Nothing but execution risk

Buying Rivian(or insert any EV start ups) based on Tesla's execution is a recipe for disaster.

Bonus, Tesla can fulfill Rivian's enter pre-order book in 1.5 months today.

you need to square the execution risk and put it to the top of the list the rivian list just to be clear

 

[UnknownSoldier]

Apparently all 10 forms filed today only consist of ~4.5 million shares out of the 20 million shares he needs to sell to reach the promised 10% threshold.

This saga is only getting started. Buckle up, this is gonna be one bumpy ride.

 

[deshkart]

Michael Burry suggested Tesla stock could plummet 90% in a now-deleted tweet on Tuesday. The investor of "The Big Short" fame drew a parallel to Amazon shares plunging when the dot-com bubble burst and only soaring years later once the e-commerce giant had transformed its business.

According to Burry, How should Musk “Transform” Tesla ? Sell diapers online ?

 

[MXWing]

Apparently all 10 forms filed today only consist of ~4.5 million shares out of the 20 million shares he needs to sell to reach the promised 10% threshold.

This saga is only getting started. Buckle up, this is gonna be one bumpy ride.

Filing 10 forms is a confirmation Elon has sold some, that is certain.

Is it certain however, if all forms have been filed, representing all sales up to this point?