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

[traxila]

BTFD

I did with what I had left. Hoping for the best. Usually I am a great contrarian indicator, so my lack of optimism probably a good sign.

 

[Green Pete]

That would also be a sales/marketing force on wheels. And not only would it be cost-free marketing, it would be directly earning money. Beautiful.

It's one thing to see a Tesla zipping by. Another to talk with the owner and sit in the car.

Marketing yes, making money.... Uber doesn't make money because it has to pay drivers. My guess is a driver present Tesla ride hailing service would be a loss leader. An exciting one, but I don't expect it to make money.

 

[lafrisbee]

NO POWDER LEFT...all I could buy was 8 shares... at 834

 

[MarcusMaximus]

Marketing yes, making money.... Uber doesn't make money because it has to pay drivers. My guess is a driver present Tesla ride hailing service would be a loss leader. An exciting one, but I don't expect it to make money.

On the other hand, you know the operating costs for each driver is exceedingly low vs the mostly-gas-cars in Uber/Lyft's fleets, potentially allowing Tesla to reduce costs.

 

[VQTRVA]

There are some crazy apocalypse-lovers popping their heads out of the bunker today.

At Houston Intercontinental. No masks, no hazmats, no zombie-hunting squads, no pile of bodies.

I was on a SWA flight over the weekend to/from TPA & I really wanted to see the psychological impact if I had pull out my N100 respirator mask out of my carryon.

 

[DFibRL8R]

Iran, on the other hand, is currently in denial mode, and trying to suppress information about how bad it's gotten there. :Þ But, increasingly having the country's borders closed (already, Turkey and Pakistan) and air traffic cut off (several airlines already) should force them out of this mode soon enough. I doubt we'll see another Wuhan in terms of severity, but it's annoying to see regardless. Particularly because it has some weak borders with impoverished countries in places.

But all that heat in the desert should kill the virus according to leader and infectious disease expert Trump!

 

[flabellina]

Not sure about US, but here in Italy we are in full-swing paranoia.
The most productive (PIL-wise) regions are shutting down public services (schools, museums, etc.), asking people to stay at home, wash your hand several times per day, avoid public meetings etc.
I live in one of those regions and people are starting to buy everything in supermarkets, they are scared. Austria allegedly blocked an Italian train yeasteday night with 300 people in it.

Now, there have been just 7 casualties from the virus, all elder people with prior health conditions.
And, unknown to most, in Italy everything sucks besides food, fashion and the *health system*. Institutions are actually working but media are scavengers and talk about the virus 24/7. Headline on newspapers would make the Black Plague blush.
I personally am fairly calm, but I understand that fear is here to say for a few weeks, so markets are gonna plunge.
BTW, the silver lining is that CO2 emissions are gonna plunge too, so not all is bad ;-)

Nobody around in Milan. Train was basically empty during what normally is rush hour.

The fact that it's no longer just about China is probably what is making the markets freak out.

For myself, I had an apartment meeting and it was cancelled, so I'm happy!

 

[Dare]

This morning I tipped the dealer.

Thanks again for a fun run boys and girls

Nice! I have a blue one coming soon. Can't wait!

 

[Nocturnal]

It's almost as if shutting down significant parts of China, and now doing the same to South Korea, and soon Italy, and Germany and Japan either in recession or near it is somehow, somehow dragging this down. Can't be that an over built and over extended US economy is not built on solid fundamentals of true growth and value. Colored me shocked, shocked I tell you that a correction was not impending.

This whole thing has been teetering on a unsustainable edge, looks like it might finally be coming home to roost (this is a take on the whole economy, don't really care about the Tesla stock, but it's going to suffer).

If you say this every few months you will be right eventually.

You long term never sell buyers, well, why are you even reading this?

Because otherwise I'd have to do my job. ​

 

[Curt Renz]

Optimism is not mindless. Panicking is easy. Staying optimistic takes willpower. Lots of it.

Be fearful when others are greedy. Be greedy when others are fearful. - Warren Buffett

 

[Cherry Wine]

This morning I tipped the dealer.

Thanks again for a fun run boys and girls

Love it! And I have to commend your choice on color. I've been meaning to snap a few glamour shots of our X; the almond orchards are in bloom and would make for a nice backdrop. Tough to find the time with two little ones, though.

 

[SOULPEDL]

Except it’s not scary. No one panics when their neighbour has the flu. This is a crazy over reaction by the media and people are buying into it instead of being rational....

...and stemming from shorts manipulating that story to drive down the stock so THEY can buy in cheaper. Then they start promoting how great Tesla is or that the virus was nothing to worry about.

If manipulation of TSLA is rampant, I would imagine any market is their playground for all the same greedy reasons, with them holding the clock and schedule. All IMO.

 

[Cherry Wine]

There are some crazy apocalypse-lovers popping their heads out of the bunker today.

At Houston Intercontinental. No masks, no hazmats, no zombie-hunting squads, no pile of bodies.

I'm not surprised at all, since cultural norms in the US will suppress the use of PPE unless the outbreak becomes uncomfortably real for its citizens. I will say, disease control is one positive aspect of the US's insistence on using personal, rather than public, modes of transport.

 

[Nocturnal]

That would also be a sales/marketing force on wheels. And not only would it be cost-free marketing, it would be directly earning money. Beautiful.

It's one thing to see a Tesla zipping by. Another to talk with the owner and sit in the car.

For sure. There are already many owners who do Uber on the side for cash or just to evangelize the brand. If they can do it on the Tesla network that will encourage more to participate and people curious about Tesla will be easily able to access a ride in one.

I know for myself I'll never use Uber if I can summon a Tesla instead. Even if it's more money.

Marketing yes, making money.... Uber doesn't make money because it has to pay drivers. My guess is a driver present Tesla ride hailing service would be a loss leader. An exciting one, but I don't expect it to make money.

Maybe Tesla can get creative and give owners other incentives. Credits toward early access program, discounts on future products etc.​

 

[Highway2Heel]

This is likely some level of margin calls that should wind down by 2 pm EST or so...at least I hope it will.

 

[Artful Dodger]

I mean it literally, it's not my fault if the market is wrong!
This dip cannot really be due to a virus that is less lethal than the flu. Something else is going on here.

Yesh, SP moved quickly to MaxPain ($830). Surprise, wot? "MMs" now stands for Market Manipulators. None of this is exactly news around here.

Low volume today shows that this is all Shortzes; real Longs are holding. End of Quarter in 36 days...

Cheers!

 

[KarenRei]

This morning I tipped the dealer.

I did too, but that just made him suspect that I was a narc. :Þ

 

[SOULPEDL]

That would also be a sales/marketing force on wheels. And not only would it be cost-free marketing, it would be directly earning money. Beautiful.

It's one thing to see a Tesla zipping by. Another to talk with the owner and sit in the car.

And I recall this was considered by Elon a while back during one of his live shows (early last year?) Someone asked the question "Why not start TN now?" He pondered then said he would consider it. Recently, he warmed up to the possibility as mentioned but I'm thinking he might want a bit more protection and stability on FSD before TN launch. There are some real FSD quirks that happen still, and the general public would freak out about it, especially as a passenger and all the show-offs out there as drivers.

So, the day he announces the TN (Tesla Network for ridesharing), is the day Elon fully trusts FSD for public viewing and experience. He needs red lights and stop signs at least, and HW3 upgrades for sure. Too soon and it could backfire.

 

[Cosmacelf]

It's almost as if shutting down significant parts of China, and now doing the same to South Korea, and soon Italy, and Germany and Japan either in recession or near it is somehow, somehow dragging this down. Can't be that an over built and over extended US economy is not built on solid fundamentals of true growth and value. Colored me shocked, shocked I tell you that a correction was not impending.

This whole thing has been teetering on a unsustainable edge, looks like it might finally be coming home to roost (this is a take on the whole economy, don't really care about the Tesla stock, but it's going to suffer).

Nothing in the Q4 results from the broad market spells recession. And, so far, this isn't a correction. It is a blip. Will the whole economy suffer? Well, let's see. At ground zero in China, Tesla's plant in Shanghai is open and producing cars. Huh. Wuhan in China is suffering, but that's not China's economic hotbed.

Anyways, hard to buy when the stock is dropping, but as the market bottoms out, remember that all growth stocks are on sale, not just TSLA. It isn't a bad time to start diversifying if you have a TSLA heavy portfolio.

 

[SOULPEDL]

"MMs" now stands for Market Manipulators.

MM's normally stands for Money Managers?
And MMD is always Mid-Morning Dip, (but it's also my wife's initials).
Got it.