Artful Dodger
"Neko no me"
TSLA dosn't mirror the S&P 500, it follows the NASDAQ-100.TSLA currently up 0.5% and the S&P 500 down ~4%.. who disagreed with my post about divergence between relatively stronger vs. weaker stocks?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
StealthP3D
Well-Known Member
Anyone see what's wrong with the relative valuation of the automakers?
Well, there's a lot that could be judged to be misvalued but what really stuck out for me is that Ferrari and VW are worth more together than Tesla!
Let's see how that turns out!
Have you traveled to China or been in close contact with someone with confirmed COVID-19 in the last 14 days?
Just noticed a new ford commercial. Offering 3 months deferred payments and 3 months paid payments for a total of 6 months of no payments. They must really be hurting.
I've never understood why so many people continue, as a daily measure, compare the movement of Tesla on a percentage basis to the overall market. If Cathy Wood is right and TSLA goes to let's say $4,000 in 5 years (which I believe it will), then the Dow would be at about 9x today's price, or 180,000 on the Dow, assuming a 1.0 correlation. Is that really what they expect to happen? I don't get it.
Edit: One can apply the same principle to any major index. Nasdaq, etc.
Why are you refering to TSLAQ and FUD at all. It's a misdirection of the topic being discussed.
He made a snap decision to close stores to cut costs to try and make the sale of cheaper SR M3s then realised the difficulty in closing them.
Read the blog post:
Update on Tesla Stores and Pricing
Last month, we announced that we would be winding down many of our stores and moving to online-only sales in order to pass the savings along to our customers.
The store closure was the same day as the SR M3 was released.
I don't see why you want to retcon Tesla's past to try and embellish their history. They achieve phenomenal goals on a regular basis. Mistakes can be acknowledged without blaming it on TSLAQ or FUD. Do you have FUD PTSD?
Edit: The earlier blog post specifically says they are closing stores to keep the company profitable while launching M3 SR.
$35,000 Tesla Model 3 Available Now
In addition, we are introducing the Model 3 Standard Range Plus, which offers 240 miles of range, a top speed of 140 mph, 0-60 mph acceleration of just 5.3 seconds and most premium interior features at $37,000 before incentives. For 6% more money, you get 9% more range, more power, and an upgraded interior.
To achieve these prices while remaining financially sustainable, Tesla is shifting sales worldwide to online only.
To achieve these prices while remaining financially sustainable, Tesla is shifting sales worldwide to online only.
Do you think Tesla are lying on their blog posts?
Edit 2: It's really annoying @Fact Checking isn't here. Now I have to hunt down the references myself.
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Artful Dodger
"Neko no me"
TSLA often moves at the rate of NDX / Beta (the NASDAQ-100 Index divided by TSLA's Beta). Currently, that implies a 2.08 x multiple for TSLA moves vs. the 'macros'.
Much of daily trading volume follows this 'Global Macro Strategy' on days without substantial news for that particular equity. You can see this plainly with TSLA in the graphs I publish with my daily After-Action Reports.
Cheers!
If I had to pick a number that looks wrong to me, Ferrari stands out..
The new Plaid Model S, and eventually the Tesla Roadster, will be strong competition...
It is easier to make a high end high performance EV, so more car makers will do it..
Ultimately Ferrari has the brand, the style and the reputation, but move to an EV platform, that is a break with tradition.
Stick with ICE and risk being out performed by cheaper EVs...
Go with hybrid and the EVs are cheaper, but not necessarily better, that is probably the best option..
Can Ferrari maintain sales volumes and margins when exposed to more competition?
My guess probably not....
Nostalgia will ensure they survive, but IMO that valuation looks high...
The nasdaq after hours site???
I'm not saying I've seen anything in terms of news on the deal. Just that practically every stock in my portfolio list is up 2-4% after hours
Artful Dodger
"Neko no me"
No vote tonight. I think this is just steady buying interest After Hrs in anticipation of a deal.
Stimulus package latest: GOP senators say stimulus vote unlikely tonight as negotiations continue - CNNPolitics
Appears to be lowish volume, at least for TSLA.
ruralectric
Member
I have not seen any latest yet besides the previous 2nd lock up in Congress.
The AH price is probably due to Trump's mention on one effective trial using a combination of exiting malaria drug. He is planning to try on more serious affected patients. It's a glimpse of hope before the dedicated vaccine is developed.
Stocks up bc of currently on going presser w Trump and team. They’re thinking abt loosening up lockdown and being more selective after the 15 days vs extending it longer bc of the expected decrease in mortality rate.. i.e. less than 1% vs 3-5%
edit: the cure cannot he worse than the virus
edit: the cure cannot he worse than the virus
Yes Ferrari will be just fine.
They are not in the business of selling cars, but are in the business of selling collectibles. Most Ferraris increase in value due to their edition size and attention to detail. Most high net worth individuals see the car as an alternative asset like art and high end watches.
Most Ferraris doesn't hold any kind of record for being the fastest. The roadster 2.0 is not a competitor. It is however a competitor to Lambos and any hypercars that doesn't have any collectability.
The old school will always find art in mechanical engineering. They will never see an Apple watch(with say 1 year battery life) to be valuable compared to a Patek, even though the Apple watch can do so much more.
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