TSLA Market Action: 2018 Investor Roundtable

[gora321]

i'm willing to bet every Porsche customer understands there's no turbocharger in an electric car.

Is there a horsepower figure to?

 

[Electroman]

OT :

You are confusing between liberals & progressives. Progressives fell out with Musk a long time back (starting IIRC with him saying bad things about public transport, but could have been earlier).

Liberals turned against Musk when he decided to join Trump's CEO / industry group. Liberals don't care about UAW, BTW. The term you are looking for is Neoliberal, when you say "liberal conservatives").

Now I am confused. I don't know who I am.

 

[SOULPEDL]

I'm still thinking Q4 news could be good sales but great margins. Assuming that's the case, if they announced average sales alone, it could be viewed as a negative. So could they also announce approximate Q4 Margins or is that number impossible to calculate in early Jan when vehicle sales are announced?

 

[AlMc]

OFF TOPIC but a great tweet: Groggy T. Bear on Twitter

 

[MarcusMaximus]

I have been in trouble today for projecting too much optimism and too little optimism regarding imminent stock rises. You people are hard to please..

Just trying to avoid the kind of depression/panic we saw around 7/1 and 10/1. I expect the week of 1/1 to be much the same.

 

[Buckminster]

Now I am confused. I don't know who I am.

I have the same problem. I am voting for Elon's Gigaparty if we get a Brexit referendum...

 

[SOULPEDL]

Did OK today. Earlier this week I placed a sell of 50 @333 (and a buy @297 but didn't get it). Kinda silly considering I paid 317 so I only made $800... much about nothing really.

I need to quit looking and guessing, this is addictive!

 

[EVNow]

I'm still thinking Q4 news could be good sales but great margins. Assuming that's the case, if they announced average sales alone, it could be viewed as a negative. So could they also announce approximate Q4 Margins or is that number impossible to calculate in early Jan when vehicle sales are announced?

I don't think they will talk about margins. They may reiterate Q4 guidance - but unlikely.

I'm ok with a positive earnings surprise

 

[EVNow]

Well, looks like the max pain party is cancelled today.

ps : Closes at 333.87, up 5.6%. Nasdaq up 0.08%.

 

[dc_h]

Elon is a billionaire and over 80% of billionaires are conservatives - so per rule of thumb liberals don't trust billionaires.

I won’t disagree that liberals distrust billionaires, but I question 80% are conservatives. I think you are well read and probably 100% on target 80% of the time. Maybe I think there’s a Soros or Gates for every Koch and that’s probably a bad assumption on my part. When I do look at the top billionaires though, I see Bezos, Gates and Larry Page and Sergei Brin, balanced out by Koch’s and the Waltons. I think a lot of billionaires, while self interested, still believe in liberal ideals and globalism. Many are beneficiaries of immigration and public education as well.
Not denying the rise of nationalism and autocracy being more popular, just not sure billionaires are so hegemonious.

Open to new data.

 

[SpaceCash]

She bullish AF! Loving the new director picks, especially Ellison.
Great things in the works. Watch this new movie, in theaters Jan 3rd!

Edit: oh I was late as hell with this poster huh

 

[ggr]

Nasdaq +0.5%, Tsla +5% or 10x better

I don't think that is a meaningful way to think about it. (At time of typing, Nasdaq is down .01%, TSLA up 5.34%, by your logic that would be -540x better.)

 

[wipster]

i'm willing to bet every Porsche customer understands there's no turbocharger in an electric car.

Depends what your definition of "turbocharger" is... it can also refer to a really fast charger pumping as many electrons into the battery pack as it can. Doesn't mean that is how they'll understand it, but it all depends on what the definition of "is" is, to quote a certain ex-President.

 

[NicoV]

Yeah, what’s the net worth of Larry Ellison? 60 billion dollar or so?
Having somebody with such deep pockets tied so close to Tesla should put a solid floor under TSLA, and completely invalidates the TSLAQ thesis.

So I looked this up myself, see this list: The World's Billionaires
Larry Ellison is now worth 55 billion.
Interestingly, he has jumped over the Koch brothers since the begin of this year to the 7th place in the ranking, mostly because the Kochs lost a quarter of their net worth (about 14 billion each) this year.

 

[defc0n]

This stock is bananas. Didn't hardly bat an eye when macros tanked late in the day today. Some days it magnifies macros, some days it ignores it completely. Max pain was ignored completely today too.

Here's hoping I find a decent entry point before deliveries (and that deliveries doesn't end up being negative).

 

[gora321]

I don't think that is a meaningful way to think about it. (At time of typing, Nasdaq is down .01%, TSLA up 5.34%, by your logic that would be -540x better.)

I agree. I'm playing with the interpretation. The thought behind is decoupling from Nasdaq

 

[guidooo]

OT

I tend to agree. People that buy a Porsche know cars and what a Turbo does. Even if everyone does not know, using Turbo in the name of an electric car makes Porsche look silly to the people that do know cars. They need to be more creative here.

Pure speculation from my part, but it might be they added technology to boost additional power with an electric "turbo".

Ultra-capacitor hybrid radically boosts power and efficiency of lithium batteries

 

[SteveG3]

Well, looks like the max pain party is cancelled today.

ps : Closes at 333.87, up 5.6%. Nasdaq up 0.08%.

Quite pleased to see Larry on board.

Pretty good day for the guy, in addition to the board announcement, at 3 million shares owned, and a $333.87 closing price, he joins Elon in redefining Teslanaires

 

[30seconds]

I think you guys are missing the point with the Porsche Turbo Taycan.

This way they can 1. Point out that Tesla doesn't sell and Turbo version of the S, X or 3 and 2. sell the upgrade to "twin turbo" Taycan in a couple of years.

cunning bastards

 

[JRP3]

Well, that solves one of the big unanswered question. The other is what technical approach they're taking to manage 350kW charging on high energy-density cells.

That's easy, allow 350kw charging for about 10 seconds on a very low soc vehicle.