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01-26-2021, 08:33 AM | #243 | |
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01-26-2021, 05:33 PM | #244 |
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Sure, always fun to challenge our normal ways of thinking!
BTW, in case you missed it, Blackberry, Amazon and BMW are partnering for BEV software: Tesla hasn't announced any software partnerships with the Germans, or any tech companies, or anyone |
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01-26-2021, 07:52 PM | #245 |
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01-26-2021, 08:38 PM | #246 |
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I'm getting ready to order a Macan and I continue to be amazed at how niche Porsches are relative to Tesla - here are their 2020 numbers from their respective sites:
Porsche 2020 Deliveries: Tesla 2020 Deliveries: If you combine Cayenne and Macan sales and compare to Model S/X sales, Tesla is delivering almost 2x more vehicles! And, let's face it, those Teslas are 10 year old models. Surprising. |
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01-26-2021, 10:45 PM | #247 | |
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Fun Wall Street Action: For those not financially nerdy, a bunch of hedge fund guys decided that Gamestop was gonna go bankrupt because people buy video games online not on disc at stores like Gamestop; so, based on fundamentals, the hedge fund guys shorted Gamestop (i.e., borrowed a bunch of shares and sold them). Well, the r/wsb decided that was a pile of shit so they piled into Gamestop incl using leverage & call options - the buy volume got so huge gamestop trading was stopped 9 times during the day and at least 1 of the hedge funds has needed a bailout in the billions (shorts have an unlimited downside unlike owning a stock). Anyhoo, I think it's going to be awhile before "fundamentals" investing works.
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01-27-2021, 07:19 AM | #248 | |
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01-27-2021, 11:43 AM | #249 |
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Today's 1st world problem:
It's raining like a cow pissing on a flat rock.
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01-27-2021, 12:15 PM | #250 | |
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Porsche's 2020 worldwide sales totals.
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Tesla's 2020 worldwide sales total: 509,737, as shown above. So, about double overall. |
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01-27-2021, 02:14 PM | #251 | |
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Stuff like this is going to happen. And it’s going to end badly for many, most of them on main street. And Melvin too. It is also rumored another hedge fund is on the long side, meaning it’s not just retail investors driving this. If you want to make a career out of trades like this, best of luck. |
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01-27-2021, 02:16 PM | #252 | |
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The small profit Tesla has made has come from selling energy credits, which will roll off soon too. Elon Musk is a genius, and I’d never bet against him. The stock though, highly questionable. |
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01-27-2021, 02:32 PM | #253 |
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01-27-2021, 03:09 PM | #254 |
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Tesla is overhyped and overvalued. That's exactly why there is a ton of money that has been conjured up.
The car is a physical product to justify that it is reality. I see a ton more kia eneros on the streets now previously it was model 3. |
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01-27-2021, 05:08 PM | #255 | |
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Here I'll give you a start: Despite a decade of experience, Tesla still can't screw together a car. |
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01-27-2021, 05:11 PM | #256 |
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Yup.
Until there are new laws or some kind of giant crash the market is crazy town - great if you're a gambler (a trader), but serious investors who wanna stock pick and beat indexes over time are gonna have trouble. It's why legit value funds are closing up shop - the stock market is going through a great turning where making money as a pure value investor (fundamentals) is tough - growth is where it's at nowadays. Oh, BTW, Blockbuster's back!
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01-27-2021, 05:32 PM | #257 | |
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As for Tesla, GG has the right idea imo - it's not "just a car company", it's several companies under one roof. https://www.forbes.com/sites/ciocent...h=4de1bd2d795f It's battery tech, factory tech, software, infrastructure, cars, and innovative talent that's being bet on...not just the cars. |
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01-27-2021, 05:39 PM | #258 | |
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• If Tesla were only solar panels & power walls, it'd be single digits ... • If Tesla were only Megapacks, also single digits ... • If Tesla were only semi-trucks, maybe a penny stock ... The fact that Tesla has proven it can profitably make consumer energy products (cars) on multiple continents AND has other arms in energy storage and management is what makes it a growth bet; albeit overhyped and overvalued (based on fundamentals) Everyone (in the US at least) has heard of the Goodyear Blimp - people forget where that came from: the multi-decade platform war for air travel. There was a legit few decades where blimps fought it out with airplanes. Ultimately they lost of course and nobody even remembers those 30 years! United, Martin, Sikorsky, Douglas, Pratt ... those were all, at one time, overhyped and overvalued growth companies with very uncertain futures ... just like Tesla. But also great investments in retrospect! This Sikorsky S-40 (via Juan Trippe's PanAm, ~1931-1940) took on Zeppelins to conquer air travel in South America Goodyear Blimp by the Graf Zeppelin (~1928-1937) This isn't the first time the Americans and Germans have competed over transportation platforms ...
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01-27-2021, 07:26 PM | #259 | |
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Zeppelins would never have flown if it weren't for Project Phoenix: Maybach's invention of the multi-cylinder ICE ... and Daimler funded it! (even more ironic is that Maybach's multi-cylinder ICE replaced battery-electric engines!) It's funny how 100 years doesn't sound like much, but then Charles Lindbergh and Hugo Eckener were the most famous aviators in the World - nowadays everyone still knows Lindbergh (MSP=Lindbergh Terminal), but hardly anyone knows Hugo Eckener. Eckener used to tour America in ticker tape parades and meet with US Presidents but he lost the aviation platform war so even 50 years later nobody knew who he was ... ...and most people only know the Zeppelin name from Led Zeppelin In August 1968 Page invited Robert Plant and John Bonham to join his band, the New Yardbirds, for a September tour in Scandinavia. In October 1968 they took the name Led Zeppelin, which stemmed from a humorous conversation among several musicians about their chances of going down like a lead balloon |
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01-27-2021, 07:59 PM | #260 |
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Much like BMW, if anything is gonna kill Tesla it's gonna be design - new Model S/X interior:
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01-27-2021, 08:35 PM | #262 |
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We ordered a model X a couple weeks ago to replace our current one. I guess we will be getting this new version, not sure about my wife and this steering wheel though.
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01-27-2021, 08:40 PM | #263 |
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Steering wheel is pretty much the only part I don't like, I think everything else was done nicely and will sell like hotcakes. Particularly due to the performance - 500+ mile range and still 0-60 in < 2 seconds is nuts. $1200c for anything in February will probably print.
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