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TSLA showing cracks? TSLA showing cracks?

02-09-2018 , 04:43 PM
Quote:
Originally Posted by Spurious
Always up to the current datetime. So, when you call TSLA a long-term zero at $180 and the stock is at $300, your bet was really terrible.
This doesn't even make any sense.

As for shorting costs, Tesla has next to no borrows available (200K vs tens of millions for most stocks this size, indicating the trade is very crowded) and the rate is 2.4%/year, which is nothing. This is what it says at my broker:



I think the only time it spiked since the initial multi bagger short squeeze was when Musk bought out SCTY, for a couple of months.

Shorting Tesla is near free at these levels.

Last edited by ToothSayer; 02-09-2018 at 04:50 PM.
TSLA showing cracks? Quote
02-09-2018 , 04:55 PM
Quote:
Originally Posted by ToothSayer
This doesn't even make any sense.

As for shorting costs, Tesla has next to no borrows available (200K vs tens of millions for most stocks this size, indicating the trade is very crowded) and the rate is 2.4%/year, which is nothing. This is what it says at my broker:



I think the only time it spiked since the initial multi bagger short squeeze was when Musk bought out SCTY, for a couple of months.

Shorting Tesla is near free at these levels.
Ok, I have no experience in shorting stocks, so I believe you.

What doesn't make sense? When you call TSLA a long-term 0 at $100 and it is currently at $300, you've lost your money twice. Does that make more sense?
TSLA showing cracks? Quote
02-09-2018 , 05:13 PM
Man, the spurious rocket science argument might be his dumbest post yet, which is no small feat
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02-11-2018 , 01:57 PM
Lol!

8-k released says the 2,000-2,500 refers only to the battery module production rate, not the model 3 production rate


Holy **** that's amazing

http://ir.tesla.com/secfiling.cfm?fi...86&CIK=1318605
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02-11-2018 , 02:00 PM
Oh wait looks like I misread, they are stating that 2,500 per week is not dependant on that module production, man I would bet so much against 2.5k per week right now
TSLA showing cracks? Quote
02-11-2018 , 02:48 PM
Yeah.

If you want to get a sense of how out of his tree Musk is, this is a good read - a summary of the conference call. The comments are particularly funny. The hubris, the stupidity, the incompetence, the proof of securities fraud (claiming production targets would be reached on dates that he knew were impossible (and more than 10x too high) as I detailed above) are all pretty amazing to read.

https://seekingalpha.com/article/414...zinger-edition

Last edited by ToothSayer; 02-11-2018 at 02:57 PM.
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02-11-2018 , 05:51 PM
Ya I read it already

The tesla bulls on SA have to be shills, it's sad almost


The Toyota production system comment was amazing


Elon just interrupts everyone with babble non stop, while they jump in and try to keep themselves from being an accomplice
TSLA showing cracks? Quote
02-11-2018 , 08:38 PM
The o/u on weekly production at end of Q1 of Model 3 is probably somewhere around 1500, and I’d take the over on 1500. I’d be extremely surprised if weekly production is over 2500 though.
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02-12-2018 , 02:43 AM
I own tesla because it fits into my criteria. I love to anticipate a trainwreck. I exclusively buy overpriced **** all the time because once I figure out thier disaster modes.....I am free as a bird. I love buying this crap. Hello shopify, square. thanks for letting me killl it dont mind if my hand is on the chute?
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02-12-2018 , 06:57 AM
Quote:
Originally Posted by grizy
The o/u on weekly production at end of Q1 of Model 3 is probably somewhere around 1500, and I’d take the over on 1500.
So you're setting the O/U and then taking the over? That means you need to set the O/U higher.
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02-12-2018 , 11:15 AM
I am saying the market is probably setting the line there but I think TSLA will do a little better.
TSLA showing cracks? Quote
02-12-2018 , 11:44 AM
Quote:
Originally Posted by ToothSayer
Yeah.

If you want to get a sense of how out of his tree Musk is, this is a good read - a summary of the conference call. The comments are particularly funny. The hubris, the stupidity, the incompetence, the proof of securities fraud (claiming production targets would be reached on dates that he knew were impossible (and more than 10x too high) as I detailed above) are all pretty amazing to read.

https://seekingalpha.com/article/414...zinger-edition
Great read thanks for posting!
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02-13-2018 , 10:50 AM
Serious question: is anyone suing this clown for securities fraud yet? You can't get on these calls and lie, which he does every time (or you're not supposed to be able to)...
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02-13-2018 , 12:21 PM
TS and others,

What are your thoughts on Musk's (or anyone's) ability to be CEO of multiple companies? Leaving aside whether or not you think he's a fraud, my suspicion is that it is close to impossible to run 2+ companies effectively, even for a very smart and talented guy. There are only so many hours in a day. I know Jack Dorsey is doing it but I don't follow close enough to know if he's doing a good job or not. Have there been any studies on this?
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02-13-2018 , 12:41 PM
What is the difference between running multiple businesses and running a larger business with multiple, completely different business lines?

I see none. Jeff Bezos has to run a retail conglomerate, the biggest cloud company in the world, one of the largest original content producers in the world, has a newspaper, owns a rocket company and as such as a more diverse portfolio of companies to look after.

Where there is a difference is that Bezos is less of a micro manager than Musk. But Bezos isn't the only one that fits the profile. I don't think it has any influence.
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02-13-2018 , 01:10 PM
Quote:
Originally Posted by Spurious
Where there is a difference is that Bezos is less of a micro manager than Musk. But Bezos isn't the only one that fits the profile. I don't think it has any influence.
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02-13-2018 , 02:19 PM
Bezos is a notorious micro-manager. He's one of the most commonly cited examples of successful micromanager in the past few years, often as a counterpoint to the orthodoxy of "delegate and lead."
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02-13-2018 , 02:34 PM
I thought this was a myth.
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02-13-2018 , 03:48 PM
It's not. My brother that interned there said there is basically a dichotomy at Amazon there.

The divisions that Bezos happened to be paying attention basically worked 24/7 around the clock. The divisions Bezos wasn't paying attention to often found themselves not knowing what to do with themselves and their time.

From what I heard, Bezos went out of their way to work with people on how to delegate but it's obviously not the natural mode of management for him.
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02-13-2018 , 06:38 PM
Bezos is crazy and controlling with a 1 in 10,000,000 IQ and extraordinary levels of health and energy. Musk is crazy and a bit less controlling with a 1 in 100 IQ and autism spectrum focus and average health and energy. One of those guys can actually get away with micromanaging.
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02-14-2018 , 03:10 PM
Quote:
Originally Posted by Spurious
What is the difference between running multiple businesses and running a larger business with multiple, completely different business lines?

I see none. Jeff Bezos has to run a retail conglomerate, the biggest cloud company in the world, one of the largest original content producers in the world, has a newspaper, owns a rocket company and as such as a more diverse portfolio of companies to look after.

Where there is a difference is that Bezos is less of a micro manager than Musk. But Bezos isn't the only one that fits the profile. I don't think it has any influence.
Good point. Some counterpoints would be 2 different boards, 2 sets of investors, twice as many direct reports (COO, CFO, etc), 2 separate headquarters, etc. I've never run a company so I could be overestimating.
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02-27-2018 , 03:32 PM
Ford testing self driving cars in Miami:

https://www.wired.com/story/ford-mia...-driving-cars/
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02-27-2018 , 03:59 PM
Tesla are dead last in self driving with no hope of recovery. Might as well post self driving news in the Coca Cola thread, about as relevant.

Interesting link though. Level 4 is looking like a solved problem at this point for carmakers, for everyone except Tesla, who are struggling with level 2 autonomy.

It's a shame heltok is rich from bitcoin and not around to eat crow for being dead wrong on Tesla self driving, despite working in the industry and having it laid out in irrefutable logical sourced detail why he was dead wrong by people smarter than him.
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02-28-2018 , 12:12 PM
Started building swing short today on TSLA today (like the risk/reward on technical standpoint).

Any curveballs that could GAP this thing up overnight in the coming week or so?
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02-28-2018 , 12:46 PM
Uh... yeah, a huge number of things.

They could make a press release that Model 3 is ramping up.

They could be using their stock to buy some random self-driving car company to show they are getting serious in the space.

They could even just announce a new partnership with nVidia or Intel to build some self-driving car lab (with some loltastic delivery date) and the stock would pop.

It's all a pile of unknowns but there are tons of ways for Musk to pop the stock basically on demand.
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