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re: Investing In Tesla

Posted on 4/30/17 at 9:58 am to
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
73681 posts
Posted on 4/30/17 at 9:58 am to
I won't debate if the idea is possible. It very much is and is really cool.

My hang up keeps coming to cost.

If Tesla is willing to foot the bill on all of these stations and not charge then I see that as a huge opening for potential risk.

If they can get away with charging the Model 3 customers (like they propose) for charging it is even better.

If they can sell their Powerwall and SolarCity panels in conjunction then that is spectacular.

Then comes the debate of maintenance and upkeep at these stations.
Posted by texag7
College Station
Member since Apr 2014
37536 posts
Posted on 4/30/17 at 11:09 am to
quote:

Go get the rundown for me on other cars that do 0-60 in sub 4 seconds. I'll give you a hint, they're all porsche,ferrari,lamborghini and need at least $5-10k/year to give you that performance.


And chevy camaro zl1, chevy corvette, nissian gtr, ford gt500, cadillac ctsv and probably many others. Most of those are sub 100k cars too
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 12:14 pm to
And what's the cost to fuel and service all those v8 cars vs a tesla on say 20k miles? A lot of those can easily top 100k FYI
Posted by rocket31
Member since Jan 2008
41819 posts
Posted on 4/30/17 at 1:58 pm to
i currently do not have a position, sold from $250-310

but i do have a long term concern that i do not believe has been addressed ITT (its been a great thread btw) before i considering buying back in. I dont think the true competition for TSLA is GM, or Ford, or VW, but its Google (and whomever they partner with..maybe Honda?)

i firmly believe that in 10-15 years most people will not even own vehicles as fully automated cars become a reality. Google, from what i gather, leads the way in self-driving and id bet on that to continue.

thoughts?
Posted by bayoubengals88
LA
Member since Sep 2007
18935 posts
Posted on 4/30/17 at 2:02 pm to
quote:

i firmly believe that in 10-15 years most people will not even own vehicles as fully automated cars become a reality. Google, from what i gather, leads the way in self-driving and id bet on that to continue.

So obviously TSLA would have a large share of this market too, but I like the way you think. I guess this is where Tesla's other plans come into play (building cities and what not).
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 3:21 pm to
quote:

I dont think the true competition for TSLA is GM, or Ford, or VW, but its Google (and whomever they partner with..maybe Honda?)



While Waymo is an incredible division of Google with an incredible product, I don't see them as a threat and here is why. Yes Google could license its platform and give it to ford,honda,gm,etc but you still have a demand issue man. If you have a $35K Ferrari and a $35k Ford, which car are you going to buy? Tesla, the brand, is so much more popular than you can ever imagine. We've never seen any vehicle from big auto ever have 500,000+ pre-orders. So take whoever you want and have them launch a car, and its going to have a hard time going to head to head with Tesla.

Apple is the one I fear more, but Google as well. Both titans have $100B+ cash, in Apple's case over $200B and both are looking for the next big investment, to me wrecking the payment processing market or electric vehicles are the 2 biggest areas of growth still out there. Visa, for all they do, are so ripe for disruption from someone bc they really dont do anything complex.

So even if Google licenses its waymo platform to people, the thing is, the electric car is still leap years better than the gas powered car and ive given countless reasons why. So the big question remains to be answered, if anyone is serious about going at Tesla, where are all these batteries going to come from.People forget workers have been working 24/7 on the construction of the gigafactory for a couple years and its still only 30% done. So for anyone to say they're going to mass produce batteries to go after Tesla, they're already at a minimum 3-5 years behind in that regard. The Gigafactory is not something someone can throw up overnight, it is the largest building on earth at 13.6 million square feet, here it is compared to other structures on earth



So for me, until I see someone go completely vertically integrated with Batteries + Cars + Solar + Battery Storage + A Gigafactory, I just see no way from a cost perspective that they can even compete with Tesla and then from a demand standpoint, I dont see Ford or Gm or anyone being able to go head to head with them on cheaper cars. These other guys better hurry, Elon said on friday he plans on announcing locations for 4 more gigafactories this year, the guy is going to be able to produce 4-5M+ cars when they're done.
Posted by rollthatback
Member since Jun 2008
3035 posts
Posted on 4/30/17 at 4:09 pm to
In 10-15 years, owning cars will be a niche hobby for the very weathy. Everyone else will effectively use self-driving Ubers to transport them from point A to point B. This also means the demand for cars is likely to grow a much slower pace and probably decline in the developed markets. It is also unclear to me how Tesla fits into such a world when comsumers will care much less about the car they use on a day to day basis which means that the cheapest acceptable option will prevail.
This post was edited on 4/30/17 at 4:15 pm
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 4:26 pm to
well at the same time, nobody has the real world data of Tesla at this point bc every Tesla on the road is feeding data back to them. They're mapping roads by the second and all that is helping improve their product. They dropped mobileye bc they felt their suite wasn't good enough so they're building their own called Tesla Vision. Tesla will be at the forefront of any self driving revolution.

Google is still very cheap as a stock, having both would never hurt but the reality is google's upside is still great, but 20 fold isn't in the cards at $650B market cap. Tesla is still $50B give or take, it can go 10 fold and still would be around the size of Facebook,Amazon, and still $150B or so less than Google today.
Posted by down time
space
Member since Oct 2013
1914 posts
Posted on 4/30/17 at 5:54 pm to
I have a question. Other auto makers seem to be interested in hydrogen power. If the technology catches up, the electric car is less efficient.

Lockheed is working on a compact fusion device that can push a commercial airliner around the world for a year on a few bottles of hydrogen.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 6:00 pm to
Automakers are all talk man, how many years have we been hearing about fuel cells and whatnot? Toyota is the biggest car co on earth and they announce they sold 250 fuel cell mirais? What an accomplishment. Big auto doesn't give a shite about anything other than compliance cars. The only innovator leading any auto co is Elon musk all the rest only care about maintaining the status quo and not pushing the envelope on anything.
Posted by ItNeverRains
37069
Member since Oct 2007
25466 posts
Posted on 4/30/17 at 6:14 pm to
quote:

Electric cars are good for the environment because electricity comes from magic!


Anything that doesn't involve OPEC or the Middle East is good by me.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 6:29 pm to
exactly, the saudis, iranians, iraqis, etc have all made fortunes off of oil while oppressing their own people, especially women. It's disgusting that the US turns its eye on saudi arabia's crimes against humanity bc we need their oil. Like theire BS about how they'd start dumping their US assets if we released a report detailing the truth that they were behind 9/11 and Obama was too much of a vag to really go at them even though they had facts pointing to it.

Im ready for the saudis to go broke and become a piece of garbage bc they are one of the worst countries on the planet, the monarchy there knows the oil decline is coming thats why they're rushing to IPO Aramaco, the worlds largest company, at nearly $2 trillion in market cap. I personally would like to see them bankrupt, but they're trying to diversify ASAP to get out of oil. Thats what I dont get with oil bulls, you gotta follow what people do, not what they say. After all these years, NOW the saudis want to IPO Aramco??? Ok yea sure, oil is going up again, whatever you guys wanna believe.
Posted by Old Money
Member since Sep 2012
36375 posts
Posted on 4/30/17 at 6:31 pm to
quote:

but i do have a long term concern that i do not believe has been addressed ITT (its been a great thread btw) before i considering buying back in. I dont think the true competition for TSLA is GM, or Ford, or VW, but its Google (and whomever they partner with..maybe Honda?)


I agree. The auto-industry will be run out of silicon valley no doubt in the coming decades
Posted by Old Money
Member since Sep 2012
36375 posts
Posted on 4/30/17 at 6:32 pm to
quote:

Like theire BS about how they'd start dumping their US assets if we released a report detailing the truth that they were behind 9/11 and Obama was too much of a vag to really go at them even though they had facts pointing to it.


Now we're getting somewhere... this is up my alley
This post was edited on 4/30/17 at 6:33 pm
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 6:35 pm to
its true, they threatened us by threatening to start dumping their assets. I'd tell the kingdom to GTFO, that oppressive regime deserves all the pain its facing from the oil crunch right now. I can only hope oil takes another leg lower permanently to really send them into the gutter for good.

Saudi Arabia Warns Of Economic Fallout Over Release Of 9/11 Report

quote:

Saudi Arabia has told the Obama administration and members of Congress that it will sell off hundreds of billions of dollars’ worth of American assets held by the kingdom if Congress passes a bill that would allow the Saudi government to be held responsible in American courts for any role in the Sept. 11, 2001, attacks.


quote:

The Obama administration has lobbied Congress to block the bill’s passage


quote:

“It’s stunning to think that our government would back the Saudis over its own citizens,” said Mindy Kleinberg, whose husband died in the World Trade Center on Sept. 11 and who is part of a group of victims’ family members pushing for the legislation.
This post was edited on 4/30/17 at 6:40 pm
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 6:46 pm to
quote:

You've just confirmed what I wrote earlier by comparing TSLA to buying BTC: It's speculative.


Russian you know I love you, but you were king troll when it came to bitcoin. Listen man, if it was that easy, then every fund manager on earth would own tesla. It takes a little creativity to see potential monsters before they're monsters. How many threads did you start trolling wiki about bitcoin back in the day? How has the BTC vs Exxon trade gone since 2012? Wiki made out alright in that trade of his biggest position vs yours.

If it wasn't speculative, the reward wouldn't be so great if it pulls it off. I never once said go throw all your eggs at Tesla. I have a sizable position, but nothing I wouldn't mind losing if it went to $0. I think a little speculation is always worthwhile in anyone's portfolio. What fun is life if all you do is index in the S&P 500?

Live a little man, buy some Tesla, buy some ethereum, you're rich enough to handle a loss of a few k. 10,000 shares of XOM and I know you're a millionaire. Go buy $5k of tesla, go buy $5k of ethereum on coin base and just see what happens in 5 years. Maybe you lose $10k, maybe you make $100k, but like they say, " you miss 100% of the shots you dont take"

ps: the kid who started ethereum, he's russian......
This post was edited on 4/30/17 at 6:49 pm
Posted by Iowa Golfer
Heaven
Member since Dec 2013
10230 posts
Posted on 4/30/17 at 7:11 pm to
Russians again?
Posted by TigerDeBaiter
Member since Dec 2010
10266 posts
Posted on 4/30/17 at 8:53 pm to
quote:

Who said it comes from magic?


Elon Musk drew a picture of a farting unicorn to show off a new hidden feature in Teslas

Chill out. You shouldn't invest in TSLA because of your emotional infatuation.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 9:00 pm to
um I mentioned that way back there, and you're an utter moron, Im sorry Im passionate and knowledgable on a subject you don't agree with. I've actually made quite the fortune the last few months in tesla so I dont really care whether you like it or not. Being passionate about your investments means you've taken the time to do some research, you clearly index and invest blindly. I have no desire to be like you.

Anyways off to bed, big week for Tesla ahead, earnings on wed
Posted by LSURussian
Member since Feb 2005
126962 posts
Posted on 4/30/17 at 9:40 pm to
No, thanks.
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