re: Investing In Tesla

I respect it, I'd love to see it happen bc more BEV adoption is good for everyone, competition isn't going to kill tesla. Does it hurt mercedes C class that all these other mediocre cars from other car companies exist too? Not in anyway so I dont get why every rendering from big auto comes with a tagline of "Tesla Killer" from every media outlet.

I really wanted the Chevy Bolt to be a hit, bc that would really drive more EV adoption, but sadly selling 900 a month and lacking the infrastructure it just hasn't been in demand at all. Chevy was projecting 50,000 a year, it looks like they may not even get to 12,000 in a year at this point. Hopefully they can ramp up the hype around it bc its a good car.

you can lease a bolt for $0 down and $300/mo and have 200 miles of range, to me thats a no brainer for the average person buying a cheap,efficient car but due to lack of marketing from GM nobody knows it even exists. Hell there are none for sale on Ebay, I think its only sold in like 2-3 states at this point, so the rollout has been basically a compliance car and thats it.

Me too. It's a breath of fresh, honest, air.

Yes I have purchased 14 shares. A bit broke at the moment after buying a house

Fair enough, all that Im pointing to is that in the $100k+ segment, nobody is really competing with the model S, and whats more interesting to me is you look at a car like the Mercedes S class and when they do a redesign like the 2014 model, it has huge sales, which go down every year after. Tesla meanwhile with the model S has seen sales increase every year as the car ages, and we're on year 6 now........interesting to me




I find it intriguing that the Tesla Model S made up 1/3 of the sales of Large Luxury Sedans in the Us late last year, think about that for a moment. Look at the growth rates of all those cars and look at teslas. BMW got a refresh so that led to their big boost, but regardless Tesla is dominating in that $100k+ segment, what makes you think they wont go the same type of damage to the lower end segment of the market?

It seems to me their issues are they can't even build enough to fulfill demand, not that they have issues discounting them to move them like other automakers. As a matter of fact tesla doesn't discount cars at all, fascinating to dominate the $100k+ segment with no negotiation on pricing while others have to play all kinds of games to move cars.

With data like this graph, its pretty easy to say that in a global car market of 80M+ cars annually, if tesla can dominate the top segment like that and if they can drive battery costs low enough to make their car cheaper & with higher margins than a comparable ICE car, you could have a behemoth in the making. Again this isn't an issue of Audi,BMW,Mercedes not building BEV's, they can build them, but even so the tesla seems to have more power attached to the brand at this point.

I just dont see how with that kind of power in the upper end segments, that tesla wont utterly dominate the cheaper car segments they enter too.

Love the idea of moving in 3d rather than our current limitations on the surface but, again, where is the technology breakthrough to build tunnels cheaply? I think they spent about $10b for a few miles in boston recently. I know the scale of the tunnels he's proposing won't be that much but there is no getting away from the cost to develop at surface compared underground or air. I think the simple change to autonomous will make our current road infrastructure viable for decades due to the step change in efficiency.

And no need to bad mouth apple because they haven't found a replacement for the most profitable product in the history of mankind. There is still market share to be gained which they are targeting.

Im not bad mouthing them, Im just saying in all these years, where is the innovation, when steve jobs was around, he was constantly coming up with new things to push the business forward. You look at Amazon and Bezos does it, Facebook does it with Zuckerberg, and Musk is doing it at Tesla. We're not getting any innovation at all from GM or Ford and musk is constantly pushing buttons.

All Im saying is the numbers speak for themselves, the model s is dominating the luxury segment, and Im not sure why people at this point wouldn't think the model 3 will dominate its segment when its launched. The pre-orders are telling us people want what tesla is selling. They're not doing $5000 of invoice deals to move cars, people are paying full price and pre-ordering it. That is an insane problem to have when you're selling $35,000 cars. The only brand with anything similar is Ferrari but they sell a handful of cars. Even Lamborghini doesn't have that issue. Im a huge car guy, and when a new Ferrari like the 488 launches, the waiting list is 12-18 months and you can't get one. Lambo launches a car and you can walk right in the showroom and get it $10k off no questions asked.

Tesla is bringing the popularity and demand of a niche maker like Ferrari to the mass market, thats just mindblowing to me.

PS it closed at its highest closing price ever today and I see $314.50 in the after hours

Tesla teases entry into semi truck market

Time to dump my life savings into Tesla stock

It never is wrong to sell, both have earnings wed. Personally I think tesla will continue to be valued on revenue and I'm full expecting 100% maybe 125% revenue growth Monday. We know they sold 14k same q last year and 26k this time + tesla energy. It's really breaking out chart wise from a similar box like Wynn did, those tend to have measured moves higher unless they're false breakouts. We'll see if the measured moves holds, $415 or so is the short term tesla target from a technical standpoint. That's mark spiegel you can't take him seriously search him on Twitter there's pics of him short tesla and Amazon since like 2012 lol somehow his fund still isn't broke.

Is their profit margin really -22% it isn't, those are legal accounting gimmicks, a quick glance at their numbers and they actually do 25% or more margins more than any car maker per car but bc it's being reinvested in a company that's growing by 88% last year it goes down in the books as a loss. Cmon man you're one of my favorite posters here you know better than that. My income is a fraction of what I really make bc of the accounting gimmicks that a cpa pulls, a giant public co like tesla has an army of those guys working for them. Contrary to what you think no tesla does not lose $22,000 when they sell a $100k car. Building out chargining infrastructure + the worlds largest building costs a lot of money. The money is moving from liquid assets to fixed assets, that's not a loss, tesla is retaining a lot actually. The stock market is a forward thinking vehicle and it's giving tesla quite the value, that's not retail driving it up here that's big funds. A bubble is gopro or shake shack that go to highs for a couple days and crumble, tesla has been up here a long long time.

Ok so tesla is a complete scam yet the sec doesn't step in and stop it? Do you realize the pundits said the same stuff about Amazon $700 dollar ago