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Tesla, the investment

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  • How long did it take amazon to become profitable? Seems like as long as you capture marketshare, stuff like profitability, profitability margins, P/E ratio, PEG is really unimportant in regards to stock prices for a handful of stocks.

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    • Originally posted by burritos View Post
      How long did it take amazon to become profitable? Seems like as long as you capture marketshare, stuff like profitability, profitability margins, P/E ratio, PEG is really unimportant in regards to stock prices for a handful of stocks.
      Amazon was actually cash flowing very well. The cash was going into expansion to generate future profits. That was the story and AMZN hit the targets. The “P” was ignored with a focus on “CF”.

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      • Originally posted by Kamban View Post

        The FSD (full self drive) feature is there in every Model 3. Only that it is locked. It used to cost 5K more to unlock it when I got the car 8 months ago. It is now 8 K.
        Right now it has more gimmicks than self drive. All future updates are free for the life of that car after you buy it. Elon is hoping that by raising prices, people buy it now at 5K or 8K or whatever so that they don't regret not buying it at that price when in the future it is 15K and fully functional ( kinda how I thought about buying Amazon at $27 in 2000 but could not pull the trigger and now it is in the thousands).
        As said before, Elon is a visionary. His talent is marketing. He is a ruthless business person.
        The company had five co-founders: Martin Eberhard and Marc Tarpenning, who started the original Tesla Motors in 2003, as well as Ian Wright, JB Straubel and Musk.

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        • Tesla is still a very risky play, and you just have to hope that they make their benchmarks over the next 5 years, or it will come crashing down. All time high stock price today!

          I personally wish Elon would resign as CEO. He is arrogant, stubborn, awkward, and weirdly anti-science (check out his twitter posts if you don't believe me), despite owning multiple science-based companies.

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          • well tesla just released q2 production/delivery numbers. much better than wall street expected. 82272 produced, 90650 delivered instead of the 72000 predicted. not bad with their main factory shut down for a lot of the quarter.

            with these delivery numbers, it's going to be a pretty close call for profitability 4 quarters in a row and meet S&P inclusion criteria. for now, analysts are expecting -1.34 EPS / $4.83B revenue. I wonder if that'll get revised closer to earnings. otherwise I'm pretty sure that's going to be an easy beat

            the run up this week and premarket trading suggests people/investment firms are expecting S&P inclusion and the big squeeze associated. I don't think S&P funds can buy until they're included?

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            • 72000 predicted? That is viewed as good news compared to Elon’s prior marketing comments.
              I was expecting 500,000 in 2020. Just going back to Elon’s discussions 2 years ago.
              https://cleantechnica.com/2018/09/09...-looks-bright/

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              • Theoretically they can still hit or get close to 500k this year without any more shutdowns. Optimizing Fremont, current Shanghai model 3 lines, then they’re building out a model y line there now too.

                it'll be close now, without shutdown I think would’ve beaten pretty easily.

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                • Has anyone heard anything lately about their new factory near Berlin? It seems like both the legacy, diesel spewing German car companies and the red - green coalition are trying to trip up Tesla. Personally, I think Elon should have put his European factory in Poland to avoid a lot of these headaches and shake downs.

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                  • They’re awaiting final approval for something. Last I heard they may proceed before approval. They have footings or something down

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                    • Man, those delivery numbers.... their main factory is shut down most of the quarter. Nobody buying cars in general. Most deliveries and material acquisitions are severely hampered. The entire national/world economy crushed.... Yet they are able to presumably sell and deliver cars consistently without much of a hiccup at all. It’s interesting... almost unbelievable.

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                      • Originally posted by Jaqen Haghar MD View Post
                        Man, those delivery numbers.... their main factory is shut down most of the quarter. Nobody buying cars in general. Most deliveries and material acquisitions are severely hampered. The entire national/world economy crushed.... Yet they are able to presumably sell and deliver cars consistently without much of a hiccup at all. It’s interesting... almost unbelievable.
                        I don't have any strong feelings on Tesla one way or another, but, just thinking off the cuff....Tesla is in many ways a luxury item, kind of targeted at the professional/investor class, many of whom still did okay through the economic shutdown. So maybe that was a factor for why demand held steady.

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                        • You wouldn’t believe what being long TSLA dozens of options (purchased at bargain basement prices) over the last nine months will do to you nw.

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                          • Originally posted by VagabondMD View Post
                            I am long LEAF, no position in Tesla. If I could figure out a way to purchase out-of-the-money puts 18-24 months out, I might take a small position in my fun account (but probably won't).
                            Oof. Lol. Glad you didn’t figure out how to trade options.

                            sorry to troll. Quite funny to see how wrong Zappos was on this one. I never understood why the sad short argument was compelling to anyone. Having best product in a growing market with clear evidence of exponentially decreasing costs at scale. I have no sympathy for those so attached to their blinders.

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                            • Originally posted by Nysoz View Post
                              They’re awaiting final approval for something. Last I heard they may proceed before approval. They have footings or something down
                              Old school (not automotive):
                              Large mfg plant Scotland picked over Germany.
                              European distribution center Netherlands over Germany.
                              There are a host of labor rules in Germany on top of the country approval processes that are a PITA.

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                              • Originally posted by BCBiker View Post
                                You wouldn’t believe what being long TSLA dozens of options (purchased at bargain basement prices) over the last nine months will do to you nw.
                                BCbiker - I’m glad you’re still alive!

                                Hopefully the volatility and gains have not turned your brain to mush and you into a gambler.

                                Do you think perhaps you’ve fallen in love with the story/stock ?

                                Perhaps you should consider banking the gains and step away from the casino. Maybe take a break for a year or 2, or even permanently (if you made a lot).

                                Having 50% or more of your NW in Tesla options seems somewhat risky. Maybe it could
                                work out, but what if you’re wrong ?

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