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  • Well I bought in with a decent amount around 2019 and 2020 as an investment and my projections are for things that have a potential runway to the target. Tesla guides to 2030 but current factories only support growth to 2025. Also around then, the amount of raw materials needed for Tesla and everyone else's batteries basically exceeds current global raw material extraction. At that point they need plans for more factories and raw materials/recycling or to scale back their exponential growth plans. They would lose the extra multiple for forward exponential growth and be valued on their earnings and margins.

    It's my reason why I don't really value FSD/Robotaxi/Robot/Super computer/Energy part of the business yet. Once they prove they can make money from those arms of their business then I'll try to expect something from it.

    Then as always, just been slowly selling covered calls the entire time. Any quarter where the covered calls get close or ITM, luckily Elon opens his mouth and makes those worthless and saves the shares at risk lol.

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    • Not that Tesla CEO Elon Musk wasn't well-known before acquiring Twitter; however, many of his actions during and since the purchase have some rethinking their position on Tesla — especially buying one, reports TheDetroitBureau.com.


      will be funny to watch all the academic elites purge their status symbol as it becomes associated with being radical right.

      Going to zero

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      • Originally posted by Panscan View Post
        https://www.thedetroitbureau.com/202...esla-products/

        will be funny to watch all the academic elites purge their status symbol as it becomes associated with being radical right.

        Going to zero
        If you had asked me 6 months ago, I would have told you that my next EV car purchase would be a Tesla, probably Model Y. After the shipshow over at Twitter and all that I have learned about Musk, both his worldview and how he runs a business, I would not buy one if you offered it to me for half the retail price. If you gave me one, I would sell it immediately. As they say, YMMV.

        As for stock, I am not a single stock buyer so was never interested.

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        • Originally posted by VagabondMD View Post

          If you had asked me 6 months ago, I would have told you that my next EV car purchase would be a Tesla, probably Model Y. After the shipshow over at Twitter and all that I have learned about Musk, both his worldview and how he runs a business, I would not buy one if you offered it to me for half the retail price. If you gave me one, I would sell it immediately. As they say, YMMV.

          As for stock, I am not a single stock buyer so was never interested.
          Curious about "how he runs a business".
          When you have a management that keeps a room full of employee morale t-shirts, "Stay Woke", it is not hard to conclude that bias was deep seated for what ever was the woke cause of the day. Algorithms and blocks and suspensions no doubt were based on "stopping misinformation and Russian bots interfering with the election." Really? Elon just might let users have legitimate access let alone have open debates, not Elon's worldview or a "Woke" world view. Who knows?
          Maybe the "Stay Woke" t-shirts were disinformation, staged!
          Elon Musk is literally cleaning out the closets of old Twitter, laughing after finding a stack of unused “Stay Woke” T-shirts.


          The sad part about it is people are losing jobs and the other tech companies are laying off massive amounts. Some may have to move to Abilene, Tx for a new job.
          So sad, the Abilene Reporter News really has a job to improve their internet presence.

          A lot of behaviors are being distorted for completely unrelated reasons. "Signalling".


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          • Sell Tesla stock to help fund twitter
            go hard right and piss off your left leaning liberal base that was buying your cars
            what could go wrong? Maybe the coal rollers will buy Tesla?

            I was going to buy a Tesla. No way right now. Waiting to see what other EV cars hit the market in the next few years.

            this guy is toxic and no way am I giving him any of my money

            if he would just keep his mouth shut things would be different

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            • Originally posted by Tim View Post
              Curious about "how he runs a business".
              When you have a management that keeps a room full of employee morale t-shirts, "Stay Woke", it is not hard to conclude that bias was deep seated for what ever was the woke cause of the day. Algorithms and blocks and suspensions no doubt were based on "stopping misinformation and Russian bots interfering with the election." Really? Elon just might let users have legitimate access let alone have open debates, not Elon's worldview or a "Woke" world view. Who knows?
              Maybe the "Stay Woke" t-shirts were disinformation, staged!
              https://nypost.com/2022/11/23/elon-m...at-twitter-hq/

              The sad part about it is people are losing jobs and the other tech companies are laying off massive amounts. Some may have to move to Abilene, Tx for a new job.
              So sad, the Abilene Reporter News really has a job to improve their internet presence.

              A lot of behaviors are being distorted for completely unrelated reasons. "Signalling".

              44 billion dollars up in smokes all to "own the libs" & larp as free speech crusader - bad way to run a biz

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              • Originally posted by xraygoggles View Post

                44 billion dollars up in smokes all to "own the libs" & larp as free speech crusader - bad way to run a biz
                Personal consumption spending. Was not aware he was purchasing people or groups.
                BTW, not a big fan of the one man band approach of Elon at Tesla. I disapprove of his "showmanship". Would not buy Tesla because of his management style.
                I never approved of his "crudsader" persona at Tesla nor Twitter. You don't run a business for a cause, be it EV's or free speech or rescuing a soccer team.

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                • The biggest issue Elon is running into was essentially trying to turn twitter into Tesla/spacex overnight.

                  At Tesla/spacex you’re essentially expected to work hard, likely go over on hours and be ok with it because the employees are supposed to care about the mission or however else you want to describe the work culture.

                  At twitter, it’s more Bay Area tech culture where you can get by working 4 days/20 hours a week.

                  Trying to get from one to the other immediately wasn’t going to go well. Especially exacerbated by the media circus that likes to stoke fires and controversy to drive clicks and ad revenue.

                  What Elon has done so far at twitter is to supposedly increase users/their interaction and decrease hate speech with 1/3 the staff. If the advertisers didn’t pull their business from the platform he would’ve succeeded in turning twitter from unprofitable to profitable. He definitely overpaid for twitter and I don’t think it was necessary at all.

                  As for Elon supposedly going hard right, he’s always been more in the middle/independent. He’s voted democrat in every prior election and the left isn’t helping by demonizing him at every turn.

                  There does appear to be a trend of not buying a Tesla because of overall sentiment towards Elon. I guess time will tell how long this lasts for or how significant it will be. Maybe once people realize Elon only appears far right because of the constant negative press and opinions. People also still buy/use products from companies that actually have bad practices because it’s still the better product.

                  As for Tesla the company, it’s still doing well and growing production. The Tesla semi is scheduled to be delivered this week and just completed a 500 mile max capacity test trip. Elon not having to spend much time there means that things are going well and doesn’t need his attention. Tesla’s financials and growth have never been better and is cheaper and more promising than other companies by quite a few metrics. There is definite concern if there’s a worldwide recession but more companies would go under before Tesla would.

                  I would hope that people here can focus on Tesla the company or investment rather than go on rants/complaints about Elon/twitter/or anything else that’s not on topic. Bogleheads had a decent thread that had to be shut down because of all the off topic comments.

                  Comment


                  • Originally posted by Nysoz View Post
                    The biggest issue Elon is running into was essentially trying to turn twitter into Tesla/spacex overnight.

                    At Tesla/spacex you’re essentially expected to work hard, likely go over on hours and be ok with it because the employees are supposed to care about the mission or however else you want to describe the work culture.

                    At twitter, it’s more Bay Area tech culture where you can get by working 4 days/20 hours a week.

                    Trying to get from one to the other immediately wasn’t going to go well. Especially exacerbated by the media circus that likes to stoke fires and controversy to drive clicks and ad revenue.

                    What Elon has done so far at twitter is to supposedly increase users/their interaction and decrease hate speech with 1/3 the staff. If the advertisers didn’t pull their business from the platform he would’ve succeeded in turning twitter from unprofitable to profitable. He definitely overpaid for twitter and I don’t think it was necessary at all.

                    As for Elon supposedly going hard right, he’s always been more in the middle/independent. He’s voted democrat in every prior election and the left isn’t helping by demonizing him at every turn.

                    There does appear to be a trend of not buying a Tesla because of overall sentiment towards Elon. I guess time will tell how long this lasts for or how significant it will be. Maybe once people realize Elon only appears far right because of the constant negative press and opinions. People also still buy/use products from companies that actually have bad practices because it’s still the better product.

                    As for Tesla the company, it’s still doing well and growing production. The Tesla semi is scheduled to be delivered this week and just completed a 500 mile max capacity test trip. Elon not having to spend much time there means that things are going well and doesn’t need his attention. Tesla’s financials and growth have never been better and is cheaper and more promising than other companies by quite a few metrics. There is definite concern if there’s a worldwide recession but more companies would go under before Tesla would.

                    I would hope that people here can focus on Tesla the company or investment rather than go on rants/complaints about Elon/twitter/or anything else that’s not on topic. Bogleheads had a decent thread that had to be shut down because of all the off topic comments.
                    Walk like a duck, talk like a duck.... maybe its a duck.

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                    • "I would hope that people here can focus on Tesla the company or investment rather than go on rants/complaints about Elon/twitter/or anything else that’s not on topic. Bogleheads had a decent thread that had to be shut down because of all the off topic comments."

                      Elon has decided to be the "face" of spacex, tesla, and twitter. Elon is the branding of these companies. His impact on the branding is relevant, not so much the "social warrior agenda" that is directed at Elon personally.
                      In Elon's world, it is tough to divorce his presence from anything he is involved with.
                      I agree rants/complaints about Elon alone serve not purpose other than a rant/complaint unrelated to the company.

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                      • so typical of the world today. “I wouldn’t buy a Tesla because I don’t like Elon”

                        but what about the arguments for saving the earth by driving an electric car?

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                        • Live by the volatility/Elon hype, die by the same sword. Agree with Tim, you can't divorce the two just because the figurehead's antics are having the opposite effect as before. TSLA as a company may be doing better than ever, but as hype becomes reality, is it really that much more profitable/better off than the next largest handful of companies combined?

                          Originally posted by jacoavlu View Post
                          so typical of the world today. “I wouldn’t buy a Tesla because I don’t like Elon”

                          but what about the arguments for saving the earth by driving an electric car?
                          FWIW I think most of those buyers are still going electric, but there are exponentially more alternative EV options now so they can "voice" the disapproval via buying something else. Not saying other automakers are faultless but they certain appear much less political.

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                          • this thread is about Tesla the investment. as above, like it or not Elon is the face of Tesla. unlike any other automaker i can think of. who is CEO of Toyota? Ford?

                            its just dumb from a business perspective to piss off potential buyers. i dont care if its liberals, republicans, women, POC, LGBQT, whatever. he should focus on selling cars rather than whatever you call what he is doing now. it backfiring

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                            • Originally posted by jacoavlu View Post
                              so typical of the world today. “I wouldn’t buy a Tesla because I don’t like Elon”

                              but what about the arguments for saving the earth by driving an electric car?
                              How many people should Elon fire at Twitter is a perfectly sane business question.

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                              • Originally posted by Tim View Post

                                How many people should Elon fire at Twitter is a perfectly sane business question.
                                twitter dot com still working fine for me

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