ADVERTISEMENT

OT: Stock and Investment Talk

Tesla being supply constrained isn't news. No other auto is even close to Tesla's production and their Q4 production will top their Q3 production, guaranteed. Same will go for Q1 2022... and so on.

Version 10.3 FSD roll back was insignificant. 10.3.1 was pushed out 3 days later. That was 2 weeks ago.
Pretty sure the big auto produced multiples of cars than Tesla in the same time period. 10.3 roll back was significant enough to issue a recall. Also goes to the point about beta testing in real life environment by costumers.

ETA I like the wording supply constrained instead of production problems.
 
What will be interesting is the impact of Musk's offer to fund $6 billion to a worldwide ending hunger campaign is he is handed a detailed plan. For all my criticism of Musk that was a brilliant bit of jiu jitsu. Coming up with a concrete plan that doesn't allow those UN bureaucrats to siphon off 50-60% to friends, family and their own pockets? Inspired. But if he does have to sell that might take away a little of the froth.
I think the UN bureaucrats go off in a sulk with their tales between their legs and we never hear of this again.
 
VOO - S&P 500
VUG - Large Cap Growth
VGT - Tech
VHT - HC
VO - Mid Caps
VB - Small Caps
VEA (if you want some international exposure)

All for 0.05% to 0.10%!
All my mutual funds and ETFs are with Vanguard. And don’t forget, if you manage your own investments you’re paying nothing on your own AUM that are in individual equities.
 
  • Like
Reactions: T2Kplus20
Pretty sure the big auto produced multiples of cars than Tesla in the same time period. 10.3 roll back was significant enough to issue a recall. Also goes to the point about beta testing in real life environment by costumers.

ETA I like the wording supply constrained instead of production problems.
By all means explain their production problems.

Herbert Diess said that Tesla can produce a model 3 in 10 hours compared to VW's 30 hours for an ID3. That doesn't sound like a "problem" for Tesla. Tesla's only problem is they have 2 vehicle factories. But don't worry, Austin and Berlin are weeks away from starting production.

And lost in all the recent news, Austin model Y will be made with Tesla's own 4680 cells, single piece front and rear casting. I wouldn't be starting any short positions once automotive experts and journalists get their hands on one.
 
By all means explain their production problems.

Herbert Diess said that Tesla can produce a model 3 in 10 hours compared to VW's 30 hours for an ID3. That doesn't sound like a "problem" for Tesla. Tesla's only problem is they have 2 vehicle factories. But don't worry, Austin and Berlin are weeks away from starting production.

And lost in all the recent news, Austin model Y will be made with Tesla's own 4680 cells, single piece front and rear casting. I wouldn't be starting any short positions once automotive experts and journalists get their hands on one.
How many shares do you own in this?
Must be very well off with all your knowledge and the amazing run this has had since 2019.
I’m a believer and own 200shs but don’t know nearly as much as you do and appreciate the info here
 
I think the UN bureaucrats go off in a sulk with their tales between their legs and we never hear of this again.

And if gives him the perfect tweet to respond to the media's demands that tax rates get hiked and estates default to the government upon death for millionaires and billionaires. "I offered 6 billion dollars to get the job done and they can't even come up with a plan!" Watch the media shift their demands and focus to Bezos.
 
  • Like
Reactions: RUBlackout
By all means explain their production problems.

Herbert Diess said that Tesla can produce a model 3 in 10 hours compared to VW's 30 hours for an ID3. That doesn't sound like a "problem" for Tesla. Tesla's only problem is they have 2 vehicle factories. But don't worry, Austin and Berlin are weeks away from starting production.

And lost in all the recent news, Austin model Y will be made with Tesla's own 4680 cells, single piece front and rear casting. I wouldn't be starting any short positions once automotive experts and journalists get their hands on one.
You should ask Musk. His words “Production ramp problem”.
 
Wonder how all those folks who bought DWAC at $175 are feeling these days. Also wonder what the limitations were on insiders selling quickly.
 
Avis absolutely blowing out today on strong earnings and their own talk of adding EVs.
 
How many shares do you own in this?
Must be very well off with all your knowledge and the amazing run this has had since 2019.
I’m a believer and own 200shs but don’t know nearly as much as you do and appreciate the info here
Thanks for the compliment. I'd rather not say, but I'm in my early 40s and will be retiring ahead of where I thought 2 years ago.
 
You should ask Musk. His words “Production ramp problem”.
The only lines they are ramping production are the new S and X. Both are now in production. Is that what you're referring to? That's not a "problem". In case you've been under a rock, new vehicle lines take months to reach full volume production.
3 and Y have been going full steam ahead in Shanghai and Fremont.
 
Last edited:
The only lines they are ramping production are the new S and X. Both are now in production. Is that what you're referring to? That's not a "problem". In case you've been under a rock, new vehicle lines take months to reach full volume production.
3 and Y have been going full steam ahead in Shanghai and Fremont.
Like I said, those were quotes from Musk himself. But what does he know.
 
Thanks for the compliment. I'd rather not say, but I'm in my early 40s and will be retiring ahead of where I thought 2 years ago.
Amazing to hear and very happy for you. I wish I had kept my original shares from back in 2016 when I bought in. had that happened I would be doing much of the same in thinking about retiring early
 
  • Like
Reactions: T2Kplus20
Amazing to hear and very happy for you. I wish I had kept my original shares from back in 2016 when I bought in. had that happened I would be doing much of the same in thinking about retiring early
You got in earlier than I did. I wasn't a "fanboy" from the early days. I paid little attention to the Model S and X because they were out of my price range. I knew I wanted my next car to be an EV and I did extensive research. But, as I explored different options, all roads lead back to Tesla. So I splurged on a Model 3, and after being in the car for a few weeks, I sold all of my previous investments and put just about everything into TSLA. I've been DCA-ing ever since. It's now >90% of my holdings. As Warren Buffett said, I waited for the right pitch, and I swung hard.

The following is not investment advice, but, IMO, we're still in the early going. TSLA is growing exponentially and we're still on the flat part of the S-curve. 20 million vehicles by 2030, solar, energy storage, AI, autonomy, robotics, insurance, + other projects we're yet to hear about, like Tesla HVAC. Long story short... don't presume you've missed the boat. I see a 5-figure stock price by 2030, but that's just me.
 
It's now >90% of my holdings.
giphy.gif


Seriously, congrats on sticking to your highest conviction play. Risky, but well done!
 
By all means explain their production problems.

Herbert Diess said that Tesla can produce a model 3 in 10 hours compared to VW's 30 hours for an ID3. That doesn't sound like a "problem" for Tesla. Tesla's only problem is they have 2 vehicle factories. But don't worry, Austin and Berlin are weeks away from starting production.

And lost in all the recent news, Austin model Y will be made with Tesla's own 4680 cells, single piece front and rear casting. I wouldn't be starting any short positions once automotive experts and journalists get their hands on one.

Tesla has other revenue sources - a number are underrated.




I personally think Tesla has run up so fast that it is currently overvalued. However, the growth runway + diversity of products points to an incredible long-term potential.
 
Telsa for their fleet as well? :)
Avis mgmt stated that, unlike Hertz, that they will wait until they have a contract in place to buy EVs before announcing specifics but doubtless that Tesla will be in that mix. Just no discounts with demand so strong.
 
Avis mgmt stated that, unlike Hertz, that they will wait until they have a contract in place to buy EVs before announcing specifics but doubtless that Tesla will be in that mix. Just no discounts with demand so strong.
No discount for all the EVs, not just Tesla.
 
You got in earlier than I did. I wasn't a "fanboy" from the early days. I paid little attention to the Model S and X because they were out of my price range. I knew I wanted my next car to be an EV and I did extensive research. But, as I explored different options, all roads lead back to Tesla. So I splurged on a Model 3, and after being in the car for a few weeks, I sold all of my previous investments and put just about everything into TSLA. I've been DCA-ing ever since. It's now >90% of my holdings. As Warren Buffett said, I waited for the right pitch, and I swung hard.

The following is not investment advice, but, IMO, we're still in the early going. TSLA is growing exponentially and we're still on the flat part of the S-curve. 20 million vehicles by 2030, solar, energy storage, AI, autonomy, robotics, insurance, + other projects we're yet to hear about, like Tesla HVAC. Long story short... don't presume you've missed the boat. I see a 5-figure stock price by 2030, but that's just me.
Now I get it. Best of luck to you.
 
Lots of money moving from funds to ETFs.
Agreed, but if you’re with Vanguard funds the tax efficiencies of their mutual funds and ETFs are about equal (especially forAdmiral share classes). So unless you trade a lot (and I don’t), I think it’s a push with respect to Vanguard mutual funds vs their ETFs.
 
Last edited:
  • Like
Reactions: T2Kplus20
Avis mgmt stated that, unlike Hertz, that they will wait until they have a contract in place to buy EVs before announcing specifics but doubtless that Tesla will be in that mix. Just no discounts with demand so strong.
I’m sure Avis has deals on the table waiting to get signed and Hertz probably rushed to beat them to the punch.
 
You got in earlier than I did. I wasn't a "fanboy" from the early days. I paid little attention to the Model S and X because they were out of my price range. I knew I wanted my next car to be an EV and I did extensive research. But, as I explored different options, all roads lead back to Tesla. So I splurged on a Model 3, and after being in the car for a few weeks, I sold all of my previous investments and put just about everything into TSLA. I've been DCA-ing ever since. It's now >90% of my holdings. As Warren Buffett said, I waited for the right pitch, and I swung hard.

The following is not investment advice, but, IMO, we're still in the early going. TSLA is growing exponentially and we're still on the flat part of the S-curve. 20 million vehicles by 2030, solar, energy storage, AI, autonomy, robotics, insurance, + other projects we're yet to hear about, like Tesla HVAC. Long story short... don't presume you've missed the boat. I see a 5-figure stock price by 2030, but that's just me.
Well if TSLA is growing exponentially, where would you put LCID?
 
Well if TSLA is growing exponentially, where would you put LCID?
I put my kids money all in Tesla early in 2020 pre-split. Bought more for them during the Covid dip. I’ve since sold it all and have had it in Lucid since the summer. Needless to say, I wish I had the conviction Belly had and did this with my money. 😂
 
  • Like
Reactions: T2Kplus20
I put my kids money all in Tesla early in 2020 pre-split. Bought more for them during the Covid dip. I’ve since sold it all and have had it in Lucid since the summer. Needless to say, I wish I had the conviction Belly had and did this with my money. 😂
With all due respect, we always need to guard against being binary—all in or all out. For me, I’ve taken profits along the way but don’t sell all my entire position of a company I believe in. Also, for me, I don’t ever have more than 5% in any one position—the decades have reinforced the idea that diversification is your friend.
 
With all due respect, we always need to guard against being binary—all in or all out. For me, I’ve taken profits along the way but don’t sell all my entire position of a company I believe in. Also, for me, I don’t ever have more than 5% in any one position—the decades have reinforced the idea that diversification is your friend.
Agree wholeheartedly for my actual money/accounts. For my kids little savings accounts earning 0.5 interest, I decided to gamble.
 
  • Like
Reactions: phs73rc77gsm83
ADVERTISEMENT
ADVERTISEMENT