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10-10-2022, 05:36 PM
(This post was last modified: 10-10-2022, 05:38 PM by Wildreamz.)
(09-10-2022, 12:47 PM)Behappyalways Wrote: Anyone wants to try this in flood prone Singapore and Malaysia...
Flooded Electric Vehicles Spontaneously Catch On Fire In Florida After Hurricane
https://www.zerohedge.com/markets/waterl...-hurricane
Electric cars actually fares a little better than ICE in case of floods. Take Zerohedge articles with a pinch of salt ( https://en.wikipedia.org/wiki/Zero_Hedge).
Quote:Tesla's Gigafactory in Shanghai actually tests its Model 3 and Model Y vehicles by simulating a flooded street, as Teslarati reports. That's because China regularly experiences typhoons that can cause severe flooding.
Despite its swimming prowess, driving a Tesla through floodwaters is a really terrible idea. While a gas engine is far more likely to be flooded and break down almost instantly, there's no point in risking your electric vehicle for a little stunt either.
Source: https://futurism.com/the-byte/video-tesl...ood-waters
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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12-10-2022, 10:59 AM
(This post was last modified: 12-10-2022, 11:00 AM by weijian.)
(10-10-2022, 05:36 PM)Wildreamz Wrote: (09-10-2022, 12:47 PM)Behappyalways Wrote: Anyone wants to try this in flood prone Singapore and Malaysia...
Flooded Electric Vehicles Spontaneously Catch On Fire In Florida After Hurricane
https://www.zerohedge.com/markets/waterl...-hurricane
Electric cars actually fares a little better than ICE in case of floods. Take Zerohedge articles with a pinch of salt (https://en.wikipedia.org/wiki/Zero_Hedge).
I have to agree that serious investors should take zerohedge articles with a pinch of salt. Not from Wikipedia but from my own experience reading it many years ago. It does not seem that things have materially changed since then based on what I read from VB's links.
Tesla HODL-super fans have their own echo chamber. Zerohedge fans have theirs as well.
That said, I am not saying that zerohedge articles have ZERO credibility. There is a lot of logic involved and it makes good reading. But the big question is how much noise and how much real signal there is. And finally, how much effort do we need to separate the signal from the noise.
Tesla has been a beneficiary of bullishness on the way up. So it has to endure the beariness on the way down. Live by the sword, die by the sword. There are no 2 ways.
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Charlie Munger: What Tesla has done in the car industry is a minor miracle
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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18-11-2022, 09:05 PM
(This post was last modified: 18-11-2022, 09:08 PM by EnSabahNur.)
Hi Wildreamz,
Are you still a Tesla shareholder? If so, what's your take on the Twitter drama?
Will it create business risks for Tesla because he is now distracted and running 5 companies (not sure if I got that right)?
Also, it's reported that he is using tesla engineers at Twitter. Is this ok from the perspective of a Tesla shareholder?
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18-11-2022, 11:03 PM
(This post was last modified: 18-11-2022, 11:06 PM by Wildreamz.)
(18-11-2022, 09:05 PM)EnSabahNur Wrote: Hi Wildreamz,
Are you still a Tesla shareholder? If so, what's your take on the Twitter drama?
Will it create business risks for Tesla because he is now distracted and running 5 companies (not sure if I got that right)?
Also, it's reported that he is using tesla engineers at Twitter. Is this ok from the perspective of a Tesla shareholder?
1. Are you still a Tesla shareholder? - Yes
2. If so, what's your take on the Twitter drama? - Interesting. Elon has interesting take on social medial. Some execution risk, since he is taking the most direct/fastest, but also the most risky approach (firing most of the staff, before a stable + lean system is fully developed).
3. Will it create business risks for Tesla because he is now distracted and running 4. companies (not sure if I got that right)? - Probably not, Tesla is on stable footing now. There might be some short-term volatility risk with Elon selling more shares to fund operations of Twitter while paying down $1bil of annual debt interest payment. Long term, if Twitter is stable and FCF positive, it might be a positive for shareholders, since Tesla share is no longer his only source of liquidity.
5. Also, it's reported that he is using tesla engineers at Twitter. Is this ok from the perspective of a Tesla shareholder? - Apparently, he uses them after office hours. I think that's fine.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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特斯拉前世今生 真正創辦人受訪說分明 TVBS文茜的世界財經周報 20221225 X 富蘭克林‧國民的基金
https://m.youtube.com/watch?v=WqFNGoEwK90
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04-01-2023, 03:47 PM
(This post was last modified: 04-01-2023, 03:48 PM by weijian.)
Technology is deflationary, so EV prices will be reducing over time. Add in (free) competition and it will reach an equilibrium where no one will have outsized margins.
An entry level Model 3 goes for $44,990, with all top ups at $58,990. There is a good chance that Musk will be reducing prices when competition ramps up. Tesla has had a great execution for the past 3 years, and share price has followed. Moving on, I suspect that how Tesla's competitors perform will be more instrumental than how Tesla performs (or executes).
More US consumers want EVs but prices are a concern: Deloitte survey
Nearly 7 in 10 prospective EV buyers in the United States expect to pay less than US$50,000 for their next vehicle, according to the survey conducted between September and October 2022.
https://www.businesstimes.com.sg/interna...tte-survey
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https://finance.yahoo.com/news/tesla-off...0Singapore.
https://sg.news.yahoo.com/tesla-cuts-pri...03622.html
With the reduction in Tesla car prices, revenue per car is expected to fall. This will have an impact to the margin Tesla earns. Im not sure if EPS in Tesla will grow much from its current $4 EPS. Increase in production and fall in margins may mean flattish growth and will not justify a $100 share price
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