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A friend of mine moved from LA to Phoenix in 2000. I think he was in Irvine. He endlessly talked of the housing bubble and unsustainable real...
I don't understand why the price continues to hover around $246. Tesla is constrained by battery cell production. They have stopped investing in...
Q3 earnings call on October 23, 2019 at 3:30 PM PST. [Edit: correction]
When you sink that kind of money into your investments, do you use market orders or limit orders?
Quick note about Hibar. Hibar designs and manufactures battery manufacturing equipment. Specifically, their equipment appears to be exclusively...
Check out this MotleyFool article in which they recommend DRG as a great dividend stock. DRG stopped their dividend in September. The article...
Workers have completed the first 25% of the roof structure on the new battery plant at GF3. From here, they will clean it up, paint it, and then...
Brilliant words about retirement. There is no question, retiring with a few weapons to take to the markets will be far more interesting to a...
One of our core holdings is now under offer of acquisition. The buy-out comes at an 18% premium but that seems a bit light, to me. The company...
I didn't think to update this thread until now but DRG-UN is under an all-cash, buy-out offer from Blackstone. The distribution is suspended and...
Dark pools Anyone who has read Michael Lewis' book, "Flash Boys", probably has a negative view of dark pools. Indeed, dark pools work against...
Corollary: Business works Businesses perform poorly for these reasons. - bad strategy - inefficient operations - management is extracting too...
I don’t talk about valuations much but I’ll share a perspective on Tesla. Software companies like facebook, Google, Microsoft, Oracle, etc. have...
During the last few years, a network of Tesla fans has evolved. Without it, I would have never purchased Tesla. While alt-right media spammed...
Some quick thoughts on battery life. Elon has said they have a path from 30~400K mile batteries to 1M mile batteries. That does not mean the...
I don't see anything good happening to the stock price for a while, but I am never that tuned in. It was a record quarter but 3% short of Musk's...
When I made the last post, our cash was just barely under 18%. Our cash buffer is now at 18.15%. That has little to do with gaining additional...
TSLA now down over 5% in after hours trading. Currently $231.80.
I do believe we are easing into a recession.
Q3 numbers, just in Production = 96,155 Deliveries = 97,000 These numbers are OK but not great. They are both records but the goal was a bit...
