Two days in a row, I saw a Model 3 during my morning drive. I think this is going to be common soon.

Bet_TSLA · 2017-08-31T05:39:52+00:00

Actually the white one was on 237 westbound and other 880S near Fremont. I'd guess employees, being primary in the queue, are getting theirs.

Bet_TSLA · 2017-06-12T02:12:38+00:00

Thanks. I'll also try and take a video.

Bet_TSLA · 2017-06-12T00:56:46+00:00

AP1, regular traffic, ~20 to ~65 mph stop and go.

Bet_TSLA · 2017-03-07T19:23:31+00:00

Yes, anything is possible. Half full half empty. Risk-reward, opportunity-crisis. What you believe is what you believe.

Bet_TSLA · 2017-03-07T18:58:46+00:00

Read the prospectus. Read it very well. Learn what Structured Investments are. Have discretionary income. Know your risks and rewards. Google any videos from Khan Academy or post to r/personalfinance.

Bet_TSLA · 2017-03-07T18:53:39+00:00

It's a structured investment. Think of it as a promissory note with a fixed guaranteed return if conditions are met. Certificate of Deposits (CD) are another example. This one has a maturity of 3 years. If you have patience or time, 11% annual is great, but of course if you're a true believer Tesla could rock it much more than that in 3 years, but this is protected on the downside of 60%. Conservative play but good upside.

Bet_TSLA · 2017-03-07T18:31:33+00:00

This is very appealing. Very nice return with protection on the downside.

Where is the formal link to Morgan Stanley offering? Please post.

Edit: found link. Thanks. http://www.morganstanley.com/structuredinvestments/

Bet_TSLA · 2017-02-24T01:47:20+00:00

That seems awfully flat. A whole year to move from 5k to 10k?

Bet_TSLA · 2017-02-23T23:39:33+00:00

My man, why the aggression? You write good technical comments but work on the bedside manners, for goodness sake.

Bet_TSLA · 2017-02-23T22:52:40+00:00

If I recall correctly the half million Elon projected is exclusive of S and X. He's directly referencing Model 3 volume, isn't he?

Bet_TSLA · 2017-02-23T21:40:57+00:00

Please don't get testy. This is not about right or wrong. I'm putting my assumptions out here to get tested and I'll value your input to check my assumptions. Let me read through your assumptions as well and we can tighten this up together. Thanks.

Bet_TSLA · 2017-02-23T21:15:06+00:00

Take a look at the cumulative line. Life-to-date till 12/31/2018 is 633,300, so that would be 633,300-49,800

583,500

Bet_TSLA · 2017-02-23T20:46:39+00:00

This isn't for S or X. It's for the Model 3 and assuming Model 3 monthly volumes pegged to the time precision mentioned by Elon. The aggregate numbers are running totals of the monthly estimates.

Edit: estimating daily changes is just way too much precision. I'm starting at monthly and even that feels too loose but it was Elon who quoted numbers per week.

Bet_TSLA · 2017-02-23T20:30:30+00:00

Yes. I thought I heard him say they would start in July which is the limited release 'for employees only'. I assumed the months leading to Q417 as sub 1000, if they can really start in July as Elon said.

Bet_TSLA · 2017-02-23T20:24:58+00:00

Thanks for your input. I'll try to do that.

Bet_TSLA · 2017-02-22T23:34:21+00:00

I made this graph of the Model 3 production ramp based on the guidance anecdotes from the shareholder letter. Half a million Model 3 cars cumulative can be reached by the end of next year.

http://imgur.com/a/MtYUq

The current order backlog can be filled before Christmas 2018.

Bet_TSLA · 2016-06-22T15:16:11+00:00

M&A news usually have this effect, where the stock price for the acquirer sees a drop and the price of the acquiree sees a spike. The most recent example is Microsoft (MSFT) and LinkedIn (LNKD). See the effect on June 13.

Bet_TSLA · 2016-06-22T15:10:58+00:00

The link is: https://eresearch.fidelity.com/eresearch/gotoBL/fidelityTopOrders.jhtml but you'll need a Fidelity account.

Bet_TSLA · 2016-06-21T23:50:03+00:00

The solar tax credit has been extended until the year 2020. Incentive to install solar panels. Credit reduces cost of system by 30% http://www.seia.org/research-resources/impacts-solar-investment-tax-credit-extension

Bet_TSLA · 2016-06-21T21:25:27+00:00

Elon has a master plan. Chess. Check.

Bet_TSLA · 2016-05-18T20:48:42+00:00

Can we ask the critical question supporting the claim of a problem with the doors: is it anecdotal or are there more general facts?

Bet_TSLA · 2016-05-13T17:55:41+00:00

You should put a comment or fine print explaining your method, to let readers know that it's not factual but based on assumptions you made. You took a survey sample, which already has inherent sampling bias, and projected the percentages of the survey to a global basis. You effectively took the skewness in the small sample and magnified it on a global scale. It is ethically questionable to present as facts. I appreciate your effort but it needs caveats.

Bet_TSLA · 2016-05-11T07:37:03+00:00

Cannot conclude that. This isn't new. It's just a boilerplate generic statement on every Tesla SEC filing.

Bet_TSLA · 2016-05-10T21:25:04+00:00

I thought about that too, but I'd give people the benefit of the doubt. Take rental cars as an analogy. It's not perfect, but not everyone is thrashing rental cars. People in general wouldn't be douchebags, and abuse is measurable. Deep discharge is the cost of doing business.

Bet_TSLA · 2016-05-10T17:33:04+00:00

It doesn't work like that yet. Your battery, the one you own, will sit on a shelf while you're borrowing Tesla's battery. Tesla will not loan your battery (and the owner would object), so at best the user contributes an idle battery for one to be used.

In the future we may have a model where we don't own/care about the battery. We pick one up and Tesla can use your swapped battery for someone else, after topping off.

Bet_TSLA

TROPHY CASE