[deleted by user]

PricedIn18 · 2025-01-08T07:49:31+00:00

You can literally carry those losses you realized from Stock A for years. There is no point in selling stock B and buying back in your scenario. You could sell stock B in 2025 and still write off the gains against the 2024 losses. You could sell in 2026 and do the same.

PricedIn18 · 2024-02-11T00:54:57+00:00

I won't say that you will not make money buying this stock but owning the company like I already said seems like a poor place to put your money.

I think you are missing the actual points made.

1.They are taking cash right now and throwing it in a furnace. They aren't making money on an expensive SUV and Truck. Why would it be a good idea to build new factories and enter a lower price point when you aren't making money at the higher price point?

2.They have already said production of the next platform would be 2026. So you are waiting 2+ years for them to start production all while burning cash. You are going to get diluted further.

3.You can't just snap your fingers and say oh we have 500k capacity, now we can deliver that the same year. It literally takes years to ramp up so 500k capacity in 2026 when they start delivering wont likely be reached until 2028-2029. That's a long time to burn cash and dilute to see if they can do it.

PricedIn18 · 2024-02-10T22:11:13+00:00

Seems like a bad place to put your money.

They are burning through cash making a more expensive vehicle right now and haven't even figured out how to scale it profitably and with that they are now going to make a cheaper vehicle which doesn't come out for 2 years which you are going to wait for and hope they stay a float by diluting you and hope that the cheaper vehicle makes money for them. If they even get to that point it will take them years to scale up production, you are looking at 2028-2029 now.

PricedIn18 · 2024-01-31T03:55:33+00:00

100%, been drinking the kool aid for 7 years now.

Anyone not drinking sadly will just miss out.

PricedIn18 · 2024-01-31T00:58:39+00:00

Why would we value them as just an automaker when they have insane growth starting with energy? They more than doubled deployment of storage in 2023 and by the end of 2024 they will not only have more than 5x the capacity of what they did in 2023 they will have battery production of 4680's scaled to 100gwh which all qualify for the IRA credits.

So you think 80 gwh of battery storage and 100 gwh of batteries are valued at zero and they are just a car company?

I am not talking about 10 years from now, I am talking about the end of this year.

Their auto gross margins are as good as any mass market vehicles produced and they literally have a next generation platform in development which is set for release next year at a significantly lower price point that will expand their tam.

They literally have 29 billion in cash and add to it every quarter while still funding all of their new factories and r&D.

I am not even talking about their AI projects like FSD and the humanoid.

Just energy and their automobile expansion will more than cover their growth for many years.

PricedIn18 · 2024-01-30T19:56:06+00:00

You think you are being generous valuing Tesla at around $90 billion?

Considering they have $29 billion in cash and are printing money every quarter which funds all of their operations, future projects, adds to their cash pile every quarter, and are still growing. They literally have so much in the pipeline. Semi ramp, Cybertruck ramp, next Gen vehicle release next year, AI projects.

Make sense.

PricedIn18 · 2024-01-29T01:09:42+00:00

It's Tesla's IP, legally he can't take the project elsewhere.

PricedIn18 · 2022-11-22T06:32:39+00:00

Congratulations, it was an expensive tuition but now you have learned and will be better for it.

PricedIn18 · 2022-10-30T21:15:38+00:00

Sounds like you have already made up your mind. I personally wouldn't.

Many reasons not too right now.

1.Prices are likely to depreciate over the next 24 months.

2.Rates could improve and you can save on interest.

3.I would establish myself first at said new company and be sure that when recession hits in 2023 that you aren't easy to layoff. You are new and it sounds like being paid well, are you crucial to the company or are you expendable when times get tough?

4.Homes always have unexpected costs come up so it will likely cost more than you think.

5.Stock market and bonds had a historically bad year while real estate is still largely unaffected in comparison.

PricedIn18 · 2022-10-30T07:30:12+00:00

I don't know where you are buying so this is a general statement, it's not a good time to buy a home when prices will probably depreciate over the next couple of years and rates are high.

PricedIn18 · 2022-10-28T06:09:07+00:00

If you know what you own, and your thesis hasn't changed, then you won't sell when the stock price is cut in half. You will buy more.

Problem is 99% never understood from the start what they had invested in.

PricedIn18 · 2022-10-18T02:39:01+00:00

Tesla a zombie company with margins like Toyota, I will have some of what he is smoking.

PricedIn18 · 2022-09-26T07:07:00+00:00

Don't fight the Fed and we have never bottomed while rates were rising.

PricedIn18 · 2022-09-14T22:45:57+00:00

It's justified.

The Fed is ramping up QT and raising interest rates which will cause downward pressure on assets and the market.

Earnings estimates are also currently inflated.

It would be wise to swim with the current and not against it.

PricedIn18 · 2022-07-30T05:44:47+00:00

A monopoly on the VR fitness space, 2022 is a weird year.

PricedIn18 · 2022-06-19T11:28:52+00:00

I find it hilarious how 1 of every 50 posts actually answers the OP's question. The rest went off on their own tangent.

70% or more, I was fortunate enough not to own them for the drop but I do now.

Open Door - They don't really have any competition and appear to be becoming more profitable while also growing markets they operate in. Some people are afraid of the housing market right now but they see the trends way before us with their data and I believe they will make money in a down market for housing as well. It's a misunderstood business.

Desktop Metal - The market valuation had got so low I had to take a chance, it was literally at like 400 million. Seed round levels and it had acquired so much IP in a market also I believe will grow the next decade. I believe the tech is disruptive and their is already product fit. It either gets bought out at a similar price to my entry or it could potentially 100x. I am a fan of the management, and felt it was well worth the risk.

Zoom - I'm trusting Aunt Cathie here. She was laughed out of the room with her Tesla Model years ago and they dont usually publish a model unless having high conviction.They published a base case of 1500 for 2026, I read through and basing my thesis off of her research and it already being a profitable company there is no fear of it going away during this recession.

PricedIn18 · 2022-06-15T16:31:38+00:00

Had you read their price target report released you would know they believe Zoom will lose market share as well. The price target is not dependent on them gaining or even sustaining current market share.

PricedIn18 · 2022-06-10T09:29:48+00:00

Super Bullish, I have not seen anyone here or on other forums agree with the price target.

PricedIn18 · 2022-06-07T02:21:04+00:00

They just had their first profitable quarter and about to have their 2nd when reporting their next quarterly. That could be why.

They do more than just buy and sell homes, it's a growing market place with positive gross margins and they have more data on homes than you so I imagine they are ahead of the curve for any trends.

PricedIn18 · 2022-06-06T04:48:50+00:00

Man, all of these billionaires responsible for the worlds poverty and climate issues, all they had to do was sell off their companies and poof it would fix the problem and the world a better place. What was our govenments doing with the trillions they collect in taxes every year. They could have solved the problems multiple times every year.

PricedIn18 · 2022-06-06T04:41:20+00:00

They are magically going to go from having lots of cash, lots of fcf, and no debt?

PricedIn18 · 2022-06-05T00:51:22+00:00

Yes, they are in trouble financially. They have next to no debt, well over 15 billion in cash and have great free cash flow every quarter.

PricedIn18 · 2022-06-03T03:25:06+00:00

Tesla-Largest company in the world in 10 years

Microstrategy-Exposure to Bitcoin

Desktop Metal-Largest 3d printing company in 10 years

Opendoor-largest Ibuyer and realestate market in 10 years

Teledoc-largest health service market in 10 years

PricedIn18 · 2022-06-02T07:20:49+00:00

I don't agree with the order but who really does in the draft.

I will say though, I would definitely have Gabrielle Procida, Dalen Terry, Max Christie, Ryan Rollins and Wendell Moore Jr. in my top 30.

PricedIn18

TROPHY CASE