.

[BayouCityBob]

Much better to have GM stock. They do buy backs vs taking profit to invest in future tech like stupid robots, energy storage, self driving cars, battery's. That 70 PE is way to high for a car company.

Historically, GM stock has been a terrible investment. The Total Shareholder Returns (including all dividends and buybacks) for the past ten years has been....

An annual return of 0.89% or an inflation adjusted (real) return of minus 17.5% over the ten year period. A $10k investment in 2013 is worth $10,925 today (including all dividends reinvested).

This is considerably better than Ford, however, which has a TSR of 0.03%, so there is that. (FTR, TSLA has had a 37.5% average annual return over the period and a $10k investment is worth $240k today.)

https://dqydj.com/stock-return-calculator/

 

[Coolbreeze704]

Historically, GM stock has been a terrible investment. The Total Shareholder Returns (including all dividends and buybacks) for the past ten years has been....

An annual return of 0.89% or an inflation adjusted (real) return of minus 17.5% over the ten year period. A $10k investment in 2013 is worth $10,925 today (including all dividends reinvested).

This is considerably better than Ford, however, which has a TSR of 0.03%, so there is that. (FTR, TSLA has had a 37.5% average annual return over the period and a $10k investment is worth $240k today.)

https://dqydj.com/stock-return-calculator/

/s - didn't think it was needed.

 

[Beyond]

/s - didn't think it was needed.

Good one. Thought for a minute that maybe you had a fever.

 

[davelloydbrown]

So, here is my question.

It appears that SpaceX is now cash positive. It also appears that Elon MAY be gettin ready to take SpaceX public. Where do you invest if that is the case, SpaceX or Tesla? If you hold both, is that diversifying, but only within the Musk-u-verse? Do you weight 60/40, 70/30, 80/20? Which way?

spaceX is a gamble. The only thing they are making money on is starlink but it is limited as it can't be used in populated areas. I was a beta 2 years ago and I live in a rural area and I have noticed the quality has declined- upload is fine but download is very low (less than 5 Mb) and the latency is nowhere near the 25 msec Elon promised.

Most of the rockets are pretty reliable but how much income does that generate? The Starship is going to be very expensive and is still not proven and every time he blows up a ship the stock is gonna dive.

If the Board kicks out Musk, TSLA will likely skyrocket IMO. Otherwise, I think it may be a slow decrease of the market cap, as on its merits, the stock is grossly overvalued. If Musk continues to say stupid sh*% on or off X, the decrease in the stock value will be more rapid. I've made a few dozen grand on TSLA call options a couple years ago that I lost (and then some) on Lucid and Fisker call options. Generally, I've stayed away from TSLA after Musk's "funding secured" and "pedo guy" statements. Musk is a genius, but he is crazy. He actually kind of admitted that he has a mental illness in his recent interview, which explains his erratic behavior. TSLA is much closer tied to Musk as a person than to Tesla as a company; hence, the erratic nature of this stock.

Yeah he is definitely poster boy for the genius/ mad man stereotype. I sold half of my stock and now its up 5% today- go figure. The technical analyst that I follow says that the channel top is around 265 and unless it breaks out it will go back down to 215. 4th quarter earnings report should do that.

Much better to have GM stock. They do buy backs vs taking profit to invest in future tech like stupid robots, energy storage, self driving cars, battery's. That 70 PE is way to high for a car company.

Hah- I have always bought GM products (have a silverado) and had GM stock in 2009 and I knew the government wouldn't let them go bankrupt. We they did and screwed all the stock holders and tax payers and let them start up again without all that debt. I lost all my investment and I vowed never to buy GM again.

 

[Coolbreeze704]

Good one. Thought for a minute that maybe you had a fever.

 

[BayouCityBob]

/s - didn't think it was needed.

LOLOL Okay, you got me. I thought it was someone sneaking in from the GM Authority.

 

[scottf200]

Drop in large mega storage systems are going to be a huge part of their business.
The MegaPack (utilities and large companies (link)) vs the home energy storage. https://www.tesla.com/megapack Various installations to handle slumps in voltage and outages and store energy from the days gathering from wind and solar. Their auto software (link) has saved companies millions.

Tesla has several generations of mega packs so they have been fine tuning them and they prefab them now and just drop them in place and can connect them together so they are plug and play. There have been presentations about this. Investor day talked about this as well. The auto-bider works in a similar way and is built into the megapack systems.

I searched my emails and I had sent this to my brother-in-law who works in the grid management industry.

Megapack segment.
- 16+ GWh so far across 50 countries
- plug and play (boxes contain all parts) and you plug multiples together to make more storage
- wire ways in base of enclosure
- connects to any grid in the world (supposedly)
- can be ~300 MWh per acre
- autobidder for buying/selling automation

You can start at hour 2:18



Part 2 | Executing Master Plan 3
0:40:21 - Vehicle Design with Franz Von Holzhausen & Lars Moravy
0:52:43 - Powertrain with Colin Campbell
1:01:17 - Electronic Architecture with Pete Bannon
1:09:53 - Software with David Lau
1:20:18 - Full Self-Driving with Ashok Elluswamy
1:30:12 - Bot Update with Elon Musk and Ashok Elluswamy
1:35:35 - Charging with Rebecca Tinucci
1:44:04 - Supply Chain with Karn Budhiraj & Roshan Thomas
2:05:05 - Manufacturing with Tom Zhu & Drew Baglino
2:18:15 - Energy with Drew Baglino & Mike Snyder

 

[FarAway]

I posted this in another thread...... but thought I would include it here, too.

This information is current as of end of 3rd quarter 2023. Assuming Bitcoin stays on its current trajectory, Tesla should have a decent 4th quarter based on the Bitcoin alone.

source: How Much Bitcoin Does Tesla Own? Elon Musk? (buybitcoinworldwide.com)