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Jack Rice

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  • Investment Implications Of The Trash Crash: Don't Panic, Don't Kid Yourself, Be Disciplined [View article]
    An investor should.not kid "herself"? Rather silly PC touch. Not very impressive.
    Apr 15 02:53 AM | Likes Like |Link to Comment
  • Can New Jersey Harsh Tesla's Mellow? [View article]
    The American public see the open corruption, not only in New Jersey but in other states, between legislators and the car dealers. The public will indeed raise hell, but to the point of the ballot box over this? I think not, and the cynical politicians whose pockets the dealers are lining know it. This may be a problem for TSLA.
    Mar 13 05:28 AM | 1 Like Like |Link to Comment
  • Tesla Motors hires top exec away from Renault-Nissan [View news story]
    Historically, manufacturers have wanted dealerships, which have absorbed significant maintenance and liability exposure. Nowadays, cars are so well-made that the only contact an owner has with a dealer is at sale and scheduled maintenance. So, from an automaker perspective, the dealership is becoming obsolete. Tesla's dealer-free business model -- facilitated by a car that requires minimal maintenance -- reflects the new reality.
    Mar 13 04:52 AM | 3 Likes Like |Link to Comment
  • Tesla Motors hires top exec away from Renault-Nissan [View news story]
    What's this "we" stuff? The "we" you refer to is the monstrous combination of automakers, suppliers and dealers and oil companies. It's they who have kept us shackled their paradigm. Now, at long last, an enterprise stands a good chance of breaking the shackle. And that's what has the public excited, as reflected in the huge share premium.
    Mar 13 04:30 AM | Likes Like |Link to Comment
  • Tesla faces a roadblock in New Jersey [View news story]
    This is a news item, and the news is political. If you want to go off the topic of legislation to stop Tesla sales in NJ and go on a tear about "the people who caused "this abysmal economy" (presumably the GOP, who brought on the worst crash since 1929 which we are still digging ourselves out of), then you are right -- it's not for this site.
    Mar 11 02:11 PM | Likes Like |Link to Comment
  • Tesla Is Fully Priced, With More Risk Than Opportunity [View article]
    Many thanks for the insight, Doc. I should do that.
    Mar 7 02:11 PM | Likes Like |Link to Comment
  • Tesla: An Investment Based On Optionality And The Genius Of Elon Musk [View article]
    No, your premise is inherently false. It's like saying horses are getting cheaper, so forget cars.

    People don't think of gas prices on a $100K car. Or a $50K car for that matter. What they think of is never again visiting a gas pump, always full in the morning, the incredible experience of driving a Tesla, simple, elegant drivetrain, zero tailpipe emissions, free quick-charges on road trips (if you have an issue with a half-hour rest stop every 3 hrs, then you have a problem).

    The supply of hydrocarbons is the last thing people think of when they consider a Tesla.
    Mar 5 05:25 PM | 4 Likes Like |Link to Comment
  • Tesla Is Fully Priced, With More Risk Than Opportunity [View article]
    Interesting you say you'd go in at 180. I've sold puts @180 strike. I think selling puts is the best strategy, if you think TSLA is overbought or finished its run or are otherwise skeptical of the upside. It makes you money while you wait for the entry point. If TSLA keeps going up or stabilizes, then keep rolling the put and harvesting the premiums.
    Mar 5 04:56 PM | 1 Like Like |Link to Comment
  • Tesla: An Investment Based On Optionality And The Genius Of Elon Musk [View article]
    Hey, I've mentioned it a few times here recently, and others have named a very impressive team behind Elon at Tesla. Of course of course, a black swan like suddenly losing Elon would be devastating to the shares but not necessarily to the company.

    He just needs to be careful on that damn 405. Also, he does have five kids, so I think he's intelligent enough to know they need a dad and to live accordingly.
    Mar 5 12:28 AM | Likes Like |Link to Comment
  • Tesla: An Investment Based On Optionality And The Genius Of Elon Musk [View article]
    By 2020 Tesla and Panasonic will be producing 30 gigawatt-hrs of electric power a year. And that electric power, unlike cars, is fungible. And that's what we're talking about here: Optionality is fungiblity.

    That realization is what, in my view, fueled the dramatic jump in TSLA after the announcements of the gigafactory and the financing. Programmed sell-offs and profit taking are expected, but overall, Newton's First Law applies.
    Mar 5 12:14 AM | Likes Like |Link to Comment
  • Dumb Investment Of The Week: Tesla Motors Stock [View article]
    Inconvenient...

    Never go near a gas station, plug in at home to keep topped off, free bump during the rest stop on the road?

    Inconvenient??? Give me a break.
    Mar 4 08:53 PM | 2 Likes Like |Link to Comment
  • Dumb Investment Of The Week: Tesla Motors Stock [View article]
    I get it, Arch. Actually, I think a ton of money is a relative term, though if we were in pounds sterling it would be quite easy to figure, what what?
    Mar 4 08:35 PM | Likes Like |Link to Comment
  • Dumb Investment Of The Week: Tesla Motors Stock [View article]
    OK then, Mr. Guest it, electric power is (here's a new word for you) fungible.
    Mar 4 08:26 PM | 1 Like Like |Link to Comment
  • Dumb Investment Of The Week: Tesla Motors Stock [View article]
    OK, how about 1500% in under four years? That's about how much a long would have made from the IPO price, a ton of money in my book.
    Mar 4 02:35 PM | Likes Like |Link to Comment
  • Dumb Investment Of The Week: Tesla Motors Stock [View article]
    Nonsense. "Tesla is more than a car maker" perhaps sounded at one time like just a slogan. But if you think a factory that will be capable of producing more battery power yearly than the whole world produced last year is just about making cars, then you need a reality check.
    Mar 4 02:25 PM | 8 Likes Like |Link to Comment
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