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  • Apple Mostly Just An Overvalued Hardware Stock; New Catalysts Needed [View article]
    apple should buy tesla and make musk ceo
    Feb 5 12:26 AM | Likes Like |Link to Comment
  • Apple Mostly Just An Overvalued Hardware Stock; New Catalysts Needed [View article]
    Apple buy Tesla out of petty cash and makes this discussion unnecessary.
    Feb 5 12:20 AM | 1 Like Like |Link to Comment
  • New Paths For Tesla Could Supercharge Stock To $200 In First Quarter [View article]
    I remember a Tesla battery swapping demonstration that was pitted against refueling one of the large Audi's. As I recall, at least two Tesla's could have their batteries swapped in the time it took to refuel one Audi. Swapping still seems a viable idea, particularly on the most frequented cross country routes. As I recall the trade off for speed was that you paid for the charged battery swap, while the supercharger was free.
    Jan 30 04:28 AM | 2 Likes Like |Link to Comment
  • Looking At Tesla's Most Overlooked Number: Customer Deposits [View article]
    The issues discussed are based upon incomplete information. We used to be able to make predictions based upon Frunk liner orders which, for some reason, we were able to get specific information about from the New England firm manufacturing them. I don't know if that source is still available, but I felt it was, at least, something concrete. As I recall, the information came from a newspaper article interviewing the local factory and it was mentioned casually in that article.

    All it takes is one unreliable sub, making one small part, to hold up delivery of a car. Statistically, with so many subs providing parts, there is always the likelihood that at least one will be either late or unsatisfactory. Detroit has solved that problem, Tesla, as part of its teething process, has not.
    Dec 5 08:24 AM | 1 Like Like |Link to Comment
  • There Won't Be An Apple TV [View article]
    The same statements were made about the foolish idea floated that Apple would be producing a tablet when their earlier attempt had failed. Permit me to add my prediction: Apple buys Tesla and gives Elon Musk the Title of Creative Genius while he retains CEO of his division, thereby providing a much-needed large purchase that is in line with the Steve Jobs philosophy, while locking up Lithium-Ion battery consumption for the next century.
    Dec 5 08:09 AM | 5 Likes Like |Link to Comment
  • Tesla: Very Disruptive And Extremely Irrational [View article]
    Again, another example of an attempt to predict the future from numbers and numbers alone. The fundamental nature of the Musk component in the equation is neglected. The fundamental nature of a revolution in the making is neglected. The potential for the Fremont factory, alone, to produce half a million cars a year, if needed, is neglected. The revolutionary impact of the Gen III car is neglected. Remember, when the mustang came out it sold half a million cars each year for its first four years of production.
    Oct 25 09:03 AM | 5 Likes Like |Link to Comment
  • Tesla: At The Tipping Point, Keep Your Eyes On The Big Picture [View article]
    I love the idea of using the phrase "powered by tesla" on the Toyota and MB units that make use of the Tesla power trains. Probably won't happen though for one reason: Intel does not make computers; Tesla makes cars. But if the phrase was employed, I would guess it would speed the adoption of 100% battery powered vehicles appreciably.
    Oct 22 03:01 PM | 7 Likes Like |Link to Comment
  • The Mythology Of Tesla's Valuation [View article]
    Let me add one more issue regarding space in the vehicles. Looked at the 2014 Mercedes S last week. The trunk, which used to be huge is now minuscule. I couldn't believe it. There was no salesperson around to attempt to defend it, but I can assure you, there is no comparison, in terms of storage capacity, between the two vehicles.

    With respect to the main thrust of the article, all attempts to rationally defend the current valuation of TSLA, even in terms of the most excessive predictions, fall short. Something clearly irrational is at work here. I call it the AAPL effect and will be good until Musk moves on.
    Oct 16 06:39 AM | 6 Likes Like |Link to Comment
  • Musk responds to battery fire [View news story]
    Was there a flammable liquid in the frunk? Was the video staged?
    Oct 4 04:21 PM | Likes Like |Link to Comment
  • Analyzing The Logic Of Tesla Bears 2 - Valuing Tesla [View article]
    How do you value an equity that has, in a few short years, produced the best car in the world, the safest car in the world, the most beautiful car in the world, by the greatest visionary in the world - and not throw logic out the window? Nay sayers have the faces pointing down, looking at the mud in the streets, while the rest of us are looking up at the stars. And the rest of us includes probably 60% that are long and not budging.
    Sep 24 02:23 PM | 2 Likes Like |Link to Comment
  • Analyzing The Logic Of Tesla Bears [View article]
    Tesla is priced for acquisition, only acquisition.
    Sep 21 11:56 AM | 1 Like Like |Link to Comment
  • Tesla: The $64 Billion Question [View article]
    Apple buys Tesla. Musk becomes the CEO of Apple. The federal govt. establishes an 'Enterprise Zone' (EZ) in Detroit. Panasonic locates a battery factory in the EZ. Tesla occupies an empty factory in the EZ to build their mid-priced car. Local labor, used to high volume production, is secured. Residential building lots in the EZ are offered to workers for $1, providing they are built upon and owner-occupied for 5 years. There are no residential real estate taxes in the EZ. All personal income tax is paid directly to Detroit, not the federal govt. Corporations working in the EZ are free from all taxes (govt, state, city) for 50 years. The municipal bond industry is saved, union pensions are saved - the world rejoices.
    Sep 12 09:21 AM | 8 Likes Like |Link to Comment
  • Battery makers could benefit from bigger productions runs from Tesla Motors [View news story]
    All Enterprise Zones are required to be free of the two impediments to personal freedom and progress: the Federal Government and Unions.
    Sep 5 02:35 PM | 1 Like Like |Link to Comment
  • Battery makers could benefit from bigger productions runs from Tesla Motors [View news story]
    Any company willing to employ local workers and pay them a decent wage would be welcome.

    The employee understands that their salary would be free from city and state tax and their federal tax would go to redressing Detroit's problems instead of funding the Dino Federal government.

    Also, city vacant lots in the Enterprise Zone would be available at $1 apiece to Zone employees who promise to put up a home within a two year period. Favorable interest rates would be provided for those who elect this program and can, within that two year period, provide a reasonable downpayment (from their new-found savings) on the home of their choice.
    Sep 5 02:30 PM | 1 Like Like |Link to Comment
  • Battery makers could benefit from bigger productions runs from Tesla Motors [View news story]
    Large parts of Detroit should be made an enterprise zone, free of all taxes for 25 years. Panasonic should locate a new battery plant in Detroit, Tesla should locate a second factory in Detroit, all large Tesla subs should also locate plants there. All personal income taxes earned in the Enterprise zone should go to the city of Detroit, not to the Feds for a period of 25 years. If it comes to pass, Detroit General Obligations bonds will be sold at a premium rather than their current 60 cents of the dollar and a new model for reviving suffering cities will have been established.
    Sep 5 10:40 AM | 5 Likes Like |Link to Comment