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Pairs Perfect

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  • Tesla Roadster Upgrade Is A Very Big Deal [View article]
    I have to say that I wish the brearish arguments would be left unrefuted.

    I love when TSLA dips and then Elon does his Ninja tweets.

    I think the quote is from "Cloud Atlas"

    Truth is singular. Its "versions" are mistruths.
    Dec 26, 2014. 12:04 PM | 4 Likes Like |Link to Comment
  • What Does Tesla Have In Common With Commodore International? [View article]
    Here is a link to Michel Porter's classic on Competitive Advantage that might be useful in a correct and complete understanding so called Barriers to Entry. If your investment thesis rests on the competitive outlook for Telsa over time, it might be worth a reread:

    http://amzn.to/1vZ0mrF
    Dec 5, 2014. 07:40 PM | Likes Like |Link to Comment
  • What Does Tesla Have In Common With Commodore International? [View article]
    "Author’s reply » They don't need to replace the entire lineup. They just need to present an alternative to the Teslas with the same tradeoffs. And there's nothing to keep them from doing it."

    I think you should more carefully evaluate the financial implications of competing with your own cash cow before you promulgate this notion.

    It is the right move but very very painful!
    Dec 5, 2014. 11:26 AM | Likes Like |Link to Comment
  • Tesla Still The Most Intriguing Auto Stock In The Market [View article]
    Of all the bearish arguments, the one that worries me least is the view that competition will beat Tesla at its own game.

    I do predict that one or two may go broke trying. Picture running a race with a concrete boot on each foot and you will get the drift of my thinking....
    Dec 3, 2014. 04:25 PM | 2 Likes Like |Link to Comment
  • Tesla Lowers Ambitions [View article]
    @ cparmerlee

    Here is your GM rant as written by you. I will leave it to the readers to decide how much I distorted your meaning:

    With all the recalls in recent years why on earth would anyone consciously choose to go buy a GM? I cannot figure it out.
    27 Oct, 12:36 AMReply! Report AbuseLike4

    cparmerlee
    Comments (2709)| + Follow | Send Message
    Trees wrote "I cannot figure it out."

    "That should be a tip-off. After all, it is a fact that GM will sell nearly 10 MILLION cars this year and the most recent quarter was their best 3rd quarter since 1980.

    http://bit.ly/10uDh4b.~content~gmcom~home~c...

    So if this doesn't make sense to you, then I suggest you should be questioning either your own knowledge or your own objectivity.

    One answer is that customers view recalls as positives, not negatives. It means that the companies are standing behind their product and spending serious money to deliver the best possible products. Contrast that with Tesla, which did the shuck-and-jive routine to try to evade accountability for all their drive train problems, just as they handled the fire problems before that.

    Remember the problem GM had was that they did *NOT* do a recall to fix the ignition switch problem. Recalls are no problem. Evading responsibility is a big problem."

    And speaking of deceptive practices, you will notice that GM provides clear, understandable sales results, unlike Tesla:
    http://bit.ly/10uDfch
    Nov 21, 2014. 01:35 PM | 2 Likes Like |Link to Comment
  • Tesla Lowers Ambitions [View article]
    Are you kidding me ;) Steve?

    dropping that snow clump onto the highway was one of the more amusing games we played back in the day.... as I recall. It was a long time ago.
    Nov 20, 2014. 08:05 PM | Likes Like |Link to Comment
  • Tesla Lowers Ambitions [View article]
    @parmerlee

    " a prudent person will assume that his latest barely coherent position is a further attempt to curry favor with Elon Musk."

    And what should a prudent person conclude about your statement that G.M.'s recall record is proof that they are looking out for their customers???
    Nov 20, 2014. 01:50 PM | 3 Likes Like |Link to Comment
  • Tesla: What Matters Most? [View article]
    Bring on the speed bumps.....

    speed bumps = stock pull back = buying opportunity = > $$$

    If you want to see what's happening in the world, you must not focus on the end of your nose.
    Nov 10, 2014. 11:07 AM | 3 Likes Like |Link to Comment
  • Who Is Telling The Truth? Elon Musk Or Wards Auto? [View article]
    Totally depends on terms of the lease, no?
    Oct 30, 2014. 06:08 PM | Likes Like |Link to Comment
  • Who Is Telling The Truth? Elon Musk Or Wards Auto? [View article]
    You want him to stop punishing the short sellers?

    Unlikely to see that for political reasons at least.....
    Oct 29, 2014. 03:23 PM | 1 Like Like |Link to Comment
  • Earnings Preview For Tesla:The Art Of Balancing Expansion And Profitability [View article]
    Mr. Cat:

    I am not Chinese but you make sense to me anyway ;)
    Oct 28, 2014. 11:59 AM | 2 Likes Like |Link to Comment
  • Tesla: At The Forefront Of The EV Revolution [View article]
    " One answer is that customers view recalls as positives, not negatives. It means that the companies are standing behind their product and spending serious money to deliver the best possible products."


    Te he he!
    Oct 27, 2014. 03:17 PM | Likes Like |Link to Comment
  • Volatility Decay In Levered ETFs - This Is No Free Lunch [View article]
    I like your work in establishing a proxy so that you can look at a longer back test and I am sure it is true that long run profit outcome is path dependent.

    If I understand what you did, you have substituded a weekly rebalance for the funds daily rebalance. Since rebalancing always costs you money (buy high, sell low) perhaps you need to give up on the market neutral requirement or at the least, go to a rebalance strategy that is based on something other than the passage of time....for example, a rebalance when the positions become unequally weighted by a predetermined percentage.
    Oct 22, 2014. 03:25 PM | 1 Like Like |Link to Comment
  • Tesla Rockets, QTR Takes A Victory Lap For Longs [View article]
    Just saying that without a strong bear contingent, bulls would never have an opportunity to get into this stock.

    I bought the stock at a "fire sale" last fall. Without all the bearish sentiment, I never would have found a safe price to enter.

    Even though we see things from a different point of view, bulls and bears do make an interesting marketplace for this stock.
    Aug 11, 2014. 04:12 PM | 3 Likes Like |Link to Comment
  • Tesla Rockets, QTR Takes A Victory Lap For Longs [View article]
    As Maurice Chevalier sang in MY FAIR LADY

    "Thank heaven for little bears, for little bears get bigger every day
    Thank heaven for little bears, they short stock in a most appealing way.
    Their greedy eyes so helpless and unseeing
    somedays just flash and send them crashing through the ceiling.

    Thank heaven, for little bears, no matter where, no matter who,
    without them what would little bulls do?
    Aug 11, 2014. 03:46 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
77 Comments
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