Search found 1884 matches

by matjen
Tue Aug 14, 2018 11:57 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

Sure. I agree in the general sense but Musk has cast big auto, big oil, etc. as basically evil and said they want to kill Tesla. That has been his pitch to teslemmings. A perfect example was alleging they may be behind the recent whistleblower...uh I mean saboteur. (Just two months ago) 🤣 I mean the...
by matjen
Tue Aug 14, 2018 11:25 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

Musk is well known by the masses. Musk's followers, the "Elonions", regularly preach to anyone in their vicinity. Indeed, Musk is going to "change the world", but not the way people think. Listen, it has been well known for years that Musk & Tesla are taking it to big oil to save the world. It's ju...
by matjen
Tue Aug 14, 2018 7:43 am
Forum: Investing - Theory, News & General
Topic: AQR Podcasts - The Curious Investor
Replies: 5
Views: 720

Re: AQR Podcasts - The Curious Investor

Also listened to the first two. I thought they were a little on the beginner side, but well put together. I'll be curious to see how things proceed. They sure do have some great guests lined up. Agree. They are definitely going after the NPR Planet Money crowd. I actually assumed the hosts were mar...
by matjen
Tue Aug 14, 2018 7:28 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

There are reports the Saudi sovereign wealth fund already owns nearly 5%, so if getting to 50% is all that is needed to take the company private, they shouldn't have too much trouble. Coming up with the cash to buy out 1/3 or half of the $72B ($60B + 20% premium) means around $24B, which is only ab...
by matjen
Mon Aug 13, 2018 3:40 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

Matt Levine is out with an entire blog on this which is rather rare for him. This one will leave a mark. Elon Musk’s Funding for Tesla Wasn’t So Secure https://www.bloomberg.com/view/articles/2018-08-13/funding-for-elon-musk-s-tesla-buyout-wasn-t-so-secure Today he posted an “Update on Taking Tesla ...
by matjen
Thu Aug 09, 2018 5:10 pm
Forum: Investing - Theory, News & General
Topic: AQR Podcasts - The Curious Investor
Replies: 5
Views: 720

AQR Podcasts - The Curious Investor

AQR is now presenting a series of interesting podcasts. The first was on Behavioral Finance. The second was an introduction to Factors. The third will have Jack Bogle and Cliff Asness as guests. More here: https://www.aqr.com/Insights/Podcasts Welcome to The Curious Investor We sit down with some of...
by matjen
Wed Aug 08, 2018 9:20 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

Wall Street Salivates After Elon Musk Floats Taking Tesla Private https://www.nytimes.com/2018/08/08/business/dealbook/tesla-elon-musk.html Translation: No one in this field knows anything about the financing for this alleged deal and the only way to pull it off is the route that penny stocks take....
by matjen
Tue Aug 07, 2018 5:39 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

One reason, I suspect, for the Musk announcement was to produce a short squeeze and drive up Tesla's sagging price. Tesla is the most heavily shorted stock in history, I believe, and currently hedge funds have huge short positions. By announcing a potential $420/share private purchase with financin...
by matjen
Tue Aug 07, 2018 4:21 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

Musk has now essentially put a cap on the stock. Much more room to the downside now which isn't the case with the short side in a typical stock. There is virtually no detail in the after-the-fact Tesla press release which took over an hour to throw together and there is no info on the street about a...
by matjen
Mon Aug 06, 2018 8:18 am
Forum: Personal Finance (Not Investing)
Topic: Dear BH, what are non-BH [financial] actions you do?
Replies: 71
Views: 4517

Re: Dear BH, what are non-BH actions you do?

Argue about TSLA, but then again my stock positions are only imaginary. :beer
by matjen
Sat Aug 04, 2018 12:17 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

I don't see a BMW M3 listed there and Elon Musk didn't mention those cars did he but he specifically mentioned and compared to a BMW M3? Nor was our conversation about those cars. Goal post moving. I mean unless you are seriously arguing that a something breaking at some time on a 30 year old BMW is...
by matjen
Sat Aug 04, 2018 12:04 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

I knew you were going to post this! :D In a set up test with the Tesla PR guy under ideal conditions where they don't include lap times it cut power by 3 seconds a lap after just a few laps (AKA an eternity on a track). That is NOT an M3 my friend. Heat buildup is inevitable. After three or four lap...
by matjen
Thu Aug 02, 2018 5:36 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

TomatoTomahto wrote:
Thu Aug 02, 2018 5:22 pm
Matjen, mostly I stay away. I just popped in for a minute. That’s the beauty of a self imposed exile; I get to decide when to pop back in. Nothing hypocritical or ironic about it at all.

Carry on.
:beer Adding to my imaginary short.
by matjen
Thu Aug 02, 2018 5:07 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

. . . Not just up, up almost 13% as I post this. I’m glad that I just buy the car and don’t sell or buy the stock. Wait, I thought YOU were not going to post on things Tesla. LOL. Can't help yourself can you. Oh the irony. Or is that hypocrisy? :P PS. Feel free to post as often as you like about al...
by matjen
Mon Jul 30, 2018 10:05 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

Germany going long (talks to build a plant)? https://www.wsj.com/articles/tesla-explores-building-major-factory-in-europe-1532961828 Pump, pump, pump! Just like the five China factory announcements over the years. This is nothing. The talks are still in their early stages, and might not yield an ag...
by matjen
Mon Jul 30, 2018 9:15 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

From Josh Wolfe. People like him, Jim Chanos, Steve Eisman are vocal shorts regarding Tesla. I think the points he makes in this little twitter thread apply mightily to some of the things I am reading on this board. Josh co-founded Lux Capital to support scientists and entrepreneurs who pursue count...
by matjen
Fri Jul 27, 2018 5:45 pm
Forum: Investing - Theory, News & General
Topic: Behind The Markets Podcast: Vanguard's Liqian Ren & Alpha Architect's Jack Vogel
Replies: 1
Views: 347

Behind The Markets Podcast: Vanguard's Liqian Ren & Alpha Architect's Jack Vogel

A nice overview of Vanguard's approach to factor investing and factor investing overall. Ms. Ren has a wonderful life story that they cover early in the podcast. The factor discussion starts at 22:15. Interestingly, she lists Cliff Asness as a big inspiration and someone she admires for his investin...
by matjen
Fri Jul 27, 2018 7:00 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

10: FCA $36B No EV strategy 9: Nissan $41B Leaf. Meh. 8: Ford $44B Leaving the car market , betting it all on big trucks 7: Tesla $48B EV market leader 6: GM $53B Bolt, but slow ramp and lack of interest. 5: Honda $61B Clarity has 89 mile rang. Toy car. 4: BMW $71B i3 115 mile range, ICE engine mai...
by matjen
Tue Jul 24, 2018 5:15 pm
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

The Performance 3 starts at $64,000. It can get near $80k, but only because of EAP and FSD, which BMW doesn't offer. :sharebeer https://3.tesla.com/model3/design#battery HAHAHA! Good point. Tesla offers that stuff but doesn't seem to deliver does it? At least not safely with the former and I don't ...
by matjen
Tue Jul 24, 2018 6:57 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

Reuters-Cost to insure Tesla's debt rises on growing default fears https://www.reuters.com/article/tesla-bonds/rpt-cost-to-insure-teslas-debt-rises-on-growing-default-fears-idUSL1N1UJ1O1?feedType=RSS&feedName=companyNews&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+reuters%2FcompanyNe...
by matjen
Sun Jul 22, 2018 7:44 am
Forum: Investing - Theory, News & General
Topic: Can factor investing kill off the hedge fund?
Replies: 10
Views: 1137

Can factor investing kill off the hedge fund?

Nice article on factor investing and AQR in the Financial Times.

Can factor investing kill off the hedge fund?
Data-driven funds that systematically exploit human weaknesses are disrupting traditional asset management

https://www.ft.com/content/2b3e2eaa-6fe ... 13e5c92914
by matjen
Fri Jul 20, 2018 9:03 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

WSJ (Dan Neil) has glowing review of the 450 hp performance version of the Model 3. The article is unlocked, at least I didn't need a password. "First Test Drive of the Tesla Model 3 Performance: A Thrilling, Modern Marvel" https://www.wsj.com/articles/first-ever-review-of-the-tesla-model-3-perform...
by matjen
Thu Jul 19, 2018 9:49 am
Forum: Investing - Theory, News & General
Topic: Invest in Tesla?
Replies: 307
Views: 19615

Re: Invest in Tesla?

Comparing Amazon to Tesla and Bezos to Musk is absurd. Plain and simple. When Musk shows he can run a large company and make consistent profits year over year without borrowing money/tapping capital markets then talk to me. Bezos isn't making a ton of profit because he pours his cash flow back into ...
by matjen
Tue Jul 17, 2018 9:03 am
Forum: Personal Consumer Issues
Topic: Tesla Insurance Question and how to get out of the deposit
Replies: 14
Views: 1739

Re: Tesla Insurance Question and how to get out of the deposit

FWIW, my DW is about to buy a new car. I quickly got quotes from Geico which is our current insurance company. A Telsa Model 3 would cost us $1,000 more a year to insure than her older 3 series BMW. A new BMW X3 would cost us $518 more a year than the older 3 series. Everything the same for both quo...
by matjen
Fri Jul 13, 2018 8:12 am
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

The AP is is sort of one of the main features people talk about with the Tesla and the 54K Model 3 doesn't have the advanced AP. You need to spend 54K to have the mid-level AP with traffic sensing cruise control. This is a feature that I would absolutely demand on any car I bought and I assume other...
by matjen
Fri Jul 13, 2018 7:51 am
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

I-Pace too much $$ harikaried? That's my assumption. Otherwise a perfect fit. I know DanMahoney is being sarcastic but I want to enshrine this in Bogleheads forever! If not for all this noise starting like 835 days ago :shock: , there would never be a 28 page thread. As the OP originally wrote... I ...
by matjen
Thu Jul 12, 2018 4:09 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Would this be securities fraud to knowingly lie to investors? If true, would the billions of dollars shorting TSLA be aware of this, and filing lawsuit for the fraud? Nice timing. Reminds me of a week or two ago. People claiming there was no evidence of corner cutting in the Tent assembly line. The...
by matjen
Thu Jul 12, 2018 7:23 am
Forum: Investing - Help with Personal Investments
Topic: Why [was] QSPIX steadily declining?
Replies: 77
Views: 11386

Re: Why [was] QSPIX steadily declining?

Although not as good as a report from Larry Swedroe, this probably includes much of the info that is relevant. Value has struggled but then so has Momentum recently. Gonna have a bad time when that happens at the same time. Stocks Quants Are Reeling From the Worst Run in 8 Years One reason: factors ...
by matjen
Wed Jul 11, 2018 7:52 am
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Sorry Thrifty but I enjoy this topic. It isn't my fault that within the last few months Tesla has decided to produce in a tent, have an infamous investor call, lay off 9% of its workforce, lose top level management, change its brake testing, require additional funds in its reservation system, bypass...
by matjen
Tue Jul 10, 2018 6:49 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Aren’t they close to making 5,000 per week, not per month? It makes perfect sense to me why they would build higher-margin cars first. When they start offering the base model, that will suggest that the demand for those cars has fallen. Andy. :oops: You are 100% right about the week/month mistake. ...
by matjen
Tue Jul 10, 2018 3:27 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

DanMahowny wrote:
Tue Jul 10, 2018 3:04 pm
I believed Musk in April 2016. I know better now.

The $35k model3 was a lie.
Seems to me that people who keep their “reservation” are just making a loan to Tesla to help them make someone else’s car. Someone who just jumped in line well in front of them.
by matjen
Tue Jul 10, 2018 2:44 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

This is an indication of no demand for a 55k+ Model 3. Even if only 33% of the original 450k reservation holders wanted one that would be like 145k in the pipeline and they are only building a few thousand a month. 5k if you believe all of Tesla’s puffery. Cash grab to make numbers look better. The ...
by matjen
Fri Jul 06, 2018 5:47 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Presented without comment.

[OT twitter content removed by admin LadyGeek]

Image

Image
by matjen
Thu Jul 05, 2018 5:26 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Your mileage will vary, but where I live I pay $0.085 / kWh. With my 85 kWh battery (that includes its reserve, so never charging that entire thing), I’d be looking st roughly $7.25 for a full charge. There will be some losses from inefficiencies (a 120v outlet will run mechanics monitoring the cha...
by matjen
Wed Jul 04, 2018 10:04 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

OK, possible I suppose. Certainly can't rule it out. Doesn't explain an empty track and the general logisitics issue. That tiny track would have to be filled with cars 24/7. It ain't. I'm gonna give roflwaffle the 1 as a courtesy but only as a courtesy for actually watching the video. I hope it is a...
by matjen
Wed Jul 04, 2018 8:13 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

I suppose one could say it's topical, but is it useful? Probably not. I doubt people writing responses or articles know what's actually going on in the whole manufacturing process, so it's pure speculation if a change is safe or not. Tesla doing things differently from other manufacturers is not ne...
by matjen
Wed Jul 04, 2018 2:23 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

I saw BI making claims about Tesla skipping standard brake testing being an issue, but no evidence it's actually an issue, especially when they're already doing track testing, which most other manufacturers skip. As for only responding to other people in this thread, I see the same trend in your po...
by matjen
Wed Jul 04, 2018 1:22 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Bypassing tests, including this brake test, is standard when those tests are redundant. Tesla was doing the standard brake test and track testing the cars, which was redundant. Now that they're more confident about their product quality, they're just doing track testing, and plan to eventually just...
by matjen
Wed Jul 04, 2018 7:46 am
Forum: Personal Consumer Issues
Topic: Tesla Insurance Question and how to get out of the deposit
Replies: 14
Views: 1739

Re: Tesla Insurance Question and how to get out of the deposit

Sorry to hear this. I brought up many of the issues you raise on another very long Tesla Model 3 specific thread. I do recall someone saying they were able to shop around and get a better rate than they were originally quoted. This won’t miraculously change the fact that the Model 3 is expensive to ...
by matjen
Tue Jul 03, 2018 4:51 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Hey matjen, I don’t remember where, and perhaps I am misremembering it, but I thought that you had posted that some post ago would be your last about Tesla. Whatever, if you made that promise, I think I will honor it in your stead. This whole thread is so resolutely OT and divisive that I’ve lost t...
by matjen
Tue Jul 03, 2018 12:23 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Personally, I find the company’s ability to pull off an accelerated ad hoc assembly line a promising sign of organzatiinal capacity and flexibility. As far as I know, we have no evidence that their QA procedures for that line have slipped — time will tell. and Get criticized for not making profit a...
by matjen
Tue Jul 03, 2018 9:21 am
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

I agree with other members that the ad hominem attacks against this company are annoyingly dogmatic. As a proud member of the Do Not Buy (yet) Model 3 club I wish to point out that the vast majority of my initial posts on this thread include links to supporting information. Links that include exper...
by matjen
Sun Jul 01, 2018 5:29 pm
Forum: Personal Consumer Issues
Topic: To take or not to take delivery of Tesla 3
Replies: 1326
Views: 106359

Re: To take or not to take delivery of Tesla 3

Well allegedly Tesla did kind of sort of make (or factory gated whatever that means) 5000 Model 3s. Still fuzzy and still a meaningless number but fun nonetheless.

What is important is that it means something to Elon Musk...like in Gung Ho. :D

https://youtu.be/Om3C1EpHLGs?t=54s
by matjen
Sun Jul 01, 2018 4:09 pm
Forum: Investing - Theory, News & General
Topic: Robert Merton on NewRetirement Podcast
Replies: 46
Views: 4955

Re: Robert Merton on NewRetirement Podcast

People make mistakes. Some learn from their mistakes; others don't. Both Merton and Bogle have demonstrated the capacity to learn from previous mistakes. BobK +1 Well stated Bobk. I would add that Bogle lost a lot of money for a lot of people. The interesting thing about LTCM is that they gave almo...
by matjen
Sat Jun 30, 2018 5:01 pm
Forum: Personal Consumer Issues
Topic: hybrid or plug-in electric car
Replies: 70
Views: 3971

Re: hybrid or plug-in electric car

lotusflower wrote:
Sat Jun 30, 2018 4:35 pm
Do I need to justify this further?
Nope. You have one EV and one ICE. Makes perfect sense to me.
by matjen
Sat Jun 30, 2018 4:41 pm
Forum: Personal Consumer Issues
Topic: hybrid or plug-in electric car
Replies: 70
Views: 3971

Re: hybrid or plug-in electric car

Order of magnitude less??? Tesla owners seem to say their cars require practically zero maintenance. My last Tesla post on this thread. ;-) don't want to derail. Tesla owners say lots of things. That's part of the charm. :wink: Imagine how this would look compared to a Lexus? I am not saying don't ...
by matjen
Sat Jun 30, 2018 4:35 pm
Forum: Personal Consumer Issues
Topic: hybrid or plug-in electric car
Replies: 70
Views: 3971

Re: hybrid or plug-in electric car

TomatoTomahto wrote:
Sat Jun 30, 2018 4:31 pm

Sounds to me like it’s EV or hybrid matjen.
Already conceded! :wink:
by matjen
Sat Jun 30, 2018 4:29 pm
Forum: Personal Consumer Issues
Topic: hybrid or plug-in electric car
Replies: 70
Views: 3971

Re: hybrid or plug-in electric car

The title mentions “plug-in electric” - i interpret that as an EV (with maybe OP not using quite the standard terminology since presumably all EVs today are by default plugin... unless someone wanted to use something like https://www.pluglesspower.com) Regarding hybrid maintenance... we had a coupl...
by matjen
Sat Jun 30, 2018 4:10 pm
Forum: Personal Consumer Issues
Topic: hybrid or plug-in electric car
Replies: 70
Views: 3971

Re: hybrid or plug-in electric car

I would not buy an ICE engine, drive it around in my EV all year long, and pay for maintenance just in case I very occasionally want to go on a road trip where charging was inconvenient or impossible. Cheaper to get a suitably sized rental maintained by someone else. The term “road trip” does not a...
by matjen
Sat Jun 30, 2018 2:00 pm
Forum: Personal Consumer Issues
Topic: hybrid or plug-in electric car
Replies: 70
Views: 3971

Re: hybrid or plug-in electric car

Tomato, DW going for a PHEV Cayenne? Just curious. Yes. A 2019 has been ordered; previous models weren’t what she wanted. I almost had her wanting a Tesla X, but, it’s not a hill I am willing to die on. The Porsche won’t be available until next Spring, so I do have time to work on her. Her daily co...