Are Other Members Having Their Posts Reviewed Before Appearing on the Board?
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I see this post appeared immediately.
I will try to repost the pending post.
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Nope.
Still has to be approved.
Bye.
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The problem with my pending post is the subject matter.
The offending article is about some institutional investors [10 out of 18] reducing their Tesla stock position.
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Not so far.
Did you post the OP on Clark the basketball player? That went up in smoke.
I want transparency as to post approval mechanisms and rules, and so here is me cheering tjscott0 along.
What gives with this?
d fb
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Nope. I don’t even know who he is.
I am sure she can appreciate that.
Board authorities want time to unload their Tesla stock? LOL
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Oops
xxxxxxxxxxxxxxxxxxxxxxxxx
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Or maybe because any thread about Tesla, or becomes about Tesla, accumulates over 200 comments?
Steve
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heh. I tried to cut & paste the pending post upon this thread. It appeared. Still need approval.
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Of the 18 mutual funds tracked by Morningstar that have held Tesla shares since 2019, 10 reduced their positions in the last quarter, with four slashing their stakes by 15% or more, Morningstar data showed. Only five added shares.
That doesn’t mean Wall Street has written off the stock. Nineteen analysts tracked by LSEG now have either a “buy” or “strong buy” rating on Tesla, up from 17 in February.
Others see it differently. Ross Gerber, whose Los Angeles-based firm, Gerber Kawasaki Wealth & Investment Management, bought 500,000 shares more than a decade ago, has been selling steadily this year.
“'I think the story is over, is the best way to say it,” said Gerber, who has whittled his position down to around 300,000 shares.
Gerber’s complaints range from Tesla’s public relations department, which he believes receives insufficient funding, to what Gerber calls Musk’s distractions by political and cultural issues.
Among the most fervent bulls is Ark Invest founder Cathie Wood, who has held Tesla in her ARK Innovation Fund since 2014 and increased her stake in the company by 10% over the first quarter, according to Morningstar data.
Perhaps it isn’t disenchantment but a decision that some of that Tesla money would be deployed elsewhere more profitably.
Flag one of our own posts as “something else” and discuss it with them.
It seems like all your pending posts just got posted.
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The Trough of Disillusionment
The Tesla Peak of Inflated Expectations was the all time high two and a half years ago – late 2021. A lot has happened since then that has disappointed Wall St. Tesla is morphing from an EV car maker to an AI driven robotics company, FSD, Optimus, and RoboTaxi. Cars are commodities and after leading the Parade that experts said would never happen the competition heated up, some flourished (China) while others hemorrhaged cash (the BIG 3). The experts, who were wrong before, are now saying that the lust for EVs has vanished. Those expecting instant gratification are disillusioned sellers.
5 year chart
The Plateau of Productivity is still a year or so away. The production lines for Optimus and RoboTaxis are being built and the AI computing power is being assembled. Once in place, Tesla becomes an Increasing Returns business…
The Increasing-Returns World
What would happen if Marshall’s diminishing returns were reversed so that there were increasing returns? If products that got ahead thereby got further ahead, how would markets work?
The Captain
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The “Plateau of Productivity” market cap might be 1/4 or less of today’s price. The comparable car manufacturers have to be taken into account.
Tesla is a high risk investment at these prices. It is a low reward investment at these prices.
Unless Musk allows the company control over the internet connectivity while people drive. I think that will fall to X.