Elon Musk...human?

[Gregmal]

lol sure. Some twitter allegations from a bitter ex, and just like that, hook, line, sinker….

[james22]

Anklebiters gonna ankle bite.

[John Hjorth]

Here is what I phrased earlier today in this topic, unsubmitted, and as a draft :

 

 

By now, I regret what I posted in this topic, about 17 hours ago.

 

- - - o 0 o - - -

 

We need to get along here on CofB&F.

[Milu]

Seems like twitter is almost back to being valued at it's original $44b purchase price, obviously he overpaid a lot at the time, but will be fun to see the heads explode when it gets to $100b. The man just continues to win no matter what people think of his personality or politics. Sure he is putting some people off and probably losing some customers for Tesla, but on the flip side he's probably attracting another group of people who traditionally wouldn't have bought Teslas. 

[Gregmal]

Idk there’s two people I’m aware of, whom have this magic power to make some folks just go absolutely mental at the first whiff of a mouse fart sized piece of potentially negative press. I’ve never really seen this sort of stuff in my life, with the exception of those two people. Pure hysteria. 
 

Then we step back from the derangement and it’s like “oh his ex has something negative to say, a history of being attention seeking, and also a history of bad mouthing him”…and folks act like their shit wouldn’t stink too. Or that there couldn’t be more at play here than one quick Twitter snippet. 

[73 Reds]

16 minutes ago, Milu said:

Seems like twitter is almost back to being valued at it's original $44b purchase price, obviously he overpaid a lot at the time, but will be fun to see the heads explode when it gets to $100b. The man just continues to win no matter what people think of his personality or politics. Sure he is putting some people off and probably losing some customers for Tesla, but on the flip side he's probably attracting another group of people who traditionally wouldn't have bought Teslas. 

+1  

[Milu]

7 minutes ago, Gregmal said:

Idk there’s two people I’m aware of, whom have this magic power to make some folks just go absolutely mental at the first whiff of a mouse fart sized piece of potentially negative press. I’ve never really seen this sort of stuff in my life, with the exception of those two people. Pure hysteria. 
 

Then we step back from the derangement and it’s like “oh his ex has something negative to say, a history of being attention seeking, and also a history of bad mouthing him”…and folks act like their shit wouldn’t stink too. Or that there couldn’t be more at play here than one quick Twitter snippet. 

Yes it's a bit strange alright, I don't recall much discussion or judgement about the personal lives of all the other CEO's discussed on this Investment forum. I'm sure Buffett, Munger, Bezos, etc all have various stories or rumours about them but I don't see how that warrants any discussion or relevance to the merits of their companies as potential stock investments.

[John Hjorth]

27 minutes ago, Gregmal said:

Idk there’s two people I’m aware of, whom have this magic power to make some folks just go absolutely mental at the first whiff of a mouse fart sized piece of potentially negative press. I’ve never really seen this sort of stuff in my life, with the exception of those two people. Pure hysteria. 
 

Then we step back from the derangement and it’s like “oh his ex has something negative to say, a history of being attention seeking, and also a history of bad mouthing him”…and folks act like their shit wouldn’t stink too. Or that there couldn’t be more at play here than one quick Twitter snippet. 

 

 

All *BS*, basically.

 

By which principles do you raise your own three kiddoes? Are your kiddoes allowed by you to telling you lies, and all is just good?

[Gregmal]

17 minutes ago, John Hjorth said:

 

 

All *BS*, basically.

 

By which principles do you raise your own three kiddoes? Are your kiddoes allowed by you to telling you lies, and all is just good?

Think for yourself. Investigate people’s incentives. Don’t underestimate their emotions. 
 

Rest of it is easy. Maybe I could add in one more, don’t get all personally invested in the tabloid mill…

[John Hjorth]

Car salesman insults in public about every potential non-US customer, callling the customers 'stupid'. Naturally, this is  going to work out great.

 

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I assure you : Not!

[Milu]

25 minutes ago, John Hjorth said:

Car salesman insults in public about every potential non-US customer, callling the customers 'stupid'. Naturally, this is  going to work out great.

 

- - - o 0 o - - -

 

I assure you : Not!

Thankfully we have a very easy way to check how it will work out as tesla report deliveries every month. I think the current forecast is for 2m vehicle deliveries in 2025 so let's check back at end of year to see how well or badly things worked out.

[changegonnacome]

Shades, gold chain, black trench coat, glassy bloodshot ketamine eyes, baby mama can't get in touch with him for days - speaking at the CONSERVATIVE! Political Action Conference.

 

Very conservative indeed- this might be one of the finest political comedies ever written....if it weren't reality.

 

All I'll say is I can't wait for the documentaries on all this & god bless whoever has to tidy up the mess being created right now.

 

[73 Reds]

3 minutes ago, changegonnacome said:

Shades, gold chain, black trench coat, glassy bloodshot ketamine eyes, baby mama can't get in touch with him for days - speaking at the CONSERVATIVE! Political Action Conference.

 

Very conservative indeed- this might be one of the finest political comedies ever written....if it weren't reality.

 

All I'll say is I can't wait for the documentaries on all this & god bless whoever has to tidy up the mess being created right now.

 

"The mess"?  What would you call $36 trillion (and rising) of debt?  And how would you propose to clean it up?  I'm pretty open-minded and haven't heard anything close to plausible from critics.

[cubsfan]

5 minutes ago, changegonnacome said:

Shades, gold chain, black trench coat, glassy bloodshot ketamine eyes, baby mama can't get in touch with him for days - speaking at the CONSERVATIVE! Political Action Conference.

 

Very conservative indeed- this might be one of the finest political comedies ever written....if it weren't reality.

 

All I'll say is I can't wait for the documentaries on all this & god bless whoever has to tidy up the mess being created right now.

 

 

Pretty funny actually that no one gives the man credit for the ungodly corruption, payoffs, and waste he is uncovering. That is what will be EPIC.

 

America loves what he is doing - and the losers on the left will do ANYTHING to stop him.

 

Good luck with that.

[Grenville]

Again no need to call folks names or assume everyone loves what he's doing. You love it, great, say it proudly but generalizing doesn't get us anywhere...let's stick to verifiable facts....

 

The mother of his child is on twitter complaining....if the motivation isn't genuine than fine, but it doesn't take away from her voicing the issue...

[cubsfan]

It's a simple point really. When no one is listening - then they have to resort to smears.

It's all they have anymore - since they have nothing of substance.

 

What the man is doing for the America is amazing and appreciated. Something government has promised for decades - but have never done - cut waste and corruption.

 

 

[Grenville]

Sounds good. Your perspective which no one can argue with. 

[Gamecock-YT]

8 hours ago, 73 Reds said:

"The mess"?  What would you call $36 trillion (and rising) of debt?  And how would you propose to clean it up?  I'm pretty open-minded and haven't heard anything close to plausible from critics.

 

Massive tax cut for the wealthy and businesses. Kick the can down the road until it is someone else's problem. 

[Libs]

11 hours ago, Gamecock-YT said:

 

Massive tax cut for the wealthy and businesses. Kick the can down the road until it is someone else's problem. 

 

For those of us paying over 40% on every marginal dollar we make (over 50% when you include CA taxes), let us know when it's enough.

 

The deficit is not because the rich don't pay enough.

[TwoCitiesCapital]

 

On 2/21/2025 at 8:34 AM, Milu said:

Seems like twitter is almost back to being valued at it's original $44b purchase price, obviously he overpaid a lot at the time, but will be fun to see the heads explode when it gets to $100b. The man just continues to win no matter what people think of his personality or politics. Sure he is putting some people off and probably losing some customers for Tesla, but on the flip side he's probably attracting another group of people who traditionally wouldn't have bought Teslas. 

 

I will wait to see if an actual deal goes through before judging it - but we know that revenues are down over that time with fewer advertisers and fewer daily users (though hard to know how much of the drop was 'bots' like he claimed vs actual users departing the platform). So it is strange that a company that makes less money with fewer users would be valued at an amount that was known to be absurdly high when it had higher revenues and more users....

 

That being said, S&P 500 companies are still making less than they were in 2021 and the index is up ~25-30% from its 2021 highs...so perhaps this is exactly the type of environment where that can happen.

 

On 2/21/2025 at 11:23 AM, Milu said:

Thankfully we have a very easy way to check how it will work out as tesla report deliveries every month. I think the current forecast is for 2m vehicle deliveries in 2025 so let's check back at end of year to see how well or badly things worked out.

 

 

Given the trend over the last 3-4 months...I think 2 million is going to prove to be optimistic. 

 

[Gregmal]

12 hours ago, Libs said:

 

For those of us paying over 40% on every marginal dollar we make (over 50% when you include CA taxes), let us know when it's enough.

 

The deficit is not because the rich don't pay enough.

Yea it’s quite incredible the narrative and how people are suckers for it. The most aggressive move against the “rich” folks over the last 2 decades was the cap of SALT taxes. Now you have the same guy who sponsored that talking about taxing sports team owners and eliminating carried interest while completely zeroing out taxes of tips. Yet we keep getting this “tax cuts for the rich” groveling from the folks that want to just sweepingly raise tax rates across the board on everyone….

[Milu]

9 hours ago, TwoCitiesCapital said:

Given the trend over the last 3-4 months...I think 2 million is going to prove to be optimistic. 

Ya maybe you will be right but let’s wait for the facts to play out. There is a lot of noise ( various anecdotes and media stories) about how Tesla is doomed and not much signal (actual reported numbers on a quarterly and annual basis). 

[TwoCitiesCapital]

6 hours ago, Milu said:

Ya maybe you will be right but let’s wait for the facts to play out. There is a lot of noise ( various anecdotes and media stories) about how Tesla is doomed and not much signal (actual reported numbers on a quarterly and annual basis). 

 

Doomed? Probably not. 

 

Elon has always found creative ways to save it - institutional investors buying minority interests, publicly lying about its finances while being days away from running out of cash, promises that build hype but then are never delivered on (or delivered years later), etc. 

 

He'll find a way. But it will be a no-growth company selling a fraction of the cars of other OEMs with no immediate pathway to revenue growth trading for $1 trillion.... who is going to want to own it? Maybe everyone can sell to Kathy Woods and the price will remain unchanged.

[Libs]

17 hours ago, TwoCitiesCapital said:

 

Given the trend over the last 3-4 months...I think 2 million is going to prove to be optimistic. 

 

 

1.7 MM is the latest 2025 estimate from the most accurate analyst I follow (Troy Teslike). And that number has been dropping.