Mayur मयूर Thaker ठाकर @freshjiva
Chartered Financial Analyst. Cycling. Eastern spirituality. Drumming. Veganism. ROIC investing. Indian classical music. Washington, DC Joined April 2010-
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interestingly, the price of the tesla model y LR white paint, white interior, FSD, and both connectors seems to have stabilized despite announced “price cuts” today: $63,630 10 Oct ‘23: $63,130 9 Sept ‘23: $65,130 18 Jul ‘23: $68,130 $tsla
$TSLA hasn’t bottomed yet. this is just depressing now.
the timing was just right with this one. $nvda
the timing was just right with this one. $nvda
The market isn't quite as expensive as the bubble top in 2000, but it's at the highest relative valuations in over 22 years using CAPE valuation approach, which works well for cyclical companies or even an index like the $spx. This means implied growth expectations are very…
this guy is attempting to sabotage the company.
this guy is attempting to sabotage the company.
this is actually bullish $tsla
this is ridiculous. there are many valid criticisms of elon but his 2018 comp package was the greatest alignment of interests between a CEO and shareholders in US corporate history. aligning interests is the ultimate and highest responsibility of any Board of Directors to…
this is ridiculous. there are many valid criticisms of elon but his 2018 comp package was the greatest alignment of interests between a CEO and shareholders in US corporate history. aligning interests is the ultimate and highest responsibility of any Board of Directors to…
if $tsla simply matches the ev / ebitda multiple it got to in dec '22 when elon was dumping millions of shares on the open market, we still have a long way to go down. fwd ev / ebitda multiple in: Q1 2019: 11x Q4 2022: 13x today: 29x i don't think it'll get that bad since elon…
really wonder what happened between elon and jack dorsey. they used to be friends, but I sense they had a major falling out. elon’s twitter buy was in part a rejection of Dorsey-era censorship even if he wasn’t the one calling for it directly. also the fact that X partnered with…
so many questions 1. is the Tesla Q canceled? 2. if yes, why? 3. if no, will it be available to customers to purchase for $25k? i still think if tesla plans to solve & scale autonomy within 3 years, the Q is unnecessary. existing HW3+ fleet plus new 3/Y production over the next…
here’s a test of whether you think independently from Elon: if we had a rerun of 2016 and Elon asked to vote your shares to approve the buyout of SolarCity for a total enterprise value of over $7 billion ($2.6b equity + $5b debt - $200m cash), would you have consented? $TSLA…
T Rowe Price: "With respect to executive compensation, we believe the 2018 plan demonstrated strong alignment with the interests of long-term investors, and it was followed by an impressive, validating period of value creation.” $TROW $TSLA
dammit elon discount FSD to $7500 so I can buy my model y for a price i can afford! it'll also be bullish for EPS 😅
tesla board: we are reincorporating to texas because we love texas! texas: you still can't sell your cars in our state. but we'd still like to charge you our franchise tax, thank you.
i cannot help but think elon's knee-jerk 8/8 robotaxi unveil announcement and drew's resignation just days later are related events. $tsla
the $tsla proxy goes into a long list of reasons for the move to texas, none of which include the fact that the decision is basically elon telling judge mccormick GFY. its obvious the Board is working backwards here after the decision was already made by elon following the…
here's where i stand on three of the top issues in tesla's proxy. as always, vote your conscience and not with whatever anyone, including tesla, tells you. 1. reincorporation from delaware to texas: undecided. i have not seen enough information on what this implies to make an…
she sums up my $tsla view to perfection: short term very bearish as earnings will continue to fall throughout 2024 on declining volumes and no offsetting new products or geographies, but long term bullish as they will solve autonomy and scale it to a million+ cars.
she sums up my $tsla view to perfection: short term very bearish as earnings will continue to fall throughout 2024 on declining volumes and no offsetting new products or geographies, but long term bullish as they will solve autonomy and scale it to a million+ cars.
Gary Black @garyblack00
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3 Followers 879 FollowingKen @tesla_modelY
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Boston Dynamic Obviously Does Not Understand the Humanoid Robot Market and has made a Huge Mistake. The purpose of a humanoid robot is to cooperate with humans and to do so, its movements must be predictable and like those of a human. What BD has presented is not only…
@freshjiva Square is mainly a tool for retail stores. They are super good at Point-of-sale transactions. Stripe is a coded-friendly app that integrates with your website for online transactions. Stripe killed it because it's the favorite of coders. Square is a stand-alone app.
Don't engage with this post. I don't want to get suspended for engagement farming. Thank you in advance.
@freshjiva Are you familiar with the differences between Stripe and Square? I have used both for years, and they have completely different capabilities. Square would not be able to integrate X payments.
@MatchasmMatt @freshjiva @jamesdouma @Tesla My fear comes from 40+ years of software development experience. Whether you choose to use the “False Peak” or “Local Maximum“ analogies, I fear that we’re not too the top yet. My best friend, whom I worked at 4 companies through 20+ years of cutting edge software engineering…
I took the same turn 10 times with FSD V12.3.x. I have so many conflicting feelings about the results. Lol maybe you can help me sort them out. What are your takeaways? Here are some observations: 1. Humans don’t play by the rules 2. Humans make mistakes 3. FSD is very human…
@freshjiva @jamesdouma @Tesla No I think even a lot of people who understand that it’s going to be big think that it will be copied or commoditized within a few years, and there’s a lot on the economic/modeling side that I don’t think people really understand. I don’t say this to be condescending or a pumper,…
Jared Kushner has started following @SawyerMerritt $TSLA 🇺🇸🇺🇸
I have to watch Donald Trump Media $DJT up 25.7% today as he goes on trial for paying off a pornstar while my life saving gene editing stocks were red for the 1,000th day in a row. Welcome to the year 2024.
@freshjiva What about weight for the mission (societal use of resources)? What about use of lithium (company use of limited resources)?
India's Left believes India was colonized once. India's Right believes India was colonized twice. Thus, India's Right has become the most strident & fervent supporters of decolonization. This meant Hindutva has put Westerners & academics in a bind: theemissary.co/decolonization…
$TSLA - there's an important test coming up at the open tomorrow. If price drops much below 153.12, we could be looking at a potential bottom ahead of earnings instead of after. Price action is starting to take too long to bounce back up, and the $SPY is looking bearish. It's…
Robotaxi Teslas will drive 5x the miles of personal cars. This is: 5x displaced ICE miles 5x+ value to users 5x++ profit to investors Environment, customers, and investors are perfectly aligned here. Tesla can keep making personal cars but every effort should be made to…
@BiotechObserver @freshjiva 100% of lead HAE product plus 75% additional of ATTR CM and ATTR PN. Yes I think we live in two different worlds lol I agree $REGN doesn’t do M&A much, but you are way too bullish on what REGN has in present form from $NTLA.
Bryn Talkington to $TSLA short seller Steve Weiss: I think you just don’t like Elon. Wisdom is chasing you if you would just stop. Steve: Just admit you’re wrong & the stock’s going lower; Facts are facts. CNBC Anchor: There’s no fact the stock is doing anything from here.
@BiotechObserver @freshjiva Absolutely not. Now you are just putting words in my mouth lol I told you $REGN would want HAE and 75% more of ATTR especially if proven a bit more. That has very little to do with a totally different type of gene insertion program.