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Post by nagrani on Mar 1, 2017 10:04:43 GMT -8
For sure. I have essentially pivoted and am trading tesla. Lots of volatility. Own shares and sell covered calls against them. I truly believe tesla is a 10 bagger or more. That's interesting!!! What EBIDTA are you estimating Tesla will generate to essentially be worth more than the sum of all the world's other automakers? [I'm exaggerating, but only a little] I look at tesla more under an amazon type lens vs an EBITDA lens. It's more of a distributive tech company than an auto biz.
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Post by dreamRaj on Mar 1, 2017 10:34:13 GMT -8
Good to see you back, Since84 Now, today's a "real" WHEEEEEEE!!
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Post by dreamRaj on Mar 1, 2017 10:36:54 GMT -8
I had bought 10 Mar 4 130 calls two or three weeks ago for $1.22. Today I sold them for $9.25 and made 8K.
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mark
fire starter
Posts: 1,555
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Post by mark on Mar 1, 2017 11:12:30 GMT -8
That's interesting!!! What EBIDTA are you estimating Tesla will generate to essentially be worth more than the sum of all the world's other automakers? [I'm exaggerating, but only a little] I look at tesla more under an amazon type lens vs an EBITDA lens. It's more of a distributive tech company than an auto biz. Ahhh, so more of a Price/Sales measurement kind of thing. I see. So let's explore that a little further. Tesla is $40B now, 10-bagger means roughly $400B. Apply an Amazon-like P/S of 3 and you get sales of $133B. Assuming an average sales price of $45,000 (say blended between model S, model X, and a lot of model 3, and future medium-priced models), that means they are selling close to 3 million vehicles a year. That's a pretty big auto company! When do you think they hit the 3 million a year mark?
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Post by tuffett on Mar 1, 2017 11:26:41 GMT -8
I look at tesla more under an amazon type lens vs an EBITDA lens. It's more of a distributive tech company than an auto biz. Ahhh, so more of a Price/Sales measurement kind of thing. I see. So let's explore that a little further. Tesla is $40B now, 10-bagger means roughly $400B. Apply an Amazon-like P/S of 3 and you get sales of $133B. Assuming an average sales price of $45,000 (say blended between model S, model X, and a lot of model 3, and future medium-priced models), that means they are selling close to 3 million vehicles a year. That's a pretty big auto company! When do you think they hit the 3 million a year mark? Add in the battery and solar power business and it's not all that absurd.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Mar 1, 2017 11:37:46 GMT -8
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Post by artman1033 on Mar 1, 2017 11:41:27 GMT -8
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Post by CdnPhoto on Mar 1, 2017 11:47:27 GMT -8
reserving this spot....... Nice, but I wouldn't mind having to make it a $14X.xx close.
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Post by incorrigible on Mar 1, 2017 12:32:03 GMT -8
I look at tesla more under an amazon type lens vs an EBITDA lens. It's more of a distributive tech company than an auto biz. Ahhh, so more of a Price/Sales measurement kind of thing. I see. So let's explore that a little further. Tesla is $40B now, 10-bagger means roughly $400B. Apply an Amazon-like P/S of 3 and you get sales of $133B. Assuming an average sales price of $45,000 (say blended between model S, model X, and a lot of model 3, and future medium-priced models), that means they are selling close to 3 million vehicles a year. That's a pretty big auto company! When do you think they hit the 3 million a year mark? A fundamentals guy trying to get an answer from a momentum/technicals guy. This could get interesting.
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Post by incorrigible on Mar 1, 2017 12:32:45 GMT -8
reserving this spot....... FIFY
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crispin
Member
KBJ for the win. AAPL long and strong since 2000
Posts: 311
Member is Online
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Post by crispin on Mar 1, 2017 13:56:18 GMT -8
reserving this spot....... FIFY Jinxed it.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Mar 1, 2017 14:18:55 GMT -8
If anyone thinks it helps, I'll gladly travel more often...
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Post by incorrigible on Mar 1, 2017 14:53:43 GMT -8
Jinxed it. Dogshit stock.
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Post by rickag on Mar 1, 2017 16:23:33 GMT -8
If anyone thinks it helps, I'll gladly travel more often... Travel one day up $0.07 Come back up $2.80 Repeat till December 31st I could live with that.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Mar 1, 2017 18:03:33 GMT -8
Perhaps taking up a 'travel collection' will yield better results than my Puts...
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Post by dreamRaj on Mar 1, 2017 20:36:20 GMT -8
Perhaps taking up a 'travel collection' will yield better results than my Puts... LOL
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Mar 1, 2017 21:07:54 GMT -8
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