Tesla Insiders Have Sold More Than 50% of Their Shares in the Last Year

> Expect soulless Chinese models to fill in the gaps.

What’s wrong with soulless Chinese $20k crossover/compact SUVs?

White, gray, and black $40-100k Mercedes, Porsche Cayennes, and Cadillac Escalades are equally soulless.

> Expect soulless Chinese models to fill in the gaps.

As opposed to the soulful American models?

Why not soulful Japanese or Korean models? (KIA Soul, anyone?)

BYD stands for "build your dreams." Seems like soul to me.

So if we leave the racism aside, we can look forward to some solid choices? That's assuming the racist tariffs don't inflate the prices for the affordable options I suppose...it sure does seem like racism might be making things worse on both fronts.

Not in the US they won’t.

The Chinese option would actually have to have some compelling features and marketing to overcome their significant barriers to entry.

And not being Tesla is not one of them.

It helped consumers a lot.

We also need pigouvian taxation to make the $100,000 pickup and SUV crowd suffer, yes.

Just to be clear, American car manufacturers bear zero responsibility in this scenario?

Yes, it helped that I was able to buy high-quality Toyota cars.

Unironically, yes, it did. It didn't necessarily help Detroit specifically for a wide variety of reasons, but it made American car companies up their game and make more competitive vehicles, helping ensure the survival of American companies and offer more and better choices for American car buyers. I'm not a huge fan of the way Ford pivoted away from small good cars to exclusively selling large pickups and SUVs (and the Mustang, I guess), but it still represents Ford's attempt to stay more competitive than they would had to have been without foreign competition.

We wouldn’t have Eminem

how do these ppl have so much energy. I am in early 40s and i feel like chilling whenever i can.

He gave up on that: https://www.independent.co.uk/news/world/americas/us-politic...

One drawback cited consistently about Tesla cars is poor suspension. They may or may not have better design overall, and have better EV manufacturing than US competitors, but I don't see an "immense advantage" when they fail to address one of the things many users easily feel.

> But, they never actually followed that up with truly improving the the vehicle interior and all the other bits of build quality,

But that's exactly what they've done with the latest Model 3 and Y updates.

Right now about 45% of the market is passively invested, and economists estimate you'd need 80%+ passive investments for active investors to reliably beat the market. We're not close to it yet.

There's a few companies doing direct indexing like this, where you can give them a ban list for any given index: You can, say, also take out Microstrategy or something like that.

Now, as to whether those companies will remain solvent long enough, will give you simple enough taxes, and can keep expenses low while rebalancing is another story. You are doing frontier-ish things. It's not as if you have Vanguard or Fidelity offering products like that.

> This is why I care. I've been putting less into the Vanguard 500, and more into my own diverse individual stock picks...

There are equal weight funds: in the US see perhaps $RSP.

Vanguard article on the topic:

> There are numerous considerations when selecting an equity index exposure, including the choice between market-cap or equal-weighted methodologies.

* https://www.vanguard.co.uk/professional/insights-education/i...

Honestly? Effort.

Leveraged ETFs suffer from decay and shouldn't be held long term.

https://www.etf.com/sections/etf-basics/why-do-leveraged-etf...

Actually I read the other day that it is because indexes rebalance. If you buy the shares in an index and then hold, your returns are much lower than an index fund that is rebalanced. Unfortunately I can't find reference.

I also like this quote:

  For US stocks, Wu of Sparkline estimates that accounting for intangible assets would cut perceived overvaluation by about 25 to 50 per cent, relative to headline valuation metrics. “While the market is by no means cheap, once firms are given credit for their intangible assets, valuations look far less frothy than the headlines imply,” he says.

- https://archive.is/t1On8

> I moved to FSPTX a while back

0.62% ER, yikes

And “bonds are math, stocks are stories”.

I was told their from selling "carbon forgiveness/tax" to other ICE company is higher than their revenue from selling cars

I'd like to remind readers of "nuclear fusion", and how it became a meme for parting idiots with money...repeatedly.

Is being battery company any better than being car company? You still have competition and are capital intensive and customers choose based on value. Probably even more so than with cars as products are not always on show.

Thinking of it, is there anything Tesla is involved in that isn't in the end capital intensive needing to build actual things with possible competition driving margins down?

Hell, even robotaxis will have price pressure if market affords say 3 or 4 players. Not many will pay double compared to competition.

They rehired the team.

Basically, when Tesla's stock started to dip, he went on a cost-cutting rampage. The head of Superchargers made a proposal to grow, and Elon got angry and fired the whole team.

It's one of those moments where, if Elon got angry, and then waited to cool off before doing anything rash, it would have been forgivable.

I suppose if growth is all that matters, that's probably good news. It's probably worth mentioning a good chunk of those will have been the ongoing projects with current stock.

On the other hand, if long-term maintenance and optimizations for this absolutely critical new infrastructure are even a little bit of a priority? Then it's still unlikely the "smart" move to eliminate the entire department.

Also carrying around suitcases full of designer drugs is maybe a bad sign for CEO, staying up all night playing video games, and working--charitably speaking--"part time" are all rather uninspiring choices...

They panicked and tried to rehire the team...