Boiler Room: The Official Stock Market Discussion
LOL
Your first point about the rapidly changing industry is laughable. Yes, the auto biz is changing and it is shifting to Tesla. Traditonal automakers aren't even ready for the shift. Look at their products (where they exist) compared to Tesla
Your second point about competition, cash flow, and profitability.
You realize their gross margin per car is around 22% higher than any other auto maker. Additionally, their margin will continue to increase as Full Self Driving progresses (currently the software cost 10k). Tesla can drop prices any time they want and still make tons of profit as well.
They dropped the price of the Model S just to troll Lucid Air in October.
The bit about tax credits is played out. They have shown they are profitable without them. Look at last quarter. However, what the credits are doing is providing Tesla with free money because their "competition" isn't producing evs. Meaning, Tesla's compeition is funding the creation of Tesla's factories like Berlin and Austin, as well as future factories that will keep Tesla in lead.
Lastly, comparing Tesla to Blackberry
. We might have to ban you from this thread. Tesla is the iPhone to other car companies Nokias
They've pretty much streamlined the underwriting process by utilizing algorithms moreso than actuaries. Now the big insurance companies have streamlined their process to over the years, but there's still more of a human element to it than a company like lemonade. You can have your regrets it home policy set up in damn near 5 minutes, and with a better rate than most of the big companies. So I'm pretty bullish on it, especially as more young people hit the workforce and move away from home. They're gonna want a smooth easy process like everything else they're use to.
Now Root for car insurance I'm not as big on. Car insurance is a little different than home insurance. There's more of a brand loyalty and name recognition than home/renters insurance, and harder to get a real foothold in the industry. Companies are set to transition kids to their own policies when it's time for them to move on, so there's stronger retention. I keep my eye on it, but I'm not touching it anytime soon, just cause I don't trust the long term success of the product. None of that is even really stock related, just what I know of insurance after working in it for a while.
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yup. just subscribed to Motley advisor stock advisor today for half the normal price. Missed out on alot of money not subbing to them last year. Would have caught the Zoom and Jumia wave
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games been around for years. its a phone game that nearly all kids like and ALL know about, including teachers. they need to market the hell out of it (clothes, tv show, more subscription-based services)I've heard about that upcoming IPO. Now it does look good, however, I feel like they only become much larger due to people staying at home and spending more time on it. What happens when everything goes back to normal meaning people are spending less time on computers, and that means less time on roblox. this shyt looks like minecraft too
They make money through developers who make there own games and they take a cut. they have over 300,000 developers they make money from. And from premium subscriptions.
I think they got potential. Long term hold i'm not fully convinced yet. however, on the short term this CAN AND PROBABLY WILL BE A SOLID FLIP from it's IPO to spring next year. can go on a run similar to unity (i can't believe i didn't get in on that)
all in all, it's a cop on the ipo date for a serious major flip!
but yea, thus will be my first IPO i buy ever and Webull allows for it (TD Ameritrade does not)
Thanks for this analysis breh......
Big money has officially entered lmnd......:
It’s just a matter of time...
LMND 13F Hedge Fund and Asset Management Owners
soft bank is leading the charge too.
I remember when I last checked mid September they only had like 3 institutional investors and they had small stakes like under 100k.
Now SoftBank has close to 600million invested, 22% ownership.
Damndoubt TSLA brehs
A Tale Of Two Stocks
I was looking at my IRA positions and got to thinking of stock splits and all that. Since Tesla was mentioned earlier. I think it passed the pre-split price but was so long ago that I don't remember what it was at. Think they did a 5-1 and Apple did a 4-1 if I recall correctly. Anyways I look at my positions and see this, no added shares since split.
Apple-32.056 shares, the .056 due to dividends of course - total gain $26.61
Tesla-10 shares-total gain of 2475.97
They done fooled me with those extra shares for those $26.
Or maybe I'm just spoiled by Tesla.
Tesla pre split price was 2k plus.
All this. I also believe that the plan is to split the stock again (companies often times split stock multiple times in times of growth and when there are mergers). I can see elon and the share holders agreeing on another stock split in a year or 2.
Kyle C. Barker
Migos VERZUZ Mahalia Jackson
2007 was the year the iphone got released. It was basically the iPod on steroids and was also the culmination of 8 years of R&D.
Is there a car version of the iPod laying around that can get suped up to disrupt Tesla and the industry in general?
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I think tesla IS the “ipod/iphone”