7/7/25 - $tsla - 20% position.

7 thg 7

7/7/25 :: VROCKSTAR :: TSLA
20% position.

- that's the message... refer to prior msg "buying all dips"
- u do u

V

8 thg 7

Giao dịch đang hoạt động

While I do not know Elon or Trump personally, I have seen a lot of feuds over the years.

If you're Elon... you don't do this because
a. you've gone off the rails with drugs (as CNN might have you believe... but if you're still watching CNN or teevee joke's on you, anyway)
b. you're railing against "not getting what you want" (subsidies/ credits, favorable political treatment)
c. you "believe in a different America" (because the one that stands today is the one that pays you well)

You mock Trump

BECAUSE YOU HOLD THE POWER.

So if you're selling shares because you think somehow this will disadvantage Elon, I'll take the completely opposite POV. And think about it like this as well: if every emotion investor that cares about this soap opera and can't hold the shares sells... eventually they'll only become buyers. For scarce things that go up over time this becomes the natural progression. The paper hands do just that. The asset goes up. And they become buyers again, at a higher price.

So what's the stock worth? I'll get into this *again*, in another post. I've given some prior probability thinking. The short of it is $10 bucks of EPS in 2 years on 40x discounted by a high Ke of 15% p/a means 10*40 = $400/1.15/1.15 = $302 <--- that's the starting point. Anything less than this IMVHO is buying value. As time marches on, this number goes higher. $250 is "cheap". Closer to $200 is basically... "V's going to make this a 50% position" situation. I don't think we get there, but alas, the money changers are greedy and cause lots of mayhem, so better be prepared and always have outs. Always have outs. Size manage.

Have a good week my friends.

V(room)speed.