Tesla insiders have sold more than 50% of their shares in the last year
electrek.co
electrek.co
To take it a step a further, you cannot reason people out of a position that they did not reason themselves into.
… is it? There was some news maybe within the last month saying only the top 15 or so of s&p companies were the only companies showing healthy growth and everything else below that has barely any growth, is losing value or is stagnant.
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.
> If there's a security you don't want to own, you can remove it.
Dunno about Vanguard.
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...
Rather than have a custom ETF you can get one that includes it then individually short Tesla to counteract your identified risk.
This would be cheaper and if your theory is correct, you'd outperform the S&P500.
https://www.etf.com/sections/etf-basics/why-do-leveraged-etf...
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.
0.62% ER, yikes
They’re a different kind of rich that those who merely have a spare 30 million or so.
Not sure what the benefit would be if i repeat those tests more frequently.
I tend to think of "in range" as meaning "this doesn't indicate you're obviously-unwell".
There's also a bunch of expensive-to-run tests which aren't included in an annual physical unless indicated by symptoms.
They have people to coordinate their housing, transportation and children.
They don't cook or clean for themselves, they can simply rent out luxury accomodations wherever they land and if an idea hits them at any hour then some person is being paid to answer the phone and figure out what the heck it actually means they should do at 3am when they thought of it.
And then when they turn up somewhere, they talk solely about how hard they worked before someone tells them their next meeting, where dinner will be tonight and here's your private driver.
But, they never actually followed that up with truly improving the the vehicle interior and all the other bits of build quality, and then doubled down with the Cybertruck, which has brilliant internals wrapped in bodywork that's impossible to clean and with trim that will literally fall off in the wrong weather.
They designed the car bodies to be light for battery-related reasons, but in doing so, the cabins of even their luxury cars sound like budget economy vehicles.
But that's exactly what they've done with the latest Model 3 and Y updates.
Still waiting for 2026 Juniper Model Y to implement any of the following:
- leather interior
- metal and wood trim options
- heads up display
- power sunshades
- cream/brown interior color
- rear ventilated seats
But I guess “ambient lighting” is ground breaking technology since it was not implemented in 2025 model Y.
If a lot of investors are in passive funds, they end up buying a lot of whatever is biggest... which drives up the prices... which makes those stocks bigger parts of the stock market... repeat until ???.
Seems like only pure software businesses (which are extremely capital light and often come with network or lock in effects) can justify the really crazy valuations.
Hell, even robotaxis will have price pressure if market affords say 3 or 4 players. Not many will pay double compared to competition.
Which also happens to be where most of the money would be, so it's probably a good bet. Tesla seems to be hoping to displace Uber in the suburbs, while being an also-ran against Waymo in the denser downtowns. That includes ferrying a fair number of people into and out of cities, where Waymo can't (currently) go.
That's probably not as lucrative as Waymo's core market, but it could have some decent margins.
They / he squandered it all ... and now we'll witness the long, slow decline as they get (and are already being) trounced both in design language and technical capability.
That was roughly a year after the entire North American Auto industry standardized on the Supercharger standard, the Supercharger Network opened to non-tesla cars, and they were poised to expand.
The rational thing to do if Elon Musk didn't want to be in the charging business would be to spin out the Supercharger Network as a different company. Instead, he fired the entire team over a petty argument.
That was the first clear case of mismanagement that I saw.
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...
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.
Also I guess I assumed they hired a new team. Did they not?
It's times to just let in BYD for a few years and just slaughter all the incumbents. I don't care what we do after that. But a bloody reckoning is sorely needed.
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.
Paint to Sample $13,450
As opposed to the soulful American models?
he thinks Teslas have soul … the soul of Elon
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.
Well, I can admit that Ford learned from Honda quite a bit, which could be readily seen in their Focus line. Is it their fault that consumers stubbornly want the likes of F-150 or Chevy Suburban, which are not even proper cars?
Small, inexpensive cars would also be good in some circumstances, but the US auto industry, for some reason, struggles to offer something as compact as Honda Fit, or at least something as reliable as Toyota Corolla.
1) The amount of safety requirements that the US (and additionally CA) make the margins too low to sell cheap cars.
2) Most people don't want them and won't buy them (myself included).
Although I have lived in multiple towns where "golf carts" are legal and those were cool.
Your "need" is a feel good story with 0 chance of ever passing as Federal law, thank god. Pass it in your state if you wish.
In this case can you imagine the pressure on a high executive with lot's of share with the recent drama around the elections, Trump, Epstein, etc. Again, Elon stand alone in his dedication.
I think it's very hard to put a price on Tsla at the moment with FSD getting ready, I just did a family road trip with my (old HW3) Tesla from Montréal to Manhattan it was almost flawless, way safer than if I drove myself. What is the value of that? What is the value of that system in highway trucks that drive all day?