Current Affairs Elon Musk

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Trump is Clarkson. The shobgite.

Musk is May. The dork.
That was my initial thought. But you know what- Musk is a humongous gobshite and Trump is also a dithering blustering dork.

Vance is absolutely the Hammond and I look forward to him driving into a wall during a daft stunt soon.
 
Im sure 'most' investors if were going on numbers are retail and so would either see a long term upside or a long term vision and being 'part of it' as their goal.

Thats typically the stupid money.

If you are an institutional investor of significant size then ask yourself what other reasons you may have for investing.

Personally it would either be access or positioning my company to align with this type of vehicle, or both.

Im not sure I totally buy into the concept of dumb money, but let's roll with it. Tesla/Musk investors are basically quite dumb. People who don't really understand value and the concept of price. I think they buy it because they like Musk, and the conceptmof disruption is enticing.

For institutional investors, which are the majority, I suspect would want to see a return. That's what they are marked too isn't it?

I'm not sure why a BlackRock manager really cares too much about influence.

I mean, tactically you might say that Musk has done a deal whereby he protects his product with tariffs on opponents. It's the embodiment of crony capitalism, and more broadly doesn't really help innovation, but Im not sure you're massively bothered about the noble benefits of free market capitalism if you get more money.

Forget all the nonsense about free speech, his actions show he doesn't care about that, but if there are uncompetitive tariffs put out on rival companies, it's a big win for Musk.
 
Trump and Musk will fall out within a few months, probably the only good thing to come out of this. I cannot think of one example where two big business men worked together well
Given Trumps track record on firing and cycling through cabinet hires, I’d be surprised if Musk & RFKjr last the course.

Reckon he’ll fall out with Musk and as much as I’m not a fan of RFKjr, he doesn’t seem the type who would tip-toe around someone who is notoriously difficult to work with/for in the long term.
 
Im not sure I totally buy into the concept of dumb money, but let's roll with it. Tesla/Musk investors are basically quite dumb. People who don't really understand value and the concept of price. I think they buy it because they like Musk, and the conceptmof disruption is enticing.

For institutional investors, which are the majority, I suspect would want to see a return. That's what they are marked too isn't it?

I'm not sure why a BlackRock manager really cares too much about influence.

I mean, tactically you might say that Musk has done a deal whereby he protects his product with tariffs on opponents. It's the embodiment of crony capitalism, and more broadly doesn't really help innovation, but Im not sure you're massively bothered about the noble benefits of free market capitalism if you get more money.

Forget all the nonsense about free speech, his actions show he doesn't care about that, but if there are uncompetitive tariffs put out on rival companies, it's a big win for Musk.
I mean, you can call people who have dumb but TSLA has outperformed pretty much the entire S&P 500 over the last 5 years or so.
 
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