Tesla Stock: How Sell-side and Buy-side Analysts Influence Your Investment (Ep. 737)

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  • Опубликовано: 1 окт 2023
  • My take on Tesla's Q3 delivery number announcement, impact on TSLA stock price, economic outlook, and more.
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    💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
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Комментарии • 149

  • @johnmacri7440
    @johnmacri7440 8 месяцев назад +160

    Dave always great to have your opinion amongst all the amateur opinions. Prayers for your wife. I hope she is healing.

  • @Steph1
    @Steph1 8 месяцев назад +37

    I remember when 400,000 cars per year was a goal nobody thought was possible. Good times 👌

    • @rolandkertesz4196
      @rolandkertesz4196 8 месяцев назад +1

      wait... they made 500 000 cars in 2020.. for the full year. Rapid growth...

  • @almostthere100
    @almostthere100 8 месяцев назад +45

    EXCELLENT commentary, Dave. Best wishes to your family!

  • @Viggo_Frb
    @Viggo_Frb 8 месяцев назад +22

    Thanks Dave! Hope you and your family are doing ok!

  • @jeffloh5578
    @jeffloh5578 8 месяцев назад +2

    Dave is one of the genius that truly understand Tesla.

  • @rogerwhittle2279
    @rogerwhittle2279 8 месяцев назад +12

    Hoping your wife is on the path to recovery. Thank you for all your brilliant work. Love to your family ❤❤❤

  • @joceylingranada9115
    @joceylingranada9115 6 месяцев назад +233

    Great Video Dave.
    My three fund portfolio is made up of 33 percent S&P, 33 percent total stock, and 33 percent foreign. I went 100% stock since I felt the need to concentrate on complete growth, but is there enough overlap between the SP500 and TSM for me to keep both? But for the past month, I've been losing money. I'm a nervous wreck when it comes to investing because I work hard for my money. I'm not sure if I should sell everything or just wait, but it's awful to see my portfolio disappear.

    • @milepottsman2034
      @milepottsman2034 6 месяцев назад +1

      You might pursue a plethora of additional intriguing stocks across numerous industries. I'll advise you to engage with a financial advisor who can assist you in selecting the optimal moments to buy and sell the shares or ETFs you wish to acquire, as you don't have to act on every forecast.

    • @jasonmitch1030
      @jasonmitch1030 6 месяцев назад

      I agree, which is why I prefer having an advisor guide my day-to-day investment decisions. With their entire skill set focused on going long and short at the same time, using risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, it's nearly impossible to not outperform. I've been using my advisor for more than two years, and during that time I've made over 2.8 million.

    • @joceylingranada9115
      @joceylingranada9115 6 месяцев назад

      I've been putting off doing this for a while, even though I think I should. Since you appear to have everything figured out with the firm you work with, I wouldn't mind a recommendation, but I'm not really sure which firm to deal with because I think they're all the same.

    • @jasonmitch1030
      @jasonmitch1030 6 месяцев назад

      I definitely share your sentiment about these firms. When I was starting out, I checked out a couple of freelance investors online, so you could do the same. I personally work with “Kevin Mikan”, and he's is widely recognized for his proficiency and expertise in the financial market. With a comprehensive knowledge of portfolio diversification, he is acknowledged as an authority in this field. Most likely, his deets can be found on the net, so you can confirm yourself.

    • @joceylingranada9115
      @joceylingranada9115 6 месяцев назад

      perceptive... I looked up his biography on Google out of interest and read it to find out more about his educational background, credentials, and work history. Fiduciary duty belongs to him.As he is totally certified and licensed, I will collaborate with him without a doubt.

  • @umashankarashoka4203
    @umashankarashoka4203 8 месяцев назад +21

    As always, very precise and to the point. Glad to see you back, best wishes to you and family. Hope your wife is on the path of recovery.

  • @Bartender_Bill
    @Bartender_Bill 8 месяцев назад +21

    Great to hear from you Dave! I hope all is going well with your wife and family. Blessings

  • @user-vo1ln6gq2i
    @user-vo1ln6gq2i 8 месяцев назад +1

    Hi Dave. Hope you are well and hanging in there, Prayers for you family. Peter

  • @shingnosis
    @shingnosis 8 месяцев назад +39

    Glad to see you back. In my experience trying to deal solely with the negative or bad things in your life is a mistake, you need other routines and something else to do as well. Maintaining other routines, and more fun relationships, will help you be more mentally stable and help you maintain a positive outlook. It will provide alternate POV's, and very likely help you solve or deal with the bad and negative stuff in a better way. Best of luck.

  • @datooriyaz1
    @datooriyaz1 8 месяцев назад +5

    Thx for coming back and giving us the clarity that is much needed and appreciated.

  • @cantbeatthebay4765
    @cantbeatthebay4765 8 месяцев назад +17

    Much love, Dave! Thanks for all you do man.

  • @audibledarkness
    @audibledarkness 8 месяцев назад +12

    Excellent insights Dave! Wishing the best for your wife, your family and you. 💐

  • @KatarinaGirl
    @KatarinaGirl 8 месяцев назад +3

    Thank you. This kind of rational dialogue based by knowledge is exactly why I follow your channel. Clarifying the statistics and what they mean is very appreciated. This is the 'real media.'

  • @jeffreylutz1208
    @jeffreylutz1208 8 месяцев назад +9

    Great job Dave, love the unique angles. Appreciate you.

  • @Gelp
    @Gelp 8 месяцев назад +16

    Superb to have you back, love your snappy and insightful videos. I had never heard of buy and sell side analysts! ❤

  • @harishkumarkondamadugu
    @harishkumarkondamadugu 8 месяцев назад +10

    Good to see you back. Thanks for your great analysis as always!!

  • @LionheartLivin
    @LionheartLivin 8 месяцев назад +6

    Thank you so much for clarifying buy side, sell side, this is news to me, thank you Dave and wish your family health and happiness!!!;)

  • @sonar85
    @sonar85 8 месяцев назад +1

    Good to see you Dave. Praying for your wife and family!

  • @philsmock4943
    @philsmock4943 8 месяцев назад +5

    Good to see you again Dave. I hope you and your family are doing well.

  • @alexissuazo3122
    @alexissuazo3122 8 месяцев назад +1

    Thanks for analysis, best regards to you and your family, prayers to your wife recovery.

  • @mdcruz88
    @mdcruz88 8 месяцев назад +2

    Dave is always the cooler head. Thank you!!!!

  • @yorisbosman3441
    @yorisbosman3441 8 месяцев назад +3

    Hey Dave, sending positive energy to your wife and family. Hope all is going well

  • @mortensigetty3412
    @mortensigetty3412 8 месяцев назад +3

    Thanks - great comments. Hope you are all doing well.

  • @bigh7972
    @bigh7972 8 месяцев назад +6

    Always great to hear from you Dave….

  • @vasthefox
    @vasthefox 8 месяцев назад +5

    Dave! Your insights are essential.

  • @chadwick1531
    @chadwick1531 8 месяцев назад +18

    Your videos are always helpful Dave. I appreciate your insight.

  • @d7777777m
    @d7777777m 8 месяцев назад +6

    Dave, great explanation for the stock movement today. I never thought about the different motivation for the analyst. Thanks. Best wishes to you and your family!!

  • @doug3691
    @doug3691 8 месяцев назад +5

    Thanks, Dave, for the heads up on the types of analysts. That really helps to clear some things up. Have a good one.

  • @cobrauf
    @cobrauf 8 месяцев назад +3

    Always good to hear from you, best wishes !

  • @silviasilva2715
    @silviasilva2715 8 месяцев назад +3

    Glad to see you back today Dave. Best wishes for your family!

  • @bartsworld5460
    @bartsworld5460 8 месяцев назад +1

    🙏🙏🙏 for you and your family

  • @troyabbottmalbon
    @troyabbottmalbon 8 месяцев назад +3

    Very helpful Dave! Thank you.

  • @philipmichaud9529
    @philipmichaud9529 8 месяцев назад +3

    Thanks Dave, you are the best of all the talking heads on YT,

  • @peterure9
    @peterure9 8 месяцев назад +2

    Thank you....Provider great Insight into the workings of the Market...Very useful ...

  • @jonathantaylor1536
    @jonathantaylor1536 8 месяцев назад +2

    Welcome back! Hope family is good! Thanks for perspective!

  • @rchuhk100
    @rchuhk100 8 месяцев назад +3

    Love your videos Dave! So informative.

  • @postbliss
    @postbliss 8 месяцев назад +2

    Excellent video Dave. Sure have missed you. Beautiful description of sell side vs buy side. I am edified.

  • @chiengtang3177
    @chiengtang3177 8 месяцев назад +1

    Glade to you back, thank you for explanation. Hope your family doing well ❤

  • @vincentyohannan3342
    @vincentyohannan3342 8 месяцев назад +2

    Thanks Dave and Good to see u back . Regards to ur family

  • @chrisar6068
    @chrisar6068 8 месяцев назад +4

    I always learn something from Dave. Thanks

  • @jamesdubben3687
    @jamesdubben3687 8 месяцев назад +1

    Thanks Dave. Very helpful.

  • @BoHaJaElLu
    @BoHaJaElLu 8 месяцев назад +7

    Dave, great to have you back, always pleasure to see your views. God bless your family, and all of the best to your wife's recovery and healing.

  • @micksugarbertie2183
    @micksugarbertie2183 8 месяцев назад +1

    Good to see you Dave 😊

  • @Ample17
    @Ample17 8 месяцев назад +1

    I learned about the concept of buy and sell side analyst's today. Thanks Dave ❤️

  • @paulb6161
    @paulb6161 8 месяцев назад +2

    Great analysis. Thank you.

  • @marcb1890
    @marcb1890 8 месяцев назад +2

    Thanks Dave, good explanation of why Sell Side is skewing headlines

  • @andreavenaa
    @andreavenaa 8 месяцев назад +2

    Thanks Dave!

  • @xordoom8467
    @xordoom8467 8 месяцев назад

    Welcome back, great video today.

  • @flyshacker
    @flyshacker 8 месяцев назад +1

    Spot on, Dave! 👍

  • @her4781
    @her4781 8 месяцев назад +2

    Thank you Dave.

  • @kehindemajolagbe6581
    @kehindemajolagbe6581 8 месяцев назад +1

    Awesome as always!

  • @shawnthornton1121
    @shawnthornton1121 8 месяцев назад +1

    Thanks Dave! 🤞🏾

  • @stevenvanheyningen6403
    @stevenvanheyningen6403 8 месяцев назад

    Very Helpful !!

  • @yaa-lala
    @yaa-lala 8 месяцев назад +1

    thank you dave!

  • @1084kmp
    @1084kmp 8 месяцев назад +1

    This was educational. Thanks

  • @mrpaul5726
    @mrpaul5726 8 месяцев назад +2

    Quite Right Dave

  • @vince844
    @vince844 8 месяцев назад +14

    The big news today in the announcement was maintaining the 2023 delivery target. Big Q4 coming up after factory upgrades.

    • @Crunch_dGH
      @Crunch_dGH 8 месяцев назад

      So, will there be the 475k in Q4 needed to make the 1.8m number for ’23? Will continued RE oversupply lower housing prices enuf to moderate interest rate pressures? Will the Fed try to avoid exacerbating an election year recession? Regardless, relative to all other car makers, Tesla’s exceptional across-the-boards leads should make things quite breezy for them, one year out, despite how macros evolve, further accentuating their beta. Therefore, > 2% of my portfolio is destined for LEAPS.

  • @donkykon2094
    @donkykon2094 8 месяцев назад +1

    best wishes to you and your family!

  • @jamescarter555
    @jamescarter555 8 месяцев назад +5

    Dave: "I hope this has been helpful"
    Me: "Dave, you're always helpful, logical, objective, inspirational, insightful & I thank you :)"

  • @305dreamhonda
    @305dreamhonda 8 месяцев назад +1

    You are the Man! 🙏

  • @wonslee942
    @wonslee942 8 месяцев назад

    Dave. Thank you

  • @MJ-lx8pc
    @MJ-lx8pc 8 месяцев назад

    Thanks Dave

  • @tomeboaventura9054
    @tomeboaventura9054 6 месяцев назад

    Very good insight

  • @rockyrgu
    @rockyrgu 8 месяцев назад +44

    I hold great respect for your efforts, my friend, as you steer people toward the correct path. Proficiency and patience in technical analysis are crucial for success in stocks and cryptocurrency. Market unpredictability due to price fluctuations is a challenge, yet with Cheryl Atonal's daily signals and strategy, I've grown my holdings from 3.2Bitcoin to 19BItcoin. Trading confidently and adhering to the proper pattern truly makes a significant impact.

    • @hillgreen533
      @hillgreen533 8 месяцев назад

      It's unexpected to come across her name here. When I was a novice, she provided me with guidance, teaching me the fundamental principles of trading and sharing her daily signals and strategies, her courses are superb.

    • @rosspatel605
      @rosspatel605 8 месяцев назад

      The technical analysis expert I admire the most. Her risk management tactics truly deliver results. Cheryl Atonal's program of expertise has a wide presence across the internet.

    • @mariahay22
      @mariahay22 8 месяцев назад

      Cheryl Atonal deserves more accolades, I'm so impressed knowing how much people talk good about her expertise... she also helped me and my friends here in the UK 🇬🇧 to trade profitably with her signals.

  • @perwis9893
    @perwis9893 8 месяцев назад +2

    Thanks for sharing your thoughts and analysis. Your mic seemed to decrease in height over the video.

  • @NaplesHurricane
    @NaplesHurricane 8 месяцев назад

    What a relief . . . . . .some sage perspective. It gets so old listening to all the misattributions of events on daily stock price.

  • @dphuntsman
    @dphuntsman 8 месяцев назад +3

    Thanks, Dave; hope your wife is doing ok.

  • @changalbert
    @changalbert 7 месяцев назад

    Yo Dave, hope you see this comment. I met you earlier today at Starbucks. Forgot to tell you that you inspired me to start my yt channel.

  • @my_RS4
    @my_RS4 8 месяцев назад +4

    Dave!!!!

  • @XuEverything
    @XuEverything 8 месяцев назад +3

    I like how Tesla said the goal for the year is still 1.8 million. The stock will crater if Tesla doesn’t achieve that. Otherwise, people will keep buying the dip like today.

  • @vincentdegennaro3375
    @vincentdegennaro3375 8 месяцев назад +1

    Tesla didn’t miss….it was a Wall Street number, which they always get wrong. Tesla actually told the market they would be shutting factories to re tool.

  • @KV-ed3pi
    @KV-ed3pi 8 месяцев назад +1

    Thanks Dave! Hope your wife is doing ok! Let us know. ❤

  • @slyktech1860
    @slyktech1860 8 месяцев назад +1

    I would expect deliveries would be low due to the shutdowns for necessary upgrades. Tesla still sells every vehicle they produce.

  • @ronking8726
    @ronking8726 8 месяцев назад +1

    Thanks. I agree the expectation is only a guess. They are not a real analysis but only for the traders who buy and sell every day. Prayers for your wife.

  • @Lifevol2.0
    @Lifevol2.0 8 месяцев назад +1

    We’ll said Dave, not a big miss, results absolutely in line with expectations if someone wanted to listen carefully. I kind of have the feeling that Q4 will be a super strong Q and will bring the yearly car sold closer to the 1.9M rather than 1.8M. The key mid term focus for long term investors should be imo Cybertruck ramp speed and Giga Mexico construction.

  • @davidj7607
    @davidj7607 8 месяцев назад

    He’s back

  • @zuchaojin1028
    @zuchaojin1028 8 месяцев назад

    谢谢您!

  • @renesirois9074
    @renesirois9074 8 месяцев назад

    Welcome back lol

  • @qkktech
    @qkktech 8 месяцев назад

    Q3 is about inventory reduction that rises profit more than delivery reduction so it may be eps 1-1.3 in q3

  • @SirJohn2024
    @SirJohn2024 8 месяцев назад

    Dave could write the Bible Of Investing...😏

  • @sp9rks716
    @sp9rks716 8 месяцев назад

    Investors will hold long term. Shorts will focus on stuff that doesn’t matter and is from what FUD is spread.

  • @Crunch_dGH
    @Crunch_dGH 8 месяцев назад

    Hey Dave! So, will there be the 475k in Q4 needed to make the 1.8m number for ’23? Will continued RE oversupply lower housing prices enuf to moderate interest rate pressures? Will the Fed try to avoid exacerbating an election year recession? Regardless, relative to all other car makers, Tesla’s exceptional across-the-boards leads should make things quite breezy for them, one year out, despite how macros evolve, further accentuating their beta. Therefore, > 2% of my portfolio is destined for LEAPS.
    Btw, aren’t you getting a CT/Lightship combo!

  • @joonkwon8312
    @joonkwon8312 8 месяцев назад

    Dave
    I’m praying for your wife 🙏 stay strong buddy . Have FAITH buddy. Give your WIFE HUG AND KIsS 💋. Love you DAVE
    Stay strong 💪 stay strong 💪

  • @Qwuiet
    @Qwuiet 8 месяцев назад +1

    China is changing rapidly. Dave you should go there in person to check out the EV scene and the country. Check out Shanghai

  • @davedowling1753
    @davedowling1753 8 месяцев назад

    Revenue and profit

  • @DontNeedToKnow84
    @DontNeedToKnow84 7 месяцев назад

    Wow. It’s been a while since I’ve been on this channel. Remember 2017/2018 and Tesla being on the brink of bankruptcy, trading at 180 per share. We’ve come a long way.

  • @vietle4973
    @vietle4973 8 месяцев назад

    Thanks Dave and how has your wife been doing ? Have a good day

  • @iandavies4853
    @iandavies4853 8 месяцев назад +1

    Great explanation. Definitely helpful.
    I might even shut up about Wall St idiocy - or not.
    We still have climate hell - which we owe to Wall St mentality.

  • @senadb34
    @senadb34 7 месяцев назад

    You still think is not a miss Dave

  • @shk1542
    @shk1542 8 месяцев назад

    Beard lookin good

  • @OO7coolioOO7
    @OO7coolioOO7 8 месяцев назад

    I love how people think troy is the go to man for deliveries. There have been many people closer than him on twitter. Stop pushing bad twitter accounts especially when he just blocks a person if they disagree with him.

  • @1977SITHLORD
    @1977SITHLORD 8 месяцев назад +1

    🙏🙏🙏

  • @aftonline
    @aftonline 8 месяцев назад

    Given that production was down in Q3 due to factory upgrades, does that mean that Q4 is going to be half a million unit quarter? Surely, all cylinders must now be firing at all Tesla factories, so $500k+ should be easily achievable?

  • @joytotheworld3044
    @joytotheworld3044 8 месяцев назад +3

    Thank you so much. How is your wife doing?

  • @FactsAboutTheWorld.
    @FactsAboutTheWorld. 8 месяцев назад

    But they have 100k in inventory

  • @Dularr
    @Dularr 8 месяцев назад

    Most analysts have access to people who count the cars as they come off the line. There never should be a suprise.

  • @LJ-jq8og
    @LJ-jq8og 8 месяцев назад +1

    💪❤

  • @NRV44
    @NRV44 8 месяцев назад +1

    Looks like Q3 earnings won't be good.