Henry Ford II wrote:
Musk is fascinating to watch.
How long can he keep up juggling a couple of ponzi schemes at the same time?
You tell me.
Henry Ford II wrote:
Musk is fascinating to watch.
How long can he keep up juggling a couple of ponzi schemes at the same time?
You tell me.
tds wrote:
GoatZenHeimer wrote:
Your 2 years are up.
Are you saying the stupid people who pre-paid for full self-driving mode are IN luck? Go on....
So what are you talking about?
tds wrote:
GoatZenHeimer wrote:
Your 2 years are up.
Are you saying the stupid people who pre-paid for full self-driving mode are IN luck? Go on....
So "tds" stands for "Tesla Derangement Syndrome" I see.
Bump
Tesla stock is still rocking.
Almost $700 but before 2020 it was just around $80.
Did they build and sell so many more cars this year?
Good luck to all of you who "invested" in this.
https://www.google.com/search?client=firefox-b-1-d&q=tesla+stock
Will the Tesla bulls explain to me how Tesla can have a price to book value over 40, but a company like Volkswagen that sells more EVs in Norway and has 9 times the revenue has a price to book value of 0.71. When will investors stop pricing Tesla like a tech company and start pricing it like the car company it is?
joedirtte wrote:
Will the Tesla bulls explain to me how Tesla can have a price to book value over 40, but a company like Volkswagen that sells more EVs in Norway and has 9 times the revenue has a price to book value of 0.71. When will investors stop pricing Tesla like a tech company and start pricing it like the car company it is?
When it stops being a tech company.
Dear Limitations:
You are the best performing contra-indicator of the last year. Probably the best since George Costanza decided to do the opposite of everything his instincts suggested. Tesla is up 675% since your dead-company-walking call.
Please post back or start a new thread with your 2021 stock picks. Don't over think it. Just go with your gut.
I've got 4 kids to get through college and could really use a few wins this year.
Thanks,
Big Fan
lol
joedirtte wrote:
Will the Tesla bulls explain to me how Tesla can have a price to book value over 40, but a company like Volkswagen that sells more EVs in Norway and has 9 times the revenue has a price to book value of 0.71. When will investors stop pricing Tesla like a tech company and start pricing it like the car company it is?
Tesla hasn't completed their Berlin factory yet.
Still makes no sense. in 2019, Tesla sold 109,000 vehicles in Europe for a leading 31% market share. Last year they sold 98,000 vehicles in the same market (which grew dramatically) for a 13% market share to place third behind Volkswagen and Renault. And yet, their market cap increased more than ten fold over that time? It makes no sense.
I love how it is the same people who don't get COVID propagation dynamics also cannot see the value in being a first-to-market global EV supplier? It's the same underlying mathematical factors at play - non linear growth, lagging variables, etc.
joed|rt wrote:
Still makes no sense. in 2019, Tesla sold 109,000 vehicles in Europe for a leading 31% market share. Last year they sold 98,000 vehicles in the same market (which grew dramatically) for a 13% market share to place third behind Volkswagen and Renault. And yet, their market cap increased more than ten fold over that time? It makes no sense.
2600 bro wrote:
I love how it is the same people who don't get COVID propagation dynamics also cannot see the value in being a first-to-market global EV supplier?
It's the same underlying mathematical factors at play - non linear growth, lagging variables, etc.
joed|rt wrote:
Still makes no sense. in 2019, Tesla sold 109,000 vehicles in Europe for a leading 31% market share. Last year they sold 98,000 vehicles in the same market (which grew dramatically) for a 13% market share to place third behind Volkswagen and Renault. And yet, their market cap increased more than ten fold over that time? It makes no sense.
Actually, I like to think of myself as someone who understands history. The numbers indicate an eroding market share and there is no way to validate a market cap of 4 times that of Toyota, a company that sells 20 times the number of vehicles each year.
https://www.fool.com/investing/2021/01/30/teslas-profits-are-not-from-selling-cars/What if the EV/EV-adjacent/battery market ends up 10X bigger than the ICE market ever was? Gotta think outside the box. Are you just salty you didnt buy in before the rocket ship launched?
joed|rt wrote:
2600 bro wrote:
I love how it is the same people who don't get COVID propagation dynamics also cannot see the value in being a first-to-market global EV supplier?
It's the same underlying mathematical factors at play - non linear growth, lagging variables, etc.
Actually, I like to think of myself as someone who understands history. The numbers indicate an eroding market share and there is no way to validate a market cap of 4 times that of Toyota, a company that sells 20 times the number of vehicles each year.
https://www.fool.com/investing/2021/01/30/teslas-profits-are-not-from-selling-cars/
You can't make up all that stuff:
Tesla dissolves its PR department — a new first in the industry
2 Killed in Driverless Tesla Car Crash, Officials Say
https://electrek.co/2020/10/06/tesla-dissolves-pr-department/
You know that NYT article is speculative and, I’ll say it, fake.
2600 bro wrote:
Actually, I like to think of myself as someone who understands history. The numbers indicate an eroding market share and there is no way to validate a market cap of 4 times that of Toyota, a company that sells 20 times the number of vehicles each year.
https://www.fool.com/investing/2021/01/30/teslas-profits-are-not-from-selling-cars/
Correct if judging by traditional P/E type values. But EV is expect to increase by the dozens- and Tesla's the leader. Autonomous is expected to become a big market in 5-10 years- and Tesla has the most data by 10-20X over anyone to complete the transition. Then they have home energy systems using solar technology. Plus- they're vertically integrated.
Bump.
Bump
Jakob Ingebrigtsen has a 1989 Ferrari 348 GTB and he's just put in paperwork to upgrade it
Strava thinks the London Marathon times improved 12 minutes last year thanks to supershoes
Is there a rule against attaching a helium balloon to yourself while running a road race?
NAU women have no excuse - they should win it all at 2024 NCAA XC
Mark Coogan says that if you could only do 3 workouts as a 1500m runner you should do these
How rare is it to run a sub 5 minute mile AND bench press 225?
Move over Mark Coogan, Rojo and John Kellogg share their 3 favorite mile workouts