# Should I buy TSLA shares?
**URL:** https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836
**Category:** Investing / Portfolios
**Created:** [May 12, 2020, 11:23am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836 "2020-05-12T11:23:10Z")
**Posts on this page:** 20
**Page:** 84
### Author:  [@nabalzbhf](https://forum.mustachianpost.com/u/nabalzbhf)
#### Post date: [January 9, 2023, 9:24am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1729 "2023-01-09T09:24:34Z")
> [@Bojack](#):
>
> And I think EVs present an opportunity to redesign the car from the ground up.
Didn’t they do that? In a smart way.
Eg looking at VW they have a standard platform they designed for EV that they reuse across brand, sharing the development cost. This way they’re able to regularly release new cars (and also work on the next gen platform in parallel)
I think Tesla aging lineup is it’s biggest risk, people are not going to buy a new car if it looks “old”, so when the competition releases a dozen new car a year across all ranges of the market it’s going to be tough.
(Afaik the only new one coming up from Tesla is the Cybertruck, which if it’s not a joke is definitely not suitable to European market which requires a good amount of compact cars).
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### Author:  [@Bojack](https://forum.mustachianpost.com/u/Bojack)
#### Post date: [January 9, 2023, 9:26am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1730 "2023-01-09T09:26:56Z")
> [@Julianek](#):
>
> So fully-loaded autonomy is 100 miles.
That’s not what it says. It says they will first use it on 100 mile trips. In the next paragraph it says:
> It is unclear why Pepsi limits the trips for the Semi to such a short distance. Nevertheless, this is only temporary, as PepsiCo’s vice president said the soda truck would move to 400 to 500-mile trips soon. This might indicate that PepsiCo is still unsure of the Semi’s capabilities. Once it gets more data, it will start making the trucks’ jobs harder.
And here you have an analysis of the semi demo ride from the physics perspective. The truck seems to be capable of doing 500 miles with a full load, with the caveat of going at only 52 mph (83 km/h).
[ ](https://www.youtube.com/watch?v=hvg_i0GE0Vo)
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### Author:  [@baldur](https://forum.mustachianpost.com/u/baldur)
#### Post date: [January 9, 2023, 10:33am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1731 "2023-01-09T10:33:45Z")
> **[Tesla owners in China protest against surprise price cuts they missed](https://www.reuters.com/business/autos-transportation/tesla-owners-china-protest-against-surprise-price-cuts-they-missed-2023-01-07/)**
>
> Hundreds of Tesla owners gathered at the automaker's showrooms and distribution centres in China over the weekend, demanding rebates and credit after sudden price cuts they said meant they had overpaid for electric cars they bought earlier.
Very interesting news, from many angles 🙂
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### Author:  [@johndoe1](https://forum.mustachianpost.com/u/johndoe1)
#### Post date: [January 9, 2023, 11:12am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1732 "2023-01-09T11:12:05Z")
I’m not holding TSLA and not planning to do so, but I’m curious: Are there any specific reasons why TSLA’s - of all stocks - gained so much attention here?
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### Author:  [@San\_Francisco](https://forum.mustachianpost.com/u/San_Francisco)
#### Post date: [January 9, 2023, 12:39pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1733 "2023-01-09T12:39:13Z")
_[“Production begins 2019”](https://www.youtube.com/watch?v=5RRmepp7i5g&t=1483s)_. So if you ordered in 2017…
PS: ☝ Do believe that this also somehow encapsulates the appeal of the company:
Rockstar marketing for an underdog (company) that almost single-handedly takes on an entire army (industry) of “legacy” incumbents - while still appealing to the geeks and environmentally-conscious.
Also, honestly, you have to give props to the guy for taking centre stage with that speech impediment.
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### Author:  [@Guillaume\_GVA](https://forum.mustachianpost.com/u/Guillaume_GVA)
#### Post date: [January 9, 2023, 6:37pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1734 "2023-01-09T18:37:48Z")
Fanboys
The same with cryptos
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [January 9, 2023, 7:30pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1735 "2023-01-09T19:30:57Z")
> [@Bojack](#):
>
> Oh, and here’s Ford Credit isolated from the balance sheet of the entire company. @San_Francisco this goes to show how big Ford Credit is for the entire company. It’s like half of the balance sheet.
>
> 
>
> Now what happens if we run into a recession, customers stop paying their installments and start defaulting on their loans. The customers might try to sell their used ICE Fords, but they will be surprised to learn that the resale value is much lower than they thought.
I am not a balance sheet expert even though I can read them at beginner level.
Here’s an industry and balance sheet expert commenting on [https://seekingalpha.com/article/4417862-captive-financing-arms-avoiding-pitfalls-in-comparing-teslas-balance-sheet-to-those-of-auto-oems](https://seekingalpha.com/article/4417862-captive-financing-arms-avoiding-pitfalls-in-comparing-teslas-balance-sheet-to-those-of-auto-oems)
Despite my own opinions of investing in TSLA, I’ll leave it at this.
Good luck to everyone with their investments!
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### Author:  [@user137](https://forum.mustachianpost.com/u/user137)
#### Post date: [January 9, 2023, 9:14pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1737 "2023-01-09T21:14:41Z")
not gonna happen, especially with the recession knocking on the door, and EV’s being too expensive already now. I guess small-engine diesel and petrol cars are here to stay easily for the next 5 years at least until reaching 50:50.
> [@nabalzbhf](#):
>
> I think Tesla aging lineup is it’s biggest risk, people are not going to buy a new car if it looks “old”, so when the competition releases a dozen new car a year across all ranges of the market it’s going to be tough.
This might not be an issue. The Model 3 is a good enough sedan that does not look dated yet. The Model Y is huge enough to beat most competition on size, efficiency, prices, availability or charging (or all of this). The Model S of 2013 still doesn’t look dated, although it’s 9 yrs old now.
Manufacturing cars is super capital intensive, so the less Tesla changes, the cheaper it’ll be (for them). They opt to change mostly in software, which is a free upgrade.
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### Author:  [@nabalzbhf](https://forum.mustachianpost.com/u/nabalzbhf)
#### Post date: [January 9, 2023, 9:40pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1738 "2023-01-09T21:40:32Z")
> [@user137](#):
>
> This might not be an issue. The Model 3 is a good enough sedan that does not look dated yet.
I wonder what the user studies say. At least personally I’ve seen the same teslas on the road for years, it’s pretty boring. I tend to notice more the new cars that look different, at the moment it’s the mercedes and vw for me mostly. (note: not a car driver, anecdotal 🙂)
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### Author:  [@user137](https://forum.mustachianpost.com/u/user137)
#### Post date: [January 10, 2023, 8:37am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1739 "2023-01-10T08:37:07Z")
people generally don’t upgrade cars to get the latest look, they upgrade to get the latest tech. So in this perspective Tesla is still okay as the SW is always the latest within the metal can.
The VWs and the Mercs are popping into your eyes as they are not on the road for the last 3 years 🙂
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### Author:  [@rolandinho](https://forum.mustachianpost.com/u/rolandinho)
#### Post date: [January 10, 2023, 11:31am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1740 "2023-01-10T11:31:53Z")
> [@user137](#):
>
> people generally don’t upgrade cars to get the latest look, they upgrade to get the latest tech
Really? I would’ve said complete opposite, those that upgrade in the car’s first 5 years do it primarily for the latest look (show that neighbour/friend/colleague who can afford the latest fanciest **looking** car). If one goes back 10 years I’d even say “what car-tech?”, as it’s so hidden and slow-developing (latest new evolutionary engine technology, some new safety feature).
Disclaimer: I hate cars, and don’t have one, so my opinion could be totally wrong.
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### Author:  [@San\_Francisco](https://forum.mustachianpost.com/u/San_Francisco)
#### Post date: [January 10, 2023, 11:47am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1741 "2023-01-10T11:47:29Z")
I can „get“ both sides.
Upgrading from an ICE to an EV vehicle though, I think happens mostly due to „tech“, not Teslaa looks.
I suppose many, probably most Tesla drivers are still first-time buyers of electric vehicles.
Edit: …or at least you have to hope so, as a TSLA stockholder. 😉
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### Author:  [@newhere](https://forum.mustachianpost.com/u/newhere)
#### Post date: [January 10, 2023, 11:53am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1742 "2023-01-10T11:53:09Z")
I used to drive trucks for a short time. From a practical perspective I see the following questions (apart from range and max weight):
- sitting in the middle: how give I Paperwork through the window? How do I speak through the intercom on a gate?
- passenger seat in the second row. Truck driver is a lonely job. You like to take somebody with you from time to time
- dimensions: for the european market I pretty sure a redesign would be necessary, due to the max lenght of the whole truck beeing only 18.75m. Otherwise you will lose volume on the trailer. European trucks are for this reason „Kurzhauber“
Maybe these points are already investigated on the content in the links posted above.
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### Author:  [@user137](https://forum.mustachianpost.com/u/user137)
#### Post date: [January 10, 2023, 2:10pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1743 "2023-01-10T14:10:09Z")
> [@newhere](#):
>
> passenger seat in the second row. Truck driver is a lonely job. You like to take somebody with you from time to time
that’s a very PC way of saying “there is no side-by-side seat for the hookers if you need some TLC” 😛
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### Author:  [@newhere](https://forum.mustachianpost.com/u/newhere)
#### Post date: [January 11, 2023, 10:37am UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1744 "2023-01-11T10:37:59Z")
Googled „TLC“ but dont understand why you think a passenger seat is needed for it.
What I liked to point out: Tesla truck changes the consumer journey way more than the cars did. At least in europe we are short of truck drivers. Logistic companies do everything to buy/lease trucks which are wished by the drivers. In fact many driver is choosing his employer based on if the company has MAN, DAF, Scania etc in their fleet.
Thats why for Tesla it will be important to have acceptance from the drivers
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### Author:  [@San\_Francisco](https://forum.mustachianpost.com/u/San_Francisco)
#### Post date: [January 18, 2023, 6:42pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1745 "2023-01-18T18:42:21Z")
> [@Bojack](#):
>
> Tesla posted this video over a year ago:
…and they (their director of Autopilot software at) now officially admitted that their videos are (at least sometimes) showing things that their system [can’t actually do](https://www.reuters.com/technology/tesla-video-promoting-self-driving-was-staged-engineer-testifies-2023-01-17/) - or in other words: fiction. And Musk misleadingly boasted about it on Twitter.
[Tesla staged Autopilot demo video, says director of software - The Verge](https://www.theverge.com/2023/1/17/23559294/tesla-autopilot-2016-video-pre-mapped-traffic-lights)
Side note: Even I could have guessed and roughly explained the concept of operational design domain - and I’m not even a computer scientist or engineer. (Well, maybe I wouldn’t in testifying to court. Then again, I’m not being paid millions professionally for this stuff)
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### Author:  [@MrCheese](https://forum.mustachianpost.com/u/MrCheese)
#### Post date: [January 28, 2023, 4:02pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1746 "2023-01-28T16:02:33Z")
I bought a bag ot TLSA at end of December, up 60% xD
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### Author:  [@San\_Francisco](https://forum.mustachianpost.com/u/San_Francisco)
#### Post date: [January 28, 2023, 4:48pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1747 "2023-01-28T16:48:05Z")
But did you tell us at the end of December?
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### Author:  [@MrCheese](https://forum.mustachianpost.com/u/MrCheese)
#### Post date: [January 28, 2023, 8:30pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1748 "2023-01-28T20:30:40Z")
Yes I did @San_Francisco : [Should I buy TSLA shares? - #1694 by MrCheese](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1694)
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### Author:  [@dbu](https://forum.mustachianpost.com/u/dbu)
#### Post date: [January 28, 2023, 10:05pm UTC](https://forum.mustachianpost.com/t/should-i-buy-tsla-shares/3836/1749 "2023-01-28T22:05:37Z")
Just don’t hold it for too long 😜
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