So you don’t want to give Tesla more of your cash?!
They want again some more right now: https://twitter.com/zerohedge/status/1336279077104312322
I should have buy only Tesla stocks instead of indexes. I would be fatFire now 
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#metoo 
But maybe in a few days will be a good opportunity to buy. TSLA joins S&P 500 and the speculators will sell. Could be a big drop. Then the crowd will react in panic. At which price would you be tempted to buy?
mid 2019 prices 
. It’s obviously too late now. A 10X returns would have made the difference
But I have invested recently 15% of my portfolio in a small-cap company with a lot of potential of growth, also in tech. They produced Lidar and AR. Their technology is used in the microsoft Hololens 2 to display the picture.
Can’t imagine they would grow to be a trillion dollar company, but who knows
Let’s see if SpaceX or Neuralink ever go public.
Yes, at the end the potential of upside is what mattered.
($MVIS is quite small with only 500 millions as market cap, so they can grow a lot).
I also strongly believe in the potential of 3x ETFs for the long term.
@Bojack you should maybe buy some TQQQ
Why didn’t you then?
Just 670% YTD, there are stocks with >1000% this year - why are you not sorry about “missing” those?
Oh because there is less buzz around them. 
Pointless thought, nevertheless.
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Yes, exactly It’s a big stock that I was aware of before (like NVIDIA).
We are not speaking of a small drug company that got their only drug approved by the FDA.
Because I thought it was overvalued ahah
I know sometimes you just see the negative part. Anyway, my portfolio is getting bigger and I’m on the right path to FI mid-term.
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Good analysis:
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Good reaction:
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Hey @SwissTeslaBull, thanks for sharing the video. Had a lot of fun putting it together yesterday 
Cheers, Remo
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When 85%+ per cent of your revenue is automotive sales and about 6% of revenues is your energy generation & energy storage segement (the rest is sales of used vehicles, after-sale services, vehicle insurance and others)…
Yes, you pretty much are a f*cking car company.
(By the way I’m curious if somebody has posted the other video that Bagel guy posted last week)
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I guess the point being made is that Tesla puts every dollar earned into growing the company which reminds more of an Amazon than a VW…
My point was in reply to the “reaction” video posted by SwissTeslaBull above.
Prefacing with the statement that Telsa isn’t a bleeping car company, his 2030 estimates are
- that they’ll be shipping 10 million cars
- thereby increasing their automotive revenue tenfold, to (only?) 250 billion USD
- “each” (!) car to generate 10’000 USD in software revenue, for another 100 billion USD
- the energy business may become as large as the car business (thus growing 100x)
- Tesla likely to generate more than 500 billion USD in revenue
- Tesla to be valued at 3-6 times sales
That must make them the world’s largest car maker, about as big as Toyota/Volkswagen today.
Tesla today is valued at more than 600 billion USD, at sales of 30 billion USD (to be generous).
For comparison, Toyota and Volkswagen with sales of approximately 300 billion USD are valued at multiples to sales of around 0.75 or 0.4 respectively (200 billion and 100 billion USD respectively).
Here’s my take:
Autopilot / self-driving: Cars won’t be self-driving by 2030. Self-driving use will be limited at best. Even if Tesla really had an advantage in self-driving software bering so far ahead of any other manufacturer, that it’d give them a monopoly, I doubt that it’s going to be a very strong competitive advantage for Tesla. I will not be surprised if European and Japanese authorities put a ban of its use. Even if it’s just to (secretly) protect their domestic automakers and allow them to catch up.
Batteries: Arguably their charging and range is Tesla’s strongest competitive advantage today. It’s at least doubtful that they will be able to retain it. There’s lots of competitors and companies researching newer tech and optimisations.
Software sales: The claim that every car will generate thousands of software sales is just outlandish to me. Especially on a mid-range car (which Tesla basically is, their cars don’t feel premium from all I read and hear).
Energy: They have batteries and solar panels. Especially solar panels: commodity tech with cutthroat competition. I have been invested in solar stocks years ago. It’s not going to grow hundredfold.
Growth: The growth trajectory won’t last forever - even less likely if they’ll already be the biggest car maker in the world in 2030.
20x increase in deliveries compared to this year?
100x increase of revenues in their energy business?
5-10x higher price-to-sales ratio than today’s biggest car makers?
The deliveries and automotive revenues don’t even seem that far-fetched to me.
It’s still a huuuge bet (primarily) on them keeping their competitive advantage in range and charging.
But to be valued as a growth company as the biggest manufacturer in the world?
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By the way, in a recent interview Musk said that he is 100% sure that FSD will be ready in 2021. (and that human will walk on Mars in 6 years…) So we will be able to verify this claim pretty fast.
To me the biggest jackpot that Tesla can achieve is a vertically integrated FSD taxi/transport service. Building cars that they themselves own, service and insure.
But thanks for the reality check, I agree that given the current number and conservative projections, the TSLA price is hard to justify.
Ok, you have convinced me.
Tesla is a regular car maker. Are you saying that Amazon is a regular retailer too?
Now I have to sell all my dear TSLA and AMZN stock 
P.S. Sorry to break the news. Anyone who owns VWRL (or S&P 500 ETF) is a TSLA shareholder… so even MP!!! 
That’s not really that funny. It’s a different thing for TSLA to be 0.5% of your portfolio (proportionally to what the market “thinks”) than it is to actively invest 10%+ of your portfolio.
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How is it different from all the previous broken promises? Elon Musk Promises a Really Truly Self-Driving Tesla in 2020 | WIRED
(Was lazy and didn’t try to find the first time he promised it, but I bet it’s much much older)
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Worth the watch.
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Wait a second… where did that word “regular” suddenly come from?
I didn’t say they were a “regular” car company, did I? Did anybody else?
Neither did the person in that Youtube video (that I understand is you), did he?
I quote: “Please stop comparing Tesla to GM, Ford, Volkswagen or Honda. If it was a car company then hell yes, it’s f_cking expensive! But it’s not a f_cking car company!”
That’s not about whether they are a “regular” or an “unusual” car company.
The claim that they aren’t a car company after is made as an argument against even comparing Tesla and its financial figures to other car manufacturers - before then curiously going to estimate their growth in selling cars and related accessories/services and providing very little evidence or support for growth and revenue in their other businesses. And Musk’s pipe dreams of robo-taxis aren’t (yet).
So here’s my reply: Tesla may not be a “regular” car company. Due to their high valuation and them not being invested in “legacy” combustion engine technology. But the fact remains that 90% or more of their business is cars and related. From a consumer perspective - and a nice example is the video Cortana just posted - the choice regarding is very simple and obvious: It’s about which make and brand of car to buy.
As an actually car company, I see no reason why it can’t and shouldn’t - be compared to its peers. Maybe there are good and valid reasons justifying their exceptionally high valuation. Such competitive advantages might be very interesting to get into. As for Tesla supposedly being something grandiosely “transcending” a mere car company, there seems little to show and prove at this moment.
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