161–170 of 604 posts
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Capex is not included in net income, so your analysis is completely wrong.
Of course Capex isn't included, but its direct consequence (depreciation) is. Tesla incurred almost $1B of depreciation in 2016: http://www.marketwatch.com/investing/stock/tsla/financials
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It is like comparing a spunky startup to an entrenched corporation. Ya, IBM once spent more than Facebook, but Facebook was worth more because it had potential while IBM didn't. Ford doesn't have any good ideas for the future, they are too busy with the here and now and haven't shown an ability to do anything but incremental improvements with their R&D spending. Like we don't expect much more from IBM, we don't expec…
What is this based on? Ford has had record profits over the past few years and has continually improved their vehicles and manufacturing processes, including remaking two assembly plants to make aluminum body F 150s. They also invested a billion dollars in Arvo AI and are making aggressive moves into self driving technology.
Sounds like they may be trying to compete with Android, Apple, and Tesla on the software side. And QNX has a good microkernel architecture for an automotive OS.
https://www.forbes.com/sites/greatspeculations/2016/11/03/wh...
Ford is sitting on almost $16 billion cash. Tesla, like Amazon, burns through cash as fast as they can turn it into scalable future stuff. Whether you consider this good or bad depends on your future outlook: Being long Ford is making a bet that the future will look pretty much the same. Being long Tesla is making a bet that the future will look different. (Plus the risks of believing that they can do what they say t…
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Big gap in Northwest Nevada/Southeast Oregon too, although quite remote, a fun place to drive. I'll stick with my ICE for now.
There's a big gap in those parts for gasoline, too. Once a few years back I camped out near Fields Station waiting for the store to open 'cause I didn't have enough gas in my Jeep to make it to Burns.
What this says to me is that the stock asset class is broken. The value of a stock is supposed to be the amount of earnings you are expected to receive from it over its lifetime (adjusted according to the risk free rate or whatever). But today a stock's value can be influenced by a cool factor. Stocks that never pay any earnings can have high values (Amazon) and investor mania can out-live any attempted short. There…
> the value of a stock is supposed to be the amount of earnings you are expected to receive from it over its lifetime Who supposes that? I don't and I'm ready to pay a different price that you'd do. If there isn't a good reason for that, you might be able to take advantage from my position. Now, there are many reasons why I wouldn't price a stock as the sum of its (future) earnings. For instance, a company can be acq…
Greater fool theory has some problems. For one, it's not economically rational.
I think these comparison's to other car companies really miss the mark. Those who are long on TSLA (myself included) aren't looking at them as a car company. Tesla is cracking open new markets in the following areas: - Electric Cars (most visible. Also don't undervalue their unique direct sales channel, which is a huge competitive advantage) - Batteries/Energy Storage (not just cars - utility scale energy storage, wi…
What makes you think solar is a hockey stick? I'm not saying you're wrong it's just the first time I've heard this before.
https://www.google.com/search?site=&tbm=isch&source=hp&biw=1...
I think these comparison's to other car companies really miss the mark. Those who are long on TSLA (myself included) aren't looking at them as a car company. Tesla is cracking open new markets in the following areas: - Electric Cars (most visible. Also don't undervalue their unique direct sales channel, which is a huge competitive advantage) - Batteries/Energy Storage (not just cars - utility scale energy storage, wi…
What makes you think solar is a hockey stick? I'm not saying you're wrong it's just the first time I've heard this before.
China now employs over 1 million workers making solar panels. And they're ramping that up as fast as they can, and shelving coal power plants. We've reached that critical tipping point for PV solar to go vertical, and Tesla/SolarCity just built their own factory in Buffalo to take advantage.
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It is like comparing a spunky startup to an entrenched corporation. Ya, IBM once spent more than Facebook, but Facebook was worth more because it had potential while IBM didn't. Ford doesn't have any good ideas for the future, they are too busy with the here and now and haven't shown an ability to do anything but incremental improvements with their R&D spending. Like we don't expect much more from IBM, we don't expec…
What is this based on? Ford has had record profits over the past few years and has continually improved their vehicles and manufacturing processes, including remaking two assembly plants to make aluminum body F 150s. They also invested a billion dollars in Arvo AI and are making aggressive moves into self driving technology.
Ford's P/E ratio is 9.89. IBM's P/E ratio is 14.02.
Facebook's P/E ratio is 40.79. Tesla's P/E ratio is infinity since the E is negative.
I'm sure Ford has done many incremental innovations, I didn't say they didn't. IBM does the same thing, and has "record profits" every few years also. Its just the market isn't expecting the next big thing to come from Ford, while they are expecting that from Tesla.
If you think the market is wrong or too irrational, you can make a killing by shorting Tesla and buying cheap Ford stock.
I think these comparison's to other car companies really miss the mark. Those who are long on TSLA (myself included) aren't looking at them as a car company. Tesla is cracking open new markets in the following areas: - Electric Cars (most visible. Also don't undervalue their unique direct sales channel, which is a huge competitive advantage) - Batteries/Energy Storage (not just cars - utility scale energy storage, wi…
What makes you think solar is a hockey stick? I'm not saying you're wrong it's just the first time I've heard this before.
Earlier quoted context omitted.
What is this based on? Ford has had record profits over the past few years and has continually improved their vehicles and manufacturing processes, including remaking two assembly plants to make aluminum body F 150s. They also invested a billion dollars in Arvo AI and are making aggressive moves into self driving technology.
An aluminum body is exactly the kind of iteration that was being talked about. It is neat, but its not and all new drive train on a totally different tech. Aluminium is a pretty well understood material, while self driving cars are virgin territory. Tesla is making larger swings and potentially accepting larger risk. Ford is... iterating.