Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
1–10 of 112 posts
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#2I often enjoy Electrek's coverage, but they aren't a reliable news source. http://www.thedrive.com/news/24025/electreks-editor-in-chief...
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#3I often enjoy Electrek's coverage, but they aren't a reliable news source. http://www.thedrive.com/news/24025/electreks-editor-in-chief...
Nothing in TFA seems suspicious to me. The main point, at least, is easy enough to confirm. 60B > 56B.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#4I often enjoy Electrek's coverage, but they aren't a reliable news source. http://www.thedrive.com/news/24025/electreks-editor-in-chief...
Nothing in TFA seems suspicious to me. The main point, at least, is easy enough to confirm. 60B > 56B. https://ycharts.com/companies/TSLA/market_cap https://ycharts.com/companies/BAMXF/market_cap
>Nothing in TFA seems suspicious to me.
I don't know about "suspicious", but what exactly is the point? Tesla, whom many consider overvalued, has a higher market cap than BMW. So what? BMW makes more money, has higher revenues, produces more cars and has been in business way longer. Their sales have been growing for years. They deliver almost as many cars in a month as Tesla has in its entire existence.
So what is the main point? Only in Silicon Valley do people care about "valuation".
Electrek literally takes random Elon Musk tweets and writes "articles" about them. HN votes them up, while criticizing every second article as "fake news".
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#5Earlier quoted context omitted.
Nothing in TFA seems suspicious to me. The main point, at least, is easy enough to confirm. 60B > 56B. https://ycharts.com/companies/TSLA/market_cap https://ycharts.com/companies/BAMXF/market_cap
> Nothing in TFA seems suspicious to me. I don't know about "suspicious", but what exactly is the point? Tesla, whom many consider overvalued, has a higher market cap than BMW. So what? BMW makes more money, has higher revenues, produces more cars and has been in business way longer. Their sales have been growing for years. They deliver almost as many cars in a month as Tesla has in its entire existence. So what is t…
Tesla's high valuation represents the hopes for its future importance. So at this point you could say the market values Tesla's future as being more important than BMWs future. And if you are ecologically minded, thats interesting.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#6If you're looking for more context for this, Benedict Evans lays out the bull and bear cases for Tesla vis a vis other car makers: https://www.ben-evans.com/benedictevans/2018/8/29/tesla-soft....
Right now, IMO, it isn't clear who will "win." If anyone. But Tesla can certainly plausibly win. It can also plausibly lose.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#7Earlier quoted context omitted.
> Nothing in TFA seems suspicious to me. I don't know about "suspicious", but what exactly is the point? Tesla, whom many consider overvalued, has a higher market cap than BMW. So what? BMW makes more money, has higher revenues, produces more cars and has been in business way longer. Their sales have been growing for years. They deliver almost as many cars in a month as Tesla has in its entire existence. So what is t…
Tesla's high valuation represents the hopes for its future importance. So at this point you could say the market values Tesla's future as being more important than BMWs future. And if you are ecologically minded, thats interesting.
>And if you are ecologically minded, thats interesting.
This doesn't follow.
If you were truly ecologically minded, you'd cheer on all the automakers in their move to EVs, not one in specific with a microscopic market share. BMW has more potential to shift the landscape than Tesla.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#8Earlier quoted context omitted.
Nothing in TFA seems suspicious to me. The main point, at least, is easy enough to confirm. 60B > 56B. https://ycharts.com/companies/TSLA/market_cap https://ycharts.com/companies/BAMXF/market_cap
> Nothing in TFA seems suspicious to me. I don't know about "suspicious", but what exactly is the point? Tesla, whom many consider overvalued, has a higher market cap than BMW. So what? BMW makes more money, has higher revenues, produces more cars and has been in business way longer. Their sales have been growing for years. They deliver almost as many cars in a month as Tesla has in its entire existence. So what is t…
> Their sales have been growing for years.
Looks like they just posted a solid ~5% YoY growth for the last quarter, while TSLA posted ~125%. It's clearly an interesting difference. Valuation is the metric that summarizes all of the other metrics.
https://www.zacks.com/stock/chart/bamxf/fundamental/revenue-...
https://www.zacks.com/stock/chart/TSLA/fundamental/revenue-q...
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#9I often enjoy Electrek's coverage, but they aren't a reliable news source. http://www.thedrive.com/news/24025/electreks-editor-in-chief...
I don't think it is much of a stretch to suggest that Electrek is part of Tesla's marketing team. In a similar way to The Verge being part of Apple's.
Re: Tesla (TSLA) surpasses BMW's valuation as one soars and the other slips
#10BMW reported profits of €8.7bn for the year 2017. [1]
Tesla stockholders must be very, very optimistic about its future performance when they value Tesla more than an already established, immensely profitable player.
[1] https://phys.org/news/2018-03-bmw-net-profit-bn-euros.html