51–60 of 407 posts
https://ftalphaville.ft.com/2018/10/31/1540962002000/The-day...
According to Robinhood: “Tesla's stock has jumped 35% over the past month, becoming the most valuable American car company ever. GM and Ford produced a combined 39x as many cars as Tesla did in 2019, but the electric carmaker is now more valuable than GM and Ford combined. Oh, and Tesla lost almost a billion dollars over the past year while GM and Ford made over $10B in profit. Investors care more about future profit…
For a while TSLA had an absurd amount of short positions against it, IIRC something like an order of magnitude more than other companies. Perhaps we are seeing a short squeeze? I'd love to see data (and interpretation) on how this has changed.
You can't fight meme magic. Old skool investors don't understand this yet. They see Elon smoking pot and they short. They see him dancing, they short again. They see his bumbling presentation skills and smashed CyberTruck windows, have a laugh and put one more billion against him. And then they open his twitter and you can imagine what they do when they see him posting absolute units of a sheep... https://fortune.com…
How do Tesla owners feel about the quality of their cars? I'm genuinely curious. This is merely an anecdote, but in my experience it seems like the overall quality of similarly priced automobiles from more traditional luxury carmakers is much higher. The only significant advantage of the Tesla is the fact that it's 100% electric. Also, this is merely a subjective personal preference, but I just don't like the style o…
According to Robinhood: “Tesla's stock has jumped 35% over the past month, becoming the most valuable American car company ever. GM and Ford produced a combined 39x as many cars as Tesla did in 2019, but the electric carmaker is now more valuable than GM and Ford combined. Oh, and Tesla lost almost a billion dollars over the past year while GM and Ford made over $10B in profit. Investors care more about future profit…
How do Tesla owners feel about the quality of their cars? I'm genuinely curious. This is merely an anecdote, but in my experience it seems like the overall quality of similarly priced automobiles from more traditional luxury carmakers is much higher. The only significant advantage of the Tesla is the fact that it's 100% electric. Also, this is merely a subjective personal preference, but I just don't like the style o…
According to Robinhood: “Tesla's stock has jumped 35% over the past month, becoming the most valuable American car company ever. GM and Ford produced a combined 39x as many cars as Tesla did in 2019, but the electric carmaker is now more valuable than GM and Ford combined. Oh, and Tesla lost almost a billion dollars over the past year while GM and Ford made over $10B in profit. Investors care more about future profit…
I read a different analysis [0] arguing that comparing the market cap of Tesla to that of Ford and GM isn't really comparing apples to apples, since the latter have enormous pension fund liabilities. 0: https://mondaynote.com/tesla-and-apple-valuation-questions-c...
How do Tesla owners feel about the quality of their cars? I'm genuinely curious. This is merely an anecdote, but in my experience it seems like the overall quality of similarly priced automobiles from more traditional luxury carmakers is much higher. The only significant advantage of the Tesla is the fact that it's 100% electric. Also, this is merely a subjective personal preference, but I just don't like the style o…
I bought a Model 3 a year ago (Dec '18). I liked it so much that, when my wife's Audi lease expired in July, she also got a Model 3 (at least they're different colors...) The only issue either of us has had is one of the license plate screws stripped the rubber bushing and I had to get a replacement bushing. Would definitely buy another car from them. In fact, the thing I hate most about the business travel I have to…
According to Robinhood: “Tesla's stock has jumped 35% over the past month, becoming the most valuable American car company ever. GM and Ford produced a combined 39x as many cars as Tesla did in 2019, but the electric carmaker is now more valuable than GM and Ford combined. Oh, and Tesla lost almost a billion dollars over the past year while GM and Ford made over $10B in profit. Investors care more about future profit…
> who can compete with Tesla From my seat, that really remains to be seen. The existing companies don't seem to have found a way to compete with Tesla's EVs yet. They may get there eventually, but Tesla has it now. Regarding valuation, one point I read elsewhere is that Tesla does a lot more in-house, which adds to the valuation, whereas the existing companies will buy a lot of their parts and/or contract out work. I…
> Tesla does a lot more in-house, which adds to the
> valuation, whereas the existing companies will buy
> a lot of their parts and/or contract out work.