Indeed, considering their typical valuation methodologies, they would likely fare much better after researching established companies in stable industries, and then deciding whether to buy their shares or sell them short.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
Indeed, considering their typical valuation methodologies, they would likely fare much better after researching established companies in stable industries, and then deciding whether to buy their shares or sell them short.
I believe building an EV on a traditional platform is one of the biggest mistakes of legacy automakers. I heard it from BMW before and understand their motivation to reduce costs and stay flexible with the mix but it looks to me like they did never drive a Tesla and understand the fundamental driving experience difference and the root cause ...
Tesla designs their electric vehicles from the ground up; BMW - not so much
Tesla designs their electric vehicles from the ground up; BMW - not so much
This is the marketing people believing that their poop smells like perfume. In other words, people will buy a compromised product because of our heritage/ brand/ etc.
DurandalAI
Member
There are plenty of people who will buy a compromised product because of brand. In fact, that’s how most expensive brands survive. My mother has nothing but problems with her Mercedes vehicles, but she keeps going back to them mostly because of the brand name and interior comfort. If they had a plug in hybrid SUV next time she was in the market she would buy one, not even considering that others have better offerings. BMW has those same type of people as customers, even if the 3 series sales are down and Tesla Model 3 has over 500k reservations..
bdy0627
Active Member
My crystal ball says its already bottomed out (@353.68) and will go up from here.
Mind you MMs may try another push down in the afternoon for 352.50 max pain.
bdy0627
Active Member
Tend to agree with you at this point. The stock seems pretty resistant to downward pressure here.
ValueAnalyst
Closed
Maybe, and I'm surprised at how quickly SP recovered from yesterday's recall news.
It's a non-event, but this had not stopped SP from getting hit for a few days on even lesser news in the past.
I think of this as a spectrum: each person has their own unique limit to irrational economic/utility decisions.
Brands widen the gap one would need to jump to go from an irrational decision to a rational one, but there's a limit to that gap.
I expect Model 3 to be perceived as so much better than competing products that enough consumers will "jump" and ignite a movement in 2018.
ValueAnalyst
Closed
No, it is not. I'm not sure how helpful phrases like "isn't it obvious" or "shooting fish in a barrel" are in furthering any type of discussion, but especially on a subject so complex and subjective as corporate valuation.
ValueAnalyst
Closed
Going from 50B to 200B Market Cap in one month means a massive Short Squeeeeeeezeeeeee
Sure - same as going from $30 to $120, and here we are just three years later looking at 3x more return.
I'm taking the rest of the day and weekend off. Have a good weekend everyone!
Going from 50B to 200B Market Cap in one month means a massive Short Squeeeeeeezeeeeee
That would be awesome, please, please let TSLA do that. But, I would sell every share and buy puts. So would three quarters of the members here. They may have a 200B market cap in 15 years and that price will seem like a reasonable thing, but it would be too hasty for 2017. That's also the reason I don't think TSLA will ever squeeze. The holdings are too liquid. Only Elon's shares are really locked up. The institutions would sell some and the retail investors like me would bail fast. It's not that they wouldn't retake 200B at some point in the future, but its a clear trading opportunity.
Well said. I’ve been waiting on a TSLA short squeeze for a while now, all indicators to me are indicative of a breakout...however it continues to just not happen.
Esme Es Mejor
Member
Frankly, I’m happy to see BMW take this approach. It produces cars that are superior to their ICE offerings, but inferior to clean-sheet EVs (at this point, just Tesla).
From an environmental standpoint, it gets more customers into EVs sooner, which has immediate environmental benefits. It also creates a financially compelling case for solar, so it has longer-term environmental benefits as well.
From an investor standpoint, I don’t think of these cars as “Tesla killers,” but as “Tesla incubators.” Tesla doesn’t have the production capacity to provide these customers with EVs yet. These “compromised” EVs from traditional automakers give customers the chance to experience the superiority of an EV and get comfortable with the differences. By the time they make their next car purchase, they’ll be looking for the best EV available— and hopefully, Tesla will have the production capacity to provide it for them.
Edit: added a missing word.
Nitpick: I make it four to four-and-a-half. I know I entered at 51 in April 2013 and sold enough in September to regain my stake (about half) almost at ath (~190), just before the advertised traditional fiscal freeze. Today is 2017 (common era). I'm also relaxed into the weekend. Que sera, sera.
Have a good one!
MitchJi
Trying to learn kindness, patience & forgiveness
It's a foolish decision because you think it's foolish?!
Or because it will be wildly profitable but someone might do something stupid in the interim?
Unlike you I'm going to be polite and not tell you what your advice is worth.
- Status
Similar threads
- Locked
- Locked
- Article
