B
betstarship
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I'm...just gonna go back to reading the Q1/2022 Earnings report...
It's only been 5 days since I posted this
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I'm...just gonna go back to reading the Q1/2022 Earnings report...
I think most who've followed and/or invested in Tesla would agree they've never seen a CEO of a publicly traded company quite like Elon Musk.I have never seen a publicly traded company where the shareholders hoped that their CEO would get a lot of new daytime hobbies to distract him from leading the company and thus prove the company is "mature". You folks are nuts.
For example, let's say you're analyzing a stock that is trading with a P/E ratio of 16. Suppose the company's earnings per share (EPS) have been and will continue to grow at 15% per year. By taking the P/E ratio (16) and dividing it by the growth rate (15), the PEG ratio is calculated as 1.07.
There is a contradiction between what Elon said and what you say up here...The people who made the most money were the least skeptical about Elon Musk's claims and abilities. They didn't say "Oh, no, the stock is too high, Elon is overworked, no one man can do so much, I better sell it all."
If we assume $14B in profit this year for Tesla with a 50% CAGR out to 2026, that’s $71B in profit in 2026 ( and 1 B shares - a bit low).
Models, schmodels!LOL. I must be doing something wrong.
You arrive at $71B in profit for 2026 with math that fits into one sentence.
I develop a complicated model with about 75 inputs and I arrive at $70.5B in 2026 (rounds to $71B).
You're good !!
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I thought that by "the stock is too high" Elon meant to say "let's split" ;-)There is a contradiction between what Elon said and what you say up here...
Those who were the least skeptical about Elon Musk's claims, would in fact have believed him when he said those exact words: "the stock is too high".
Which was BEFORE the big runup that sent the stock up something like 18x within a 12 month period.
Therefore, making the biggest gains on Tesla did require some skepticism about his words!
Please provide a reference for that quote.There is a contradiction between what Elon said and what you say up here...
Those who were the least skeptical about Elon Musk's claims, would in fact have believed him when he said those exact words: "the stock is too high".
Which was BEFORE the big runup that sent the stock up something like 18x within a 12 month period.
Therefore, making the biggest gains on Tesla did require some skepticism about his words!
Maybe your car knew about something awesome down that road? Did you keep going?I was on a 90 minute drive today using FSD Beta. This was not interstate. It was FSD Beta the whole way. I couldn't believe how long I went without disengagement. It handled everything beautifully, in many cases, better than a human.
I was thinking, I need to go and post about it on TMC. I need to say how I'm starting to view Robotaxi as more than a lottery ticket.
Just then, my car switched into a turn-only lane at 55 mph when I was supposed to be going straight. It wasn't dangerous, but had to disengage to get the car back onto the proper route.
Oh well, 10.12 is just a few days away.
I didn't think of that. Maybe the car knew a place more fun than where I was headed!Maybe your car knew about something awesome down that road? Did you keep going?
Can we also ask those constantly insisting that abdication-of-CEO-feduciary-duty-is-perfectly-ok also give it a rest? I'll chill on my end.
Right but the first one announced a specific 20 to 1 split which I posted here to big controversy. So figured I would post the followup.That seems more like a JPM created document, simply announcing public news and not an official relay from Tesla.
@The Accountant, just this one post of yours made up for the past weeks of bickering by many others here on TMC. Posts like these keep me coming back to TMC. Thank you. We are very fortunate to have you post your knowledge here.Some Numbers to Ponder
2021 Global Auto Sales: 67m vehicles2021 Tesla Auto Sales: 0.9m vehiclesWith only a 1.4% market share in 2021, Tesla generated $6B in profits and $5B in Free Cash Flow.Can you imagine what the numbers will be when they reach 8%-10% market share?. . .and this is only auto sales. Huge numbers without Energy, without Robotaxis, without Optimus.Patience everyone. Nothing is going to stop Tesla's ascent . . .not the competition, not Bitcoin, not Twitter, not Covid, not the Fed.There will be some bumps but nothing stops TSLA."Nothing's Gonna Stop Us Now"Grace Slick, Starship