Elon Musk

Evel K

mrussel1 said:

Evel K said:

mrussel1 said:

Evel K said:

mrussel1 said:

Evel K said:

The real value of Tesla will be realized with mass adoption of autonomous vehicles, robotaxi in the near term.  They were light years ahead of everyone in EV engineering so there's no reason to doubt they will lead in self driving vehicles. The loosening of government regulations will speed up their timeline for nationwide fully autonomous vehicles. If Elon lost 90% of his customer base by switching his political stance his company will still gain in value when robotaxis are deployed in every major city.

This is the only strategy that Team Elon and his inglorious defenders point to today.  Their trailing 12 EPS is $1.74!!  Their TTM PE is $163.  By contrast, Toyota's EPS is 28.76 with a PE of $28.67.  This makes it perfectly clear that TSLA continues to be way over-priced against their fundamentals.  At some point, very soon, they will start trading like a car manufacturer.  I would not want a strong position in the company when that happens. 

I know this talking point around robotaxis and autonomous vehicles is rampant in the right wing ecosystem  It appears you might inhabit that space.  But it's a pipe dream, particularly in the next decade.  Buyers continue to move away from pure EV and towards hybrid so moving to full autonomous is WAY OFF in the future.  Americans are not ready for that and the safety isn't in place either.  Last, robotaxis.. sure.  Do a little research on the power of the taxi unions in major cities across the US.  It took Uber a decade to break into the Vegas market.  

TSLA is a terrible investment.  

Tesla is a tech company that sells cars. I used to think Elon had too many irons in the fire, but never doubted his vision.  I'm not a financial adviser and this is not financial advice. Tesla has outperformed every company in the Mag 7 except Nvidia in the last 5 years. There could come a day when Optimus robots are building robots and everyone will regret letting emotions and politics dictate their portfolio. 

TSLA is priced like a tech start company, meaning investors were focused on the top line.  For mature companies, you are not priced on revenue, you are priced EBIT, or the equivalent.  When you are 15 years into public trading, you don't get to be a tech start-up anymore.  Some investors have stuck with TSLA, obviously, but look at their fundamentals.  They are years away from robo or autonomous being profitable.  So until then, they have to rely on the car manufacturing as their profit and cash engine since tech is nothing but a cash burn. 

Regarding the Mag 7, who cares?  What you did the last five years is irrelevant to your future position.  When your profits drop 71% in a quarter, that's a problem.  And when that drop is almost solely based on the political actions of your CEO, who somehow decided to alienate his customer base, that's even a bigger problem.  This is the right wing version of Bud Light, but even more painful since Bud Light was a brand within a much larger company.  

Someone said Tesla is a terrible investment.  The majority of analysts have it as a buy or hold. Good investments are long term. You say they are years away from robotaxis and autonomous vehicles being profitable,  but isn't that when you want to buy. I said earlier that Elon seemed to have too many irons in the fire. I used to think that was a bad thing. Now, looking forward, any segment of Tesla could take it to the next level. Energy generation and storage segment was up 67% with 10B in revenue. Optimus robots are being field tested for factory work. Robotaxis are in beta testing with FSD (Supervised) in Texas and California. And then there's the wild card. Elon Musk, as stated earlier can throw billions at any idea he or his employees come up with. What happens if they decide to build a hybrid or plug in hybrid?

I said it's a bad investment.  Their 12 month consensus target price is $289 per share.  It's at $280 right now.  Yes analysts are split between buy and hold, but there are sells in there too.  And Musk can't just "throw billions" when 40% of his net worth is wrapped up in TSLA stock.  You still have to find a way to monetize the technology and it isn't clear how you do that in the next decade.  

And yes, they could build a hybrid.  But who buys hybrids, MAGA guys?  Negative.  It goes back to him trashing his own brand and pissing off his natural consumer base.  

I'm not guaranteeing TSLA is falling apart, but you are not the first right wing person I've heard with these same arguments.  Sorry, there's many better places to invest that aren't so tied up politically.  

Tesla's debt to equity ratio is very low. There is 0% chance they couldn't take on debt to throw billions at scaling any current segment. I'm bullish on Optimus robots with AI. They build out in mass quantity and bring the cost per unit way down. As far as alienating customers, that only applies to the car segment. If they did in a long shot scenario build a hybrid, MAGA guys would buy it, for their wives. Not a fan of the cybertruck styling but I'm told it's an amazing piece of technology. If they build a hybrid that gets 50-60 miles per gallon, and doesn't have to be plugged in, it opens the door to a new customer base. 

mickeyrat

remove carbon credits from their line of profits....

gimmesometruth27

amazing piece of technology glued together and falling apart, and thus recalled.

mickeyrat

gimmesometruth27 said:

amazing piece of technology glued together and falling apart, and thus recalled.

funny, saw a tesla on a flatbed towtruck just this morning.