Tesla's Valuation ?

godawgst

Up 40% in August
Up 160% Since May 1st
Up 390% Since start of year

Market cap of 360B is almost that of every car Manufacturer in the World.

Love to hear thesis on buying stock w/ belief it can grow into valuation. They would have to literally sell every car made in the next 5-10 years.

Woof

It makes no sense to me. I've thought about shorting the stock, but it just keeps going up. Their tech is good, but in 10 years I would much rather own whichever company has the best autonomous vehicle, and I don't think it will be Tesla.

greenblood

Investors see Tesla as more than just an auto manufacturer.

Sources

greenblood said:

Investors see Tesla as more than just an auto manufacturer.

This - if you want to try and make a proper valuation (you can't, really), you need to measure them based on battery tech, artificial intelligence, EV market share, and economic moats for new entrants for all of these.

Equity investing is also shifting to a more individual paradigm thanks to yolo apps like robinhood and webull. More individuals are investing in "hot" names they know like Tesla, Apple, Rocket, etc., which just sends prices even higher. Add a split where people get absurd fomo and prices moon...next week should be no different barring some massive institutional sell offs.

FireCohen

Sources said:

greenblood said:

Investors see Tesla as more than just an auto manufacturer.

This - if you want to try and make a proper valuation (you can't, really), you need to measure them based on battery tech, artificial intelligence, EV market share, and economic moats for new entrants for all of these.

Equity investing is also shifting to a more individual paradigm thanks to yolo apps like robinhood and webull. More individuals are investing in "hot" names they know like Tesla, Apple, Rocket, etc., which just sends prices even higher. Add a split where people get absurd fomo and prices moon...next week should be no different barring some massive institutional sell offs.

This, wish could chin twice

RaceBannon

https://foxbusiness.com/lifestyle/millenials-baby-boomers-tesla-model-3-most-satisfying-car

USMChawk

FireCohen said:

Sources said:

greenblood said:

Investors see Tesla as more than just an auto manufacturer.

This - if you want to try and make a proper valuation (you can't, really), you need to measure them based on battery tech, artificial intelligence, EV market share, and economic moats for new entrants for all of these.

Equity investing is also shifting to a more individual paradigm thanks to yolo apps like robinhood and webull. More individuals are investing in "hot" names they know like Tesla, Apple, Rocket, etc., which just sends prices even higher. Add a split where people get absurd fomo and prices moon...next week should be no different barring some massive institutional sell offs.

This, wish could chin twice

I got you.

Woof

Sources said:

greenblood said:

Investors see Tesla as more than just an auto manufacturer.

This - if you want to try and make a proper valuation (you can't, really), you need to measure them based on battery tech, artificial intelligence, EV market share, and economic moats for new entrants for all of these.

Equity investing is also shifting to a more individual paradigm thanks to yolo apps like robinhood and webull. More individuals are investing in "hot" names they know like Tesla, Apple, Rocket, etc., which just sends prices even higher. Add a split where people get absurd fomo and prices moon...next week should be no different barring some massive institutional sell offs.

I understand, but I still think its a bad, or at least shockingly risky, investment.

Their battery tech has tangible, enduring value, but their AI product is probably 4th best right now, and IMO once Waymo or Uber wins the self driving car race, the auto OEMs lose most of their their power.

If you buy Tesla, I believe you're buying, at its core, a top notch battery company with some nice automotive patents and a quaint little manufacturing business (compared to the other OEMs at least).

If it was public, I would personally be loading up on Waymo, which at its last valuation was at 1/12th Tesla's market cap.

I like the different opinions though, so if someone is bullish on Tesla, I'd love to hear your rationale.

godawgst

Woof said:

Sources said:

greenblood said:

Investors see Tesla as more than just an auto manufacturer.

This - if you want to try and make a proper valuation (you can't, really), you need to measure them based on battery tech, artificial intelligence, EV market share, and economic moats for new entrants for all of these.

Equity investing is also shifting to a more individual paradigm thanks to yolo apps like robinhood and webull. More individuals are investing in "hot" names they know like Tesla, Apple, Rocket, etc., which just sends prices even higher. Add a split where people get absurd fomo and prices moon...next week should be no different barring some massive institutional sell offs.

I understand, but I still think its a bad, or at least shockingly risky, investment.

Their battery tech has tangible, enduring value, but their AI product is probably 4th best right now, and IMO once Waymo or Uber wins the self driving car race, the auto OEMs lose most of their their power.

If you buy Tesla, I believe you're buying, at its core, a top notch battery company with some nice automotive patents and a quaint little manufacturing business (compared to the other OEMs at least).

If it was public, I would personally be loading up on Waymo, which at its last valuation was at 1/12th Tesla's market cap.

I like the different opinions though, so if someone is bullish on Tesla, I'd love to hear your rationale.

If your bullish on Tesla for fundamental reasons, your belief is every car (and semi/long haul trucks delivering product) will be using your batteries/technology and/or those batteries will be able to store energy (from solar or elsewhere) to power your house.

Baseman

Woof said:

Sources said:

greenblood said:

Investors see Tesla as more than just an auto manufacturer.

This - if you want to try and make a proper valuation (you can't, really), you need to measure them based on battery tech, artificial intelligence, EV market share, and economic moats for new entrants for all of these.

Equity investing is also shifting to a more individual paradigm thanks to yolo apps like robinhood and webull. More individuals are investing in "hot" names they know like Tesla, Apple, Rocket, etc., which just sends prices even higher. Add a split where people get absurd fomo and prices moon...next week should be no different barring some massive institutional sell offs.

I understand, but I still think its a bad, or at least shockingly risky, investment.

Their battery tech has tangible, enduring value, but their AI product is probably 4th best right now, and IMO once Waymo or Uber wins the self driving car race, the auto OEMs lose most of their their power.

If you buy Tesla, I believe you're buying, at its core, a top notch battery company with some nice automotive patents and a quaint little manufacturing business (compared to the other OEMs at least).

If it was public, I would personally be loading up on Waymo, which at its last valuation was at 1/12th Tesla's market cap.

I like the different opinions though, so if someone is bullish on Tesla, I'd love to hear your rationale.

Google owns the controlling interest in Waymo. I'm hearing Google has the best AI pipeline, as well. Both divisions are currently a cash drain on the company. If either hit, Google wins big.

Woof

Baseman said:

Woof said:

Sources said:

greenblood said:

Investors see Tesla as more than just an auto manufacturer.

This - if you want to try and make a proper valuation (you can't, really), you need to measure them based on battery tech, artificial intelligence, EV market share, and economic moats for new entrants for all of these.

Equity investing is also shifting to a more individual paradigm thanks to yolo apps like robinhood and webull. More individuals are investing in "hot" names they know like Tesla, Apple, Rocket, etc., which just sends prices even higher. Add a split where people get absurd fomo and prices moon...next week should be no different barring some massive institutional sell offs.

I understand, but I still think its a bad, or at least shockingly risky, investment.

Their battery tech has tangible, enduring value, but their AI product is probably 4th best right now, and IMO once Waymo or Uber wins the self driving car race, the auto OEMs lose most of their their power.

If you buy Tesla, I believe you're buying, at its core, a top notch battery company with some nice automotive patents and a quaint little manufacturing business (compared to the other OEMs at least).

If it was public, I would personally be loading up on Waymo, which at its last valuation was at 1/12th Tesla's market cap.

I like the different opinions though, so if someone is bullish on Tesla, I'd love to hear your rationale.

Google owns the controlling interest in Waymo. I'm hearing Google has the best AI pipeline, as well. Both divisions are currently a cash drain on the company. If either hit, Google wins big.

Yep. It's a division of Alphabet, but they've been raising venture funds as well. I'm not 100% sure what kind of structure it is.

I've been convinced for some time that self-driving cars is the next massive paradigm shift that will change our society. Instead of owning high-cost, low-utilized assets (cars), we'll just summon one to our houses. You'll subscribe to a car rather than buy it. No need for the volume of parking. No need to pay for insurance anymore. Speed limits can go higher, safely. Commuting an hour in a self driving vehicle is way more appealing than taking on gridlock, so it will further change the composition of cities. Hell, half of us will be telecommuting anyway. There's a ton of knock on effects that will take decades to play out, but whoever wins the race is going to be minting money.