Hi Mark, I suggest you just ignore these Tesla fans. Every week you get 5+ questions on Tesla and the answer is always the same. As you have suggested you cannot convince these people, so you are wasting your breath.
Sir Mark Meldrum...yes I am from the UK and have knighted you. The UK stock you were talking about...have you unveiled? is it IAG Airlines...PE ratio of 4, large barriers to entry...looks a steal to me. Yes, it has net debt of £7bn...but with consistent earning of £2.5bn every year for 5 years that would get blitzed? Risks are oil price spikes and of course a war breaking out to disrupt fly routes.
Hi Mr. Mark, I know you consider GM value play, however what do you think about Stellantis? Why have you never consider this value play in auto industry? Thank you
About the Japanese yen, I've heard narratives that the central bank is trying to decrease the supply of the yen by selling their USD treasuries and then converting to yen to add buy pressure. This doesn't make sense to me. I would think they would just not roll over the treasuries as they mature and then convert to yen as to not deal with the price loss on their long end treasuries..
In your current modeling of TSLA valuation thesis have you considered or factored in their megapack power products and the current revenue growth of that business unit particularly in light of growth in energy demand from AI/Datacenters/EVs etc? There are just multiple legs of growth for this company that makes it silly looking at TSLA solely as a car company. You should revisit your thesis on the company and not let your biases stop you from properly positioning your self for the coming upside. I do not agree that the reaction in price is driven by retail zealots. Just about 40% of the ownership is retail - so there is still a good amount of institutional ownership.
Apple does not win in any category (maybe hight end Mac)....every other product of thiers have better alternative on quality and also quality/price.....Apple fans are similar to Tesla
Hi Mark, I suggest you just ignore these Tesla fans. Every week you get 5+ questions on Tesla and the answer is always the same. As you have suggested you cannot convince these people, so you are wasting your breath.
Sir Mark Meldrum...yes I am from the UK and have knighted you. The UK stock you were talking about...have you unveiled? is it IAG Airlines...PE ratio of 4, large barriers to entry...looks a steal to me. Yes, it has net debt of £7bn...but with consistent earning of £2.5bn every year for 5 years that would get blitzed? Risks are oil price spikes and of course a war breaking out to disrupt fly routes.
Hi Mr. Mark, I know you consider GM value play, however what do you think about Stellantis? Why have you never consider this value play in auto industry? Thank you
About the Japanese yen, I've heard narratives that the central bank is trying to decrease the supply of the yen by selling their USD treasuries and then converting to yen to add buy pressure.
This doesn't make sense to me. I would think they would just not roll over the treasuries as they mature and then convert to yen as to not deal with the price loss on their long end treasuries..
Regarding airline prices and personalized pricing how would the airlines combat pricing aggregators like Google flights etc.?
The cost of capital should decline over time as the company matures. A start-up will have a higher cost of capital than when it is twenty years old.
2:25 21:11
Where can I apply?
In your current modeling of TSLA valuation thesis have you considered or factored in their megapack power products and the current revenue growth of that business unit particularly in light of growth in energy demand from AI/Datacenters/EVs etc? There are just multiple legs of growth for this company that makes it silly looking at TSLA solely as a car company. You should revisit your thesis on the company and not let your biases stop you from properly positioning your self for the coming upside. I do not agree that the reaction in price is driven by retail zealots. Just about 40% of the ownership is retail - so there is still a good amount of institutional ownership.
Apple does not win in any category (maybe hight end Mac)....every other product of thiers have better alternative on quality and also quality/price.....Apple fans are similar to Tesla