How Tesla lost $800 Billion in 2022
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- Опубликовано: 27 ноя 2024
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Elon Musk had a difficult 2022. Taking over Twitter, launching rockets, creating controversy. Probably his biggest issue though was the collapse in Tesla's value, with the electric car giant losing more than $800 Billion in one year alone. So, in this video we'll explain why Tesla lost so much money, if it's actually their fault, and how this stoped Elon from being the world's richest man.
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It's weird how Tesla is both a very successful company but also a company that was so overvalued that after losing 2/3 in a year it's still overvalued
The ultimate bubblestock lol.
It still needs to go down if it ever wants to find a buyer for the company.
But with elon, he might even just run the company down by refusing to sell.
Because other manufacturers are rapidly moving in on the EV market, and Tesla has gotten terrible reviews for the non-EV aspects of its cars, like interiors. They cannot compete with true luxury cars at the same price point.
@@AxelQC tesla has bigger issues then questionable build quality lol.
@@zUJ7EjVD i know. But still, they have far bigger issues as a company.
That’s fanaticism for ya
Even at this valuation they are still absurdly overpriced.
No, they aren't.
@@witness1013 They definitely are. Tesla claims to be a "tech company" when all they are is a car company who don't even make that good cars compared to competetion.
Please be careful about misjudging the quality of Tesla cars. They are so innovative that we struggle to understand them. We are used to think at vehicles as static products whose quality is fixed in time when they get out of the shop, while Tesla are changed many times per year with software updates. That is revolutionary. Traditional companies when a big problem is found in the car, they need to make a “recall”, getting back the cars to fix them. Tesla does “recalls” by updating the software.
@@sanjay_swain no one agress with your completely made up claims. Sitting around, hating and making up lies about a product you can't even afford, as you're doing, is definitely some sign of mental illness. You should seek help.
The bottom is around 90
Tesla is a car company, not a tech company. People mistook it for a tech company and created the bubble by overvaluing it by about 95%. Now they're finally coming to the realization that it's a car company, and the price correction is happening. The fact that the other car companies are ramping up their EV production is a major factor as well. Tesla's stock price will bottom out at about $20 within the next two years. That'll be a fair market value for it within the car industry.
COMPLETELY AGREE!!
Well it's now 200€ u still think it's going to 20?
Is Tesla a manufacturing or information company? I can't be the only one who's watched his antics on Twitter over the last few months and thought, "Dude, shut up, you're doing yourself no good".
The simple answer: Reality is hitting Tesla harder than a Model III hitting a child.
With more spontaneous combustion too
😂😂
Or a pushchair
My only thing about Tesla is that they have a somewhat aging and small fleet of cars. In terms of cars many of their models are really getting up there in age and absolutely zero new models like the Cybertruck and Roadster they said they were building. And then the lack of a cheaper smaller model seems like it hurts them as well. Something below the 40k mark.
Their cars are designed in 2007. They look completely dated next to their cmpetition. They need a full line up refresh.
Right at the point that their monopoly is desolving. A monopoly that basicly sucked up all the worldwide ev incentive schemes the last 10 years. A monopoly that sucked up all the early adopters tax that is now finaly fading.
It no longer can ride their models for 20 years. They need to refresh now and then have to adhere to the relentless 8 year refresh cycle like every other car manufacturer going forward.
And that with shrinking margins and the marketniche they chose to focus on becomming saturated.
Tesla is in deep deep trouble.
It can not fall back on economies of scale. Tesla can simply never compete with legacy car manufacturers.
It is simply impossible.
Also, their cars lack modularity, making repair difficult, if not impossible.
@TLDR
You forgot the part where Tesla said "our failure to create self driving cars isn't fraud".
Teslas whole selling point was our "FSD" will be the future but now other companies have catched up and overtaken them in their own game.
If you are striving for a goal that is not attainable, it might seem like you are getting closer, it might seem like others are getting closer still, but at the end of the day it is still unattainable.
They haven’t created a full self driving car yet. But the rate at which AI is improving it will happen.
that's because you would need to make the roads the self-driving car drives on too. human randomness doesn't go well with artificial intelligence, we just can't make it complex enough yet
@@hamishbarrie8318
Even if it happens other companies have surpassed Tesla in terms of self driving, for example Mercedes has a higher level than Tesla.
The worst part is that self driving cars will be the death of the car industry. Once they succeed only a handfull of fleetcar manufacturers will remain.
tsla dropped 12% literally today, putting it at 71% down year over year. This video is already outdated.
Yeah... So is the market
@@misosoppa3279 the market overall is not down nearly as much as Tesla is.
@@matthewparker9276 when life gets you down just remember you’ll never be as down as Tesla stocks
@@misosoppa3279
Tesla definitely doesn't represent the Market, they are losing in horrible proportions
@@misosoppa3279 entire market is down 19% over 1 year, while tesla is down 68% over 1 year. Idk how good you are with math, but 19 vs 68 is a MASSIVE difference.
We really need to kill this idea that Elon musk is the irl equivalent of "tony stark".
He was a rich kid who used the good ol fashioned strategy of "buy stock, ally with other investors, oust company owners". its how he took over Tesla, and then retro-actively pushed the claim that he founded the company. He isnt a scientist, he is just good with money. or at least WAS good with money.
Hell, if some of the stories coming out about Tesla and SpaceX is to be believed, there is a entire management culture built around the idea of making it seem as if Elon's ideas are being taken into account, when the real geniuses work behind the scenes to maintain the companies.
And now he is killing Tesla, SpaceX and twitter all in the name of maintaining twitter long enough to "own le libs".
I can't believe how ignorant you are. Please read his biography or if you are not capable of that, watch at least a RUclips video about his life and career. The man isn't perfect, but who is? It doesn't matter if you support the democrats or the republicans, if you are s man or a woman, or something else, you have to admire his career.
My understanding is that space x has been so successful because he has had very little to do with the running of the company
Tesla and Space x are doing very well as companies and he is heavily involved with both.
Regardless of the opinions about Musk, Tesla is an incredibly healthy company. It is slowly conquering a very strong position in the global market of autos, and it makes a ton of money everywhere, especially in the largest car market on earth. It doesn’t really matter if Musk makes a mess with Twitter or other media. The sales numbers of Tesla are impressive all over the world.
@@gabrielesiino8629
Its impressive in the fact that there is a ton of hype around it. However, whether it will actually take a foothold or not is a different matter entirely.
If Elon had just taken the $1 Billion penalty for backing out of the Twitter deal he would be in a far better position today, and possibly still the World's richest person.
I don't think he cares.
@@baronvonlimbourgh1716 Reread what you wrote, but just the first 3 words...
He couldn't. The 1 Billion dollar fine was for if couldn't secure funding. But, he was able to secure funding. So, he really couldn't get out of the deal
I don't think it was offered to him... I beleive his lawyers proposed the idea but twitter shot it down
The $1 billion penalty was ONLY for if funding couldn't be secured.
It was not a "get out of deal free" card.
Tesla has the most fanboys of any company and will defend the smallest things. Often times it’s not even people who own significant shares it’s just people that got caught in the cult of personality.
And it's still overvalued, compared with other car companies.
its valuation was purely based on hype
@@hendrx just another bubble that's finally burst.
I really don’t understand how people can say Tesla is over valued at this point. Looking at forward PE Toyota is at 8 and Tesla is at 21 so they say Tesla is valued 2.5x Toyota however Toyota is growing at -37% a year, Tesla is growing at +40% a year and Toyota has 186 billion in debt while Tesla has around 2 billion in debt that they could pay off with the 20 billion they hold in cash… the valuation is silly at this point
The valuation is a bit silly at this point. It represents the “sentiment” of markets and investors about marginal changes in Tesla’s growth and profits. If it sells +40% year on year and not +50% they talk about crisis, while no competitor gets even close to these figures.
@@gabrielesiino8629 100%. I sold off in December 2021 but I just got back in last month and I’m all in
Ultimate bubble stock. Still some way to go.
the simplest explanation is Elon showing his true self:
he always had right wing politics, he was always conservative, he just showed that to the world. which funnily enough, didn't really go down well with Tesla demography of "rich but woke people"
edit: just to add on, a lot of Tesla's value was highly speculative, and honestly more tied to Elon than the actual performance of the company. so when Elon has a shit year, Tesla stock has a shit year.
its all about whether or not other people, particularly investors, have trust in Tesla, be it the CEO or the company.
Fact check:
Elon was a liberal until he was accused of s..ual misconduct by a former Space X employee.
The overvaluing of Tesla just got corrected.
But I think it's still a bit overvalued.
@@Shaggylicious true lmfao
Ma man spitting facts
I think it's easy to miss that Tesla's price was just insane at the start of the year. It was worth more than GM, and I have a hard time believing that any serious forecast thinks that Tesla's future is to not just displace GM, but actually become significantly bigger. Eventually that price had to return to earth, and even now continues to price in significant future growth, just not unbelievable levels of growth.
I wonder if TSLA will go down as far as is in the realms of reality. Even though it is down over 70% it is still massively overpriced. The price to earnings ratio is still over 30 which is way over apples and apple are the most profitable company in the world.
The fact that tesla has struggled to turn a profit and is unable to match the demands is a problem but now demand is starting to fall as well they are in even more trouble
Tesla turns a very nice profit it has done for a while. All startup car manufacturers have to start making a loss as it takes so much capital investment.
@@hamishbarrie8318 4 billion is very low compared to its peers. They also aren't a startup anymore and are an established automaker now
Toyota just beat Tesla last quarter in net profit. But Tesla made 8x more profit per car! They sold more cars this quarter so it will be interesting to see who will be more profitable this quarter?
@@hamishbarrie8318 when you say this quarter do you mean the first quarter in 23? The one that is only a few day old?
If you mean 2022 then it isn't even close. Toyota made over 50 billion in profit while tesla made about 4 billion. While tesla do make a lot more per car they don't manufacturer and sell anywhere near as many as Toyota. Tesla don't have the ability to manufacture anywhere near enough cars. Also their price point is to high meaning they will never be able to sell as many cars as Toyota unless they start to reduce their price (therefore profit margins)
Not able to manufacture enough cars to meet demand. A nice problem to have
Love the video, but I have one small gripe: Please don't cut graphs off above the 0 line in your presentation. This is usually used in business presentations as a shady tactic to make gains and losses look bigger than they are and it really wasn't necessary to cut the graph just below 100, instead of at 0, to make the point of the video. If the graph looks nicer and more presentable when it's cut off that way, which was probably why you did it here, just have a little zoom in animation at the start where you zoom in from the proper graph to the way you want to present it in the rest of the video. That way, it's fully transparent and doesn't look like you are trying to make the losses appear bigger than they are.
This is actually incredibly good but also incredibly simple advice. I am glad that you properly addressed this with your comment and provided the easy fix, especially because like you, I don't believe that it is intentionally here beyond appearance.
This is perfectly acceptable practice as long as the scales are clearly labeled as such.
Often if you do not do it the chart becomes useless
@@baronvonlimbourgh1716 Unfortunately a lot of people can't figure out numbers/graph labelling and it can be taken the wrong way by people who don't understand them. ie they might think the tesla stock is down 90% looking at the graph when in reality it may be down 70%.
I like TLDR and the way they make subjects understandable by most people, but having graphs that could be easily misconstrued they might want to look into how they do it (like the top poster said)ie overall graph and zoomed-in section they are looking at.
In the case in the video, it could easily have been started at zero and the chart look nearly the same, with no interpretation needed.
Stock splits do nothing these days. Every online broker sell fractional shares. No wonder it didn't do the trick, retail investors were already neck deep in Tesla. It was by far the most popular stock in every trading app.
Drives me crazy that any educated investor thought for one second that Tesla was a good investment. It was always just a day trading stock. Even more crazy is people who actually thought Elon was some sort of genius. He was just a money man with a major ego.
At least with meme stonks we knew they were meme stocks 😅
@@AodhanBeag and yet the signs were there. All that crypto speculation, the celebrity posturing...
@@chris7263 yes ……
Tesla's stock has always been overvalued, they're treated like a tech company, not car company. It would appear like investors are finally waking up to the risk that is Tesla stock.
I'd love to see an analysis on the reasons why the employees at the German factory refuse to show up. What made this place so horrible to work at that it got this bad?
If the factory is running on less than half the required staff, they can't do the job anyway. Might as well relax at home. They also have very strong laws regarding workers rights, especially in comparison with the US, which is the source for most of the reddit posts about how crap their boss is. So there's no "show up to work or you're fired," "I'm in the hospital" "no excuses", over there. Mostly it's "still sick? All good, come back in when you're better, don't want everyone to get sick"
Unlike the USA they can't fire people because they just feel like it, can't fire them for being off sick, so when the management try and run it like any other Tesla plant then they have trouble hiring, and the people there who can't afford to leave hate the job ... Most big US firms either try and force overseas workers to tolerate terrible management, or change policies ... Tesla are not learning ...
Twitter's staff mostly consists in the USA of green card workers who can't quit ... and so sleeping at the office and 18 hour days are the only option ...
@@evanflynn4680 tesla isn't the first usa company that ran into these issues trying to move to europe.
They think they can just copy paste the way they run their business over from the usa.
@@baronvonlimbourgh1716 yeah, I heard about Walmart trying that and scaring off all their customers and staff with the weird American stuff they had their staff do. Greeters? Just call them bag checkers and be honest about it. The overly friendly stuff puts Germans off. Puts just about everyone who didn't grow up with Walmart off.
@@evanflynn4680 yeah walmart as well indeed. And things like old people (or anyone at all really) packing bags for you, my mom would slap me and call me lazy if i actually let them do it haha.
And probably made me do their job and took the senior along for coffee.
It's like that all over europe, not just germany. We also do not have the people to spare to do jobs like that to be honest. Students generally work a few hours a week in hospetality to pay for weekend beers and seniors are to busy hollidaying and gardening. They don't have jobs.
And the rest of us just work a single 36 hour job, or a part-time one. The concept of having a second job, or god forbid even more, doesn't exist here.
Same goes for "service" jobs. Americans often think the service is bad here or we are rude, but that is just how we want it to be. We expect people to be efficient and generally just be friendly, basicly say hi and bye and don't be a dick to customers. Like a normal person.
Nobody is overly friendly and overly attentitive in real life, so don't make your employees do that either, it's stupid.
I also have hands myself, i did not suddenly become disabled invalid because i walked into your business.
How can you lose something you never really had in the first place.
“Magic”
@@bache4612 also known as "wealth creation"
Is it still considered a loss if it was simply WAY overvalued?
I'm still not buying $tsla. It has to drop another 50% before I'm interested in this stock again
Only buy tesla when elon starts hinting at a takeover.
And it was just reported due to tesla no longer having an EV monopoly their lithium supplier has gone from a fixed price to variable.
Making a car seems super super hard. A lot more than we give manufacturers credit for. Especially EVs.
It is losing a lot of perks now their monopoly is desolving.
@@baronvonjo1929 an ev is actually a lot easier to make then keeping up with emission demands in ice engines.
@Baron von Limbourgh I meant cars in general. Customers want all sorts of stuff. Regulations demands all sorts of stuff.
Also dope name.
@@baronvonjo1929 yeah, being a succesful car maker is hard. That's because 95% of them went out of business.
But making an ev is easier then making an equivilent ice car now.
Modern ice engines are actually extremely high tech and leading edge products.
LOVE TO SEE IT 😋😝
Would be great if you could do an episode on Adani and their stock crash.
Where is the self driving Tesla people paid for?
Delusional people will call this bias against Elon Musk xD
Major improvement on the intro.
From hype to reality - the stock was simply overpriced and overhyped. I was just a question of time, that this happened. 🤷🏻♀️
Is Jack aiming at you from a lazer-guided sniper rifle to keep the presentation perfect? 😅
I’m sick and tired of nebula, curiosity stream and patreon ads! I mean enough is enough, just move there already if it’s so much better than RUclips!
An interesting question that is not touched in this video is: What are the adverse effects of a bad stock valuation on a very profitable company that doesn’t rely on stock price for anything?
If there are no adverse effects, Tesla could re-buy all of its stocks if the price goes down enough, and quit the public market, without suffering, and still continue to make money - an impressive amount of money - every quarter, selling all its cars.
Even if a recession hits the markets, Tesla is best positioned as it can lower prices much more than any competitor and still remain profitable.
It’s very very weird to see talks of Tesla crisis while the traditional automakers tend to have huge debt, small profits (or sometimes losses) and see their sales going down.
Your point is totally moot, as the basic and most problematic long-term fact is that Tesla is not, never has been, and never will be profitable.
The adverse effect is that nobody wants to buy an overvalued company.
And tesla desperatly needs to be integrated in a bigger concern if it wants to survive.
Tbf market cap doesn't matter
Great video!
a $300 share after a 3:1 split should be worth $100 I would have thought.
Tesla's last profit report showed net income of $3.29 billion from July through September 2022, which is more than double a year ago.
TLDR talked very recently about not releasing biased or misleading content, but the title to this piece definitely does. Losing $800bn, and your market cap falling by $800bn are very different things.
And it will lose it all as it's monopoly fades.
Should have built the Factory in the UK !!!
Why is everyone questioning Tesla in this recession when they are literally the only large car manufacturer. GM, Ford, Daimler and VW might even go bankrupt due to the recession but no one is talking about this. Meanwhile Tesla has a near 30% margin and some 10 billion in the bank. All this talk is hot air…
Because they are riding a monopoly and have been under investing for over a decade.
Their costs are about to explode and their margins and subsedies are drying up quickly.
And they have no viable way to be competitive when the market becomes competitive in the next year or 2.
All major red flags
@@baronvonlimbourgh1716 How have they been under investing? It seems like they are investing more than every other car maker. For example the charging network here in the US (where I’m from) seems to be the best from what I’ve seen from youtube reviews. They’re also constantly updating the cars to make them better and their assembly lines to produce more cars. They also just built two new factories (Texas and Germany) that has to count as investment right?
I’m not sure how their costs will explode unless they keep building new factories to keep up with the demand they seem to have. For subsidies here in the US some Teslas will once again be eligible for EV tax credits for the first time in two years.
In the next year or two they won't be competitive. I think I’ve heard this for two or three years now. As quickly as they are being caught they just keep selling the most EV’s.
Now I’m not much of a fan boy. I had to look up half of this stuff to make sure what I’ve heard over the last year is correct. But as @Lupus said they have no debt, lots of money in the bank, and thicker profit margins than most car companies. As a business if the other car companies catch them then they can always lower the price.
In conclusion I feel the video confuses Tesla’s market cap, that I would say is probably over valued, with the company being in trouble. They’ve had another great year of growth with cars and their stock has not.
@@brycee4919 they have been selling the same old car for 15 years. The industry refresh cycle is 8 years. Their cars look hopelesly dated next to newly releasing competition. They look like cars from 2006, because they are.
And developing and releasing a replacement model every 8 years is easilly what gobbles up the most investment capital in every car company. Tesla doesn't seem to have been doing that. They have been selling the same car for 2 cycles already and there hasn't been the smallest whiff about replacements being in the pipeline. No spyshots, no leaks, no announcements about new design languages, no concept models etc. You know the stuff that starts a couple of years before a brand releases the replacement for their high volume models.
The charging network is a capital hog that consumes capital they desperately need elsewhere. Yes they needed it at the start because their simply was no infrastructure. It was the only way to make owning an ev a viable proposition. But the infra is now there and competitors are now entering the market.
What is tesla going to do, compete with companies for who offering charging sevices is their core business? There no longer is a need or tesla to do this, Ev's will sell just as well if tesla no longer runs this infrastructure. It needs to be spun off in a seperate business or simply sold off to another operator in the market.
There is a reason why car companies do not run gas stations to sell petrol for their cars.
Sure, they built factories. I did not say they did not invest at all. Just saying they haven't been investing in the things that require the largest amount of continual investment as part of running a car company.
Hence the under investment.
Tax credits will now apply to all ev manufacturers. It no longer gives them a competitive edge. It will boost the ev market as a whole and thus will also help their competition just as much.
You do agree the ev market today is not the same as it was 2 years ago. Other manufacturers sell millions of more cars each year and those will simply become millions of more ev's now.
Tesla has operated in a seprate market for 15 years on their own. Tesla is now rapidly absorbed into the regular commodity car market. Tesla will now have to compete for the first time.
And in the comodity market scale is what is what creates competitiveness. Tesla simply does not have the scale and it will put them at a major disadvantage as margins on ev's will come down quickly as the growth of competitors accelerates.
They have no debt because they haven't invested in replacement models and sold the same car for 15 years, they where the sole benneficiary of massive subsidies all over the world and they where able to sell at insane markups because of it. And did not need to spend on marketing because they where the only option in town. Every company would not have debt in those conditions.
Those days are over though. Just developing replacemnts for their current models will burn trough their cash in no time and will put them into the same amount of debt as all the other manufacturers. Because that is where their debt comes from, the continual investment needed to keep up with the relentless 8 year refresh cycle. Tesla can no loger avoid that like it has.
They will have to lower price as more competition enters the market and the competition at lower prices. In the end the one with the largest scale will always have highest margins and will hurt the least from price presure. And tesla is the smallest around with offerings that are quickly becomming outdated.
Old models simply do not sell as good as new models, that is why car companies replace their models as often as they do. A couple of years after you release your car more and more others release more modern cars making your car increasingly less attractive as it becomes increasingly bland looking, so to get back at the front of the line you need to release the most modern car again.
This is how this industry has functioned for nearly 100 years. Every new ev released makes a tesla an increasingly less desirable option. And new ev's are released at a relentlessly increasing rate.
People always want the newest and most modern available. it's just how things work. and a tesla is everything but that at the moment.
@@baronvonlimbourgh1716 Their oldest car model is the S and will be 11 years old this year. That’s four car models in 11 years. They Y just came out early 2020. If you don’t like the styling that’s a personal preference that I’m fine with.
Regarding other new models they released the semi truck late, hopefully their pickup truck will come out this year or next year, also late, the new roadster is late, and they said they want to release another cheap car, probably later than anticipated. So it seems like they have a few more vehicles still in early development.
Regarding the charging network, don't they make money off that? I am not able to find a definitive number for profits but I would imagine they’re not running it as a loss.
The companies they are competing with in the charging network seem like they are having a bad time. To me the biggest selling point of a Tesla is the charging network and range. There are certainly faster charging and longer range cars, but Tesla still seems to have the appeal of always working stations.
Tesla, Toyota, and GM seemed to be the only manufacturers in the US to not get tax credits before this year. So Tesla now has an advantage over the competition that still had tax credits.
I agree that Tesla now has competition from other manufacturers. But saying Tesla is the one in trouble seems wrong. Ford doesn’t make a profit on their EV’s. GM seems to have either slim margins on EV’s or will lose money for the next two years. Everything I look up says something different. Tesla seems to be at 30% margin per vehicle with their current scale. As they scale up their margins will most likely increase. Or if the competition gets too tough and Tesla is no longer selling the best cars they can just cut prices to make it comparable with competition.
Tesla debt is at its lowest and keeps dropping, a few years ago they had $11 billion in debt and now they seem to be around $2 billion. I agree that making new models and ramping up the production on them will be hard. The 3 and Y both had hard times ramping up to where they are now. But with more experience they will get better at building new cars. I honestly don’t think they will have trouble with a refresh cycle seeing how they keep refreshing their current cars all the time to make them better.
I fully agree that Tesla will have to lower prices as more competition enters the market. I’m excited to possibly own an EV in 4 or 5 years at a much cheaper price than today when my 03 LeSabre finally kicks the bucket. But Tesla does seem to have the thickest profit margins and will most likely hurt the least. They keep refreshing the cars they do have so I don’t think they’ll be outdated anytime soon.
If you want to say that a three and five year old car design, the Y and 3 are 15 year old designs that need to be updated then go ahead. But according to you they have a few more years before they need to be replaced with other new models. Which will probably happen considering Musk said they are aiming for a $25k car. Will it happen? Probably a few years after they wanted it too.
@@brycee4919 the s was styled long before it actually was released. And all following models are just different sizes of the S with the same design language and on the same decade and a half old platform.
They look bland and very dated next to all the competition comming to market now, which is a big part in the decision making process when buying a car. Unless the car is exceptionally cheap or people have longterm brand loyalty.. neither applies to tesla.
There is a reason car manufacturers don't run gas stations anymore. You simply can not compete with market participants for who offering this service is their core business.
Once that competition is well established teslas network becomes irrelevant. Now it can sell it at much higher value. Things aren't going to stay as they are for long.
Tesla has high margins and no debt because the did not advertise for 15 years, now they will have to going forward, they skipped 2 refresh cycles, something they can no longer do, they where subsedised by governments across the world, schemes which most goverments are phasing out now etc. etc.
If tesla did not have the monopoly they would have been in the exact same position as the rest of them. And that point has been reached now.
Going forward costs are going to go trough the roof for tesla while ev prices are going to come down rapidly over the next couple of years.
Legacy makers will be making majority ev's within a few years as well, at that point their scale will there as well and they will be able to produce cheaper then tesla.
The industry is transitioning quickly at the moment, all the advantages tesla held for 15 years are going to disapear rapidly one by one over the comming years now. So their past numbers are meaningless when looking at the future.
The market will be almost all ev soon enough making tesla an automaker like all the others. And small independent automakers just don't last more then 2 model cycles in an industry dominated by giants that have all the cost and investment advantages in a industry that completely resolves around controlling costs and being able to keep investing to stay in the lead.
It's a losing battle.
Hugely profitable company growing exponentially.
Cash rich. No debt.
This report, including its title, seems extremely misleading.
I guess they were referring to the market cap of the company
4 billion profit in 2022 isn't that much when you compare it to it's peers such as Toyota that made 53 billion profit. I'm not sure how you can claim hugely profitable
Tesla desperatly needs a takeover. It is dead if it stays independend.
Read up a bit on the automotive industry.
If you do you won't go anywhere near tesla
Just numbers, no real money.
Musk didn’t let reality sink in when he bought the bird.
It can cost $3800-$5000 to repair a Tesla's bumper. Clearly, living in a different reality.
Meanwhile millions worry about heating costs, food hyperinflation, and housing crisis.
Volatility is what you get when you invest in a volatile man baby
Go Woke go broke eh? The exact opposite. They left California and lost 70% of their value
Thanks for letting me know that I am wasting my time watching these because they are progressively worse ads for nebula
They need a new CEO. This one is behaving like a spoiled child too focused on his toys
Tesla would have to loose 70% of its current valuation to reach a 10 P/E ratio, in line with Toyota.
Or 85% for a 5 P/E ratio, in line with Ford or Volkswagen.
And until that happens none of the other companies will be willing to make an offer for tesla. So there is still a long way to go.
That what happened when you no longer sleep in your Tesla factory...sleeping in Twitter office is bad.🤨🤨🤭🤭🤭
They were also just over valued and overhyped.
I always wanted to buy shares from these big tech companies. I feel like I will wait a bit longer and then buy my dream shares
Assuming you have no liabilities such as credit card debt, buy some ETFs and put them in an ISA.
Don't waste your time and get bogged down in micromanaging the volatility of various big companies performances, let an ETF handle that and spend that time instead on anything else worthwhile, even work if you must.
Good video.
Tesla didn't lose $800 billion real dollars, a company's valuation in dollars is hardly equal to it's value in real actionable funds. Tesla didn't lose 800 billion dollars that could have say bought property or raw materials Etc. This would be liquid assets
I think this period will become known to historians as a time of great visionary leaders. People like Vladimir Putin, Donald Trump, Liz Truss, Kevin McCarthy and Elon Musk.
Lol. Ten internet points for you 👍
Is this the end of Elon being the richest man in the world? I can’t imagine a huge bounce back for both Twitter and Tesla.
Tesla has set 2 new records in 2022 with Q3 & Q4 being company records for both production and sales !
As Ford, Chrysler and GM continue to lose significant market share in the SUV sector I anticipate a 50% rebound for TSLA.
Worth a follow up video in June / July.
@BIGFOOOOOT I’m betting on Ford & General Motors failing.
Both are suffering financially.
When Nokia collapsed it killed Windows mobile and boosted Apple stock.
The same will happen with TSLA 🙌🏼
@@Grauenwolf when Tesla sell 508,000 vehicles in Q2 it will be a wake up call for Ford & GM.
Tesla’s solar sales are up and they sell giant batteries. Also they sell electricity via their massive network of Tesla super chargers.
The same clowns who panic sold in December will eventually panic buy in April 😂 it’s kinda funny !
@BIGFOOOOOT To be fair you are correct… Nokia just like IBM managed to find other markets outide their core business and also Nokia acquired many useful companies. They are the world's third-largest telecoms equipment manufacturer! Ford and Chrysler however are doomed to fail as they have insane debt and are not vertically integrated. 2028 is the year they liquidate to 0% 😢
Yikes, I'm not following anything really, but to not hear of the problems with the giga factory because of the CEOs tantrums and stupidity elsewhere? If he can't sort out the problems in a timely manner, he should leave and let it be run by a real business mind.
And strangely Tesla got 4billon profits in 2022..
They have a policy of not paying out dividends to shareholders
It's stated on their website
Besides they have been making loss over the yrs
@@vinniechan did GM payed back the obama Loan..Also Amazon got decades of loses
@@vinniechan untrue
4 billion profit is actually very low compared to its peers such as Toyota. Toyota has made 53 billion this year. Now if you look at the tesla stock price you'll realise how absurdly low that profit is
@@benfulford3943 Toyota keep obsesed with hybrids and hydrogen...
Should have set up a gigafactory in developing countries where people would kill to be able to work, most would probably work overtime and weekends if permitted.
TTTTT= Terrible Time To Trade Tesla
What’s interesting about the whole Elon-Tesla-Twitter, at least to me, is Elon is actively poisoning his Twitter brand with his main buyers of Tesla’s. Generally wealthier liberal/progressives are his main buyers of Tesla’s. These buyers are most likely going to look at alternative options, just as other luxury Automakers are moving more into the EV market. The type of people he’s ingratiating himself with on Twitter seems to be the types to be hardline No EV cars buyers. So he’s shrinking his potential buyers, while not growing any other potential new buyer pools. That mixed with Tesla’s inflated market valuation, which was partially based on it having the potential to really control the EV market, but now that’s looking less likely
@3:00 A 3:1 stock split means you are given 3 new shares of stock for each share you own!!! Not you are given 2 more shares for that would be a 2:1 stock split!!! If this is a finance channelm you've got to get the asice right bro!!!
Yet, the company itself just had its best year on all fronts. Teslas stock price is abusurdly irrational and disconnected from actual company performance and growth. Not to mention all the other massive revenue streams coming online that aren't to do with the one time sale of a vehicle. Tesla stock is undervalued and to be honest i hope it goes lower.
meme stock deflation of a typical wall street bets stock
It was never worth that much to begin with. It fell for the same reason arkk fell. Hype dried out.
I challenge you to look at how much Elon tweeted over the year, and see how much a productive ceo does. I seriously question how much real value musk brings.
Also Tesla is way over valued anyway. A correction was bound to happen, even without all this nonsense.
They make eletric cars... I don't know... doesn't seem very unique. Their market in China will eventually dry up as the build quality, price, and government support for national brands increase. The build quality for Tesla cars are just crap in general when you compare them to a lot of the other manufacturers. I also don't think it's farfetched to think that Toyota, Nissan, VW, etc. lack the capabilities of obliterating Tesla in the near future.
Telia hasn't lost 800bn Tesla share holders have lost 800bn from their net worth.
He'll bounce back
looking at their grossing, they are still overvalued for a value stock.
Also overvalued when seeing it as a growth stock.
A lot of the value was from elon-fanboys, that just bought into the hype.
Oh my god
Goddamn I love your videos. First but idec. Amazing videos always
Very weird way of presenting this. The title should be “How Tesla stocks lost value for 800 billions” because Tesla as a company has not lost this at all. Its sales and production are at record levels and keep growing, and its revenues too, with a rate of profit per sold vehicle that is unparalleled in all the automotive sector. And it’s a company that has almost no debt, and makes cash every quarter, so much cash that can invest into growth, continuously. Tesla stocks might get down to cents and the company would remain one of the healthiest companies on earth. It would require some major breakdown to affect its growth, which seem moving it towards the leadership of the world car markets. The company which soldi most cars in the world is Toyota, with some 8million vehicles sold per year. Tesla, if it continues this growth, will overcome it in a few years.
Okay I understand that there is a lot of negative press around Tesla, but if you look at their track record + the revenue growth they are still doing very well.
not only negative press, they lost 70% of their value, which is insane
@@hendrx you are looking at the stock price and not the company the company is doing well
@@hamishbarrie8318
Doing well in terms of what, the company is bleeding money left and right
@@hamishbarrie8318 considering it’s a publicly traded company, and the stock price is based on peoples perception of how the company is doing, I’d say it’s a pretty accurate indicator for how (poorly) the company is doing.
Tesla is in deep trouble. It needs to sell to a bigger car company asap or it will simply die.
Tesla was never worth $400 a share. That put it at a higher market cap than VW, Toyota, or GM.
But it once did
Back on November 5th 2021
@@herisuryadi6885 Ridiculously overvalued. It was never worth that much. Even today, it's grossly overvalued.
How can you say Tesla is worth more than GM, Toyota, or Ford?
@@AxelQC It isnt
Its just all hype
Thats why the stock price were at one point $400
Are we waiting for their downfall?
Overvalued
Cmon guys, compare apples to apples, ie. Tesla with Toyota for example, no? Tesla prefers to be compared to tech company? Cool, i prefer being millionaire but I am not, so is tesla CAR company, not tech company...
I feel bad for people that bought Tesla stocks. I never liked Tesla as a company never invested into them. Who knows, maybe later on they do good, I think Elon is a bit all over the place and Unconventional
Bottom signal is just in.
Lol
Musk went from spending too much time being an infantile troll onTwitter to buying it for too much and then spending too much time on it.
Genius, u-huh.
Who said he is a genius?
@@JamesTudsbury Not sure, I think I heard it from a dude buying the dip at 160.
They promise the blue off the sky but never actually deliver. Tesla introduced evs that don’t look shitty and that’s awesome but beyond that they are overrated af
Elon and the Terrible, Horrible, No Good, Very Bad Year.
0:07
So beautiful! 😅
They didn't lose 800mm, their stock value dropped by 800mm, not Anywhere near the same thing.
They lost that in valuation.
So acting like a Teenager is now called "distracted by Twitter"? 😁
This is such a great buying opportunity for those long term investors. Take this time to load up!
Tdlr you guys are great hosts but I think you should stay out of the business sector, you confuse key words with different meanings for ex. -800billion is a huge “loss” tesla didnt lose anything, your refering to the main contributing down spiral of q2 being his twitter deal… this is when inflation peaked and every stock on the market was doing terrible. There are more examples of these mistakes in this video and others you have made, I dont know if you have an agenda but tell the truth. Many people here just read what you tell them
I love tldr but this channel is starting to feel like an anti-elon channel. literally every other video atm
Overall in 2022 Tesla increased sales by about 40% year over year (while Ford’s sales declined),they have made huge advancements in FSD, produced 1.3 million cars however there stock tanks it makes no sense.
It’s severely overvalued regardless of what it is doing now. The stock was bound to fall.
so buy the dip?
Midlife woke mind virus crisis
they didn't lose money, their stock went down
first
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Tesla is still the car manufacturer with the simplest manufacturing pipeline (Gigacast and simplified vehicles), the company with the highest margins (no dealers), and the company with the most EVs sold. The Model Y topped the VW Golf in Europe. I think that says a lot. They are having bad numbers because of the imminent recession.
Their quality control is poor. And they are falling behind on promises.
Arrrgh sigh I think your Tesla/ Elon bias has got the better of you again. While at the very beginning you did say Tesla stock most of the rest of the video was just Tesla having a terrible year. You never once mentioned that Tesla stock price and Tesla the company are not the same thing. I think this was a huge oversite. Tesla the company has done really well this year! Growing sales by 40%. The real story is what’s happening to the sales of traditional car companies? The Chinese division of Mazda went from selling 200,000 cars a year to 2000 and went bankrupt. There will be more bankruptcies to come. I do wish Elon hadn’t bought Twitter ho hum can’t have everything. Chinese car companies and Tesla are going to eat a whole lot of traditional car companies business.
I'm not sure about that last part. Like yeah Mazda went bankrupt in china but that's more to do with trade friction and chinese domestic car companies continue to grow in China as the ccp wants to have everything sold in china be made in china. Globally it's business as usual for the big car manufacturers like VW group, Toyota and Ford.
You obviously have no idea about how the automotive industry works.
Independent tesla is a dead man walking.
Musk psycophants will continue to lose money
I like how every single leftist run on with the he came out as a republican story line.
Tesla was more than 5x overvalued “as a car company”. Most people who taught it wasn’t, valued it as a tech company, which without a fully working FSD doesn’t make any sense.
Early investors like myself already cashed out long ago, Elon himself included and moved on to new opportunities.
There was literally no upward trajectory since 2020 left for the stock if Tesla can’t guarantee investors that it is a tech company.
If Tesla is to be valued as just a car company, the stock price would be trading at around $60. Obviously if the get the FSD going then a 20x from here might be on the table.
Tesla has very little debt and cashflow is normal if not better and so they aren’t looking to raise money by issuing new stocks. Again, fundamentally the company is in good shape and the stock market is just correcting a car company valued as a tech company.
Leave your leftists fantasies behind. Every knowledgeable investor knew they were riding an overvalued car company pretending to be tech company. and most cashed out long ago
With fsd it doesn't make sense either.
Self driving cars will be the death of the car industry.