Love your content and have been a big fan of yours for a few years now. That being said, value investors like you have always said this stock is too expensive even when it was at $20 (split adjusted) which is my cost basis. That is why you don’t own any of this type of disruptive stocks or if you do it’s after the big run up and that’s fine. The volatility is not for most people. Other stocks like AMZN, NVDA etc have also been said is too expensive. I learned my lesson when AMZN was at $2 and I thought it was a great time to buy and all the analysts said it was outrageously expensive for an online bookstore. I thought these analysts do this for a living. They must be more knowledgeable than me about these sorts of things. Nothing could be further from the truth! Everybody said NVDA is too expensive from a decade ago. It’s only a video game graphics company. Nobody sees it as a video game graphics company anymore. Same thing with Tesla. It started with cars but that is not its future. If you believe Tesla will be more than a car company in the future, it’s a steal now. If you don’t then you should stay away from the stock.
Thank you so much for your support over the years! I really appreciate it. You bring up a great point, and I completely get where you’re coming from. In 2022, when tech stocks took a big hit, analyst estimates actually indicated that NVDA became undervalued based on discounted free cash flow. NVDA was down more than 50% from the start of 2022 until around November, and at that point, it, along with many other tech stocks, started to look like a great buy. With value investing, I think the key is to buy when things don’t look perfect, before the stock has already had a big run-up. Take Tesla as an example-despite its impressive fundamentals, the stock's performance has been relatively flat over the past three years. Your buy-in point was fantastic (nice buy, by the way! 👍), but for those who bought Tesla when it was trading near $350-$400 a share (accounting for all splits), they’re still facing losses.
Good stuff. Tesla is definitely very overvalued. They will probably have a hard time meeting analysts expectations. Other products are so far from being released, let alone that it will generate profit.
love your channel, jimmy, but we're in the stock for autonomy, energy, and optimus. For the record, im up 1100% and not selling until I see these products play out
Bro.... Tesla bot ai thing.... Is that robot coming out in even 5 years or 10 idk but wouldn't long term be a good idea to get in now, and stock would be worth double at least.... Right ..??.!?!.
Intel was fairly valued so where is it now? Amazing companies will most of the time be overvalued. I bought Costco when it was 30 pe. It was overvalued than. But since it's an amazing company it returned me 90% so far. And now it's sitting at 50 pe. I'm not adding at 50 pe but It just tells you amazing companies will almost never be cheap.
8:23 I doubt Tesla would buy back stock with Elon in charge. The way he runs his business I don’t see him ever moving away from the growth/ innovation phase.
@@LearntoInvest Thank you, Jimmy! I’ve been following your channel for a few years now. I think it’d be appreciated by audience, and perhaps enjoyable for you, to do cursory review of a handful of stocks in various sector every few weeks. Large cap utilities, large cap financials, large cap consumer, etc. Youre a great instructor. You could educate many on how to value different types of businesses.
tesla stock likely good for a long run. elon has been read in the secret programs according to ross courthart. he is an overlord and like any other overlord stock you cant go wrong when it is low.
Why do you not put in any value for future products, Semi, 4680 batteries, Optimus Robot, Full Self Driving software, Lithium processing. Ignoring these future products seems short sighted to me. Other things to me is that you do not factor in falling interest rates.
I’m fairly certain all of those things are accounted for with analyst estimates. I’ve read many different analysts reports that are being used in our numbers and many of them give a decent amount of time to each of those factors. Although you’re 100% correct that I should have mentioned this to at least acknowledge it. But just so you know, those products and their future profitability and contribution to free cash flow in the next 5 years are all baked into the numbers
No sensible people can value fairy tales and broken promises. Where the f* is Tesla roadster, huh? They can't even deliver roadster and you want to value sci-fi robots? Really?
@@LearntoInvest What about Elon being the head of NASA, the Cybertruck being the only vehicle qualified to operate for the Mars colonies, and the 2035 Flying Roadster release?
Love your content and have been a big fan of yours for a few years now. That being said, value investors like you have always said this stock is too expensive even when it was at $20 (split adjusted) which is my cost basis. That is why you don’t own any of this type of disruptive stocks or if you do it’s after the big run up and that’s fine. The volatility is not for most people. Other stocks like AMZN, NVDA etc have also been said is too expensive. I learned my lesson when AMZN was at $2 and I thought it was a great time to buy and all the analysts said it was outrageously expensive for an online bookstore. I thought these analysts do this for a living. They must be more knowledgeable than me about these sorts of things. Nothing could be further from the truth! Everybody said NVDA is too expensive from a decade ago. It’s only a video game graphics company. Nobody sees it as a video game graphics company anymore. Same thing with Tesla. It started with cars but that is not its future. If you believe Tesla will be more than a car company in the future, it’s a steal now. If you don’t then you should stay away from the stock.
Thank you so much for your support over the years! I really appreciate it. You bring up a great point, and I completely get where you’re coming from.
In 2022, when tech stocks took a big hit, analyst estimates actually indicated that NVDA became undervalued based on discounted free cash flow. NVDA was down more than 50% from the start of 2022 until around November, and at that point, it, along with many other tech stocks, started to look like a great buy.
With value investing, I think the key is to buy when things don’t look perfect, before the stock has already had a big run-up. Take Tesla as an example-despite its impressive fundamentals, the stock's performance has been relatively flat over the past three years. Your buy-in point was fantastic (nice buy, by the way! 👍), but for those who bought Tesla when it was trading near $350-$400 a share (accounting for all splits), they’re still facing losses.
May i know the website name/Url that you used for stock analysis in this video?
Required rate of return of 5.66% when you can still buy long-term treasuries that are around 4.2-4.5 doesn't sound like a good deal...
What is your take on the run up, will it hold and keep going?
Thank you!
Thanks ... time to do one for Nvidia ..
Thank you Jimmy. Do you think Microsoft is overvalued at today's price of $409?
There is no single American thinking Microsoft is corrected valued (I hope)
@PrintOnDemandWorld
Do you mean undervalued or overvalued?
What are you pointing at in the thumbnail?
Good stuff. Tesla is definitely very overvalued. They will probably have a hard time meeting analysts expectations. Other products are so far from being released, let alone that it will generate profit.
love your channel, jimmy, but we're in the stock for autonomy, energy, and optimus. For the record, im up 1100% and not selling until I see these products play out
You aren't accounting for Optimus. Its wrath cannot be quenched.
Thanks Jimmy for TSLA quant!
Jimmy! Was just checking your channel out because you haven't posted for a few weeks, a bit of a controversial pick for election day!🤣🤣
Great pick for the exciting day!
Bro.... Tesla bot ai thing.... Is that robot coming out in even 5 years or 10 idk but wouldn't long term be a good idea to get in now, and stock would be worth double at least.... Right ..??.!?!.
I bought 20 shares yesterday at ~244 and 15 shares today at ~287
I believe this will be worth while and it'll go over 300, even long term
right now it is at 295.52 I should have bough it yesterday........ O' my............
ty
Intel was fairly valued so where is it now? Amazing companies will most of the time be overvalued. I bought Costco when it was 30 pe. It was overvalued than. But since it's an amazing company it returned me 90% so far. And now it's sitting at 50 pe. I'm not adding at 50 pe but It just tells you amazing companies will almost never be cheap.
Where is yr prove and where is mathematics system
I’m so profitable from TSLA
8:23 I doubt Tesla would buy back stock with Elon in charge. The way he runs his business I don’t see him ever moving away from the growth/ innovation phase.
Musk will use Tesla and their shareholders as cash cow for his escapades with Twitter and politics.
How ‘bout looking at other companies than the same old same olds?
Mag 7 are NOT value.
He recently did a video on ATKR, a true value stock
@ thank you! 👍
Any ideas for a new company I can research, I’m always looking for good ideas
@@LearntoInvest $PLTR, $RDDT, $ZIM, $SOFI, $WBD could be interesting
@@LearntoInvest
Thank you, Jimmy! I’ve been following your channel for a few years now.
I think it’d be appreciated by audience, and perhaps enjoyable for you, to do cursory review of a handful of stocks in various sector every few weeks.
Large cap utilities, large cap financials, large cap consumer, etc.
Youre a great instructor. You could educate many on how to value different types of businesses.
tesla stock likely good for a long run. elon has been read in the secret programs according to ross courthart. he is an overlord and like any other overlord stock you cant go wrong when it is low.
Why do you not put in any value for future products, Semi, 4680 batteries, Optimus Robot, Full Self Driving software, Lithium processing. Ignoring these future products seems short sighted to me. Other things to me is that you do not factor in falling interest rates.
I’m fairly certain all of those things are accounted for with analyst estimates. I’ve read many different analysts reports that are being used in our numbers and many of them give a decent amount of time to each of those factors. Although you’re 100% correct that I should have mentioned this to at least acknowledge it. But just so you know, those products and their future profitability and contribution to free cash flow in the next 5 years are all baked into the numbers
No sensible people can value fairy tales and broken promises. Where the f* is Tesla roadster, huh? They can't even deliver roadster and you want to value sci-fi robots? Really?
@@LearntoInvest What about Elon being the head of NASA, the Cybertruck being the only vehicle qualified to operate for the Mars colonies, and the 2035 Flying Roadster release?
Felon Musk knows how to sell stocks