How Tesla Became the Most Valuable Auto Maker in the World | WSJ
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- Опубликовано: 3 авг 2020
- Tesla’s stock has more than tripled since the start of the year, giving it a market capitalization larger than many behemoths of American industry. But its rise wasn’t necessarily driven by fundamentals. WSJ explains. Illustration: Jacob Reynolds/WSJ
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How Tesla Became the Most Valuable Auto Maker in the World
2:03 "an employee", have some respect that man is Franz von Holzhausen the chief designer at Tesla
You are expecting Respect from US liberal media....Huh...they just know to spread Hate among US Citizens..
@Al Wa 王八 王八蛋 Winnie D pooh Have I said anything Wrong??
@@DhrubajyotiRaja01 WSJ is owned by Murdoch/News Ltd - who also owns Fox News, both are Ultra Right Wing
@@j.pgoodwin9020 , Extremely sorry for this mistake bro....
The way that glass shattered they might want to find a new Chief Designer.
“”Sometimes” short sellers need to buy stock to close position.” Not “sometimes”... that’s how shorting works
Always, no. Sometimes, no. Most of the times, yes. Investors can cover short positions by doing other things, like buying derivatives
option?
You didn't understand what she said. She said buying them the "normal" way not shorting them. So they can cover their losses.
This video doesn't actually capture the reason the company became so valuable. It's because they don't just make cars. They make a vertically intergraded energy and transportation solution. Yes, the car is where they got started but each one of their business units will dominate their respective segments. They can become the most profitable car company, solar panel and/or roofing company (solar tiles), ride sharing company (Fleet of FSD), utility (solar panel leasing & Virtual Power Plant tech via their Autobidder software), logistic company (automated trucking), and more. Each one of these segments is 100 to 300 billion in market cap potential. This video only said one thing: it sold 1/25th of the number of cars Toyota sold. Which is a ludicrous comparison. There are a ton more reasons why this company is going to continue to dominate that I won't get into right now.
02:02 - “An Employee”.... Do you mean Franz Von Holzhausen, Thee Chief of Design at Tesla
More like Chief of Design Theft
@@charlech what ?
@@charlech Design Theft??Seems like You can't get the Fact that they are the Prometheus of Electric Car Designing...You might be Jealous Chinsese in Disguise....
Elon's personal ball handler.
Who cares
WSJ, always late, always vaguely oversimplified. Sad for modern journalism
yes, apple is camera company if tesla is car company.
TSLA is gonna crash (then rise back up slowly), Future earnings don't reflect the current or predicted stock price. Its too overvalued and full of illusionists. We all know its a car, ai, battery energy, company, but we also know its stock price is delusional
Victor10
Let’s say that is only a car. Let’s say that they have battery like others.
Average profit per car sold for the rest car maker’s was 600$. Only autopilot will be in profit 5000$. Sorry man you have no idea.
Victor10
And what will others do with cars which nobody will buy?
They are going to sell with massive losses.
@@dvoglavaazdaja Not everyone is gonna switch to EV instantly, it'll be a transition period, by that time there will be lots of EVs produced by small and major companies, some might not be as good as Tesla, but they have a brand name (VW, Toyota etc), they have the factories that they can convert, they have more resources than Tesla. They will eventually catch up to Tesla but definitely not in an instant maybe a decade or more (?). Then there are Tesla's competitors who makes EVs right now, some doesn't have the same tech, some are worse, some are cheaper, even as of now, Tesla doesn't hold a majority of the EV market, different source have different numbers ranging from 20% to 35%. Even if Tesla owns more than 70% of the market, within 5 years, they can't generate as much earnings to justify the stock price. Putting EVs aside, they have their AI and battery which has growth potential. Even acknowledging that, the PE, PEG, EPS, mkt cap are too high for Tesla. Tesla's current share price is a prediction that Tesla would be very successful in 5-10 years time, owning majority of EV, with successful tech and at the top of the competition, very large demand for EVs, this might be likely ofc, so that justify TSLA being around 1500-1800 at most within 5 years. That definitely doesn't justify it being more than 3-5k in 3-5years at all
@@Victor-zl2vo Tesla made a profit in Q2
Stock prices are deeply tied to investors EXPECTATIONS, so if a lot of people think that in the foreseeable future the car market will be driven by electric car and so they bet on the company which seems best position to capitalise on this industry trend.
Nah, idiots drive the price of Tesla up.
@@chrissullivan8879 Exactly, short term expectations will drive up the price until they realises and it bursts
@@Victor-zl2vo *But for some reason it is holding still at around $1500 for about a full month now, very much the Opposite of that which a bubble stock would do.*
@@snowrocket691 No it isn't, people are uncertain, there are people selling, some buying, we can only see in few months of what happens
@@Victor-zl2vo Yes it is. Stock hit $1500+ on July 10 and today August 4 ( 25 Days later) it is still at almost $1500. So what will happen when S&P 500 adds Tesla to it in a few weeks and Funds have to Force Buy 25 million shares of Tesla worth at $37.5 Billion Today?
Tesla has Already met all requirements of joining S&P 500 now. All investors are now waiting for this, Then there will some selling after this Addition, but after it goes up more maybe.
Got to admit Elon does have big plans. Once star link gets set up, Tesla is not gonna have any issues anywhere on earth for Internet and connectivity with his vehicles. The guy just gets ahead of the competition faster and faster. I mean look at the space X launch recently. He just launches satellites. The guy can be weird but he is an engineer. Many people who took risks in the past were all crazy.
starlink wont work with the cars
Tesla is the next Delorean. If this idiot at CNBC did her homework, she'd know the recent "profits" are because of the EU emission regulation partnership with other polluters. This runs counter to Tesla's original "motive". It's also one autopilot crash away from a massive drop.
Son: "Dad, please buy me a share of Tesla. It's only $179."
Dad: "I don't know. $906 is a little steep."
Son: "Dad, please... You'll need to fork out just $459."
Dad: "Alright. After all, one Tesla stock is only $1702."
@Evilz Review its a joke about how voliate the stock is
@@Nick_song If by "volatile" you mean "keeps going up", then sure bud.
Why wsj thinks investors love Tesla
We all love Tesla
Not a single mention of the breakthrough batteries, the solar business, the autonomous AI. This is why the shorts get Tesla wrong it’s a technology platform not just a car company. Ask yourself is Apple just a phone company?
It amazes me how many people still think it’s just a car company.
and missing the huge energy storage business, and the huge breakthroughs in desiging Gigafactories, and designing and producing the cars.
Yes. Apple just sells phones and Tesla just sells a new car.
Don’t overrate these companies because they look cool.
Douglas Brown
These things have more value...
D.B.
Tesla also designs it’s own computer chips (like Apple) and has it’s own operating system (like Apple) that offers its own App Store in car (like Apple, except you can’t play games in car with Apples CarPlay. Tesla’s can watch Netflix and other streaming services in car...unlike Apple). Dojo is a supercomputing A.I. System that trains Tesla’s other systems created by Tesla’s own software developers in house (Apples phones don’t train each other). Auto Bidder manages the distribution of vast amounts of energy, providing Tesla with the power to grow in the energy sector written by Tesla software developers in house (Apple does not do this).
SpaceX and Tesla are constantly helping each other solve problems and provide Space engineering talent to Tesla when Elon requires different thinkers to help solve a problem (These things are never taken into account but should be...I don’t believe Apple has space engineering talent to help solve issues they run into). Elon is a programmer and Engineer with a degree in Physics. Tim Cook is a CEO in every sense of the word. Both companies ARE comparable...but you’re right they’re not on the same level.
Seems like we live in an era of celebrity-led branding. Be it cars or booze. Platforms like RUclips probably have something to do with it.
Bruh, the world is pushing toward the electric vehicles. In 6 years if not sooner, UK, along with the US will ban traditional cars. There is no competitor of Tesla that is worth mentioning, excluding the chinese electric automakers such as Geely. So, buying Tesla stocks is definitely a long investment. Short ups and downs are always present on the stock market that does not change what Tesla standa for!
Could not agree more, beautiful said
@paula lol he is and he's behaving like one. Look at his moronic fan cult, of which your most likely a part of lol.
@@ubermensch6676 While the UK might do that, I cannot see the US doing the same thing, certainly within 6 years. If people actually cared about reducing carbon emissions, we would be working on integrating the tens of millions of existing ICE cars into the future via biofuel. Not producing electric vehicles (a not-new idea) which consumes significantly more resources.
It is because of the very capable CEO Elon Musk. That’s why the company Tesla is a buy.
There have many doubts about his capability as a leader who can sustain his employees. But, probably among the greatest visionaries of all time....
That's very deep analysis
Nah. It's because Tesla is a brilliant marketeer, just like Edison was. Even if the products are of appalling quality, people will lap it up anyway because of his cult of personality.
@@siddharthkhandelwal3161 And all of those doubts have been consistely proven wrong, over and over again, always.
The main reason TSLA has skyrocketed is because of what it demonstrated in shanghai. It turned a mud field into a production line in under a year. This proved that Tesla could scale fast and cheap. This is super important because obviously it proves growth is going to happen really quickly but also it shows that the competition is out of time. Many car companies are going to go bankrupt because they will not be able to develop competitive products in time. Tesla will simply push them out of the market before the competition has a chance to catch up.
He's a creative enigmatic and eccentric guy. Overwhelming for most.
What a useless report, not even mentioning WHY short sellers believe that Tesla is overvalued....
@日産スカイライン So whether Tesla is overvalued or not is questionable, we shall see, but i have to disagree with everything else you say. First, Tesla has consistently the highest owner satifcation of any car company in the world. Consistently. You clearly have never owned a Tesla. "Cars will never be all electric." Uhm... sure. In the same way that horses will never go away. Internal combustion engine cars will be banned, made illegal, within 15-25 years in almost of the world. Electric cars will be cheaper (are almost cheaper now) in every way to ICE cars. There will be more horses left than internal combustion cars in the world soon.
@@pikkuporsas They were rated last place by JD powers for initial satisfaction. As for the rest, pure speculation, but could be true.
@日産スカイライン Do you own a Tesla or atleast did you take a ride
Roger Smith yes- JD quality survey they are last for initial quality. But at the same time, they are ranked highest in customer satisfaction of any car company. Both these are true.
That’s new technology I love it, I buy one last year
She laughed when she said 420 lol
Careful WSJ your entering the lions den 🤣🤣🤣
Feel sorry for the shorters at 1k lol. Sad sad for them.
These guys doesn't understand disrupted technology, and Tesla is the combination of many disruptive technologies.
They fail to mention any of the "why's" that actual investors use as their bull argument
@@stillon7280 exactly
It's so annoying, they are looking at current delivery numbers of Toyota and Tesla and calling it the fundamentals of the Company🤣. True for Toyota because it is a car company only, but not at all true for Tesla. Tesla is a Disruptive Sustainability Energy Technology Company, not a car company.
@@snowrocket691 We look at all the fundamentals, we know TSLA is not just a car company, we know its energy and AI capability, but it doesn't justify for the insane price
@@Victor-zl2vo Tesla's price is justified just based on 2021 Earnings and Profits and growth rate if you do the math correctly. I am talking about just 2021 not even taking into account 2025 and beyond!
If you want to see an overvalued stock, check $NKLA.
Check @garyblack00 on twitter.
Link: twitter.com/garyblack00/status/1280186676246126592
Excellent Excellent Excellent RESPECTED MADAM
An employee? This guy designs all tesla cars hahhaa he is the man behind the brand with elon
Benjamin Hofmann doesn’t all the cars look nearly the same?
AWESOME
Hard to imagine a world without Elon Musk
Thank god I bought 70 shares when it was $361. I didn’t even know I was gonna make that much money
4:45 GME: "Hold by beer"
Tesla having a higher valuation than Toyota which is the biggest and best run automotive company is insane
Tesla has no true peer set to compare against. Calling it an auto company is incorrect. It is disruptive tech/ auto
People pay 1500$ for tesla thinks that toyota has no future! Toyota is nokia, tesla is apple
Dude, I don't usually comment, but let's just say I had to like and comment this video!
Tesla os killing it on so many levels! people absolutely go nuts over their awesome products.
I’m not putting a dime on this hype ... when this bubble pops it’s going to be ugly
Noone asked you to.
No one cares. Eventually tesla will succeed
Its bubble pop will be the finale of 2020
Joseph Williams Maybe their spending, but now they’re profitable so all good
Good! The rest of us will profit.
People joked about investing in TSLA and I invested, I have a solid portfolio always appreciating and have seen a 14% increase in profits for 2021. I’m also invest in NIO, APPLE, DISNEY etc. raking in over $700k in profits for 2020 alone but I didn’t know much about this type of investing all thanks to my personal F.A Eddy Bruke whose accountability has made me more success than a lot of years in the rat race
How so ma’am, I’ve tried severally investing in the financial market, looked like a casino, steady loosing my bid. What’s your way?
The first step of profiting in the market is understanding it neither is a game of luck or gamble. Expertism and professionalism is a major key, appealing to work with an expert round the clock for investment.
+32 (4602) 19701
for a chat on whatsapp
Life is a market and In the market luck won’t get you anywhere, it’s better to work in partnership else you loose everything. without direction Speed is waste
i need more tesla cow 🐄 bell 🛎
"Not immune" ironic xD
Let the bears keep thinking Tesla will fail. I LOVE taking their money!!!!!!!
Bear money tastes like honey!
After the success of space x with a reusable rocket. Bet on Tesla.
bears r fukd
They have to at some point. Their level of growth is just not sustainable, not even factoring in their other unsavory things.
Not sure how you’re taking their money. Are you selling the CFDs?
For all my finance homies out there: STONKS ONLY GO UP 😂😂😂
YEEET
Profit quality is why investors invest.
GooooooooooD Job
The only reason why prices are high is non of other manufacturers couldn’t make a competitive cat and infrastructure . That’s with people knowing future is electric lead to this massive growth
I lost count on the amount of people on r/wallstreetbets buying tesla claiming it as a value investment lol
COOL
The audio sucks. Fix it!
The WSJ was/is among those bears.
POV ur hear from the hurricane vid in 2012
Very attractive eye reporter.
Ironic that TSLA is up more after this went live
The guy makes tunnels underground, land 2 rocket 🚀 simultaneously in the ocean 🌊, , does what he promises , has AÍ and newral link!!!! He will grow sales by more than 70% annually and improve margins !!!!
Hoover E Londono
Not a chance. They can’t get battery materials and they will face MASSIVE competition. If anything margins will be under even bigger pressure in future. The Chinese will just rip it off and sink him.
D.B. Sell Sell your Nikola Ford GM and your big oil stocks buddy apparently you have no clue what you’re talking about
surprise surprise the market cap hit 1.2 T, currently down from its high but it still hit 1T
Tesla is overvalued and I love it.
"Employee" hahaha I wonder why you're even covering Tesla.
Good
I hope Gordon Johnson and his ilk are watching. SMOOCHES!
man I can't believe how people still hate on Tesla even though it has proven haters wrong year after year for over a decade. I mean it's an american company built in america with american hands least you can do is to wish it success not hate on it
The Value is not based on reality!
Tesla, the modern day Tulip Bulb.
When do they finally stop calling Tesla a car company, when in reality it is an energy and software company, which happens to also sell cars.
When the federal government has forced our existing Big Three automakers to pay Tesla some $4 billion in penalties for not developing EV technology, I think Tesla should be regarded as an automaker.
@@jakekaywell5972 no one forced those Big Three automakers to sit on their hands for those several years of new emissions regulations grace period. They failed to innovate and now they are paying the price.
Love from nature
Extremely contrasting views for Tesla. Some think it will own the world in few years while others call it a bubble that will be soon bankrupt. The first ones seem to winning recently. Let's see what happens in future.
You mean traders/speculators huh, not investors?
- ตลาดอิ่มตัวหรือเปล่า เศรษฐกิจถึงไม่ดี
- อย่าง Growth tesla ขายดีมากๆ
- ต้องสร้างความต้องการใหม่มาแทน นำเข้าให้ได้
- สร้างให้ดี แล้ว ยกกำลัง production เพื่อเพิ่มยอดขาย พร้อมลดต้นทุนไปพร้อมกัน
สุดท้ายอยู่ที่ความรู้จริงๆ
- ขับ grab usa ก็กินดีๆบ่อยไม่ได้ ค่าใช้จ่ายเยอะ สุดท้ายคนที่อยู่สบายคือคนหาเงินได้เยอะ
wolf of wall street ที่หาเงินง่าย อยู่อย่างราชา
How come so many people hate Elon Musk?
Check out his Twitter.
I dont hate elon musk, i like him and the company, but there are those illusionists who think TSLA would go up no matter what
Because change is scary
Bcz they shorted tesla and lost money!
Because of sexy red shorts 🩳 😆
Stock goes up and stock goes down
What if SpaceX will go Public? How rich is Elon then?
Its not about getting rich with SpaceX
Starlink might go for an IPO not SpaceX
Who cares how rich he is? Btw he cant even buy those shares for the option strike price and sell them after 4.5 years if he reach the targets for them. Dig more into research the bias and state facts. Everyone thinks someone is rich based of some numbers on an excel sheet.
Elin musk has said colonizing mars will be unbelievably expensive but if going public compromises the chance to colonize mars Elon wont do it.
The only optional extra missing is a snake oil dispenser. Dot Com, anyone?
This didn’t age well...
why
When the CEO is taunting and berating the short sellers then the stock is mostly in a huge bubble or the company is working on a fraudulent basis. Classic examples would be CEO of Enron, Lehman Brothers, bitcoin buyers, Bear Stearns etc. I mostly think the stock is in a huge bubble and mostly due to the young people's admiration with Elon Musk.
even if EV is the future of all transportation, that doesn't mean TSLA doesn't have competition. the current stock price still doesn't make sense considering future profits.
he won the meme stonk market
They have their own charging station, their own energy production grill and most of the work is done in house. Yeah they are loved because investors love a good monopoly.
The age of electric vehicles is here ⚡️⚡️⚡️
when tesla comes to ever green gast growing markets like in Asian countries India and China no one can stop Tesla!
My boi Elon🤟🤟👌
My bank is not letting me invest in tesla and ive been trying to invest
Get webull
Tesla success is only a consequence of their product. People want ESG; they want electric. Once other major players have serious electric lineups, Tesla will crumble.
The said that 7 years ago, " The Competition Is coming!!!". *VW the No.1 Top seller of cars in 2019 (9 Million cars) said in 2013 that they will be No.1 in Electric cars by 2018! And now All Car Makers are delaying all their plans by 5 more years to 2024 and beyond because of Corona. VW is now saying they want to be No.2 in electric car and stay behind Tesla because they cant catch up!*
*Here is the thing, Tesla is not siting still, because of a virus pandemic. They are continuing to Grow 40-50% Every Year in Production and Sales and Continue to improve their Cars, Software and Batteries.* To Beat Tesla in Electric cars sales, you need a huge Battery Production factory, which other cars makers mostly have not announced. Other Car Makers are saying, Oh we will just take Batteries from LG Chem and CATL, but those guys definitely don't have enough Batteries for all these car makers At All. Tesla has it's own huge Battery Giga Factory and Continues to build more of them! They will start to make their Special Super Batteries to be revealed at 22 September 2020, on Battery Day.
Article link:www.greencarreports.com/news/1086902_volkswagen-will-be-the-biggest-electric-car-maker-in-2018-it-says
This stock is way overvalued and pure speculation.
speculation at its finest
Love the Bear Thesis... keeps prices lower so bulls can keep buying energy shares... oh and it is also a tech company and also software company and also an auto company and also an insurance company, ect...keep up the FUD!! Thank you!
They are completely missing the point. Just talking about the number of sales of cars. What about their disruption of the insurance market (with more data comming from the cars then anyone else could get), the solar market (cheapest solar in US +solar roof), autobiddet software, their massive data lead in autonomous driving, the worlds biggest battery parks... the list goes on and on! How big of a competitor is Toyota in those markets???
Funny seeing a review from people who have no idea why Tesla is Tesla.
Tesla is the next Delorean. If this idiot at CNBC did her homework, she'd know the recent "profits" are because of the EU emission regulation partnership with other polluters. This runs counter to Tesla's original "motive". It's also one autopilot crash away from a massive drop.
Well, if it was overvalued then... Now it's madness. Crash coming in 3-4 years tops... Not worth shorting though, not precise, plus it could start irrational much longer...
Ngl, my dream car is a Model X
"Investors"
getting a tesla after college !
Dont be mean to everyone who cant afford it
K Evan Thompson yea i’m going to med school
just don't break it or you're going to have a hard time
@@mubaraqadedayo7616 doctors are terrible people
Dumb!
Look at market to book ratio and P/E and you will know it is wayy overvalued
so is was all driven by speculation and charisma?
I think for Tesla, Pakistan is a good destination for investment because government has decided to opt electric vehicles. About 30 percent of the total vehicles shall be electric soon In Sha Allah in first phase.
The chances of Tesla investing in Pakistan is zero. Maybe they will invest in India in the next decade.
@@gotfan7743 well Indian economy is shrinking day by day and no more tolerance ... Pakistan is a new destination ... mark my words
@@ignition1199 LOL are you sure? Indian economy is $3 .2 Trillion according to IMF whereas Pakistan is still struggling at $300 billion. Moreover Pakistan is heavily dependent on bailouts from IMF every once in 5 years. Hardly a sign of a country where foreign investors want to invest. As for as India recently our American tech giants invested in their mobile services company Jio with total investments of $20 billion. I don't know where you got this stupid information about Indian economy shrinking and Pakistan economy booming. LOL
I've been hearing the Bear argument since 2012. Will they ever give up?
Ps hate the negative spin. Thumps down for me
Don't blame me look it up.
Because of Elon Musk sir ❤️
This analyst got it all wrong, investors like Tesla NOT ONLY because they believe in the future all cars will be electric (btw, what a lazy argument) they like Tesla because they have the most advanced technology in electric batteries for cars, the biggest (and by far) super charger network, the most advanced auto pilot program and with the biggest collection of real world data to train the system, also because they have energy generation business with solar panels, and because they have the electric cars with the best performance and safety in the market by far. Minor details she forgot to mention.
TSLA needs way more stuff to justify its current price, because those alone doesn't justify for the insane PE, PEG, EPS ratio and mkt cap.
Tesla is like a 1000 piece jigsaw puzzle. The WSJ and most WS analyst haven't even opened the box yet. I have deep knowledge and know most of the pieces and how they fit, but good luck trying to explain it to anyone. I tried to explain it to friends and family last year, but it was and still is futile. In the end they will all call it luck.
Bears were right!!! the stock dropped today lol
Biggest mistake people make is comparing a stupid ice vehicle with a smart Bev. You don't know what I'm talking about then you haven't driven a Tesla vehicle. It's one thing to doubt the company but I wonder how many shorts haven't even test drove the product that they're bettin so heavily against lol
It's ridiculous , at some point that Telsa batteries in the car need to be replaced due to degradation .
Yep, after 300,000 - 500,000 miles (for the current generation battery). Next gen they are aiming for 1,000,000 miles
@@atebbe1 The question is does the Tesla car owner willing to fork another thousands of dollar for the batteries .
@@confidential6073 people do it all the time for new engines and transmissions.
You can't compare Tesla with other automakers. Tesla disrupting several industries. Not just the automotive industry. The largest Tesla's disruption is the energy industry.
House of cards just like the current stock market. A car that drives itself isn't worth all that money.
they kinda already have brought electric vehicles to the masses, everyone at least knows what it is and that you can buy it.
They still don't get it smh
An incredibly superficial report. Leaves out tons of technological innovation that is driving the stock higher. The only reason i watched it was to see what kind of drivel was being fed to uninformed investors. I dont mind tho. helps keep the stock low for now so i can buy more shares.