Why ARK Invest Is Still Bullish on Tesla
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- Опубликовано: 25 апр 2021
- Apr.26 -- ARK Invest analyst Tasha Keeney discusses Tesla's stock price slump after first-quarter earnings were reported and why she is still bullish on the electric car manufacturer. She speaks with Caroline Hyde on "Bloomberg Technology."
Tesla/SpaceX is just beginning. They share technology. That's why customers get 'rocket ship' cars & astronauts get 'cool to drive' rockets.
i miss Tasha Keeney, good to see you again 🥰🥰
In short: Because Tesla is the best!
Thanks for your comments
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Damn, Tasha is gorgeous. And brilliant. At Ark they're looking 5 years ahead, while these TV finance types are looking 5 minutes ahead.
I see Tasha i click
Not like they can afford to become bearish.
Exactly. No point asking the opinion of someone who has a conflict of interest relating to the topic in question.
Literally every single interview with ARK invest, the interviewer tries to sneak in some short term stock FUD, and Ark Invest responds the exact same way every time: they only evaluate this stock on using a Long-term perspective, they do not care about the short term.
Exactly. Long term is the only real way to make serious money. Short term, even when you are up, there is the lovely capital gains to service with your "winnings". Expecting to make a lot of money in the short term is like expecting an amazing dinner with impeccable service... at the airport.
What the FUD? Talk english you'll do better. FUD is a peice of internet argot, a groupthink dog-whistle to prevent you from having to engage with the arguments. Get off the gravy train before you get burned
@@macioluko9484 There is no "engaging argument" in mentioning after hours stock and options trading activity and trying to draw conclusions about the company based from that, especially while interviewing an analyst who specializes in researching long-term company fundamentals. Look at the title in the beginning: "Tesla Slumps off of 1Q Earnings", that is a prime example of unnecessary diction that imposes Fear, Uncertainty, and Doubt. The reporter should be using her time more wisely to discuss things that actually matter.
@@tomdoyle310 Absolutely. There so many things that these bozos consistently miss about companies like Tesla. Oh well. Time will tell about all the amazing progress making these fools look even more foolish.
Apparently you can be brilliant, mega hot and right about the future at the same time.
That's something Jim Chanos needs to figure out.
bwhahahahhahaha
Yikes. If she said she was shorting tesla you would have the exact opposite opinion
That is one smart woman. Whoever marrys her, lucky guy
Maybe not
When she☺️ talk. 🎧📈✌🏼
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Where has Keeney and the other ARK analyst been? Have they been blacklisted by the Mainstream Finance Media?
Tasha your awesome!
Tesla is just really starting.
Do u know how basic an induction motor is? Performance isn't an issue..anyone can match it.
Check out Sandy Munro, he explains how Tesla has developed their own alloys for higher performance magnetism. It increases their overall efficiency and maximum power.
That kind of thinking pervades legacy auto. How difficult can it be to match, and exceed Tesla? Well, they're beginning to find out...maybe they should buy Sandy Munro's analysis...
This not AOC?
Tasha "Big Brains" Keeney, Respect
Never knew ARK was ever bullish on Tesla
Me casually waiting for next year to get tesla model 3 for $35,000,00 and they're all in my investment on crypto..
Crypto is digital asset which generates more money for you when you get into the portfolio trading
it's an investment online investment that has been a lucrative way of making money I have been in it over 8 months now
Tempting but me still searching for a reliable and trusted investment to go into and not joining an investment that may lead to a big scar in the future.
There might be so many investments out there but if profit must be considered which is actually the sole aim of every investment then I'll advise you go into crypto trading because it has the higher profit rate than most investments
I have heard a lot about crypto trading is it really profitable as people say it is?
If as she says they will have 27% market share for each vehicle type they produce. How can they be justified in a current overall market share which is larger than 6 next biggest car companies put together?
You mean they are massively overvalued? - oh well better hold a long time then
How can apple sell a $1000 phone? Ask someone that question 2 decades ago.
Elon believes the model y will be the most popular car in the world. It's not a cheap car compared to the current leader in that category the Toyota Corolla. People will be willing to pay more. FSD is a subscription service. Tesla sells energy products. They will have better margins. They are an innovation company, they will trade at a high multiple. Tesla owns a lot of the production and distribution. Currently car companies are inefficiently run and don't innovate, that's why they deserve a low multiple. It's apples and oranges.
@@sot8343
So, I will buy an apple or an orange, and so the cash available to either is an opportunity cost, i cannot afford both. Either Tesla trades sideways or down for a long time for its actual performance to catch up with its market performance. Ok so they have magical margin gains in the future , ok so they have energy infrastructure projects, ok so they get into insurance - it's like a magic trick talking to people about Tesla . They have their fingers in so many pies it's impossible to disprove the efficacy of each one, but it is all sales really, isn't it. In fact their profit so far is powered by a virtual monopoly on green credits in USA. They grew revenue by about 0.5 % over the first quatre compared to the previous year. And apparently there is going to be a shortage of microchips in the near team liming their capacity to grow quickly.
It has moved too far too fast, and like Spacex rockets, what goes up, must come down.
*near term, limiting
@@tomholloway7164 if you want to account for carbon credits going away then let's also account for ceo Compensation that will also go away. Let's also take their cash on hand and pay off the interest on they debt. Their multiple would drop from 1000 to 300 today.
But the fact is credits aren't going away, they are actually increasing. The fact is people are willing to pay 1000 multiple today, they will be willing to pay 300 multiple in the future when TSLA is $3K. It doesn't matter if your think the price is outrageous. Tesla isn't going to stop growing and producing and people will continue to pay to see that growth. The ICE market is 97%. There's plenty of room for all who want to get onboard the EV train. Tesla is and will continue to be the leader in EV.
And their margins are magically better. They use less battery, get better mileage at lower cost. They have the safest car on the market. The vehicles already include the hardware for autonomous driving at no extra cost. Tesla sets the price for EVs. The others must follow. But they can't sell a competitive car. They have to cut the quality or increase the cost.
Came for investment advice and ended up falling in love. Great.
My bet is Tesla is going to say at the same level for quite some time
I think if other automakers dont do a lot to spread more fud while trying to catch up, the automobile market will consolidate with Tesla doing a bit more than 27%. At this point they have no choice but to milk fud/bad news. The sticker price drops any lower for Teslas and theyre all out of business. People with Tesla roofs/powerwalls and Teslas must feel like gods.
I actually like that Cathy Wood drives a Model 3. She could afford any version. But instead she is fisicially responsible with her money and understands it's value. I believe that she would treat my money the same.
Know your product/investment. That is how she sees it. IT isn't for her to save money. She is filthy RICH.
Tesla have a pretty darn good HIGHWAY FSD. I think it is at a LEVEL 4 on the highway. In the major local roads and mid level roads, it is at LEVEL 3 and close to LEVEL 3 1/2. In urban area, it is now already at LEVEL 2 and will improve. That is at least 5 to 10 years ahead of everybody else. WAYMO CANNOT be introduced in a major way.
And how is all of Wall Street profoundly brainless on the future of transportation and energy, IDK 🤷♀️
When did AOC learn about business?
Seriously just clicked because it's AOC. These lizards are living amongst us
Of course Tesla will lose some share as others come in. Just think of Tesla having "share of most,"
Umbrella company X
How come every quarter the street financial analysts are asking the same old questions over and over again? How many times must Ark Invest get it through to them that Tesla is a 5-year investment term not quarterly?
cause in 5 years tesla might not exist.
@@JoelChenFa and why us that may I ask?
GM, VW, Ford can produce EVs, but they loosing business in ICE cars drastically. It is a silly argument, that other car makers are denting Tesla's market share.
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What's silly about the possibility of other car makers taking more shares in the EV market? Just because Tesla has an early mover advantage, it doesn't mean it will keep its market share forever, does it?
Hahah EV’s are old self driving ev is where it’s at Tesla is ready mid 2022 and ur choice if u wanna get in
@@uberboiz early mover advantage? leaf and bolt are older then tesla
@@spaceoditty-tp6mf That's a good point actually, and Leaf was the world's all-time top selling plug in electric car through December 2019 before Model 3 took over. But that just supports my point that just because you dominate the market today, doesn't mean it will stay that way forever, don't you think?
Honestly, this is verbatim the same interview she has given for 3 years now. Literally the same handful of talking points; all sizzle no steak. And yet the choir goes absolutely wild
Shame the interviewer couldn't ask about some of the elementary errors in their comically bad 3K note:
- Randomly reduced the outstanding share count from 1.15bln to 1bln, implying no more cap raise and not taking share-based comp into account. When asked, they just said we will change the model to account for them doing buybacks...hundreds of billions worth of buybacks...OK sure
- Going from zero in insurance biz to 40bln by 2025, with 40% margins 3x the industry leader in auto insurance biz. This implies that they would be taking in something like 3x the average annual policy cost/vehicle. No allowance for capital provisions in their model, which just shows that they have no clue about the insurance industry just Tesla has data...
- Still building 'ride-sharing network' revenue into their bear case, which the company has shown no interest in building out
- Absurd assumptions on robo taxi, something which doesn't exist today.
Not to mention typos and getting basic figures wrong. This is like their franchise call and that they would put out such a garbage piece of research speaks volumes about their credibility
No reason to be so cross; you can still buy Tesla
The Ark analysts never fails to amuse. Reaching for new metrics such as Tesla is now technically the biggest supplier of robots in the world. Ffs, studied CFA and this is what they come up with?
Looking forward to Tesla disrupting the car insurance industry in the U.K.
cutie
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agree, we need back to basics cars, without all the smart software heist, people get infected fingering and tapping screens, we need just straight vehicles without tech, we already have overloaded tech on phones, laptops, and microwave ovens, etc. leave the cars alone, and I lost a lot of money on bmws in my life, but hydrogen supersedans will change all that, the future is hydrogen 800hp and 1200hp powertrains are now ready, you will see this soon, sedans, trucks and semis, please find out which company will produce them .... in other news, brazil 5 billion dollars of brazilian investment fund money private and public transferred to buy bitcoin, the people responsible are missing in action
And fingerprints on the steering wheels is nonexistent? 🤔
@@510jesus where gloves, for steering wheels
@@510jesus remember the "glove" compartment in cars, that was there for a reason, to put the gloves in
Ark projection is so nut lol
They are basically saying Tesla will reach a $3 trillion market cap in 3 years. They only earned $10 billion for the quarter.
Seems extreme to me, I might be wrong but.
You are😂
What was it Q1 2020? Q1 2019?
And you're likely right. That feeling you had, it's the BS instinct kicking in.
IMO, Ark is so wrong with their Tesla forecast.. 3,000 USD is simply ridiculous.. 20% M/S??? Hahahaha
Short it. Free money
why ark is still bulish on tesla? lol it is because they have a lot of it and they don't want it to go DUMP and loose crap load lol. this is totally low IQ.
So this girl is bullish on Tesla and yet her boss is selling!! Ark Invest could turn out to be the biggest scam in the world.
Their funds can’t consist of more than 10% of any stock, that’s why they sell/buy.
They operate like a pump and dump outfit, I've seen the pumps now I'm waiting for the inevitable
Ark is the biggest Pump and dump scam the world has ever seen........................................................................ST
ARK is so leveraged on TSLA that if Tesla drops even 15%, their margin call is going send Telsa back to $300 in one day.
Why do you think ARK is leveraged?
I won't even give you an argument, just wait for the long term.
This is a lie. Ark does not use leverage at all.
@Prince Andrew The Nonce FUD since when did these survival mechanisms become a bad thing?
@@susymay7831 All the hedge funds are leveraged. It's not just ARK or TSLA stock. All of FAANG, MSFT, NVDA. Where do you think all this money is coming from? It's borrowed at 0% cost thanks to JPow. We are at the point where leverage is like steroid for the Tour Dr France. If you don't Leverage you can't compete. But we all know ARK heavily favors TSLA more than any other organization.
If they so bullish about Tesla, then why did they sell their shares...?
10% cap?
Do research!!!
I heard there is a thing call "google search"
@Feng oh i know, i didnt see your comment. I was replying to the OG commenter haha
Tesla is crap stock..............................Tesla is going back to $100 per share real quick................................................ST
So much pump. Tesla doesn't have any full self driving. It's all vaporware.
That’s interesting...people are paying and getting something for what they pay. You look at what it does now but don’t see the trajectory of improvement. The aporoach Tesla is taking has made formidable improvements in the difficulty of problems it can tackle. The trajectory looks good.
Guess all those youtube videos of the car driving itself are imaginary.
Yes of course, but what a nice form of vaporware that brings me safely from A to B.
I just wait until the regulations allow the use of it. Did you even watch the FSD Beta reviews?
No?
Thought so...
@@tekila00985 lol making demos or self driving and actually making self driving cars are entirely different. Waymo has already abandoned the lidar less approach as they take safety seriously. Elon is just playing you for suckers. Wait until this collapses.
@@wolfgangpreier9160 it's only takes you to hell. It's not safe and that's why regulators will never approve it.
sell TSLA. ARK will go bankrupt. they don''t understand risk.
*crickets chirp*
🤣🤣🤣🤣🤣
What what what?
bruh they know the risk LOL DISRUPTIVE TECHNOLOGY.........
🤣😂😂😎 Yes they do. Its their business to know the risk.