Tesla’s trillion dollar valuation is fast approaching

CG says can DCA. Take note, this is how a buy n hold investor thinks… think possible low is $150, yet start DCA at $210, 29% higher. ST traders won’t understand.

He is playing both sides to avoid looking stupid. If Tsla drops to $140 he can say “I told you so”. If Tsla goes up from here he can say “I told you to DCA”.

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So you are saying he is a genius :grinning:

He can be a genius if his Tsla position manages to surpass mine one day :sunglasses:

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Tesla Could Be a ‘Zombie Stock’ as Interest Rates Rise

https://archive.ph/OFqhy

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Who cares what a doofus who has been wrong on TSLA for 10 years thinks?

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The bears and charlatans are everywhere. But Musk may be worst of all time. Electric cars are greenwashing… they will never be main stream. And unless we build 50 min 2.5mw nuclear plants we won’t have the needed 30%extra generation power needed to charge these toys. In addition we need more solar wind geothermal gas and hydro to power desalination plants on the west coast. Musk has made his fortune on government subsidies. It is time to subsidize the power generation industry to power all the green agenda… my guess is the environmentalists will oppose all efforts to generate more power and drive the country into darkness way greater than the misery created by Jimmy Carter.

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It will but I don’t like current format.

For buy & hold investors, WB gave following formula which will not fit for TSLA at present with rate hike environment.

Many believers of Elon Musk does not understand the difference between market pricing and value of the company.

That is the issue, they will soon understand by another 5 years…from now.

@Elt1 talks about EV, @Jil talks about TSLA stock. Communication :upside_down_face:

EV is a religion like Global warming. You either believe or don’t

Tesla stock is driven be Musk groupies. They believe, I don’t. It has been a great stock till this year. The believers always believe that Musk will pull another magic trick. He will burn out eventually. Probably long before his cars become mainstream. There is still no truck that can compete with the F150… the most popular vehicle in America.
BTW the S was discontinued over seas already as I predicted. He cananbalized his own best seller. I heard it is coming back only fully loaded. He is resting all his hope on the 3 and Y it’s similar version in the same platform. The truck is a ruse just like FSD.
The S starts at $129k. Probably will be totally phased out. The X was a bust and will soon disappear. My neighbor bought one 6 months ago for $160k.

Master, Good Catch ! I do not have any doubt about EV future or TSLA’s existence for next 30-50 years, but the current market valuation is wrong that is going to haunt everyone except WQJ (as he bought way low price when when market wrongly priced).

Warning shots issued, that is all, it is investor money and their return finally!

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There is no magic, simple valuation with compensation of earnings growth.

For market efficiency, companies have to be valued for expected future profits.

Tomorrow TSLA will report ~ $1.1 EPS, annualized at current production rate thats $4.4. At current stock price, that’s a PE ratio of 49. A year from now, car revenue will be up over 50%, and revenue from batteries up even more. Software contribution to margins should be higher, so even if there is a dip in demand in Europe / China, margins could stay flat.

So in a year, printing $1.5 - $2 in one quarter is likely. At current stock price, that would be a PE ratio of 27-36. Those PE ratios are simply too low for a company growing ~ 50% YoY in the future.

Unless something craters profits, the share price simply cannot stay this low for a year. 50% improvement toward $330 is quite likely.

Only wrong if inflation stays high and interest rates have to stay higher, so that PE ratios have to be renormalized.

But inflation is already dropping (back down to like 4-5% now) so that seems temporary.

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annual/yoy inflation? source?

Sorry I meant 6%, though estimating its a bit lower currently (vs Sept)

https://twitter.com/jasonfurman/status/1581036087333396481/photo/1

Fed’s target has always been 2%. Hence even if the above link and it’s predictions turn out to be true, we’ll see when they can stop increasing rates IF they really want to hit that number.

Even if what you said is true, it’s going to haunt no one here because only me, @Zeapelido, and @hanera own any Tsla stock at all. Z already sold most of his for the house payment and Hanera is gambling with an insignificant amount for fun.

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Only 1/4 was sold. I still have have ~ 3/4 invested in 3 accounts that should hopefully yield ~ 6 million by June 2024 :wink:

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Counting your chickens before hatch is bad luck

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