Long Bet: Tesla - Bulls vs Bears

[TheBrit]

https://finance-yahoo-com.cdn.amppro...ew=1&cap=swipe

Make no mistake about it, Tesla’s quarterly delivery figures offered the first hard proof the carmaker has a demand problem on its hands. Previously, all evidence suggested its growth was merely constrained by the number of cars it could produce.

Someone should tell all of these journalists, analysts and CRO’s of Tesla they are all wrong and @Redsplurt is correct and there is no demand problem.

[RobRoy]

TheBrit you are really the master of rubbing it in

[shri]

TheBrit you are really the master of rubbing it in

It's called grave dancing ...

[TheBrit]

It's called grave dancing ...

I’m glad you agree redsplurt’s nonsense is dead and buried

[shri]

I’m glad you agree redsplurt’s nonsense is dead and buried

It is a long bet ... not a end of Q1 2023 bet... lets see where this ends up.

https://en.wikipedia.org/wiki/Second_Coming

[TheBrit]

It is a long bet ... not a end of Q1 2023 bet... lets see where this ends up.

Maybe you didn’t follow the argument. Even he thinks Tesla is overvalued even now.

He was asserting that Tesla can’t make cars quick enough to meet customer demand. That isn’t true (it used to be but isn’t anymore). He also made many faux pax like not understanding Tesla has been cutting prices for months etc, which are easily debunked.

[TheBrit]

https://asia.nikkei.com/Business/Aut...me-in-3-months

[bdw]

hmm. I wonder why they are cutting prices in Australia.

https://www.whichcar.com.au/news/tes...icing-for-2023

[Peaky]

Do Tesla actually have any new model S or X near release (rather than just cutting the top off the steering wheels)? Everything they are selling at the premium end is looking very long in the tooth compared to what the Germans are now churning out. BYD and co eating the cheap end of the market.

Another year like this and they are done as a valuation outlier IMO.... natural conclusion would be a takeover by a consortium of major car makers to pick up the software and battery production capacity, albeit that would really need the market cap to divide by 4 again (or Apple if they really want to shake the tree and actually get into cars...).

As I've been saying for years, I really wish he'd cashed out faster and sooner so he'd have more money to play with rockets.

[er2]

Tesla is a great company, but it’s in a shitty industry. In the long run industry dynamics are far more important than a jump start or technological lead, neither of which will be worth a hill of beans in a decades time.

I don't disagree, but curious to read what you think are good industries - from an investors perspective. I can come up with Pharma and Tech?