/biz/ - Business & Finance

Don't question.
Just consoom.

>>24151082
tesla’s go zoom
tsla go zoom
boomers don’t uonddrstand logic

>>24151082
Tesla's projected growth is much higher than any company in the S&P500. The entire vertical growth model has made them extremely profitable. From manufacturing all the parts and pieces without needed many suppliers because they're their own supplier to being their own retailers, Tesla seem to have done really well on that aspect. They also have softwares for the self driving cars that their costumers buy into which is another great revenue source.
Most other companies have a horizontal growth model where they purchase the same companies in their field to grow but Tesla wants to be the ones to start from scratch and end all the way to retail to sell their products. They're also leagues ahead other competitors in battery and self driving. They're getting insane level of orders for their trucks (not cyber truck but the import/export trucks) and if that is successful it'll go crazy growth. Not to mention they're going to be competing with uber on their robo-taxi, while uber is not even close to self driving robo-taxis and they don't even have the cars to do it.

Growth of tesla is very good but don't expect it to keep growing like this. This is probably where it'll slow down to boomer levels of growth and let the actual model of the company to grow and teach the stock level.

Stocks only go up, why wait for 10 years for results when we know for sure it is guaranteed to go up now.

>>24151460
>The entire vertical growth model has made them extremely profitable
>extremely profitable

Kek

>>24151082
Only good thread on the board right now

>tfw you dumped all your S&P index funds just to avoid holding this piece of shit

>>24151082
Yeah its a no-brainer to short Tesla.
But then the cult just keeps buying it up to 2000 P/E ratio. They just don't care.

>>24151460
Is it though? Car bussiness is a bitch and other big companies like GM and VW will catch up to them.
What exactly is that projected growth based on? They dont have exclusivity on EVs

>>24152071
tesla's EV sales and % of market are a joke. it unironically takes 5 mins look up the financial data to see beyond the hype and boomers cannot even take that much time to figure it out. its fucked

>>24152071
TSLA is not exclusively EV. It's a bet on their artificial intelligence which is light years ahead from the competition.

Also,

It's a hedge on SpaceX and Boring until they IPO.

>>24151460
Lol, the market completely misunderstands how to judge tesla properly. They are priced like a company offering a unique product with high entry barriers based on the assumption they took the market share from established oems. However the automotive establishment simply didn't cover the market at all. This is changing rather quickly in the next two to five years.
What do you think happens eg when bmw finally pushes with a fully electric suv in that segment. They'll be stomped to the ground as soon as major oems push into their market share.
>t. analyst at german carmaker

>>24152068

I am shorting since 400$ and I am not comfy. The fanboys can push the price to 800.

>>24152329
i dont think shorts realize how fucked up this market is. there is absolutely no connection to reality. its all hype. theranos 2.0 except its muh artifical intelligence

>>24152262
as if going to space is profitable. kek. the delusion. NASA would still be a thing if that were true. space companies bleed money and spacex is entirely dependent on gov contracts. complete joke

>>24151558
>Quarterly
Tesla's been way recently profitable of course I am not going to deny that but their growth has been phenomenal and expected growth is much higher. I am not even a tesla fanboy but I can see why people buy it. If you're going to buy the company now it's probably overvalued and you're buying for speculation bet but it's not like there is zero reason for it to be overvalued. It's overvalued for a lot of reasons, if it doesn't meet those expectation you'll probably see a huge dip.

>>24152071
>Car bussiness
Tesla isn't just a car business, it's a supplier for EV vehicles. It own's the best batteries in the EV world. it's a software business. It's top of the class in the automous driving platform. it's a retail business. It's also a solar business. GM and those older companies are not innovators they might have EV's but they're behind and they don't have their own suppliers or retailers to net profit from all areas nor can they profit from the subscription based model from the automous driving software or will be ready for robo-taxi service when it's ready. They're also growth from business sector in imports/exports with their truck orders.

>>24152521
your graph shows they are not profitable...

>>24152594
Okay, let me fix that: it has made them grow in revenue and profits they're now in the positive and projected to grow their profits double in year by year for the next 5 years.

>>24152710
lmao wut, they are not in the positive you retard

I love TSLA because of how much it's sucess makes people seethe

the ultimate irony is boring index fund faggots are now forced to buy it through SPY and other S&P500 funds at the literal ATH.

>>24152521
Automotive establishment simply didn't move yet because they were too slow and the segment wasn't profitable for them. You'll be astonished what a bit of funding by big players can do when they move into a previous niche segment.
Also your claims concerning tesla's self driving capabilities are simply not true. All major oems have very comparable systems in their latest models, lightyears ahead is a ridiculous statement. Concerning batteries you are indeed correct, however catl varta samsung and panasonic are building up the supply for major automotive companies and there's simply no reason why they should not reach at least tesla's battery level.

>>24151508
xd

>>24152818
the thing is the Chinks have not taken EV that seriously, but when they do, they are going to undercut the fuck out of TESLA. China literally has a slave labor force ready to go. TESLA is going to get heem'd

>>24152732
>lmao wut, they are not in the positive you retard
https://www.nasdaq.com/market-activity/stocks/tsla/earnings

>>24152732
>>24152878
One of the reasons they're going to be on the S&P500 now because of their profitability in the year of 2020 and projected growth.

>>24151082

>>24152521
Thats incorrect. VW and GM are much bigger than Tesla and are already dumping billions on EVs. In five years Tesla wont have any competetive advantage. All the software and battery advantages will be gone.

>>24152818
>>24153023
Just because you throw money at it doesn't change the fact that Tesla is full dominance in the EV markets and it has brand recognition. Nobody looks for VW or GM when they're thinking of buying a EV or automous car but everyone is thinking of Tesla when they convert to those vehicles.

>>24153023
In ten years Tesla's will be driving on mars, tsla will be worth trillions and Elon will be the richest man on the planet and you'll still be saying the old guard is gonna catch up to them "any day now!"

>>24153103
>Tesla is full dominance in the EV markets and it has brand recognition

kek.

Folks, I want to hear your thoughts about one platform: duckdao.io

Came across their Hunter Season on Twitter, this is a kind of crypto game and platform with investment modes. They made long-term partnerships and Foundation for modern blockchain-based systems.

>>24153103
As is said, because there are no real offers yet in the segment. And where they are available, they already beat the shit out of tesla. Look up how audi's etron is taking most of the market share in the bev suv segment from the model x.

>>24153103
even if TESLA dominates the EV market eventually, its a tiny market. the profit from doing that is nothing special

>>24153256
you tsla fudders are some of the dumbest motherfuckers on the planet I swear to god, no wonder you lose so much money shorting

>>24153184
>what is hyperbolic
Obviously I didn't mean 99.99% of the market. It does have dominance over the market.

>>24151082
Oh I forgot to mention the forward PE is expected to be between 184.06 to 504.75. Which is basically half or less so it is considered a stock that'll be exploding in growth. (which is already priced in the markets)

>>24153023
Tesla will always have the first mover advantage, and they have solidified themselves as a symbol of prestige. Every liberal yuppie in the country either has or wants to drive a Tesla.

>>24153256
>even if TESLA dominates the EV market eventually
It already is doing that, even from your chart.

>its a tiny market
But a fast growing one. Tesla's revenue isn't JUST from the sales of the cars though. It's also the software, the trucks they'll be in the markets soon and as well as their robo-taxi service which every tesla owner/business will start trying to use for passive profits.

>>24153362
This is true AF.

>>24152278
>What do you think happens eg when bmw finally pushes with a fully electric suv in that segment. They'll be stomped to the ground as soon as major oems push into their market share.
tesla is like buying an apple product

if you know, you know.

>>24152878
>earnings
You were talking about profits, now you're talking about earnings. Why are you being dishonest?

>>24152278
German carmaker working in Germany? I hear from people in the industry dass Tesla's business model is having an 24/7 available AI powered fleet of private/public electric cars, suitable for all kind of individual transport

>>24153362
Not really. They are not considered special anymore desu, what you describe was years ago.

>>24153362
>>24153393
The model Y was like bottom 5 on consumer reports out of like 88 eligible brands. A couple more of those level of blunders and they'll be laughing stock and go the away of American automobile producers when Japs started exporting higher quality cars.

>>24153307
yes goy, climate change, save the planet, in 10 years, everyone will be driving around in $35k electric cars. kek. fuck off retard. take your shlomo projected chart with you

>>24153312
>It does have dominance over the market.

gee wiz tesla sold 55k more ev cars than the next competitor. that is complete dominance! tesla owns the market!

im half convinced theyre pushing for EV because of all the lithium waste it will produce and theyll finally start adding it to the water supply

>>24153312
>Oh I forgot to mention the forward PE is expected to be between 184.06 to 504.75. Which is basically half or less so it is considered a stock that'll be exploding in growth. (which is already priced in the markets)

shlomo said the P/E will drop by factors of 10. uh huh right

>>24153462
I don't know what their long term business targets are, but i doubt highly that people with a certain status will move over to using and sharing vehicles together. This didn't work so far with ice cars and has nothing to do with bev and self driving capabilities.

>>24153365
>Tesla's revenue isn't JUST from the sales of the cars though. It's also the software, the trucks they'll be in the markets soon and as well as their robo-taxi service which every tesla owner/business will start trying to use for passive profits.

lmao no. notice how retards always shift the goalposts once you show them how tesla is shit as ev, now its about muh proprietary software and whatever else

>>24153566
>not having a filter

>>24153774
youd need reverse osmosis or distill it to get lithium out

>>24153443
>You were talking about profits, now you're talking about earnings. Why are you being dishonest?
It's generally called an earnings report and profit/earnings are used interchangeably. Could you tell me the difference? Because the one we're looking at before was 2019 and not 2020 and the main point was about profits growth. In 2020, Tesla has been profitable.

>>24153581
If the stock price is unchanged and If they meet expectations, yes. You might not believe Elon or the average of multiple different analysts and call them "shlomo"jews and shit but that's how it's measured.


>>24153645
>shift goalposts
I haven't shifted goalposts at all. The entire point of this thread is Tesla and it's business worth being 900 PE ratio. So I've given example after example on why it's overvalued today for it's speculation value of tomorrow. From all side of its business. So it's not comparable business to just cars while it's expanding its growth vertically into different avenues.

>>24153362
First mover advantage doesnt work in the car market, as for being a prestige brand, those are the hardest ones to turn a profit on.

>>24153774
try filtering salt out of the ocean retard

>>24152061
its not in there yet. Dec 20th

>>24151558
nice balance sheet fud retard

is buying long dated puts a good idea on this absolute piece of garbage?

>>24154104
Im considering buying calls

>>24153514
who could be behind this post?

>>24151460
>>24152521
It is simply incorrect that Tesla is "top of the class" in autonomous driving. The opposite is true: Tesla offers one of the worst performing autonomous driving solution while having the audacity to call that crap "autopilot". Even Renault is miles ahead. A modern BMW is ahead in autonomous driving as well.

>>24154179
I wonder how they know what he's talking about mmmmm

>>24154184
This, 100%. They make aggressive marketing showing features like lane assist or parking robot that you can have in any bmw 3 series now.

>>24154342
>They make aggressive marketing
kek, ok tard

>>24151082
I fuckin hate testla's cuck trucks. I bought into lordstown because they actually build shit that doesnt look like its made for douchebags. They actually built a truck that works, and fits into the industry like a glove... testlas are for poodle walkers. They will never be a real man's car. Children make fun of their owners.

>>24154439
>they're renting downtown sales areas to present their cars you full blown retard.

>>24154486
>conveniently located dealerships now count as marketing because I say so

>>24154538
Oh, you're practically saying tesla has a dealership network now?
Ffs are you stupid. They present cars there together with advertising material.

>>24154620
They're called dealerships, retard
https://www.tesladealer.com/locations.html

>>24154755
I don't know what you want to show us here, the inner city show areas are no dealerships. You buy your tesla online, a fanboy like you should know.

>>24154850
Okay fine their dealerships/showrooms count as a secret marketing budget, now go long bmw and short tsla faggot

>>24154755
Tesla dealerships do not exist, google "tesla us dealerships dispute".
There are "Tesla Stores" and "Tesla Galleries".

>>24154922
yes your pointless pedantic point is amazing, go short tsla now

>>24155000
My original point was that their autonomous driving solution objectively ranks as one of the worst. That's all. You're the one talking nonsense about "$0 marketing", which is bullcrap, and dealerships, which do not exist.

i forgot that tesla unrionically cannot even have a dealership. kek

>>24153365
>robo-taxi service
lmao
pic related how thats gonna work out

>>24155124
their marketing budget is 0, but you want to make some tarded argument about how since their showrooms don't count as dealerships so therefore are marketing
their self driving is the best, time will tell who is right
go short tsla, put your money where your mouth is, I'm long

>>24155479
If you really believe that Tesla's marketing budget is $0, nobody can help you. Do you believe in that? You must be brain dead.
That Tesla's self driving is garbage is all over the internet. Just google it. There are many benchmarks showing how they are behind.
You're bringing up the retarded "short tesla" argument for the third time. Why would any private investor do that? In the short term the stock price moves like random noise, therefore easily wiping you out.