Electric vehicles

Tesla: Trying to Put the Auto in Automobile


Tesla – a car company, or not. If you believe it is, then you won’t go near this valuation. If you back the story that this is a technology powerhouse with a bright future in autonomous driving, then you just might. As we cover in this research report as a pre-cursor to the next quarterly earnings release, the economics around the automotive business have deteriorated sharply. For Tesla bulls, it’s never been more important for the FSD thesis to come to the fore.

Tesla: Trying to Put the Auto in Automobile2024-07-10T22:23:22+02:00

PREMIUM: Tesla – a car company(?)


Use the podcast player below to listen to our discussion on Tesla and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 February 2022) Tesla is about the storyboard, not the scoreboard. The recent financial results are important of course, but Tesla bulls are in this stock because of what the future might hold. Generally, Tesla bears avoid or even short it because they believe the stock price is far too high relative to its likely prospects. One debate has certainly been put to bed: Tesla is a proper automotive manufacturer and is capable of scaling its [...]

PREMIUM: Tesla – a car company(?)2022-06-21T19:23:12+02:00
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