This seekingalpha guy apparently understands that Tesla has a very strong business fundamental and longterm growth potential, but unfortunately relies on someone else’s random, and rather simplistic valuation model to arrive at a conclusion… if you only invest in Tesla when they have proven they are winning in EV, autonomous driving, energy, robotics… sure this valuation model works for sure. But people are investing in Tesla exactly for this potential and Idon’t see how that can be factored in using just some simple numbers plugged into a generic model from somewhere /someone
Barrons is at it again… and I have to call it out… what a nonsense piece of writing. First of all… who is Edmunds? I have never heard of Edmunds🤣. Second of all… Barrons, like our good friend Gordon Johnson, likes to cherry pick data and ignores the majority of extremely positive reviewsof the Model S Plaid. Seriously, the guy at Barrons has a personal problem with Tesla? Stop listening to Barrons and look upRon Baron instead.
I find Barrons articles on Tesla very misleading, and can be quite uninformed. Tesla’s AI day was meant to attract talent in AI, not to showcase their self driving capabilities. It’s nonsense writing like these that spread wrong information and give people wrong expectations about what Tesla is trying to do. Dig deeper for the facts when you read about Tesla because most of mainstream media and the bulk of the traditional finance world love to hate Tesla. I struggle to understand why
Tesla’s AI Day Made Self- Driving Technology Harder to Grasp. What Investors Need to Know.
Tesla already expressed that they will use Shanghai as an export hub. Fluctuations in numbers between domestic sales and exports is verynatural. Most of mainstream media for some reason just like to paint a very negative picturebout Tesla. But maybe it’s just a better chance to load up on more Tesla :)
This article is written as though Tesla is sitting still waiting for everyone to catch up. Wld suggest taking a deeper look into the competition and their products before making a judgment. Tesla’s falling market share is a terrible bear argument, because it most certainly will fall anyway… regardless of how successful Tesla is. You just need a handful of companies to start selling EVs at a decent volume and market share will definitely fall. People also tend to forget Tesla is more than an EV company