Started By
Message

re: TSLA at $161, anybody biting?

Posted on 12/22/22 at 11:05 am to
Posted by GeneralLee
Member since Aug 2004
13112 posts
Posted on 12/22/22 at 11:05 am to
I agree $50-75 looks like the bottom in the next six months or so
Posted by molsusports
Member since Jul 2004
36181 posts
Posted on 12/22/22 at 11:20 am to
quote:

When you need to summon a car to go somewhere you use it like Uber or Lyft, but no driver cost and no need for tipping


Yes. I think people are generally aware of this. And the part of this that I think would be great would be transportation options for the elderly able to walk but not safely drive. I would use it as an Uber replacement going to the airport as well.

So I see a market for that part and probably should value the FSD part of the company more than I do.

The question of buying and owning a car with FSD is a different thing in my opinion. That's a hard no. I don't want one if there's any chance of having a third party shut down or control my car.
Posted by oneg8rh8r
Port Ludlow, WA
Member since Dec 2003
2712 posts
Posted on 12/22/22 at 1:06 pm to
quote:

If you liked it at $161, you're gonna LOVE it at $101.


I nibbled for about 3 hrs, got in, got out and now simply watching it FALL.

I do want to own, but I'm not one to catch the falling knife. It's still about 4 feet from the floor.
Posted by plaric
Pike Road, Alabama
Member since Jun 2011
2206 posts
Posted on 12/22/22 at 1:08 pm to
Any modern car can be electronically turned off remotely if it has the GPS connectivity packages.
This post was edited on 12/22/22 at 4:45 pm
Posted by Shankopotomus
Social Distanced
Member since Feb 2009
21057 posts
Posted on 12/22/22 at 1:14 pm to
Apparently think or swim just turned OFF margin for TSLA today for rest of day. Yikes
Posted by molsusports
Member since Jul 2004
36181 posts
Posted on 12/22/22 at 4:22 pm to
quote:

GOS connectivity packages



I hope I can still find a car without GPS built in next time I am buying

I don't understand why people are so unworried about this kind of thing. Not that any individual is at special risk of being abused. More that when that power becomes available for use against nearly everyone that it will inevitably be misused.
Posted by DVinBR
Member since Jan 2013
13176 posts
Posted on 12/22/22 at 6:35 pm to
nobody saw an issue with a vehicle manufacturer with a market cap hundreds of billions higher than the largest vehicle manufacturer in the world?
Posted by TigerDeBaiter
Member since Dec 2010
10277 posts
Posted on 12/22/22 at 6:42 pm to
quote:

nobody saw an issue with a vehicle manufacturer with a market cap hundreds of billions higher than the largest vehicle manufacturer in the world COMBINED?


FIFY
Posted by fallguy_1978
Best States #50
Member since Feb 2018
49142 posts
Posted on 12/22/22 at 6:56 pm to
Even after this massive drop TSLA still has a larger market cap than Toyota, GM and Ford combined.
Posted by SalE
At the beach
Member since Jan 2020
2452 posts
Posted on 12/22/22 at 7:42 pm to
I am holding a small amount waiting for a lower price to add
Posted by DVinBR
Member since Jan 2013
13176 posts
Posted on 12/22/22 at 7:55 pm to
and with these high interest rates, loans on Tesla's $60k+ (that most people can't actually afford, but dumb gonna dumb) vehicles now have double+ per month payments than last year, i see that market cap shrinking more with lower sales
Posted by Beerinthepocket
Dallas
Member since May 2011
856 posts
Posted on 12/23/22 at 10:28 am to
Ford, GM, etc. aren’t vertically integrated like Tesla. Tesla plays a part in every role in their supply chain from raw materials, to parts, to dealerships, to service, to resale.

Combine the market cap of every company in the Ford supply chain, every dealership, etc and then you may have a comparable number.
Posted by SmackoverHawg
Member since Oct 2011
27389 posts
Posted on 12/23/22 at 11:41 am to
quote:

I agree $50-75 looks like the bottom in the next six months or so


If I were to load up now, I'd guarantee it within the next 2 weeks.
Posted by Bunsbert Montcroff
Phoenix AZ / Boise ID
Member since Jan 2008
5529 posts
Posted on 12/23/22 at 9:23 pm to
Tesla puts feels like it is the entire stock market right now…
Posted by Highthoughts
Member since Sep 2022
313 posts
Posted on 12/24/22 at 6:10 am to
quote:

Combine the market cap of every company in the Ford supply chain, every dealership, etc and then you may have a comparable number.


There is a pretty huge issue with this logic.
This post was edited on 12/24/22 at 6:11 am
Posted by Beerinthepocket
Dallas
Member since May 2011
856 posts
Posted on 12/24/22 at 9:51 am to
Insightful…
Posted by Highthoughts
Member since Sep 2022
313 posts
Posted on 12/24/22 at 11:17 am to
You want to straight up add market cap to Tesla for vertical integration using other supply companies as a reference without adjusting for the fact those companies supply multiple companies

Might as well toss in apples market cap because they both use lithium batteries
This post was edited on 12/24/22 at 11:19 am
Posted by Beerinthepocket
Dallas
Member since May 2011
856 posts
Posted on 12/24/22 at 12:41 pm to
My apologies for not detailing the minutia of how such a comparison would be constructed. Yes, you’d have to adjust for a variety of factors including many of Ford’s suppliers having more than one customer, dealerships being privately owned, etc. Just because it’s complex doesn’t mean it couldn’t be done.
Posted by Highthoughts
Member since Sep 2022
313 posts
Posted on 12/24/22 at 1:02 pm to
Dude, you didn’t “fail to go into minutia”.

You straight up said to combine the market cap of every company involved with ford and their dealerships (which also ignores their service departments and used cars sales). Completely irrational
Posted by Beerinthepocket
Dallas
Member since May 2011
856 posts
Posted on 12/24/22 at 1:23 pm to
I acknowledged I didn’t go into every detail necessary to actually perform the analysis. I also didn’t realize I was presenting a valuation model to a Goldman Sachs partner.

Regardless, the point of what I said is true. One of the reasons Tesla as a company is worth more than a company like Ford is because Tesla is vertically integrated which allows Tesla’s profit margin per vehicle to be ~4x-8x (depending on manufacturer) the profit margin of a non-vertically integrated auto manufacturer.
first pageprev pagePage 4 of 6Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram