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re: TSLA at $161, anybody biting?
Posted on 12/22/22 at 11:05 am to TigerDeBaiter
Posted on 12/22/22 at 11:05 am to TigerDeBaiter
I agree $50-75 looks like the bottom in the next six months or so
Posted on 12/22/22 at 11:20 am to Willie Stroker
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 on 12/22/22 at 1:06 pm to molsusports
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 on 12/22/22 at 1:08 pm to molsusports
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 on 12/22/22 at 1:14 pm to plaric
Apparently think or swim just turned OFF margin for TSLA today for rest of day. Yikes
Posted on 12/22/22 at 4:22 pm to plaric
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 on 12/22/22 at 6:35 pm to oneg8rh8r
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 on 12/22/22 at 6:42 pm to DVinBR
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 on 12/22/22 at 6:56 pm to TigerDeBaiter
Even after this massive drop TSLA still has a larger market cap than Toyota, GM and Ford combined.
Posted on 12/22/22 at 7:42 pm to oneg8rh8r
I am holding a small amount waiting for a lower price to add
Posted on 12/22/22 at 7:55 pm to fallguy_1978
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 on 12/23/22 at 10:28 am to DVinBR
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.
Combine the market cap of every company in the Ford supply chain, every dealership, etc and then you may have a comparable number.
Posted on 12/23/22 at 11:41 am to GeneralLee
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 on 12/23/22 at 9:23 pm to oneg8rh8r
Tesla puts feels like it is the entire stock market right now…
Posted on 12/24/22 at 6:10 am to Beerinthepocket
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 on 12/24/22 at 11:17 am to Beerinthepocket
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
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 on 12/24/22 at 12:41 pm to Highthoughts
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 on 12/24/22 at 1:02 pm to Beerinthepocket
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
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 on 12/24/22 at 1:23 pm to Highthoughts
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.
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.
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