Tesla stock

It's Klingon humor roughly translated to "B.S. isn't good for business. And politics is worse." I am just illustrating that I too "invest based on market, product and the like." But there is no product or the like yet, and somehow that's supposed to be my fault for spreading FUD, or Dems fault for being 'divisive', or 'wokenesses' fault because it is convenient. It is Elon's fault. No muscuses (yes I am going to use that until it catches on, still deciding on spelling).

 

Adhesives done right is quite a benefit compared & rivets. People would be creeped out if they knew how much Boeing uses them on their Jets being in the Aerospace industry for decades prior to retiring recently.
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Attention 'difference' (doesn't require hyperactivity or a deficit of any type) is the newer Kinder gentler way to talk about how people respond do stimuli. This - from having the condition & reading about it for over a decade & via psychology literature. To hyper-focus on something is not necessarily a detriment. Make of that what you will - as many do - but being distracted when you're trying to concentrate on something isn't necessarily a deficit.
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Done right keyword on adhesives, agreed. Maybe it is easier to inspect and replace rivets vs. adhesive.

No disrespect meant in my using the term ADHD or any of the many similar diagnoses, I see it in everybody to some degree. Especially given our daily exposure to technology. And certainly there are advantages, but there are trade-offs. I don't know if he is diagnosed, but it is a good descriptor of his varying collection of acquisitions. My apologies if I offended anybody.

 

Oh no it's all good!

 

i'm not offended, just trying to understand. unfortunately, i may be too old

 

Original post sure did get sidetracked.

Every company has had recalls and quality problems. My worst cars were from some of the most experienced automakers and they are not exempt from the problem of having to deal with time to market, complexity and new technology. I read every day about a manufacturer other than Tesla having a big problem, A T-car I drive everyday and like has a $5k=$6k problem in one of the systems that propel it and the manufacturer is not stepping up to the plate.

The original post was focused on the question of should you pay X for stock Y. And how defenders of a price when I originated the heresy question here were feeling today.(Up .5% for the day as I post ).

 

Your question is not a simple one.
Customer loyalty plays into the stock value, so I don’t think we are all that far afield.

That said, I see EVs as a disruptive product. As such, the first movers have a big advantage IF they can scale up their production to grow, or maintain market share.
Tesla also has income from products other than cars. If anyone ignores that, their calculations will most likely be wrong.

In short, I believe Tesla is a great bargain, and I believe the numbers back that up.

 

that's why they call it a bet

 

I certainly agree that loyalty or affection adds to a stock's price. But value is based on discounted future earnings expectations/estimates. That is why the difference between the price then and the academic studies influenced estimates. Which one was right?

How does the notion that Elon might no longer be the darling of the woke/socialist/leftist folks affect that Customer/Potential-Customer affection/loyalty? Down another 9+% today as I type after an "I'm always voting R rant" from the man. Off 600 points since its high. or nearing 40% down. Up 9% from a year ago.

Disclaimer: Tesla is the 5th largest holding in a mutual fund I own a not insignificant amount of.

 

I don't think Elon's twitter escapades have any affect on institutional investors with the odd exception such as "funding secured"
On retail investors, it may have some affect, but I have no way to be sure if it does or doesn't, or to what level.

The entire market has been clobbered lately, especially tech. I don't think you can lay this at the feet of twitter posts.

Tesla has no debt. They are doubling production over the next year and still won't be making enough to satisfy demand. Their free cash flow is getting more and more impressive every year.

What is the stock going to do tomorrow? I couldn't hazard a guess. Over time, it will continue northward

 

If you bought at $60, it hardly matters except maybe you could buy a stock that might do better. But I was asking at $1,200+. Is it going up from there or up from the $600s where it is now?

I'll grant the entire market is down except for a few that have absolute pricing power for now. How long will that last? Is anti-trust the next big electorate demand?

The only stock I own in quantity is off 13% over the last 6 months. But it hardly matters as I bought it at such a low price more than 40 years ago that I'm up 2,000% or so.

 

Yes, the price will go up from $1200. When? I don't know, but the foundation of the business is especially strong. The financials are better than any other auto manufacturer. And they are the best situated to take advantage of the rapidly growing EV market.

Add in their energy business and well... it just gets brighter.

 

Top 11 Richest Car Companies in the World 2022 | Test N Drive

• 1. Toyota: $59.47 Billion
• 2. Mercedes Benz: $58.2 Billion
• 3. Volkswagen: $47.02 Billion
• 4. BMW: $40.44 Billion
• 5. Porsche: $34.32 Billion
• 6. Tesla: $31.98 Billion
• 7. Honda: $31.36 Billion
• 8. Ford: $22.67 Billion
• 9. Volvo: $17.75 Billion
• 10. Audi: $17.18 Billion
• 11. Hyundai: $14.29 Billion

TOYOTA MOTOR CORPORATION GLOBAL WEBSITE｜75 Years of TOYOTA

 

Yet Toyota didn't want to spend any of that wealth on hydrogen infrastructure to support their FCEVs.

 

Toyota to Assemble Fuel Cell Modules at Kentucky Plant in 2023 - Toyota USA Newsroom

Toyota to invests $460 million into Kentucky plant for 'advanced technology' cars (msn.com)

Toyota Solidifies Its Substantial and Growing Investment in U.S. - Toyota USA Newsroom

Company Throttles Up Investments from Original $10 Billion Commitment to nearly $13 Billion Over Five Years with Focus on Advancing Electrification, Creating Hundreds More American Jobs

 

And some sort of battery plant in NC. Toyota Selects North Carolina Greensboro-Randolph Site for New U.S. Automotive Battery Plant - Toyota USA Newsroom

 

* 2022 info show “—“ for debt. Either they paid it all off, or it isn’t updated yet
** Part of Volkswagen, unsure how this affects reporting of debt.
*** As of 2022, no debt outside of debt due to leases, which I don’t believe any others carry

Everything in {} was added by me. Info came from Morningstar quotes->Financials and is full year 2021 data.

It gets even more grim if you look at the debt/assets ratio.

 

strange how a tesla thread can turn into a 'you hurt my toyota feelings' thread.

oh! what a feeling!