@alex_avoigt
Alex
a month ago
Those who doubt the valuation do not understand that Tesla is not just an automobile manufacturer, although it is considered such
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@yVibrantCapital
🤴Lord Cummings💂
a month ago
@alex_avoigt They also have almost no debt vs >100B in debts as some of the others
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@SeanYeo12
Mandoboyband
a month ago
@yVibrantCapital @alex_avoigt $260 billion just VW alone.
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@Kern_Harst
Kern Harst
a month ago
@alex_avoigt They don't even understand that Tesla's autobusiness is very different from the others. E.g. agile organization, capital efficiency, vertical integration, etc. leading to much better product with much higher margins.
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@nickshanks_
Nicholas Shanks
a month ago
@alex_avoigt Do Tesla vs the other energy companies.
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@Pinggg05
PINGG
a month ago
@alex_avoigt you forgot lucid and rivian, but they do like 1 car a day :D
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@CnnmnSchnpps
No apple no life
a month ago
@alex_avoigt This chart is worthless without debt & stranded assets 🤓
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@BngtB
Bengt Björck
a month ago
@alex_avoigt Look at their enterprise value. It is ridiculous to give a positive value to many of these companies considering their debt. Many will default. They don't even have a plan for how to come out on the other side. Who would fund that?
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@BngtB
Bengt Björck
a month ago
@alex_avoigt Maybe mention the chart is from Fortune? They also think it is smart to look at trailing deliveries when valuing companies?!!!
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@alex_avoigt
Alex
a month ago
@BngtB Not only that they look at trailing deliveries, but their delivery numbers presented are also wrong
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@jimbazil
jim bazil
a month ago
@alex_avoigt ...the tesla is just like the iphone - cutting-edge software wrapped up in irresistible hardware...
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