Yes, I am all-in, because Tesla is the most innovative company, with e-mobility, self-driving, solar, storage, AI, robotics, exactly the topics that will dominate the next 10-20 years. And because they have the most brilliant CEO of our generation. The company carries the growth from its own cash flows, has no debt, has the best margins in the industry, has extreme capital efficiency (ROIC ⬆️), they have only 1-2% of their TAM occupied and thus enough runway to keep growing for at least 10 years. The 50% per year growth they have been showing for the last 5 years is unprecedented for the size and for a manufacturing company. In short I don't see a better company for the next 10 years and am rock solidly convinced they will soon become the largest company in the world. Think Apple but with a $50k product not a $1k product. 🤯
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