Where I see the mistake: In the future, the big money will be earned with software in the car. The car itself is degrading into a plastic box; it's more like a smartphone. Sure, that's still a great source of income. But the big money is in apps, or if we think more futuristically: In ideas like robo-taxis. Tesla is way ahead of its competition. That's what experts like Sandy Munro say, and even VW admits it. That's why today's profit plays 0.0 role and is completely negligible. In the long run, it should suddenly explode and the bears will desperately try to explain where it came from. My goal: 10 trillion. Stock market value by 2030 around. The upper calculation will turn out to be baloney because of the current lower EPS. In the short term, however, it will be a rough ride in either direction, giving the bears hope here and there. The stock can easily dip below $1,000 - I hope so. Then I'll buy up. Just my opinion, not investment advice.
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@NikNavarskij under the 1000UsD 😂😂 yes moin. you know what bothers me? Your goal. Taken out of the air. The Chinese are just as far along with the software and the car won't become a plastic can so quickly. Your thesis about the robot cab is the same as mine about self-driving cars. Daimler is just as far along. Profit never plays 0.0 role, otherwise you buy based on words that come out of Musk's mouth. Wow.
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@leveragegrinding The whole numbers game is completely out of the air and makes no sense. They make the most sense for value stocks, according to Buffett, but not for growth stocks, if you ignore the complete future potential. Such stocks almost NEVER trade at their fair level. They are either grossly overvalued or undervalued. As long as Tesla holds future potential, the overvaluation should continue. Acha, the Chinese are just as far along. I prefer to stick with industry experts like Munro. He predicts that Tesla will be the big winner, with the Chinese cleaning up the field behind it. Speaking of profits: Tesla's net profit is expected to be around $5-6 billion in 2021. GM is supposed to have 8.6 billion and VW around 15 billion. Tesla has DEUTHLY less car sales than VW, I think you agree. VW and Co. will face very high costs in the future. Just the conversion of their factories, the cannibalization of their old burners, etc. I see two risks with Tesla and those are 1. US politics (Tesla is dependent on China) and 2. general stock market crash. Just my opinion, not investment advice.
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•@NikNavarskij the numbers games are EXTRA numbers games for growth shares. the opinion on the Chinese manufacturers I have not made up, expert opinions there are 2erlei, but that's not the point, Tesla can have the best software. Tesla's profit is high because EVs have ne better profit margin, the comparison limp at each end. Also, other comparisons between VW and Tesla I still think are quite moronic, I deliberately did not use this "worth as much as all the old car manufacturers". And also @Gregory VW is already counting the cost of change and I think that the software situation therefore similarly quickly turns in favor of the other market participants as it has already happened with independent driving and price performance. In principle, I also see that Tesla currently has the nose in front, but price potential yet not. I never said the company is not the market leader.
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•@leveragegrinding Yup, but I see it differently. We have a horsepower ratio of 26 at Tesla. That's a lot at first glance, but it will be quickly pulverized in a few years by the high growth. Since this high growth should continue for a VERY long time, I expect overvaluation for a VERY long time. We have a highly volatile stock here. With well-timed shorts you can make money, but I stick to the long-term enormous price potential. The stock market will show who was right. Thanks for the polite discussion and not this stupid "Tesla is just a car maker" argument.
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•@NikNavarskij the thanks goes directly back :) In principle, our opinions are not so far apart, if the growth is kept so the overvaluation is not ended so quickly. If not, already. What of it now occurs, is then unfortunately not set in stone. I don't think they'll make it, you do. ✌
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Thanks here probably still have isolated people idea what they are talking about, had already given up hope 👍🏻
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