It seems that there are quite a number of Tesla shareholders here in the forum.

I would like to start a discussion thread to share ideas on this company and its shares.

Feel free to put in your bull or bear case, but please be respectful and classy.

I'm a shareholder since 2018 holding on to 250 shares to date.

I see tremendous potential in this stock but the current valuation has been IMHO a mixture of FOMO and high expectations.

This is sort of a continuation from my /Kopitiam thread here https://forum.lowyat.net/index.php?showtopic=4822127

It has been more of a one way street there so I would like to get opinions of others by posting here as well.

Why don't you bring it to the stock exchange thread for serious discussion?

https://forum.lowyat.net/StockExchange

Isn't this thread already under the Stock Exchange subforum? Did I do anything wrong?

Sorry. i thought was kopitiam.

Pushing on to further highs. Another +10% at the time of writing.

The market is very positive on Tesla beating expectations.

Holding a mere 5 shares in TESLA with average 900 usd.

I thought 900 USD is overvalued. Turns out I was wrong.

I still see TSLA dropping after the S&P500 inclusion. Would load even more then.

If you follow traditional metrics, Tesla is overvalued even at $200.

Current $1500 price seems like is being supported by retail and institutions due to higher than average volume.

I’m not too sure about the price drop after S&P. Difficult to predict.

BMW AG now has its own electric sports utility vehicle to take on the likes of Tesla Inc.’s Model Y and Daimler AG’s Mercedes-Benz EQC.

The Munich-based company unveiled the iX3, a variant of the mid-size X3 and its first battery-powered SUV, via an online news conference on Tuesday. The model will sell from about 68,000 euros ($77,000) in Germany.

Built in China, the car comes with an electronically-controlled top speed of 180 kilometers per hour (112 mph) and a 286-mile range. It represents the start of BMW’s most serious push into electric cars since the i3 debuted seven years ago.

https://www.bloomberg.com/news/articles/202...tesla-s-model-y

Nissan Motor Co. unveiled a new electric vehicle and redesign of its “hamburger” corporate logo, seeking to make a fresh start after months of management turmoil and declining profitability.

The Ariya, an all-electric SUV with a range of as much as 610 kilometers (379 miles), is the first entirely new product to be launched under new management that took over in December. The debut of the model, which has a starting price of about 5 million yen ($46,600), is the automaker’s latest effort to refresh an aging lineup.

https://www.bloomberg.com/news/articles/202...nd=premium-asia

This might not have the specs of a Model Y, but the badge could mean something. Let's see how serious is BMW this time. Nice to see more choices from other auto manufacturers. I'm hoping it will trickle down to this part of our world soon.


This looks promising especially the range. Hope the turmoil in Nissan will not hamper their efforts. They are more experienced due to having the Leaf for so many years already.

Does the conclusion is that it is overvalued but most investor still have high expectation and positive prospect of it, yet they have competitors that able to perform better than him.

Is that true?

More or less. However, Tesla has the energy business and software superiority (so far).

Tesla needs to scale the production fast or else the legacy autos will catch up.

If we can get a Tesla here for the price of a 3 series, I’ll be one of the first to order.

https://www.zerohedge.com/markets/telsas-sh...sp-autos-sector

Zerohedge should tell us something we don't yet know.

I'm confident on the earnings call.

How the share price reacts though, I have no idea.

My predictions from my /k thread:

https://ir.tesla.com/news-releases/news-rel...tion-deliveries

Delivery numbers are out. 90k delivered. 82k produced.

My prediction update.

1. Deliveries flat were accurate.

2. Operating income more likely now with wildcards being expenses incurred due to shutdowns.

3. S&P500 inclusion very likely.

I don't think the stock will drop below $900 anymore.

traditional car maker's EV is far from what tesla has. they can maybe match the range but their control systems are all legacy and built on that legacy system style.

tesla has a massive lead and they are looking at ways to simplify production all the time. regret i sold my tesla shares at 800+

Do Google the phrase Tesla poor build quality....

One recent new buyer complain

https://www.caradvice.com.au/843686/tesla-model-y-customer/

I think Tesla landed themselves in a heaven because

1. Car manufacturers know that they will never recoup the cost of investment needed
2. Smalller brands dont have the capacity to challenge them since they dont have the funding.
3. Autonomous driving/torque freak is what really sell that car right now but will lose its wow sooner or later

It's too early to tell if Tesla will succeed or fail right now. Wait and see in the next 5-10 years time.

EV has fewer components, easier car to build.

Build quality can be improved. Tech and innovation are its strengths.

This post has been edited by kelvinlym: Jul 17 2020, 01:44 AM

Most Tesla tech is not exclusive, could be copied.