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 Tesla shareholder discussion, Bears and Bulls are welcome

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prophetjul
post Jul 13 2020, 03:22 PM

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

https://forum.lowyat.net/StockExchange
prophetjul
post Jul 13 2020, 03:34 PM

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QUOTE(kelvinlym @ Jul 13 2020, 03:29 PM)
Isn't this thread already under the Stock Exchange subforum? Did I do anything wrong?
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Sorry. i thought was kopitiam. blush.gif
prophetjul
post Jul 17 2020, 09:55 AM

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QUOTE(Boon3 @ Jul 17 2020, 09:03 AM)
That article on zh was posted because it's one of the few articles pointing out Tesla value as a company.

As it is, Tesla market cap is 237Billion USD.

Some comparison...
BMW is only 38 Billion Euro
Mercedes is 40 Billion Euro
Toyota is 22.3 Trillion yen
and the VW is 73.1 Billion Euro

Look at Tesla.
It's still fairly new.
At one point, due to insane company cash burn rate, the company nearly died... this was like last year, no?

So the logical question one should ask is whether Tesla should be the biggest market cap stock ?

Is this a fair question or not?

And it's not whether one is bull or bear over the stock... yes?
Ahh.. the quality issue.

When one see the stock, Tesla, priced the most valuable, one needs to check out if there's any problems with the car or not?

Isn't this not a fair risk assessment one should have taken?
If the car is problematic, sooner rather than later, people would NOT buy.

Model 3 had issues and now the latest Model Y.
That's where the risk I see.
You said build quality can be addressed.
Yes I agree.
But judging the current complains, it certainly looks like Tesla is concentrating its effort on producing, sacrificing quality control.
It needed the turnover to satisfy the stock market... but it would appear its risking its very customers...
Getting a faulty car right off the factory leaves a very bad taste for buyers...
And with social media... these stuff can spread very negatively...

which brings us back to the market issue...
given the quality of the cars sold..
should Tesla market cap be so big?
Yeah... some had pointed out that Exxon Mobil cap is only 187 Billion USD.
Tesla market cap at 237 Billion?

Well, you gotta be honest with yourself and ask... wait a minute.. is Tesla over valued?
my 3 sen
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They will tel ya "IT'S OLDE SCHOOL VALUATION!" laugh.gif

The new norm is "THE SKY'S THE LIMIT!" sweat.gif

 

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