Tesla

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In general, a regular car company does a revamp of its car every 3-5 years - a minor facelift every 3 years and a major refresh every 5 years. So is Tesla a regular car company? Of course its "founder" and shareholders do not think so! Afterall, it had singlehandedly advanced the adoption of EVs by 5-10years...

Based on its track record, it make rational sense to have faith that its humanoid robots and autonomous driving will also be advanced 10years ahead of time.

Tesla is running out of excuses for its prolonged sales slump

Tesla is having a hard time building on the success of the Model Y, which was the best-selling vehicle in the world last year. The sport utility vehicle has been on the market since 2020, while the Model 3 sedan debuted three years earlier.

https://www.businesstimes.com.sg/compani...ales-slump
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(10-07-2023, 04:30 PM)Wildreamz Wrote:
(10-07-2023, 10:10 AM)weijian Wrote: Well, the 4 names can be considered outliers as well? Big Grin

That's true. But probably less of an outlier than Tesla.

A good bet on Tesla for an average OPMI can yield a millionaire / multi-millionaire, aka option of saying goodbye to eyeball/brain damage retirement.
https://www.valuebuddies.com/thread-8694.html

Reading the article below brings to mind moat 2 low cost producer (https://finchat.io/blog/economic-moats-c...-examples/). 

That said, I think there are other moats applicable to Tesla like brand power.

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https://www.straitstimes.com/world/unite...cuts-costs
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