Tesla

[Wildreamz]

Another record quarter for deliveries (+71% y-o-y) pushing production/deliveries run rate over 1 million (1.23m when annualize the current quarter) for the first time, despite supply chain headwinds: https://insideevs.com/news/558255/tesla-...ed-2021q4/



Before 2 additional Gigafactories (Giga Berlin and Giga Texas) coming online in 2022.

(vested)

[EnSabahNur]

This video presents a counter to some of the hype around Tesla

https://youtu.be/35NT_ZSbik8

[weijian]

This video presents a counter to some of the hype around Tesla

https://youtu.be/35NT_ZSbik8

From behavioral perspective - When you show someone "Tesla's hype", the faithfuls increase their faith, while the skeptics become more skeptical. When you show someone that something is wrong with Tesla, the faithfuls increase their faith, while the skeptics become more skeptical. For the majority of people in the extremes, really it doesn't really matter what is talked about - nothing is going to change.

There isn't too much disagreement that Tesla is the current (and defacto) leader in EV. It has hype and deserves it, IMHO. Whether it can live up to its hype OR whether the other traditional car makers can catch up, it is another question altogether. But with the acceleration of EV adoption by major governments in the last 2 years (which has been a major tailwind for Tesla), we will probably find out sooner than later.

[Wildreamz]

It’s always important to focus on facts and data, not opinions. First principles, instead of how it “has always been done” etc.

Also think about the likelihood of biases, vested interest, and sunk cost fallacies in the individuals that do the reporting. Whether the reporting is bullish or bearish. 

Hence, I always make it a point to disclose my position in every name mentioned.

(Vested)

[EnSabahNur]

Hence, I always make it a point to disclose my position in every name mentioned.

(Vested)

I assume you are long Tesla?

[EnSabahNur]

This video presents a counter to some of the hype around Tesla

https://youtu.be/35NT_ZSbik8

From behavioral perspective - When you show someone "Tesla's hype", the faithfuls increase their faith, while the skeptics become more skeptical. When you show someone that something is wrong with Tesla, the faithfuls increase their faith, while the skeptics become more skeptical. For the majority of people in the extremes, really it doesn't really matter what is talked about - nothing is going to change.

There isn't too much disagreement that Tesla is the current (and defacto) leader in EV. It has hype and deserves it, IMHO. Whether it can live up to its hype OR whether the other traditional car makers can catch up, it is another question altogether. But with the acceleration of EV adoption by major governments in the last 2 years (which has been a major tailwind for Tesla), we will probably find out sooner than later.

Can't agree more with you. The topic of Tesla is very polarising.

Elon Musk is a very good salesman and the key question is how much of it is hype. He did after all convince everyone that he is the founder of Tesla when he isn't.

From a value investing perspective, it makes sense to consider the opposite view. 

It looks like there are a lot of Tesla fans here and to be clear, I am not trying to start a fight. I have no horse in this race and if alternative views are not welcomed, I will leave it at that.

[corydorus]

This video presents a counter to some of the hype around Tesla

https://youtu.be/35NT_ZSbik8

From behavioral perspective - When you show someone "Tesla's hype", the faithfuls increase their faith, while the skeptics become more skeptical. When you show someone that something is wrong with Tesla, the faithfuls increase their faith, while the skeptics become more skeptical. For the majority of people in the extremes, really it doesn't really matter what is talked about - nothing is going to change.

There isn't too much disagreement that Tesla is the current (and defacto) leader in EV. It has hype and deserves it, IMHO. Whether it can live up to its hype OR whether the other traditional car makers can catch up, it is another question altogether. But with the acceleration of EV adoption by major governments in the last 2 years (which has been a major tailwind for Tesla), we will probably find out sooner than later.

Can't agree more with you. The topic of Tesla is very polarising.

Elon Musk is a very good salesman and the key question is how much of it is hype. He did after all convince everyone that he is the founder of Tesla when he isn't.

From a value investing perspective, it makes sense to consider the opposite view. 

It looks like there are a lot of Tesla fans here and to be clear, I am not trying to start a fight. I have no horse in this race and if alternative views are not welcomed, I will leave it at that.

Found from wiki. Basically nothing much done in 6 months ba. I think is fair statement to say he is co-founders since basically the key designs are likely through him after. without him, no tesla.

"Founded in July 2003 by Martin Eberhard and Marc Tarpenning as Tesla Motors, the company's name is a tribute to inventor and electrical engineer Nikola Tesla. In February 2004, via a $6.5 million investment, X.com co-founder Elon Musk became the largest shareholder of the company and its chairman. He has served as CEO since 2008. "

[Wildreamz]

He did after all convince everyone that he is the founder of Tesla when he isn't.

..

Hi EnSabahNur,

If you scroll up, I'm always happy to discuss Tesla's business fundamentals any time, within my capabilities. And alternative view points is always welcomed, because it is only through disagreements, when new discoveries can be made.

Elon isn't the founder of Tesla, but he is certainly one of, if not the most important figure since he funded and led Tesla in the riskiest formative years. Also, whether or not he is technically the "true founder" doesn't seem to be the most relevant factor to the business today, nor the future.

Right? Curious to know your thoughts.

[EnSabahNur]

Thanks for the replies. It is good to know that this forum isn't as toxic as other spaces, where Tesla fans will attack for just suggesting that Tesla/Elon is not the greatest thing since sliced bread.

On the topic of Elon and the relation to business, does the shareholders view Elon's actions as a business risk, in the way he deliberately antagonises people, regulators etc? Or is this a pro of investing with a swashbuckling businessman and this is the cause of Tesla's success?

[Wildreamz]

..
On the topic of Elon and the relation to business, does the shareholders view Elon's actions as a business risk, in the way he deliberately antagonises people, regulators etc? Or is this a pro of investing with a swashbuckling businessman and this is the cause of Tesla's success?

Well, yes and no.

Of course there are potential risks (him saying the wrong things to the wrong people; incurring fines for the company or worse). In general, I think it's a net positive (Tesla spending way lesser on marketing then their competitions, and inspiring potential investors/employees/partners and the likes). I am certain, his presence as a whole does a great deal to boost Tesla's brand equity.

Personally, I find his tweets to project him as a likeable, relatable, cool (knowing all important cultural references of the current zeitgeist etc.) and sometimes insightful. His confrontational tweets, if for the right reason and when done masterfully (though not necessarily in good taste); I find that it projects an honest, no-holds barred image. I don't agree with all his tweets of course (especially relating to Covid). That said, I don't find most to cross moral lines.