Tesla TSLA has topped

VicBee said:
F and GM did not trade at high valuation, but their value dropped 30% just the same. Point being is the drop is macro political economic related and not anything to do with TSLA.
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Well we definitely look at things different. Why matters a lot less to me than what.

Something I buy goes down ... I sell. End of story, Actually maybe end of first chapter because if it bottoms and starts going back up I might buy it (and sell it at some point) again.

I always think it terms of a trade having two components; buy and sell. Each given equal thought. Only once I started doing that did I become profitable, other than the occasional lucky one.
 
SunTrader said:
Well we definitely look at things different. Why matters a lot less to me than what.

Something I buy goes down ... I sell. End of story, Actually maybe end of first chapter because if it bottoms and starts going back up I might buy it (and sell it at some point) again.

I always think it terms of a trade having two components; buy and sell. Each given equal thought. Only once I started doing that did I become profitable, other than the occasional lucky one.
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I don't disagree.
 
VicBee said:
I wasn't going to let this one slide and thought it be best to avoid articles and stick to facts, so here it is. I don't doubts the naysayers will find one reason or another to believe Tesla has topped, but it's not today:

The spreadsheet was taken from Rob Maurer's Tesla Daily on YouTube. So, thank you Rob for the detailed work.
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View attachment 264498
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Totally agree Tesla will deserve a higher valuation in a year or 2. However, at the moment, given their deliveries and sales, the stock price seems reasonably priced
 
terrain2233 said:
Totally agree Tesla will deserve a higher valuation in a year or 2. However, at the moment, given their deliveries and sales, the stock price seems reasonably priced
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I'm a big believer in supply and demand and the market is now putting Tesla at 766. No argument from me about its over or under valuation.
 
Tesla's valuation is not unreasonable considering its growth rate. However, if you didn't buy in 2019/2020 you really missed out lol. It is already 40% of Toyota's sales. Auto sales are 84% of their total revenue. He has thus far grown revenue at 67% while operating expenses at 60%. Not sure those margins are sustainable as I have to imagine other automakers will catch on. I guess the question is how much of the rest of their business is growing. Also, part of the premium comes from the greatest innovator of this generation in Elon Musk. If he feels he tapped this company out like he did with PYPL he could leave for his next adventure. It probably is more likely to triple over the next 5 years than be lower than it is now. There's very few companies I can say that about so its valuation is not unfair.
 
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