TSLA 2019
- Thread starter nursebee
- Start date
Years ago I tried to work on a TSLA valuation model based upon just auto sales.
For a couple weeks I've thought that I need to undergo this exercise again, accounting for auto sales, energy storage, solar, the BIG RIG truck, and autonomous driving stuff that can lead to transportation as a service (TAAS).
When I consider the TASS segment, if the things that they say they can and want to do come true, it is truly a paradigm shifter in the realm of transportation. I am having a tough time comprehending everything that could happen, BUT I absolutely understand how EM said they can easily be a 500M company.
The bears really need to rethink their bets. What if EM is right? Call it a Elon Musk's wager (sorry Pascal).
For a couple weeks I've thought that I need to undergo this exercise again, accounting for auto sales, energy storage, solar, the BIG RIG truck, and autonomous driving stuff that can lead to transportation as a service (TAAS).
When I consider the TASS segment, if the things that they say they can and want to do come true, it is truly a paradigm shifter in the realm of transportation. I am having a tough time comprehending everything that could happen, BUT I absolutely understand how EM said they can easily be a 500M company.
The bears really need to rethink their bets. What if EM is right? Call it a Elon Musk's wager (sorry Pascal).
Fido and TRP sold half their positions last quarter!
Danger!
https://www.nasdaq.com/symbol/tsla/institutional-holdings
Danger!
https://www.nasdaq.com/symbol/tsla/institutional-holdings
