AdrianTan
2022-01-03

$Tesla Motors(TSLA)$

Here are some takeaways from the blowout delivery numbers:

1. These are numbers from just 2 fully operationalfactories. With 2 more slated to come, there is more to be excited over in coming years 

2. Ability to surmount logistic and semiconductorchallenges prove shows their agility. Rewriting code on the fly to adapt for chip availability at theirscale with no hiccups is insane! Their engineering excellence is a formidable moat.

3. Global passenger cars is in the billions. At current volumes, they still have plenty of runway to grow

4. With more people owning their cars, it will create a bigger market for them to upsell. Superchargers, FSD software and etc. With their expertise, they can monetise their production methodologieswith other car makers. Optionality is strong.

5. Volume of this kind also indicates demand for their products and is a leading indicator of market share growth. This level of demand with next tono meaningful marketing spend is insane. This is another formidable moat!

This is one stock for the long term. Why buy the “next great EV stock” when the real-deal is barely getting started? 

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Comments

  • telurbenedic
    2022-01-03
    telurbenedic
    people are greedy, keep looking for next tesla or next apple. but end up losing money when investing in other stocks
    • AdrianTan
      Emotion driven investing rarely ends well unfortunately.
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