LOL which world is the author

2022-05-19

LOL which world is the author living in.... (1) On market share... Tesla's market share is bound to drop over time - do some math and you realise it's technically impossible for tesla to maintain a majority market share in an industry like autos. Elon is well aware of this. 2. On getting FAT, which other ICE auto make out there has Q1 sales higher than Q4? It's seasonality. Do you even know how challenging it is to have a higher Q1 vs Q4, in a climate such as 2022? (3) on service... which other auto maker can make through the air updates as well as Tesla? Which auto maker has their own charging network? Which other automaker has a better FSD in the works? Which automaker is going into insurance the way Tesla is? (4) are you kidding me about Tesla management of supply chains...

Tesla: Never Bought it and Never Will

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Comments

EvanHolt
2022-05-19
EvanHolt
We can't think of Tesla as a traditional car company.
HilaryWilde
2022-05-19
HilaryWilde
The author should take a good look at your comments.
MortimerDodd
2022-05-19
MortimerDodd
I can see that you know Tesla well.
BellaFaraday
2022-05-19
BellaFaraday
Every point you make is deeply felt.
Hktee
2022-05-19
Hktee
Tesla is future?
Superfred
2022-05-19
Superfred
okay

Leave a comment

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Do you even know how challenging it is to have a higher Q1 vs Q4, in a climate such as 2022? (3) on service... which other auto maker can make through the air updates as well as Tesla? Which auto maker has their own charging network? Which other automaker has a better FSD in the works? Which automaker is going into insurance the way Tesla is? (4) are you kidding me about Tesla management of supply chains...&nbsp;</body></html>","htmlText":"<html><head></head><body>LOL which world is the author living in.... (1) On market share... Tesla's market share is bound to drop over time - do some math and you realise it's technically impossible for tesla to maintain a majority market share in an industry like autos. Elon is well aware of this. 2. On getting FAT, which other ICE auto make out there has Q1 sales higher than Q4? It's seasonality. Do you even know how challenging it is to have a higher Q1 vs Q4, in a climate such as 2022? (3) on service... which other auto maker can make through the air updates as well as Tesla? Which auto maker has their own charging network? Which other automaker has a better FSD in the works? Which automaker is going into insurance the way Tesla is? (4) are you kidding me about Tesla management of supply chains...&nbsp;</body></html>","text":"LOL which world is the author living in.... (1) On market share... Tesla's market share is bound to drop over time - do some math and you realise it's technically impossible for tesla to maintain a majority market share in an industry like autos. Elon is well aware of this. 2. On getting FAT, which other ICE auto make out there has Q1 sales higher than Q4? It's seasonality. Do you even know how challenging it is to have a higher Q1 vs Q4, in a climate such as 2022? (3) on service... which other auto maker can make through the air updates as well as Tesla? Which auto maker has their own charging network? 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Having taken the luxury end of the market, the theory goes that Tesla can take the mass market by simply scaling up.But in markets where there is mass market demand forelectric vehicles , like China and Europe, Te","content":"<html><head></head><body><ul><li>Tesla(TSLA) stock is overvalued and Chief Executive Officer (CEO) Elon Musk is bored.</li><li>The company has yet to begin planning on a true mass market car.</li><li>Tesla loses share wherever the middle class gets into the electric revolution.</li></ul>I am not a fan of Tesla(NASDAQ:TSLA) or TSLA stock.I question the basic bull thesis. Having taken the luxury end of the market, the theory goes that Tesla can take the mass market by simply scaling up.But in markets where there is mass market demand for electric vehicles (EVs), like China and Europe, Tesla’s market share is dropping. The mass market doesn’t need huge batteries, fancy fittings, or a $50,000 price tag. Why pay 18 times revenue to own Cadillac when Chevrolet is what the people want?Dances With BullsIf I am right, Tesla is overvalued. Tesla is getting fat on the cream of the market when any dairyman knows the big sales are in low fat milk.Tesla is indeed getting fat. Tesla bears turned into bulls after first quarter numbers came out. Tesla earned $3.3 billion, $2.86/share under GAAP, on first quarter revenue of $18.7 billion. Auto revenues were 87% ahead of a year earlier. But they were just 5% ahead of the previous quarter.Bulls think Tesla is Apple(NASDAQ:AAPL), that it has the market sewn up. They say there will be haves and have-nots in the new tech market and Tesla will be one of the haves. They see continuing supply chain worries and assume Tesla will surmount them while rivals won’t.Tesla has taught its industry many lessons, but the lessons are being learned. Buy a Toyota(NYSE:TM) today and you’ll be faced with a host of services aimed at tying you to the brand. For car dealers, service and support are where the money is. Even General Motors(NYSE:GM) has learned that you build your full line off one platform to keep costs down and focus on battery supply.Despite Tesla’s pretensions, in other words, it’s a car company. No car company is worth 18 times its revenue.The Great ReplacementA walk around my middle-class neighborhood tells the story. The “Great Replacement” today isn’t people quitting their jobs. It’s replacing America’s gas-guzzling fleet with EVs.Tesla made the big jump look cool. We have two Teslas on my block. But for most people it’s still a question of small steps. That’s why I recently became the fifth homeowner on my street to buy a Toyota hybrid. It cuts my gas use in half, but I don’t have to worry about finding a plug in the middle of West Virginia. It also cost half what a Tesla costs.Cars with plugs, like Tesla, still represent just 5% of the U.S. car market. Hybrids are where the growth is in today’s mass market, which is dominated by Japanese, Korean and Chinese names.Tesla’s market share in China is falling. In Europe, Volkswagen(OTCMKTS:VWAGY) and Stellantis(NYSE:STLA) now have bigger shares of the plug-in market.The Bottom Line on TSLA StockBulls look at CEO Elon Musk’s effort to buy Twitter(NASDAQ:TWTR) and worry that might distract him. They even bought Tesla when it seemed he might back off the Twitter purchase.The Twitter saga tells me Musk is bored. Tesla is being run by car guys. The great strategic cut-and-thrust is mostly over. He wants to do something else. So don’t buy or sell Tesla stock based on Musk.Look at the fundamentals. In the near term, they’re great, but you’re overpaying. In the longer run, they’re troubled, which is why even tech whisperer Cathie Woods has been loading up on GM stock.My bottom line: Don’t go near Tesla until it can make a Chevy.</body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Never Bought it and Never Will</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Never Bought it and Never Will\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/tsla-stock-never-bought-it-and-never-will/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nTesla(TSLA) stock is overvalued and Chief Executive Officer (CEO) Elon Musk is bored.The company has yet to begin planning on a true mass market car.Tesla loses share wherever the middle class gets ...\n\n<a href=\"https://investorplace.com/2022/05/tsla-stock-never-bought-it-and-never-will/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/05/tsla-stock-never-bought-it-and-never-will/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152395035","content_text":"Tesla(TSLA) stock is overvalued and Chief Executive Officer (CEO) Elon Musk is bored.The company has yet to begin planning on a true mass market car.Tesla loses share wherever the middle class gets into the electric revolution.I am not a fan of Tesla(NASDAQ:TSLA) or TSLA stock.I question the basic bull thesis. Having taken the luxury end of the market, the theory goes that Tesla can take the mass market by simply scaling up.But in markets where there is mass market demand for electric vehicles (EVs), like China and Europe, Tesla’s market share is dropping. The mass market doesn’t need huge batteries, fancy fittings, or a $50,000 price tag. Why pay 18 times revenue to own Cadillac when Chevrolet is what the people want?Dances With BullsIf I am right, Tesla is overvalued. Tesla is getting fat on the cream of the market when any dairyman knows the big sales are in low fat milk.Tesla is indeed getting fat. Tesla bears turned into bulls after first quarter numbers came out. Tesla earned $3.3 billion, $2.86/share under GAAP, on first quarter revenue of $18.7 billion. Auto revenues were 87% ahead of a year earlier. But they were just 5% ahead of the previous quarter.Bulls think Tesla is Apple(NASDAQ:AAPL), that it has the market sewn up. They say there will be haves and have-nots in the new tech market and Tesla will be one of the haves. They see continuing supply chain worries and assume Tesla will surmount them while rivals won’t.Tesla has taught its industry many lessons, but the lessons are being learned. Buy a Toyota(NYSE:TM) today and you’ll be faced with a host of services aimed at tying you to the brand. For car dealers, service and support are where the money is. Even General Motors(NYSE:GM) has learned that you build your full line off one platform to keep costs down and focus on battery supply.Despite Tesla’s pretensions, in other words, it’s a car company. No car company is worth 18 times its revenue.The Great ReplacementA walk around my middle-class neighborhood tells the story. The “Great Replacement” today isn’t people quitting their jobs. It’s replacing America’s gas-guzzling fleet with EVs.Tesla made the big jump look cool. We have two Teslas on my block. But for most people it’s still a question of small steps. That’s why I recently became the fifth homeowner on my street to buy a Toyota hybrid. It cuts my gas use in half, but I don’t have to worry about finding a plug in the middle of West Virginia. It also cost half what a Tesla costs.Cars with plugs, like Tesla, still represent just 5% of the U.S. car market. Hybrids are where the growth is in today’s mass market, which is dominated by Japanese, Korean and Chinese names.Tesla’s market share in China is falling. In Europe, Volkswagen(OTCMKTS:VWAGY) and Stellantis(NYSE:STLA) now have bigger shares of the plug-in market.The Bottom Line on TSLA StockBulls look at CEO Elon Musk’s effort to buy Twitter(NASDAQ:TWTR) and worry that might distract him. They even bought Tesla when it seemed he might back off the Twitter purchase.The Twitter saga tells me Musk is bored. Tesla is being run by car guys. The great strategic cut-and-thrust is mostly over. He wants to do something else. So don’t buy or sell Tesla stock based on Musk.Look at the fundamentals. In the near term, they’re great, but you’re overpaying. In the longer run, they’re troubled, which is why even tech whisperer Cathie Woods has been loading up on GM stock.My bottom line: Don’t go near Tesla until it can make a Chevy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":967,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":642,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":101851236,"gmtCreate":1652921411720,"gmtModify":1663249691639,"authorId":9000000000000592,"author":{"id":9000000000000592,"authorId":9000000000000592,"name":"EvanHolt","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9023237192,"type":1,"supId":0,"prevId":0,"content":"We can't think of Tesla as a traditional car company.","text":"We can't think of Tesla as a traditional car company.","html":"We can't think of Tesla as a traditional car company.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":101851213,"gmtCreate":1652921383240,"gmtModify":1663249691036,"authorId":9000000000000562,"author":{"id":9000000000000562,"authorId":9000000000000562,"name":"HilaryWilde","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9023237192,"type":1,"supId":0,"prevId":0,"content":"The author should take a good look at your comments.","text":"The author should take a good look at your comments.","html":"The author should take a good look at your comments.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":101851231,"gmtCreate":1652921404815,"gmtModify":1663249691643,"authorId":9000000000000469,"author":{"id":9000000000000469,"authorId":9000000000000469,"name":"MortimerDodd","avatar":"https://static.tigerbbs.com/e95988692a3ca0ec3a601b11d189cbe9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9023237192,"type":1,"supId":0,"prevId":0,"content":"I can see that you know Tesla well.","text":"I can see that you know Tesla well.","html":"I can see that you know Tesla well.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":101851220,"gmtCreate":1652921388951,"gmtModify":1663249691854,"authorId":9000000000000689,"author":{"id":9000000000000689,"authorId":9000000000000689,"name":"BellaFaraday","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9023237192,"type":1,"supId":0,"prevId":0,"content":"Every point you make is deeply felt.","text":"Every point you make is deeply felt.","html":"Every point you make is deeply felt.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":101851139,"gmtCreate":1652921275539,"gmtModify":1663249692030,"authorId":3576107272971431,"author":{"id":3576107272971431,"authorId":3576107272971431,"name":"Hktee","avatar":"https://static.tigerbbs.com/51cafbb6db0823aa26b17389769c7fcd","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9023237192,"type":1,"supId":0,"prevId":0,"content":"Tesla is future?","text":"Tesla is future?","html":"Tesla is future?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":101851187,"gmtCreate":1652921339136,"gmtModify":1663249694547,"authorId":3569406663516918,"author":{"id":3569406663516918,"authorId":3569406663516918,"name":"Superfred","avatar":"https://static.tigerbbs.com/742b6a855610b099bbc2d7c00e1151e8","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9023237192,"type":1,"supId":0,"prevId":0,"content":"okay","text":"okay","html":"okay","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9023237192"}