Elon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.
Tesla has a completely different level of brand and financial strength than it did 10 years ago.
The full operating margin capabilities of Tesla Gigafactories have not been reached yet.
Elon is completely focused and aligned with the customer experience for Tesla owners, employees, and shareholders.
The innovation and new revenue streams for Tesla is just getting started.
Thesis:
It is my opinion that there are five foundational areas of strength that Tesla (NASDAQ:TSLA) maintains that its competition cannot match. It is these areas of strength that have drawn me into becoming a long-term investor in Tesla. These areas of strength very rarely get examined in my opinion and some are hard to put a quantifiable value on. However, when I invest in companies, these are some of the most important areas of a business I examine. After doing my research on Tesla, I went from owning zero shares a year ago to making Tesla one of my top five holdings. So now let's dive into these five areas of strength that Tesla maintains and should not be ignored by investors.
1. The Drive of Co-Founder and CEO Elon Musk:
Now I know what you may be thinking right after this subtitle, "Elon wasn't the Founder of Tesla," so let us begin there. In 2009, what was Tesla Motors at the time announced an agreement after a lawsuit from co-founder Martin Eberhard, that there were five founders of Tesla not two. Elon Musk was one of those five, who was CEO and chief product architect at the time and now labeled as Technoking of Tesla, a.k.a. CEO.
The drive of Elon's entrepreneurial and visionary spirit, I believe is not appreciated enough in the market. If Elon Musk doesn't risk everything, including his personal life, money, time, and health, then we would never have an entire automobile industry putting efforts into building electric vehicles. We would not have reusable rockets going through space or space exploration for consumers.
I love these excerpts from the book"Elon Musk" by Ashlee Vance, as this sums it up perfectly.
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