$Tesla Motors(TSLA)$
Tesla has a number of advantages over traditional automakers:
Legacy auto = mountains of debt vs Tesla with cash positive balance sheet.
Legacy auto = multi yr unit vol decline vs Tesla breaking sales records each and very year.
Legacy auto losing billions on their EV sales vs Tesla earning more profit on EV's than every other car maker on earth.... combined.
Legacy auto = retreating from EV production vs Tesla with the #1 best selling car... on earth.
Legacy auto adopting Tesla connector vs Tesla with the global charging network that they all want to connect to.
Legacy auto shutting down their self drive efforts vs Tesla advancing their FSD to a neural net AI driver.
Legacy auto = piss poor ROA and ROC vs Tesla with superior ROA and ROC.
Legacy auto = relic engineering vs Tesla = cutting edge engineering.
Legacy auto requires billions in taxpayer bailouts to stay afloat vs Tesla who politicians fight cause Elon threatens old money interests.
Legacy auto = inefficient with their capital vs Tesla with tremendous capital efficiency.
Politicians and conventional investors invest in Ford and GM vs engineers and independent thinkers who invest in genius innovation and brilliant engineering.
Place your bets.
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