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James
TSLAFanMtl
1/ More I think about it, the more I believe that $TSLA buying $BTC was - at its core - a strategic promotion campaign.Who buys $BTC?- 9 in 10 buyers
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1/Sandy Munro is taking apart a 2021 Model 3 in a new video series. In his latest episode, he explores and details the changes between the 2018 Model 3, 2020
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1/So let's assume that the $7.5k USD Federal tax credit is reinstated by the Biden administration. I have read some ppl thinking that Tesla will start offering $30k Model 3
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1/Auto insurance is almost completely commoditized. No one gives a about company A or company B. Inevitably, a purchase decision comes down to coverage for price. Period.We know that
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1/The benefits of increased localized production for $TSLA is not cumulative, its synergistic.- Much lower shipping costs- No tarrif costs- Localized supply chain ...all contribute to lowering costs of the
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1/How to evaluate Tesla's market performance is a subject of much debate. You can slice and segment the market in many ways, and look at Tesla's performance from a number
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1/Tesla cars offer incredible VALUE. Value is defined as benefits (perceived or otherwise) divided by PRICE. So...the more benefit the customer perceives from the product, the higher the perceived value.
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Tesla's strategy is on full display, right now:1. Build new factory, localize the supply chain, eliminate import tarrifs, reduce transit costs2. Serve latent/pent-up demand in the market from local production3.
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1/ When evaluating a company's growth prospects, its best to take a broad view (as broad as possible) of the market, the macroenvironment, the company's strategy, operations and competition. Only
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