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For India , the opportunity in $40k cars is a tenth of the opportunity in solar. And the oppprtjnity in solar is a tenth of the opportunity in energy storage.https://twitter.com/troyteslike/status/1349144596253700096
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A lot has been said about $TSLA's future returns given its monster 20X move from the 2019 "restructuring story" Adam Jones bottom.A valid point is brought up by the bears:
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For anyone who is curious whether actively managed funds benchmarked to the $SPX are buying $TSLA, keep an eye on $GSLC - the Goldman Sachs ActiveBeta ETF. This is an
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Here's what "But its only a 1% equity raise" looks like over 10 years. It made sense up until 1H19, but since then, $TSLA cash flow has been sufficient to
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$TSLA equity valuation is not all that different from $AMZN. A quick thread. Here's how forward EV / EBITDA multiples look currently:$TSLA: 50x$AMZN: 22.5x This assumes $10 billion EBITDA in
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Reminder: there are 3 macro financial trends in $TSLA: growth, decl. leverage, and efficiency. The #1 knock on autos is its capital intensity. But these findings confirm what we've postulated
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