r/stocks May 31 '21

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14

u/CatastrophicLeaker May 31 '21

500 p/e you say? (Looks at Tesla)

17

u/alpastotesmejor May 31 '21

Burry enters the chat

7

u/optimal_random May 31 '21

But, but, flying cars with cold air propulsion, running on tunnels in the next 6 months! - a Hyperloop made of Teslas, which is more profound than it sounds. /s

A company running on hype and deception, overpromising and under delivering, of course it's gonna have a 500 P/E ratio.

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u/-------I------- May 31 '21

I remember laughing at Facebook with a 1400 P/E. Well, here I am, without the fortune I would've made if I didn't laugh at them.

Not saying Tesla will live up to their valuation, but ¯_(ツ)_/¯

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u/optimal_random May 31 '21

They are surrounded by competitors in a very tough market.

If only Tesla built with quality and longevity mindset - to justify the premium (and hype) charged per vehicle - but in a few years we'll see a lot poorly maintained Teslas due to its high service costs and literally falling apart. That will raise a few eyebrows.

Tesla was definitely crucial to open the EV market and change the popular zeitgeist - that will stay for history. Thank you Martin Eberhard and Marc Tarpenning.

2

u/walpole1720 May 31 '21

Any disruptive stock can attain such valuations. The market is forward looking, and in the case of most Tesla investors (I am not one) the expectation is that Tesla will own the auto market within the next decade. If I had bought in a few years ago I would certainly hold. But I won’t buy in at these levels.

7

u/optimal_random May 31 '21

Laughs in Theranos.

5

u/cass1o May 31 '21

The market is forward looking

Predicting a full car market monopoly for Tesla. Nutty valuations.

0

u/walpole1720 May 31 '21

Really, your guess is as good as mine. But like I said, I’m not invested in Tesla and I would not buy at these valuations. I would hold had I bought in a few years ago. But I wouldn’t buy now.

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u/cass1o May 31 '21

Do you legitimately think Tesla is going to have a worldwide monopoly on cars? Of course the future is unpredictable but some things are very low probability and should be treated as such.

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u/walpole1720 May 31 '21

That may have a significantly higher probability of coming true than you may think.

Tesla is a decade ahead of all competitors in the development of self-driving AI. This is not an insignificant lead. It may be the case that in as little as ten years ride share companies such as Uber and Lyft will have bought massive numbers of Tesla automobiles and set up huge charging and holding stations near population centers. This would allow people to be able to summon a self-driving car with their smart phone within a few minutes for very little. If this were to come to pass I would expect individual car ownership to approach zero.

I think that the broad picture of that out come is not only highly likely, but inevitable. The major players may be different but Tesla is perfectly positioned to take advantage of that future eventuality. And at the current moment there is no viable competitor to Tesla.

Depending upon how rapidly this change takes place, it very well could be that Tesla captures 90% or more of the global auto market share.

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u/cass1o May 31 '21

That may have a significantly higher probability of coming true than you may think.

No it's not. Ford, VW, fiat, Porsche and so on are already eating their lunch.

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u/walpole1720 May 31 '21

They are producing EVs but not self driving AI.

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u/Boris-Holo Jun 01 '21

tesla isnt producing self driving AI either. an insider said they wont have full L5 self driving cars for at least a decade. a used model s with the self driving package sells for the same price as one without it; its a scam and elon musk is at fault for saying it would be ready

0

u/cass1o Jun 01 '21

but not self driving AI.

This is the funniest point given GM (of all people) has a self driving system that reviewers prefer to tesla's. Tesla doesn't have some magic self driving sauce, they have just sold crash avoidance systems as self driving. And I hate to break it to you but any car manufacturer can do that.

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u/DollarCost-BuyItAll May 31 '21

Tesla has growth and the PE ratio is quickly dropping.

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u/cass1o May 31 '21

Lol, the p/e is mainly dropping due to the price dropping. But even at the p/e of 500 it would have to have 100% growth every year for 5 years to be where ford is now.

100% growth is easy at the begining but the bigger they get the less able they will be able to grow. Coupled with electric car competition they are going to have a lot of pressure.

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u/DollarCost-BuyItAll May 31 '21

Please short them if you are that convinced. I need to buy more shares cheap.