Tesla published record Q1 production & deliveries numbers and is on track to produce 20M vehicles per year in 10 years. Here’s the video: Here’s the audio:Download podcast episode Show notes: Links: Tesla Q1 2022 Deliveries: https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-first-quarter Tesla growth charts: https://hypercharts.co/tsla?frequency=annual Ford deliveries over time: https://stockdividendscreener.com/auto-manufacturers/ford-wholesale-vehicle-deliveries/ Biggest car manufacturers: https://en.wikipedia.org/wiki/List_of_manufacturers_by_motor_vehicle_production 0:00 Tesla Q1 record quarter0:49…
Tag: TSLA
Tesla is a CASH MACHINE! — $5 billion in yearly profit, increasing margins, 50% growth
Here’s my summary of the Tesla Q4 and Full Year 2021 Financial Results and Earnings Call, and why Tesla now is a cash machine with $5 billion in yearly profits, increasing margins and 50% growth. Here’s the video: Here’s the audio:Download podcast episode Show notes: Here’s a list of all my videos about Tesla: https://www.youtube.com/watch?v=PnUDSY2qaYQ&list=PL3q6QaeUG5KU25JiV_PL6hsc8AwGp9YAm…
Tesla Stock: 10X by 2030 Possible? (Battery Revenue Model Update)
Can Tesla stock 10x by 2030? Here are the reasons why I think it’s possible, and my updated battery revenue valuation model. Here’s the video: Here’s the audio:Download the podcast episode Show notes: Sources: Battery Revenue Model (2020): https://www.youtube.com/watch?v=Jm_8w-5ZLkw Hypercharts: https://hypercharts.co/tsla?frequency=annual Auto Swiss 2021 Statistics: https://www.auto.swiss/#statistics Tesla Q4 2021 Vehicle Production & Deliveries: https://ir.tesla.com/press-release/tesla-q4-2021-vehicle-production-deliveries Related…
Key Takeaways From Tesla Q1 2021 Earnings Call
1/ Tesla is fundamentally an AI & Robotics company: Their core competency is engineering and manufacturing 2/ Model Y will become best-selling vehicle of any kind in the world by revenue and possibly units (in 2022 or 2023) 3/ FSD seems to be progressing a bit slower than anticipated. Major architectural changes still underway (removal…
YouTube Experiment: Attracting People With Tesla Videos, and Teaching Them Secret Lessons
Sometimes, new projects come unexpected. Last week, I felt the urge to create my very first YouTube video, reacting to a stock analyst warning about Tesla stock. The video was more successful than I ever hoped possible, reaching 500 views in just a few days. So an idea was born: Today, I created my second…
Best Tesla News Sources
This is part of my Tesla series. To read all articles in this series click here. To me, Tesla is one of the most fascinating companies on the planet. They are at the forefront of the world’s transition to sustainable energy and autonomous mobility, a multi-trillion dollar market. Also, Tesla is not just one company….
Tesla Valuation: High Level Thesis
A while ago I’ve written an essay about What People Don’t Understand About Tesla. This piece is a continuation of this exploration. To read all articles in my Tesla series click here. Tesla is currently valued at 10x Price-to-Sales, and Trailing Twelve Months Price-to-Earnings of 743. This makes Tesla grossly overvalued, right? In the short…
What People Don't Understand About Tesla
Note: This is not investment advice. At heart, I’m a value investor, and Tesla is no value investment. I view it as a binary venture-type bet. I am a TSLA shareholder since 2017. This is part 1 of my exploration of Tesla. Read part 2 here. To read all articles in my Tesla series click…