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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Folks who think TSLA is just an automobile company are short-sighted. TSLA's battery business, including their roofing material business, is growing. They are also a data company that has a ton of data points about the folks who drive their cars. These are wealthy folks and TSLA knows where they live, work, play, vacation, etc....

But sure, the dude on the spectrum likes the wrong politician so we must crush him and those who respect him at all costs. [/quote]

TSLA already has that baked into its inflated value.  What it doesn't have baked in is how the CEO acts (not just politically), how it handles an increasing competitive market, how it manages its logistics issues, how its 'work employees super hard' mentality lasts when it has lost its mystique  AND how this wealthy customer base will respond when there are other competitors in the market and the TSLA shine has become a downside.

You're also denying the many problems that exist actual production on each of these growing lines.  You're listening to too much hype.[/quote]

Cool.  [b]Why in the world would that not all be baked in as well?  Any current[/b], and a good deal of future information is baked into stocks.  Certainly the deportment of the CEO and treatment of employees are as well.  You go ahead and buy your $80k BMW i4 that isn't even built on a dedicated electric platform and has a pretty crappy margin for BMW.  The owner of the Model 3 Performance will be checking on the $27k in his/her bank account they saved over your crappy i4 as their autopilot zooms past you and Elon will laugh at you as TSLAs YoY earnings growth continue to outpace everyone elses[/quote]

I'm saying this as a long-time owner of TSLA stock, not as a prospective purchaser of a car.  I know the stock well and have made a lot of money off it. But I'm done. It's hard to bake in irrational behavior of a CEO.  It's hard to bake in its effects on employee culture and investor reactions.  It's hard to bank in shrinking market share.  Growth stocks are valued on growing market share and strong CEOs.  The tanking of the stock was due to softening demand which they only kickstarted with significant pricecuts (which I think was a good move), but that will also eat into margins and can't change the fact that their market share is shrinking.  I may very well be wrong, but investing in TSLA feels like speculation now.  Trust in CEO matters a lot when you're basing on future growth--buying Twitter for 44b, selling TSLA when he said he wouldn't, wading into politics--I don't have trust anymore.

I'd never buy a BMW.  I still prefer hybrids personally and am not in the market for a car.  [/quote]

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