Quote:
Originally Posted by Ella`Ella
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Actually, I don't think he's that many regulatory road blocks considering the size of the giants he's gone up against - that's more of a surprise, but rather a good one - BUT suspect!
What does shock me is how he's able to consistently miss earnings, run his bottom line in the red quarter-over-quarter, provide lofty assumptions for growth and profitability that have yet to come to fruition and still secure insane amounts of capital.
I also think that Tesla is going to end up adopting this "Throw-away" culture we've gotten used to (think iPhone). Every couple years you need a new one because ...
The only other capital phenomenon I've seen like this is Amazon. They produce razor thin margins ~<1%ish and would post QoQ negative profits (prior to the past few years) and still their stock would (and continues to) soar.
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This on Tesla. There's innovation for sure, but the hype machine they've built is really their most successful product. I'm glad I invested in 2013 and 2014 even though it was speculative. Amazon has always made more sense to me because even while they posted negatives they appeal to a much much larger market, are actively delivering and enhancing their product all the time, and don't generally price your average Joe out of their services. Tesla's been more promise big deliver little, and to a much smaller overall market.
09-07-2018, 03:35 PM
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