https://finance.yahoo.com/news/tesla-no-longer-even-growth-121604978.html

Tesla Short Thesis

We remain short Tesla Inc. (TSLA), which I still consider to be the biggest single stock bubble in this whole bubble market. The core points of our Tesla short thesis are:

Tesla has no “moat” of any kind; i.e., nothing meaningfully proprietary in terms of electric car technology, while existing automakers—unlike Tesla­—have a decades-long “experience moat” of knowing how to mass-produce, distribute and service high-quality cars consistently and profitably, as well as the ability to subsidize losses on electric cars with profits from their conventional cars.

In 2020 Tesla will again lose money, as it has every year in its 17-year existence.

Tesla is now a “busted growth story”; revenue growth is flatlining while unit demand for its cars is only being maintained via price cutting.

Elon Musk is a securities fraud-committing pathological liar.
===================================================
The auhor is definitely not a fan of Elon. But in this article a lot of facts also collected...
After all, Is today's TSLA just yesterday's htc? Only time will tell...
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Yoshide wrote:
https://finance...(恕刪)



我不確定特斯拉股價是否過高
但是如果以這位作者的看法往前看,他也會錯看
基金管理人比大盤的績效還差說的話你會相信? 相信的話歡迎去放空 我等著收你放空的錢
Yoshide wrote:
Tesla Short Thesis

We remain short Tesla Inc. (TSLA), which I still consider to be the biggest single stock bubble in this whole bubble market. The core points of our Tesla short thesis are:

Tesla has no “moat” of any kind; i.e., nothing meaningfully proprietary in terms of electric car technology, while existing automakers—unlike Tesla­—have a decades-long “experience moat” of knowing how to mass-produce, distribute and service high-quality cars consistently and profitably, as well as the ability to subsidize losses on electric cars with profits from their conventional cars.

In 2020 Tesla will again lose money, as it has every year in its 17-year existence.

Tesla is now a “busted growth story”; revenue growth is flatlining while unit demand for its cars is only being maintained via price cutting.

Elon Musk is a securities fraud-committing pathological liar.
===================================================
The auhor is definitely not a fan of Elon. But in this article a lot of facts also collected...
After all, Is today's TSLA just yesterday's htc? Only time will tell...




虧損的規模有多少,有相關數據嗎?
不斷的提昇自己就不怕老天會虧待你的。
c3926777 wrote:
虧損的規模有多少,有(恕刪)


印象中從2010上市以來虧損57億美金,蘋果研發電動車投資了180億後來放棄,戴森好像花比蘋果更多然後也放棄

這57億除了研發外,還投資在全球蓋了很多超充,研發自駕技術,開發自駕晶片,電池技術就更不用說了,還蓋了三個Giga工廠美國的還附屬(各大廠夢寐以求的)超級電池工廠,真不知道那些分析師腦袋裝什麼?所以被嘎爆了,若沒回補那就更慘了,標普500會幫忙嘎爆他們
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