In this episode I summarize and respond to a recent Wall Street Journal article questioning the current Tesla stock market valuation. I also respond to popular investing YouTuber Joesph Carlson’s reaction to that Wall Street Journal Tesla analysis.
Timestamps:
00:00 Intro: The Wall Stree Journal hit piece and Joseph Carlson’s response
01:40 Good company in a bad industry?
03:02 Not just an auto company?
04:11 Tesla ecosystem
04:49 Tesla destination: does it need Elon?
05:43 Market valuation too expensive?
07:35 Renewed enthusiasm for Tesla Stock (TSLA)
08:53 Why the recent parabolic stock rise?
09:51 Is Tesla an AI company?
11:02 AI + Full Self Driving (FSD) + robotaxis
13:02 GM’s Cruse and Google’s Waymo robotaxis
14:46 Tesla Supercharging Network for all
16:14 Supercharging the Tesla ecosystem
20:11 The destination for Tesla and its valuation
20:57 Are small caps a better bet?
21:32 Tesla the spawner company
22:48 Elon Musk: Twitter distraction?
23:56 To buy or not to buy?
Related episodes:
I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4
Is Tesla Stock Going to $60? https://youtu.be/MqN_rnkGDnE
The Art of Value Tesla Stock playlist (8 episodes):
https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ
Chuck Akre Said This About How to Find 100 Baggers
Joseph Carlson After Hours: The Wall Street Journal Attacks Tesla https://youtu.be/23pPMUOD2nY
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a referral link helps support the pod, thanks!
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
