Tesla won't be able to maintain their margins forever. They are taking advantage of their consumer because of the industry wide supply issues that they just happen to be in an advantageous position for right now. It won't be true forever.
If I could see into the future I wouldnāt be working anymore lol. Yea the margins will likely shrink, already happening in china with Tesla cutting prices. Though, the fact of the matter is the way they produce cars are for large margins. No one else is doing that yet. Look at the (basic) interior of a model Y or even of the S and compare it to the counterpart models like Mach E, Etron, or for the S compare the Lucid or Mercedes EQS. Or letās look into the future a little, the cybertruck vs rivian. Tesla body panels are simple, interior and exterior, making production and assembly simpler. Making margins better. Add to the fact that the new factories rely more heavily on automation than the existing heavy hitter auto companies. Again better margins due to less personnel costs. Iām not saying the company is amazing or perfect, Iām purely talking based on numbers and the numbers are likely going to stay stronger than the competition for a while. My 2 cents.
Umm, yeah, so the best of the best financial analyst can't predict worth crap either. I remember when the financial analyst said it would declare BK. Then they said TSLA was worth well over a $Trillion when it peaked, where are those great minds now when it's cut in almost half....What's their crystal ball say....
Well the whole market is down if youāre following. Not just Tesla. Howās Rivian doing since peak? Only auto up right now is Polestar. I donāt invest emotionally I do it by the numbers. To each his own.
I bought polestar when it was still GGPI. I'm currently down 25%. I would have averaged down when it was in the 3's but I wasn't paying attention to the market then.
Thereās some fair points in here and some stuff I donāt necessarily agree with. I will admit that Elon is spending too much time listening to his own press and heās self aggrandizing too much for his own good. Whether or not thatās going to hurt the Tesla bottom line remains to be seen.
Fair and not surprising considering the market, 25% down is actually pretty good, I have only recently started following Polestar and itās up about 100% in a month, but to be fair looking at the big picture yes, itās down.
Yeah, the market is down, but that's after the fed is doing their thingy. Again, where were the great minds a year ago when Mr Market was stretching to 4800, they were all saying it's a great time to buy based on earning, blah blah blah.
In one of those threads a long time ago, I said I expected RIVN to bottom out around 25 and it wasn't well met. Guess I didn't anticipate the whole market being as down as it was. Let's go with $15 for the bottom this time.
Yeah, generally you'll get flamed if you're against the mania crowds. They're trying to convince themselves they made a sound investment. Bears will have their reasons. I guess that's what makes a market. IMO, financials don't matter...RIVN was suppose to be the next TSLA....that's why investing into an index fund usually will outperform financial analyst investing especially over the long term.
Objectively, this will be fascinating to watch evolve. The past several years have shown that we can learn a lot about ourselves by studying the gap between prediction and eventual reality.
