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I don't follow TSLA closely, and have no opinion about the stock, but I suppose the bull case would be that much of the revenue will come from selling things be
by freyfogle 10y ago
I don't follow TSLA closely, and have no opinion about the stock, but I suppose the bull case would be that much of the revenue will come from selling things besides cars - batteries and home power systems I would guess. The car is just a battery with wheels that you can use to store all the extra solar power you generate from your Tesla roof. The bet is that this isn't (just) yet another car company, it's the energy company of the future.
- kpil 10y ago>The car is just a battery with wheels I think this sentence is what could make Tesla fail, as a car-company at least...
- justicezyx 10y agoEvery company is unique. Especially considering Elon's tracking record of redefining incumbent industries. If analyzing Tesla as a "car company", nothing makes sense. Apparently, very few treats Tesla as a "car company".