4 ms·
They are also an innovation engine. You have to value all of the things they havent created yet but will.
by TearsInTheRain 5y ago
They are also an innovation engine. You have to value all of the things they havent created yet but will.
- cinntaile 5y agoWhat part of their market cap is unrealized tech dreams and what part is substance, in the traditional value investor sense, in your opinion?
- trhway 5y agoTesla price to revenue is 20x - a pretty normal for a tech company.
- listenallyall 5y agoTech companies generally sell software or ad space with near-zero marginal costs. Tesla does not.
- trhway 5y agoNot really. The modern tech companies, FAANG, and many doing SaaS, etc. consume highly expensive labor and consume it while not linear, yet still in some significant correlation to the revenue, thus one can see that they have kind of significant marginal costs. While Tesla's marginal costs will more and more will be dominated by the R&D.
- vineyardmike 5y ago>unrealized tech dreams and what part is substance, in the traditional value investor sense Companies like Tesla are not for traditional value investors. Bonds and boring stocks or ETFs serve that purpose.
- cinntaile 5y agoThat's just evading the question.
- Bombthecat 5y agoI uhhh you are kidding right? Sounds like those metaverse crypto scams...