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Forget the stock price. Look at operating margins, operating leverage, delivery volume, trailing delivery volume growth, battery supply, dealership contracts.

Thrymr 5y ago
> Forget the stock price. Look at operating margins, operating leverage, delivery volume, trailing delivery volume growth, battery supply, dealership contracts. All of these things can be good and the company could be set up for profitability and success, and yet the stock price is _still_ overpriced.
- gitfan86 5y ago
  GM stock is current priced as 2.7 Billion dollars per Electric Vehicle sold last quarter. TSLA stock is current priced as 2.7 Million dollars per Electric Vehicle Sold last quarter. TSLA is the "overpriced" stock?
  - bradfa 5y ago
    GM only sold a handful of EVs in the 4th quarter of 2021, I'll give you that. But in previous quarters they sold quite a lot more EVs than they did in the 4th quarter. This dismal 4th quarter EV sales statistic was partly due to supply constraints and partly due to the Bolt battery recall.
fsckboy 5y ago
> Look at operating margins, operating leverage, delivery volume, trailing delivery volume growth, battery supply, dealership contracts. and you think by looking at those you are going to notice some things that analysts in that market have not noticed and is actionable by you because you can tell the current stock price is not correct? Isn't the future performance of Tesla affected by the number of people in its target markets who can afford them? why didn't you look at population demographics?
- gitfan86 5y ago
  Do you think Wall St. analysts have a history of being correct? Most are wrong more than they are right. This guy is pretty good, but he was late to the game. https://markets.businessinsider.com/news/stocks/here-s-why-morgan-stanley-bumped-up-tesla-s-price-target-by-33-1030894136 https://markets.businessinsider.com/news/stocks/here-s-why-m... This link shows the change in demand for EVs https://www.iea.org/data-and-statistics/charts/global-sales-and-sales-market-share-of-electric-cars-2010-2021 https://www.iea.org/data-and-statistics/charts/global-sales-...
  - kqr 5y ago
    The fact that our best performing models for the risk-neutral price of equities are unbiased random walks tell me that yes, in aggregate, Wall Street is really good at being correct.

Thrymr 5y ago

> Forget the stock price. Look at operating margins, operating leverage, delivery volume, trailing delivery volume growth, battery supply, dealership contracts. All of these things can be good and the company could be set up for profitability and success, and yet the stock price is _still_ overpriced.

gitfan86 5y ago
GM stock is current priced as 2.7 Billion dollars per Electric Vehicle sold last quarter. TSLA stock is current priced as 2.7 Million dollars per Electric Vehicle Sold last quarter. TSLA is the "overpriced" stock?
- bradfa 5y ago
  GM only sold a handful of EVs in the 4th quarter of 2021, I'll give you that. But in previous quarters they sold quite a lot more EVs than they did in the 4th quarter. This dismal 4th quarter EV sales statistic was partly due to supply constraints and partly due to the Bolt battery recall.

fsckboy 5y ago

> Look at operating margins, operating leverage, delivery volume, trailing delivery volume growth, battery supply, dealership contracts. and you think by looking at those you are going to notice some things that analysts in that market have not noticed and is actionable by you because you can tell the current stock price is not correct? Isn't the future performance of Tesla affected by the number of people in its target markets who can afford them? why didn't you look at population demographics?

gitfan86 5y ago
Do you think Wall St. analysts have a history of being correct? Most are wrong more than they are right. This guy is pretty good, but he was late to the game. https://markets.businessinsider.com/news/stocks/here-s-why-morgan-stanley-bumped-up-tesla-s-price-target-by-33-1030894136 https://markets.businessinsider.com/news/stocks/here-s-why-m... This link shows the change in demand for EVs https://www.iea.org/data-and-statistics/charts/global-sales-and-sales-market-share-of-electric-cars-2010-2021 https://www.iea.org/data-and-statistics/charts/global-sales-...
- kqr 5y ago
  The fact that our best performing models for the risk-neutral price of equities are unbiased random walks tell me that yes, in aggregate, Wall Street is really good at being correct.