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Tesla has the Cybertruck now (is it shipping yet?). People love trucks, so this might work out great for TSLA. But they don't really have an SUV, which is by f
by FredPret 3y ago
Tesla has the Cybertruck now (is it shipping yet?). People love trucks, so this might work out great for TSLA.
But they don't really have an SUV, which is by far the most popular form factor. The Model Y is closest but it's still a bit car-ish.
Interest rates are up.
Their chairman is going through a very public ...episode.
They'll definitely overcome the headwinds: they still have superfans despite the Musk antics; they have lower leverage than GM/F [0]; there's a lot of regulatory pressure coming down the pipes over the next 10-30 years to phase out ICE engines.
[0]:
https://valustox.com/GM https://valustox.com/GM
https://valustox.com/F https://valustox.com/F
https://valustox.com/TSLA https://valustox.com/TSLA
- spacemadness 3y agoGood luck with that thesis and sorry for your loss.
- FredPret 3y agoI’m a value investor and wouldn’t touch Tesla for at least another 10 years
- mikestew 3y agoTesla has the Cybertruck now (is it shipping yet?). People love trucks, so this might work out great for TSLA. Here in Redmond, where buying a Tesla seems to be a rite of passage for Microsoft employees, I will often see three Teslas at an intersection (and maybe one behind me). The things are everywhere. If you've got a dead cat, careful you don't hit a Tesla when you swing it around. And I've seen a total of one Cybertruck. Either not that many have been made and shipped, or no one is buying. People do love trucks, and they even love electric ones because I seen Rivians all the time (and a few Lightnings). But I've only seen the one lonely, butt-ugly Cybertruck.
- williamsmj 3y ago> People love trucks, so this might work out great for TSLA. 1. there is essentially no market for pick-up trucks outside the US. 2. the market for pick-up trucks inside the US is dominated by suburban American dads. They love trucks because they can imagine pulling up to a job site in one. We all know, even the suburban dads, that if you pull up to a job site in a Cybertruck, the guys working there are going to laugh at you. Look into your heart. You know this to be true. That's the kiss of death. (That and the fact the panel gaps are like two inches.)
- stephenitis 3y agoTrucks are great for moving furniture, bringing garden material, wood, and mulch from the store. I'm a Model Y owner and I still would not get a Cybertruck. If its too big for the Y I'll rent a Uhaul if its worth it, or borrow my friend's truck. It would be a nice upgrade for my occasional camping trip to have the outlets and truck bed space for all the gear. so far the Model Y fits everything. give me a minivan-like vehicle though...
- FredPret 3y agoWho cares - you can sustain an ultra successful vehicle just in the US. American suburban dads are an economic force on par with entire global regions. If they want cyber trucks, for any reason, TSLA will be just fine.
- tatersolid 3y ago> 1. there is essentially no market for pick-up trucks outside the US You’ve obviously never been to a war-torn country. The mid-sized Toyota/Nissan pickup with a machine gun mounted in the bed is the most popular vehicle by far.