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I’m not saying they’ll go to zero but your rhetoric about things like “unassailable advantages” is a good illustration of the risk here. The renewable juggernau
by acdha 3y ago
I’m not saying they’ll go to zero but your rhetoric about things like “unassailable advantages” is a good illustration of the risk here. The renewable juggernaut is rolling but it’s not preordained that they will be the company leading it – they have plenty of competition – and their financials are good but don’t support the kind of stock price they’ve had over the last few years. More competition will tighten margins up, not expand them.
- enslavedrobot 3y agoCalling Tesla Enron and pets.com is totally legit, but unassailable is rhetoric? What competition are you talking about? What is their gross margin? SG&A expense as a % of revenue? If Tesla is so assailable there should be easily named competition with comparable financial performance and a compelling technology roadmap . There isn't one. I look every day.