Recent content by kemallette

Thank you! My original post in 2020 links to an article first published here: No, This Isn’t a Repeat of the Dot-Com Bubble. I've just used the same companies as the author, but I'm happy to add QCOM to the list in the future. It certainly helps paint the picture of the exuberance of the dot-com...

If I may, I'd like to put some focus back on the long-term view and I'm overdue for an annual update. Here's my previous updates for reference: 1. From 2020 comparing the market & TSLA to the Dot-com bust 2. One year later (2021) Here is where we are now: 1. Nasdaq 5-year performance...

If I may, I'd like to put some focus back on the long-term view and I'm overdue for an annual update. Here's my previous updates for reference: 1. From 2020 comparing the market & TSLA to the Dot-com bust 2. One year later (2021) Here is where we are now: 1. Nasdaq 5-year performance...

The 8-K listing the final shareholder voting results is now out. https://www.sec.gov/Archives/edgar/data/1318605/000156459021050737/tsla-8k_20211007.htm There were 9 voting items of which shareholders voted against the board's recommendations on these three items: Proposal 2 was a management...

7 Feb

Just got a call from a SA in CA offering the 6 seat upgrade to take delivery faster. He mentioned they're starting production this week. I declined the upgrade and he let me know that mine would most likely be ready in Q1. RN11447XXXX LR black/black 22" wheels, 5 seat with FSD. I asked if...

I'm glad you found it useful! Original quoted below followed by some updated stats. Since it's been almost a year since this post, here's how things have changed: Current Trailing 5-year perf Oct 2016 - 2021: 177% Current Trailing 5-year perf - Oct 2016 - 2021 (vs 2015-Dec 2020) Apple...

Ask you and you shall receive! This post addresses dot-com bubble concerns in detail. And to address this part of your question more directly: I would expect investment to consolidate around the winners as usual. The scale of consolidation is quite massive. If we are to assume electrified...

I get the sentiment. I even agree with it in regards to certain companies and perhaps the EV and related space. Seeing companies with no product in market and 0 to virtually 0 revenue (NKLA, QS) commanding multi-billion dollar valuations is astronomically absurd. However, those are the...

This got me itching to do some very rough napkin math to ballpark a 2030 PT from two different angles. Angle 1 - Revenue multiples using energy + auto TAMs Assumptions: - EVs are 100% of new car production in 2030 - Quick google showed an energy TAM of ~1.5T and quick math on 100m vehicles...