To be fair, there are opportunities, especially in the short run, to make money shorting Tesla.
You just need to time it right and not get greedy.
Heck, if you shorted last year when Tesla was around $280 and closed the position a couple months ago you did great.
Realists problem is he misunderstands the market and the desire among many people to drive electric.
Instead, he interjects his own biased opinion and treats that as reality.
What's your concept of the long run? Because in the *truly* long run, you're probably right...
In the 5-year time horizon, Tesla's got a spectacular business model which will drive dozens of other auto companies bankrupt. Namely, Tesla delivers snazzy electric cars with a long range and fast charging, and the competitors don't. And Tesla has built the supply chain to make those cars, and the competitors haven't. And Tesla has the expertise and has "debugged" all kinds of little problems in the design of those cars, and the competitors haven't yet.
In the 20-year time horizon, there are various recurring problems with Tesla management which a competitor may take advantage of to destroy them. But none of the competitors can get up to speed in 5 years. So in the 5-year timeframe, Tesla is sitting in the catbird seat.