TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker or making a Paypal contribution here: paypal.me/SupportTMC

Global Equities June 2013 and "TAAS" Concept

Discussion in 'TSLA Investor Discussions' started by AudubonB, Jun 17, 2013.

  1. AudubonB

    AudubonB Mild-mannered Moderator Lord Vetinari*

    Joined:
    Mar 24, 2013
    Messages:
    4,219
    Location:
    Denali Highway, Alaska
    Many of you in the Investor Discussions sub-forum have been mentioning Global Equities and its TSLA coverage, including the presenting of their (???) concept of looking at TM as a provider of "Transport-as-a-Service".

    I'm not sure I follow the thesis very understandably. Is this an analyst attempting to distinguish TM as a service provider rather than as a manufacturer? If so, than does s/he consider TM is more akin to a railroad/airline/shipping company? Is there a methodology for justifying including into share valuation the "overall experience" of a customer utilizing the vehicle, as opposed just to the boost to the bottom line that every auto sale represents for TM?

    I am ambivalent here. Am not dismissing the concept, but neither am going to embrace it without further elucidation.

    Any thoughts?
     
  2. DaveT

    DaveT Searcher of green pastures

    Joined:
    Nov 15, 2012
    Messages:
    2,564
    Location:
    San Diego
    I'd love to read their report in full. Anybody have access to it?
     
  3. MikeC

    MikeC Active Member

    Joined:
    Jul 9, 2012
    Messages:
    2,405
    Location:
    Los Angeles
    I'm sure people know more than me, but their website says:

    So I figure TAAS is analogous to software-as-a-service. I'm not sure this is accurate, especially with the hyperloop error. But specializing in tech and IT, they at least have some long-range vision of TM's potential compared to the usual analyst reports. Maybe they know something about the June 20th announcement that we don't?
     

Share This Page