Global Equities June 2013 and "TAAS" Concept

[AudubonB]

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?

 

[DaveT]

I'd love to read their report in full. Anybody have access to it?

 

[MikeC]

I'm sure people know more than me, but their website says:

Global Equities Research is currently focused on global companies in the areas of:

· Internet
· IT Services
· Software

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?