Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Singuy]

Umm the math?

Tesla is selling 12X the vehicles that Nio is selling on a monthly basis + Tesla has revenue coming in from the Energy side that Nio doesn't haven't.

Yet Tesla's market cap is only roughly 7X the market cap of Nio. That's stupid. Tesla has just as good of a revenue growth rate as Nio, except they're doing it a much larger scale which is way more impressive. And this isn't taking into account the many other things Tesla has for future growth that Nio doesn't have.

I'm surprised I need to point out how the market caps of these two companies are not being fairly valued

Are you going to compare PE next? Let Nio do its thing.

They had better than expected quarter because the fear of highly ramped up Model 3s in China did not detract from their growth. High Covid numbers and the fact that the valuation 1.5x lead to many people taking a position in shorting NIO. The presidential race however through a curve ball in which Biden will win(good for NIO as tariffs may decrease from China) AND the senate remains red so no tax increases. This is leading to another stage of run ups because so many were thinking Biden's win would probably tank or remain neutral to the market as the senate was expected to flip, plus Covid would play a major role at tanking the stock. This didn't play out and all these shorts/put holders are getting F-ed big time. So don't look at Nio's valuation, it has nothing to do with their fundamentals as most highly volatile/story/growth stocks do not.

Disclaime, I have no shares in NIO and doesn't believe in the company.

 

[StarFoxisDown!]

Are you going to compare PE next? Let Nio do its thing.

They had better than expected quarter because the fear of highly ramped up Model 3s in China did not detract from their growth. High Covid numbers and the fact that the valuation 1.5x lead to many people taking a position in shorting NIO. The presidential race however through a curve ball in which Biden will win(good for NIO as tariffs may decrease from China) AND the senate remains red so no tax increases. This is leading to another stage of run ups because so many were thinking Biden's win would probably tank or remain neutral to the market as the senate was expected to flip, plus Covid would play a major role at tanking the stock. This didn't play out and all these shorts/put holders are getting F-ed big time. So don't look at Nio's valuation, it has nothing to do with their fundamentals as most highly volatile/story/growth stocks do not.

All of this comment is true but does not come close to being a valid reason for the valuations between Nio and Tesla.

No where in my comments have I actually said anything about Nio's valuation being way overvalued. I'm not making a comment on Nio as a business, their future, etc...I really don't care. I'm just pointing out Tesla is severely undervalued if the Nio valuation sticks. Nio could sell off, likely will, but it would need to drop to essentially teh $35-40 area for the valuations to even remotely start to make sense in comparison.

Anyways, I'll drop the subject cause there's nothing complaining about it is going to do to change the situation right now.

 

[JBRR]

*LIVENT SAYS IN FILING IT EXTENDED SUPPLY PACT WITH TESLA
*LIVENT EXTENDS LITHIUM SUPPLY PACT WITH TESLA THROUGH 2021

 

[Paul_SF]

https://twitter.com/flcnhvy/status/1324475561163579395?s=21

Q4- doing shots

 

[Tes La Ferrari]

Bentley to go all electric.... 10 years from now.

Bentley going fully electric by 2030 - Roadshow

 

[Singuy]

All of this comment is true but does not come close to being a valid reason for the valuations between Nio and Tesla.

No where in my comments have I actually said anything about Nio's valuation being way overvalued. I'm not making a comment on Nio as a business, their future, etc...I really don't care. I'm just pointing out Tesla is severely undervalued if the Nio valuation sticks. Nio could sell off, likely will, but it would need to drop to essentially teh $35-40 area for the valuations to even remotely start to make sense in comparison.

Anyways, I'll drop the subject cause there's nothing complaining about it is going to do to change the situation right now.

Your assumption is that Nio is rightly valued and Tsla is undervalued.

The right assumption is Nio is highly overvalued because like I said, short squeeze.

 

[EinSV]

Given my avatar, I thought I should post a link to order Tesla Tequila, which is now available for purchase.

https://teslatequila.tesla.com

 

[bkp_duke]

Given my avatar, I thought I should post a link to order Tesla Tequila, which is now available to order.

https://teslatequila.tesla.com

$250 per bottle!!!

I'd rather put that money towards another TSLA share.

 

[Unpilot]

Took my car in for the FSD upgrade...including the MCU 2 upgrade.

On the way home I got a flat tire...so first time using mobile app to call for help. Worked great.

While I wait I can actually use my web browser to get some ...um....work done.

On topic...longs did well today.

 

[Driver Dave]

Bentley to go all electric.... 10 years from now.

Bentley going fully electric by 2030 - Roadshow

10 years from now Bentley will be out of business from 10 years of no one wanting super expensive outdated ICE cars.

 

[Causalien]

Yes, sort of. https://twitter.com/GerberKawasaki/status/1318619974315896832?s=20

They have an "Opposite Einhorn Fund".

That was funny. Also Smeagle's setup in bathroom. I didn't know it was real.

What was David Einhorn's claim to fame?

 

[Silentk]

Got there in the end...

Tesla launches its own Tequila, premium booze with a premium price tag

 

[Causalien]

Given my avatar, I thought I should post a link to order Tesla Tequila, which is now available for purchase.

https://teslatequila.tesla.com

Can someone buy this for me? Not available in Canada.

 

[TheTalkingMule]

Another ultra-low volume day with SP appreciation really only getting us back near Battery Day Eve. PA should announce a big chunk of vote counts putting Biden over the top. Potentially Nevada at the same time.

Hopefully we get some real buyers tomorrow!

Where the hell is S&P with our inclusion announcement?

 

[UnknownSoldier]

It's funny that so many Americans want to see Tesla fails. This should be national security interest.

Americans are heavily brainwashed by the media which is funded by the oil and traditional auto companies. There's nothing funny about it.

 

[StarFoxisDown!]

Another ultra-low volume day with SP appreciation really only getting us back near Battery Day Eve. PA should announce a big chunk of vote counts putting Biden over the top. Potentially Nevada at the same time.

Hopefully we get some real buyers tomorrow!

Where the hell is S&P with our inclusion announcement?

Square qualified for S&P inclusion with their latest earnings today.....Given the remarks by the committee, I'd put money on them getting inclusion before Tesla

 

[CyberDutchie]

Got there in the end...

View attachment 605679

Tesla launches its own Tequila, premium booze with a premium price tag

 

[Singuy]

This is alcohol limited edition?

 

[MP3Mike]

View attachment 605686

I suspect the profit margin on this is pretty good, just like with the short shorts.

I'll have to say that I preferred the original bottle/label design.

 

[Nocturnal]

My dumbass state doesn't allow online alcohol sales. Trying to figure out if anyone in my Tesla club on the MO side will buy one for me.