I didn't want a Twitter account before Elon bought it and I don't want one now. I avoid the toxic social media rabbit hole and that isn't going to change. I already support Elon plenty by holding almost all my net worth in TSLA. If anything, Elon owes me support for selling down the value of my TSLA shares to fund this ill-advised Twitter acquisition.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
It would be obsequious of us not to expostulate against such discombobulationI had to disambiguate 2 of your words by referring to a dictionary as they were abstruse.
I like the way you think....i think we can all concur where $TSLA SP will be trending in the medium-long term...till then....HODL!
ZachF
Active Member
S&P 500 PE ratio is 20.7 assuming an 8% CAGR this reduces to 14.1 after 5 years.
If we assume $14b in profit this year for Tesla with a 50% CAGR out to 2026, that’s $71b in profit in 2026.
$880 / $71 = 12.4
12.4 / 14.1 = 0.88
Actual PEG ratio is 0.88 using non-idiot numbers.
If we assume $14b in profit this year for Tesla with a 50% CAGR out to 2026, that’s $71b in profit in 2026.
$880 / $71 = 12.4
12.4 / 14.1 = 0.88
Actual PEG ratio is 0.88 using non-idiot numbers.
petit_bateau
Active Member
You are missing the details they skipped over.
Now consider the fact that earnings growth will continue to outpace revenue growth by a large amount AND that some of those years revenue growth will be higher than 50% and you're looking at more like $100 billion minimum in profit in 2026.
So a PEG of .62
Which would make TSLA much cheaper than VW, Toyota, GM......I could keep going
ZachF
Active Member
Now consider the fact that earnings growth will continue to outpace revenue growth by a large amount AND that some of those years revenue growth will be higher than 50% and you're looking at more like $100 billion minimum in profit in 2026.
So a PEG of .62
Which would make TSLA much cheaper than VW, Toyota, GM......I could keep going
Basically, if you think Tesla will make more than ~$62b in profit in 2026, it’s PEG is probably under 1.
Gigapress
Trying to be less wrong
Good point. It’s a problem in American work culture. I think 2-3 weeks is more the standard PTO in the USA though. A minority of companies offer 4 weeks and that’s usually for senior employees with 5+ years of service.
I would like to see Tesla publish data on how much vacation and leave employees are actually taking. Tesla is an outlier company in so many ways, and maybe they are an outlier as well with respect to taking vacations to recover.
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Spacep0d
Active Member
'Unlimited time off' keeps people from using it because there is no 'standard' use case, and we don't know how much other people are using. If we take 3 weeks we might feel greedy without realizing that someone else is taking 4 weeks or more. People don't want to be the first one to be told, 'You're taking too much'. If we're taking too little time we don't know that either unless we talk amongst ourselves. It becomes a conversation similar to but less fraught than salary.
With standard time off measured in weeks, ostensibly everyone has the same pool of free time and we always know how much we've used. If others don't use their time, that's on them.
Don't mean to derail, but wanted to dive into the psychology of this a bit.
With standard time off measured in weeks, ostensibly everyone has the same pool of free time and we always know how much we've used. If others don't use their time, that's on them.
Don't mean to derail, but wanted to dive into the psychology of this a bit.
Drumheller
Active Member
"Unlimited PTO" is viewed as a trap. No one wants to be known as the person using the most PTO so it becomes a goal to use less and less. I've avoided companies with unlimited pto for this reason. I like my vacations and prefer to have an agreement, in writing , to my amount of paid time off each year.
Maybe Tesla is better about it. Time will tell.
"I could not care less at this point" > "could care less at this point".
Just sayin.
Not saying it's the reason Tesla is doing it, but "unlimited" pto means there is no bank of vacation hours that must be paid upon severance. It's a fun accounting trick to reduce the expense of employee turnover.
TheTalkingMule
Distributed Energy Enthusiast
I've had the glorious pleasure of working with a wide variety of Fortune 100 executives in my consulting days, from upper middle management to CFOs. Can tell you for certain that most of them simply do not work from July to the end of August.
And that US executives. I find they have about the same summer work effort as European execs. They may show up once or twice a week for some of the weeks, but they're mostly pop ins for a few hours.
Having unlimited vacation for all non-hourly workers just makes sense. Less time wasted tracking things, and likely less actual vacation taken.
In my defense, I'm using my Iphone this morning and having that be the only grammar mistake where Apple's autocorrect couldn't understand that "couldnt" should update to "couldn't" instead of "could" is a major achievement for autocorrect.
Half the time it changes the entire sentence into whatever the hell it wants
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