Have you guys watched this? Just a goldmine of information, from brand loyalty, sale numbers, competition migration, how Tesla is destroying historical trends, and everything you need to know about this auto game. One gold nugget is that EV loyalty from luxury brand has gone down by 11%, meaning 11% of those who bought other EVs went to Tesla. 95% of household who bought a Tesla went back and bought another Tesla if they were to go for another car.
He brought in Taycan and EQS as examples of many people who owned the S went to them but not many came back, but did add the stipulation that it may be because of model refresh supply issue.
The guy from S&P has personal biases and have on occasion talks about Tesla quality issues and fatal accidents they need to correct. I had no idea people didn't die in other cars...
He also talks about how they model Tesla's marketshare going down to the 20%s, and that there will be an inflection point in which all of Tesla's fatal accidents and poor quality will catch up to them(his personal opinion). I believe these biases feed into why Tesla is not investment grade because most people has these biases.
Anyways, too much good hard data to summarize and every investor should watch this even though some of those personal bias things are hard to watch.