Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

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

This site may earn commission on affiliate links.
If Powell goal was to bring retiree out of their retirement by crashing their portfolio, today he just earned himself a gold medal. Once mid class workers can’t manage to pay down their mortgages he will lower the rates by 75bps until we are back to 0.1%
Which will make the job market even tighter...which will cause the FED to tighten further...I'm targeting 100% interest.
 
Interesting infographics for Apple, Tesla from…


Please comment / notice Cost of Revenue and

1667429865411.png








1667430032363.png
 
Interesting infographics for Apple, Tesla from…


Please comment / notice Cost of Revenue and

View attachment 870417







View attachment 870418
Services $78.1B or roughly 20% of revenue but only 10% of cost of revenue. With a 72% gross profit. That's a pretty significant chunk of the difference right there. Aside from that, Tesla has a lot of assets which are right at the beginning/ expensive end of their depreciation cycle and has 2 massive facilities which are operating well below capacity.

Overall, it's pretty hard to compare the two since they are in such different industries. I do think Tesla will be more Apple like in 2-3 years once their newest factories are online. Tesla is in heavy growth stage right now so it's likely they will lag companies like Apple for some time as much of their capacity is underutilized as they are in constant ramp up mode.
 
If Powell goal was to bring retiree out of their retirement by crashing their portfolio, today he just earned himself a gold medal. Once mid class workers can’t manage to pay down their mortgages he will lower the rates by 75bps until we are back to 0.1%
If retirees still have a significant portion of their portfolios in the market, then that's the risk they take. If you're not shifting your egg to bonds by then, you're asking for trouble.
 
  • Disagree
Reactions: philw1776