Bear case for Tesla: 1 sentence

Tesla leadership is chaotic, drove away the top talent, did serious brand damage, overpromises and under delivers repeatedly, and inserts itself into implementation details that results in cl*sterfudge such as Cybertruck and camera-only/mostly self-driving with about zero L4 customer miles with Tesla assuming liability and declaring hardware as “L4 autonomy ready” when it wasn’t.

That’s enough, I’d say.

If Tesla can continue to develop the EV market and improve driving safety in a material way, then I’m very happy for them to achieve that.

I hope everyone makes profitable trades, regardless of business performance.

Open-minded discussion welcome.

3 Likes

Funny, you couldn’t handle the recently created Bear case thread and had to create your own. Have fun.

Do you have something to contribute to an open-minded discussion?

Or just that?

5 Likes

Just that.

I’m in the other thread if you care about what I think. OK if you don’t.