O/t, Barron’s has a feature story , bullish Tesla

Stocks A to Z
21

Not to discount the nasty CCP run by nasty Xi, there is more to share price changes than just CCP/Xi worries.

A bear market?
A recession?
Inflation?
Competition catching up?
The left boycotting Tesla?
The government sandbagging Tesla?
Tesla shorts?
Dumb DCF models?
Big oil?
Electric utilities?
Raw materials shortages?

The Captain

22

Good morning, I have no idea what share price of tsla he’s looking at? It’s going to be a very difficult year for the control person of twitter to not upset China and many democrats this year. Years ago, Michael Jordan was asked why he wasn’t vocal on the social issues. He replied, because republicans buy sneakers too. Musk should have called Jordan.

1 Like
23

Multiple news stories today. Tesla has cancelled expansion of the plant in China. Instead reports of negotiations of new sites in Indonesia or Korea in Asia and in Mexico.


24

https://www.reuters.com/business/autos-transportation/tesla-nears-deal-build-production-facilities-indonesia-bloomberg-news-2023-01-11/?fbclid=IwAR3cCpPrMsHVCn-wnaYtZK2KTBQ46GoWyDltr0PbaDlM5uKzopjc6emRYy4

https://www.reuters.com/business/autos-transportation/tesla-delays-plans-expand-shanghai-factory-bloomberg-news-2023-01-12/?fbclid=IwAR1mruyfZF_kfWb_-j-EEyKNhcQdAKoWYvYIoDqHmaF3mr0qYfNB5GPpEu0

1 Like
25
26

The only things that Tesla’s price cuts indicate is that Tesla’s margins are incredible and that they are going to grow their sales by >50% this year, again.

There continues to be no competition worth mentioning.

-IGU-

2 Likes