Tesla might end up being an incredible investment. But more importantly, it’s just as (if not more) likely to self-destruct and go bankrupt.
I’m a huge fan of what Tesla has done and is doing for EVs, but with so many incredible subscription software businesses with all the strengths we discuss here, Tesla just isn’t worth the risk.
I feel much more comfortable with other, less capital intensive/diabolical CEO-led companies than Tesla.
I’ll definitely watch their journey and would never bet against them… I hope they succeed, but that doesn’t mean I’m going to invest in them. Especially with a concentrated portfolio.