In the comments of many of my articles and others at Seeking Alpha, especially after last quarter’s results where Tesla delivered fewer cars in America, people question the continued growth of demand for Tesla’s cars. However most people ignore one of the best predictors of customer demand – Tesla’s customer deposits. Tesla reports these every…
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Pandora (P) is in the business of online radio. Twitter (TWTR) is in the business of communication via microblogging. Tesla (TSLA) makes cars. That’s where the dissimilarity ends and the similarity starts. All of them are hot tech stocks (yes I called Tesla a tech stock). None of them are profitable yet (except Tesla on a…
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I first got convinced to buy Apple stock when everyone around me was using a very expensive iPhone that had no 3G, no Apps, nothing. Similarly we (Parchayi and me) are invested in Tesla because no car in my life has caused so much excitement in buyers. Here are some quotes from Tesla owners: ” It…
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I received intense follow-up on the two articles I wrote about Tesla (TSLA), the first one countering the bear arguments of the stock and the second one attempting to value the company. Most of the intense arguments hinged on the assumption that the auto industry will not stand still as Tesla marches forward and by…
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In my previous article Analyzing The Logic Of Tesla Bears, I presented a takedown of Tesla (TSLA) bears’ objections to the growth story. And with this one I will attempt to summarize additional key objections to my previous analysis and also a simple method to come up with a valuation for Tesla extending some thoughts…
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Looking at Seeking Alpha articles negative on Tesla (TSLA) over the last few weeks and the intense commentary generated has been entertaining to say the least. I will not argue that for the current state of affairs Tesla is not overvalued. What I will try to do is present a take-down of most arguments from…
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