Why Tesla Could Be Cheap At $400B 馃 馃搳 w/ Mayur Thacker

1:10:04
 
砖转驻讜
 

Manage episode 276196181 series 2416899
注诇 讬讚讬 hyperchange 讛转讙诇讛 注诇 讬讚讬 Player FM 讜讛拽讛讬诇讛 砖诇谞讜 - 讝讻讜讬讜转 讛讬讜爪专讬诐 砖诪讜专讜转 诇诪驻专住诐, 诇讗 诇-Player FM, 讜讛砖诪注 诪讜讝专诐 讬砖讬专讜转 诪讛砖专转讬诐 砖诇讻诐. 讛讬专砖诪讜 讻讚讬 诇注拽讜讘 讗讞专 注讚讻讜谞讬诐 讘-Player FM, 讗讜 讛讚讘讬拽讜 讗转 讻转讜讘转 讛注讚讻讜谞讬诐 讘讗驻诇讬拽爪讬讜转 驻讜讚拽讗住讟 讗讞专讜转.

Nerding out on Tesla's financials, revenue, gross profit, return on assets, unlevered free cash flow, FSD revenue, and so much more with Mayur Thacker. We come the conclusion that Tesla is one of the most fascinating business case studies to watch, defying almost all auto industry financial norms. Tesla's simultaneous growth and efficiency improvements are unheard of, and (in our opinion) justify this massive run up in valuation. What are your thoughts on how to value Tesla?

219 驻专拽讬诐