Another Way To Look At Tesla, Something Most Miss
Many discount Tesla because they look at an overpriced car company. While that is one framework, we have to take into account the TAM that the company is going after along with the different segments it is targeting.
In this video I discuss how Tesla is similar to Apple and Amazon. Looking back it is easy to see the potential of those companies. Yet how many saw it at the time and, worse, how many were arguing against those who saw it?
▶️ 3Speak
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I always wanted to buy tesla stocks as the price is down i really want to get my hands on them.
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Summary:
Task delves into the topic of Tesla, discussing the reasons why people might misunderstand or criticize the company. He emphasizes that Tesla's stock price can be influenced by overall market trends rather than its fundamental performance, highlighting the company's potential in the energy sector. Task draws parallels with Apple and Amazon's evolution to underscore Tesla's growth prospects, emphasizing the importance of recognizing technological innovation and market disruption.
Detailed Article:
Task begins the video by addressing the common misconceptions and criticisms surrounding Tesla. He notes that while many focus on the stock price and market conditions, the company's performance is not solely tied to these factors. Task explains that Tesla's success is dependent on its ability to tap into a vast total addressable market, particularly in the energy sector, where he believes the company has immense growth potential.
Drawing a comparison to Apple's transformation from a computer company to a tech giant with multiple product lines, Task suggests that Tesla's shift towards energy solutions could be equally transformative. He highlights Tesla's significant revenue from its energy division, despite not yet being profitable in that area, and argues that the company's focus on innovation and market expansion sets it apart from traditional automakers.
Task predicts that Tesla's energy division could eventually surpass its automobile division in revenue, given the substantial market opportunity and lack of competition in the energy industry. He emphasizes the importance of recognizing disruptive technologies and the potential for companies like Tesla to reshape established markets.
By referencing historical examples like Amazon's impact on retail and Apple's influence on consumer electronics, Task underscores the significance of identifying companies with the capacity to drive substantial change. He suggests that Tesla, with its innovative approach and diversified business interests, is positioned to be a transformative force in both the automotive and energy sectors.
Task concludes by encouraging viewers to consider Tesla's forward-thinking strategies and technological advancements as indicators of its future growth potential. He likens the current skepticism towards Tesla to past doubts about companies like Amazon and Apple, implying that those who can perceive Tesla's trajectory accurately may stand to benefit significantly.