(2/25)
đź’ĄWHY I HAVE OVER $1 MILLION IN $TSLA STOCKđź’Ą
Tesla's price may seem out of whack today. The P/E Ratio is insane, right?
But Amazon had similar P/E ratios back in 2014 and 3X higher in 2012. Look at where $AMZN is today.
(1/25)
(2/25)
(3/25)
(4/25)
Level 5 FSD (Full self-driving) #Tesla at way safer levels than humans (5X, 10x SAFER?) I'll buy these for my elderly parents. You'll essentially be able to sleep in your car while it drives you to your destination.
(5/25)
I did a poll, and assuming autonomous driving data shows it's safer, most people said they'd prefer to hail a driverless car vs a human-driven car like Uber.
(6/25)
It doesn't get paid overtime, doesn't need breaks, doesn't get sick, doesn't get Holidays, doesn't get road rage, and makes essentially...
(7/25)
Long-haul truck drivers are going the way of the coal miner.
(8/25)
(9/25)
(10/25)
During peak hours, you get charged more. At 3 am, it's probably cheap. Your #Tesla will likely become its own power center, charging itself when the...
(11/25)
#Tesla also makes a #powerwall to do this, and the price of these units will fall as efficiency goes up.
(12/25)
Especially if the data shows the #TESLA OS for FSD is way safer than other OS's, and way, wayyyy safer than human drivers.
(13/25)
(14/25)
(15/25)
People will pay monthly to have FSD or unique features activated.
(16/25)
Tesla will generate revenue through partnerships for gaming, media content, GPS, etc.
(17/25)
While not technically #Tesla, I see it helping massively with the supercharging network Tesla continues to grow.
(18/25)
#Elon owns the boring company, which is starting to create underground high-speed transit.
Just a feeling, but I imagine that once cars are allowed, it will likely only ...
(19/25)
This will benefit the $TSLA robo-taxi fleet as well, allowing MUCH faster travel during congested times.
This one is definitely a long-term play (10+ years.)
(20/25)
Their valuation has to be different than Telsa's because of this.
(21/25)
Tesla moves fast. Rivian was founded 3 yrs before the Model S. 12 yrs later, Rivian still doesn't have a production vehicle.
(22/25)
(23/25)
Market penetration to be massive in the next 5 years.
(24/25)
More from Trading
You May Also Like
1/ Some initial thoughts on personal moats:
Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.
Characteristics of a personal moat below:
2/ Like a company moat, you want to build career capital while you sleep.
As Andrew Chen noted:
3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized
Things that might get commoditized over time (some longer than
4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.
After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.
5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.
In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.
Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.
Characteristics of a personal moat below:
I'm increasingly interested in the idea of "personal moats" in the context of careers.
— Erik Torenberg (@eriktorenberg) November 22, 2018
Moats should be:
- Hard to learn and hard to do (but perhaps easier for you)
- Skills that are rare and valuable
- Legible
- Compounding over time
- Unique to your own talents & interests https://t.co/bB3k1YcH5b
2/ Like a company moat, you want to build career capital while you sleep.
As Andrew Chen noted:
People talk about \u201cpassive income\u201d a lot but not about \u201cpassive social capital\u201d or \u201cpassive networking\u201d or \u201cpassive knowledge gaining\u201d but that\u2019s what you can architect if you have a thing and it grows over time without intensive constant effort to sustain it
— Andrew Chen (@andrewchen) November 22, 2018
3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized
Things that might get commoditized over time (some longer than
Things that look like moats but likely aren\u2019t or may fade:
— Erik Torenberg (@eriktorenberg) November 22, 2018
- Proprietary networks
- Being something other than one of the best at any tournament style-game
- Many "awards"
- Twitter followers or general reach without "respect"
- Anything that depends on information asymmetry https://t.co/abjxesVIh9
4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.
After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.
5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.
In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.
