Long TESLA for +40%/550% return by 2022/25: Innovation Engine running in top gear
- 3 years ago
Fasten your seatbelt as University of Chicago’s Mittul pitches Tesla Inc. (NASDAQ:TSLA) stock. Tesla designs, manufactures, and sells fully electric vehicles, solar products, and energy storage solutions.
The firm has an innovative business model. In times gone by, a strike-prone workforce would build a car before revenue from its sale was split with sales reps. Then, dealerships enjoyed the recurring revenue of servicing, gas companies enjoyed the recurring revenue of fueling, and insurance providers enjoyed the recurring revenue of legal cover. It’s an automaker’s recurring nightmare. But think, Tesla does its own servicing. Tesla makes ‘powerwalls’ and Super Chargers. Tesla is hiring from a non-unionized Chinese workforce. So long as the Silicon Valley giant continues to deliver incredible cars, economies of scale will allow all of that infrastructure to be built out more cheaply, and investors won’t be forced to share when it comes to profitability!
Elon Musk has grabbed the bull by the horns in the second half of 2019, posting killer delivery numbers to resurrect Tesla’s share price from the doldrums of $178 to the heavenly clouds of nearly $500. Lower ASPs expanding TAM. Believer in Tesla’s grand vision around its battery research aimed at expanding its competitive advantage and market opportunity. He expects a new dry electrode cell technology to help speed manufacturing and lower costs. Batteries make electric cars cost more than gasoline-powered ones, so the ability to produce low-cost, long-lasting batteries could put Tesla cars on a more equal footing and help usher in mainstream acceptance.
Confident that Tesla will leverage its market trend and technology leadership to achieve sustainable long-term growth.
Disclaimer: This video reflects the individual views of our users NOT the views of Auro.Ai. It is NOT intended to serve as Financial or Investment Advice.
The firm has an innovative business model. In times gone by, a strike-prone workforce would build a car before revenue from its sale was split with sales reps. Then, dealerships enjoyed the recurring revenue of servicing, gas companies enjoyed the recurring revenue of fueling, and insurance providers enjoyed the recurring revenue of legal cover. It’s an automaker’s recurring nightmare. But think, Tesla does its own servicing. Tesla makes ‘powerwalls’ and Super Chargers. Tesla is hiring from a non-unionized Chinese workforce. So long as the Silicon Valley giant continues to deliver incredible cars, economies of scale will allow all of that infrastructure to be built out more cheaply, and investors won’t be forced to share when it comes to profitability!
Elon Musk has grabbed the bull by the horns in the second half of 2019, posting killer delivery numbers to resurrect Tesla’s share price from the doldrums of $178 to the heavenly clouds of nearly $500. Lower ASPs expanding TAM. Believer in Tesla’s grand vision around its battery research aimed at expanding its competitive advantage and market opportunity. He expects a new dry electrode cell technology to help speed manufacturing and lower costs. Batteries make electric cars cost more than gasoline-powered ones, so the ability to produce low-cost, long-lasting batteries could put Tesla cars on a more equal footing and help usher in mainstream acceptance.
Confident that Tesla will leverage its market trend and technology leadership to achieve sustainable long-term growth.
Disclaimer: This video reflects the individual views of our users NOT the views of Auro.Ai. It is NOT intended to serve as Financial or Investment Advice.