Tesla is a volatile stock that has a lot of built-in drama. However, it has several interesting revenue sources with very high TAM. From my research, I believe Tesla is one of the best large scale manufacturers today. I suggest you investigate its energy business, which will soon surpass the auto business. In the next 2-3 years, additional revenue sources will be added with lithium refining, FSD (SaaS), cybercab and bots. Lots of growth opportunities.
Two of Tesla’s key moats are its culture and synergy with other Musk’s companies. In addition, their vertical integration gives them cost and data advantages. I suggest you check out the interviews and presentations of Joe Justice on YouTube. Eventually other OEMs will have to adopt Tesla’s FSD — leading to a “Tesla inside” type of business. In an unrelated note, all Musk companies [including Tesla] are developing solutions to allow off-planet colonies construction. There are only a few missing pieces: heat pumps (see Master Plan 3), and food & water production.
Tesla is a volatile stock that has a lot of built-in drama. However, it has several interesting revenue sources with very high TAM. From my research, I believe Tesla is one of the best large scale manufacturers today. I suggest you investigate its energy business, which will soon surpass the auto business. In the next 2-3 years, additional revenue sources will be added with lithium refining, FSD (SaaS), cybercab and bots. Lots of growth opportunities.
Completely agree. TAM is huge if executed well and I believe in the team
Two of Tesla’s key moats are its culture and synergy with other Musk’s companies. In addition, their vertical integration gives them cost and data advantages. I suggest you check out the interviews and presentations of Joe Justice on YouTube. Eventually other OEMs will have to adopt Tesla’s FSD — leading to a “Tesla inside” type of business. In an unrelated note, all Musk companies [including Tesla] are developing solutions to allow off-planet colonies construction. There are only a few missing pieces: heat pumps (see Master Plan 3), and food & water production.
Very nice portfolio! A lot of these names should break out pretty soon
Appreciate it Kyle. I hope so !
Your transparency is appreciated! Some of them should do great in the longer term. Patience is the word!
Thank you Kevin! Patience 🤝
Great stuff! Really interesting.
Dan 🤝
Oliver, how do you have time to keep an eye on so many companies?
I spend a load of time researching companies prior to investment so tracking them day in day out isn’t a necessity.
I follow earnings and other breaking news and just observe trends really.
Once the initial load of work is done it’s not that much
Thanks so much Hariharan! Appreciate your support!