Is It Too Late To Invest in TSLA? w/ James Stevenson (Ep. 284)
I'm joined by James Stevenson, Tesla advocate and analyst and fighter of FUD on Twitter as we discuss how to value TSLA, future challenges and what we expect. James Stevenson on Twitter: https://twitter.com/ICannot_Enough Timestamps 00:00 - Introduction 00:45 - ICannot_Enough 1:30 - What motivates you to advocate for Tesla? 2:50 - Biggest Tesla FUD 7:00 - Any times of doubting Tesla? 9:10 - How did you first get introduced to Tesla? 14:23 - Price to Sales retio 16:58 - What % of portfolio in Tesla? 18:08 - How were you able to parse through the noise? 21:55 - Operating leverage 31:37 - How Elon manages innovation 35:35 - Ark's $3000 price target 37:40 - Tesla's future valuation and FSD 43:40 - Forecast assumptions for Robotaxi 47:10 - FSD costs and subscriptions 58:32 - Model 2 1:03:44 - Tesla energy 1:07:22 - Competition 1:15:09 - China market 1:19:18 - Risk factors 1:23:07 - Conclusion Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Videos: Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7 Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Subscribe to Dave Lee on Investing on Soundwise