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Stocks A to Z / Stocks T / Tesla (TSLA)
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Author: Captkerosene   😊 😞
Number: of 63 
Subject: Re: Damodaran's Valuation
Date: 11/02/2023 3:32 PM
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I stopped reading the valuation analysis after I went to the autonomous driving section and the author said that people weren't ready for autonomy.

Go to this short interview (11 min) of Ron Baron for the bull case on TSLA. Starts about two minutes in:

https://www.marketwatch.com/video/investor-ron-bar...

The bear case is pretty simple too: Tesla loses in auto, FSD, robotics (automation), lithium mining, insurance, Supercharger, battery production, Dojo (AWS for robots) and battery storage. Certainly possible.
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