Tesla Talk 2

A real case of confirmation bias….its best to let the facts speak for themselves …I am not advocating either stock just looking at the facts

Yes, VAG have taken the largest player spot in the EU but its two main markets China and US are under intense competition. VW business plans have been interupted/scaled back, with the the supervisory board delaying approving a multi-billion-euro package that determines that impacts new models and which plants are modernized. As to margins, they are falling across the whole sector but a comparison of VW and Tesla highlight the factual position.

Ix3 should be in everybody's shortlist. It leaves the model Y in the dust and Tesla has no cadence to respond with an improved model any time soon. At least VAG has a raft of models in winter testing at the moment with which to respond.

Value Investing appears to be lost on this audience. It is very nice to have a steady stock and see dividends above bank deposit rates popping up once or twice a year for re-investment in the same stock or some other safe haven. You can take them to the bank rather than claims that Tesla will be a 20 million unit manufacturer in 10 years or that your car will be your revenue stream through ride share.

I think there are major differences between IX3 and TMY so there will be limited overlap. IX3 is more compact SUV style, with a bit less loading space. TMY IMO is MPV style and perhaps more practical, definitely more space. IX3 is highly customisable, Tesla does not make TMY to order and offers limited number of options. Tesla is a bit behind in terms of EV technology and with pivot to AI it may stay like that. However Tesla pricing is significantly better and at least to my experience has much better servicing. I think those two cars in most cases would not appeal to same people.

What are people paying for insurance? I’m looking at 2021 M3 and the quotes I’m getting are 2.5K - 4K.

I have 4 years named driving experience. I’m 30 have a test soon , getting quotes assuming full licence.

My 2022 M3 RWD is down a little this year at €330 with Aviva. I suppose one of the few advantages of middle age..☺️

Going to bank the VAG dividends is small comfort when you factor in total value of investment…loss of capital value over last 5 years ..not sure how that is correlated to "Value Investing" …but little point debating further

Ix3 is at least double the price it should be double the car but it won't be in sure, looks forward to vags raft of models in testing, I owned 2 q8 etrons greats cars but poor EVs, the q6 and A6 are over priced and underwhelming, they can't give the id7 away in most markets. What's their ix3 beater ?

Most of the top 100 stocks have inflated p/e ratios ,Tesla is higher than most but it's not like it's unusual ?

So what's the thesis it's being propped up by nefarious organisations? Who, since when, why ? How ?

now that they’re an AI company, why would you buy Tesla at 300x p/e and not say Microsoft at 26x

Yet anyone who invested in Tesla at the same time you made your big bet on VW would have outperformed your investment by a significant margin, mad eh

So what are you saying exactly?

So was biden protecting him as well, I think you are reaching to be honest.

And there are lots of established companies with inflated p/e ratios, thats why i said top 100.