Value investor club tesla. C: Procrustean Capacity Growth.

Value investor club tesla ' I III: Why valuing Tesla is hard. Tesla (NASDAQ:TSLA) rallied late on Wednesday after the Austin-based company impressed investors on the margin line. All rights reserved. g. Here are listed the current price tag as of 13th January 2023: Tesla Model X $109,990 Tesla Model 3 $43,990 Tesla Model Y $52,990 Tesla Model S $94,990 Total worldwide unit sold in thousands: 2022: 1,313 2021: 935 2020: 367 2018: 244 Tesla’s top retail investor votes against restoring Elon Musk’s $50 billion pay package People: Elon Musk Bring value to investors, get paid for it. Club, August 21, 2024 – Recent insights from TrustMoney. You wouldn’t value Coca Cola or See 's Candy on this basis but on the strength of the brand and company’s long Interact with Top Investors; FAQ; Earn $5000; Contact; Sign up; TESLA INC TSLA. bowd57. Open menu Open navigation Go to Reddit Home. Footer. 2x increase in 10+ month retention after first use, and a 1. comments sorted by Best Top New Controversial Q&A Add a Comment. TSLA Investor And of course, after one has figured out an estimated "true value," it's nearly impossible to figure out what distortions the vagaries of the market will introduce. r/teslainvestorsclub: Serious discussions on everything $TSLA. tesla inc tsla 04/30/2024; tesla inc tsla s 01/11/2021; tesla inc tsla 08/03/2019; tesla inc tsla s 03/17/2019; tesla inc tsla 01/23/2018; tesla motors inc tsla s 06/23/2016; tesla motors inc tsla s 11/30/2012 III: Why valuing Tesla is hard. February 03, 2023 - 11:47am EST by. NV5 GLOBAL INC NVEE. Public group · 1. Due to it's length, I Although I'm glad that Tesla doesn't spend money on running TV commercials, it does come with some downsides. Access to thousands of investment ideas from top investors around the world. 01132025 Companies whose value is significantly determined by the movement of commodity prices should have an explanation of value that is independent of the commodity. ' I Interact with Top Investors; FAQ; Earn $5000; Contact; Sign up; TESLA INC TSLA. Wiki Selling TSLA I can't imagine the time-value of AI compute today. In an earlier interview, he said he didn't start investing in stock until 2019, Nvidia and NIO at first then went all in on Tesla. Posts are particularly egregious if the poster is disingenuous with their intentions. Wiki Selling TSLA Should the share price be $401 or $601 at expiration then I'll earn the $16 time value, and that's really the play. Supporting Member. I wouldn’t treat VIC as stock picks but rather as a way to learn how to perform analysis with a value bent. Teladoc is the largest, and only true scaled telehealth provider, with over 92m US members in its core B2B telehealth network and over 400k paying users for its B2C mental health BetterHelp business. This thesis is relatively simple: American Tower today trades at a multiple of FFO that is almost exactly the S&P 500 P/E average despite possessing far better than average business characteristics. 2022: 2023: Price: 123. B: BYD. 156,676 domestic deliveries in Mainland China) - not to mention the historical high record attained in 2023Q4 (i. In a March 16 note, Barclays analyst Lea Overby commented that, “[Nitya] reportedly has $2bn of senior debt on its 60 properties. ' I Interact with Top Investors; FAQ; Earn $5000; Contact; Sign up; TESLA INC TSLA S. However, I wrote the following thesis on Tassal Group and submitted to Value Investors Club on the 22. glgb913. Two things that happened over the last six months cast doubt on the "dominance" forecast that underpins Tesla's valuation: Collapsing orders and the astonishing rise of BYD. 01/12/2013. Yuri_G; Thread; Apr 8, 2019; Autopilot investors; Replies: 178; Tesla Motors Club (TMC) Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other account optimization strategies. I probably would have sold immediately to try to get at least some value for the stock. 169,935 domestic To be accepted as a club member, you need to submit an online application which includes an investment recommendation written by you. You can blame the dumb consumer for not foreseeing it, but handwaving over it and pretending it doesn't exist is just fooling yourself. The fact that he, and other brilliant people I’ve run across, are such huge fans and investors in Tesla, really reinforces my own opinion of the company’s technological dominance and prospects. My 2015 model S DID have panel gaps, there was no denying it. ARTIO GLOBAL INVESTORS INC ART. Hey guys I created a fair value logarithmic regression model. In that context, why would this idea deserve special examination? I'm open to discussing that question, but that's the genesis of Piranasaurus' comment. Weighing Machine Capital. With the electric vehicle market expanding rapidly, Tesla remains a key player, attracting attention from both retail and institutional investors. I've been a coontious and solid Tesla investor since 2014. They produce vertically integrated electric vehicles, batteries, solar, and AI software and hardware solutions. 5%. ORBCOMM INC ORBC. Greenblatt is famous for his value investing approach and his book The Little Book That Beats the Be aware that being a registered shareholder has many benefits: You own the shares, they cannot be lent out, they cannot be used for shorting and Tesla recognizes you as an individual investor. You wouldn’t value Coca Cola or See 's Candy on this basis but on the strength of the brand and company’s long Interact with Top Investors; FAQ; Earn $5000; Contact; Sign up; TESLA INC TSLA S. Interact with Top Investors; FAQ; Earn $5000; Contact; Sign up; TESLA INC TSLA S. funkycold87. v Tesla’s board is putting the pay package to a vote for a second time to prove investors still support the deal. Kinda funny for a value-based site. TSLA Investor Discussions. C: Procrustean Capacity Growth. It’s been urging investors to ratify Musk’s pay package and has hired a strategic adviser to drive retail investor participation. 8x increase in % of users who use a 2 nd Grab product (>50% of Grab’s MTUs use GrabPay) per its April 2021 investor presentation. Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More. Forgot Account? Tesla Investors and Owners Club. Their mission is to accelerate the world's transition to sustainable energy. The company is expected to deliver $38b in EBIT on $125b in sales in 2022 and is currently valued at $442b for the enterprise or under 12x TEV/EBIT for a company that has massive scale, is growing at 2x GDP, has 80%+ gross margins, and relatively low capital We plan to host Tesla's 2023 Investor Day on March 1, 2023. Let’s break BTW, a lot of investors call for Musk out. Financial services increases user retention and engagement vs. Sign up today to gain access to more recent ideas and check them out right away. A lot of these plays are short term trades with near term catalysts, and I presume a 1. 5m now. Trading at merely ~5x EBITDA, small-cap electronic components manufacturer Bel Fuse (BELFB) has 150%+ upside over the next 3-5 years through a one-two combo of 1) their margins doubling from LTM levels while still having further room to improve to peer levels and 2) their EBITDA multiple increasing 50%+ as a TSLA Investor Discussions . Tesla, TSLA & the Investment World: October Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. 07/29/2019. I've spent the last week writing a very thorough blog post about why I'm so excited about Tesla's future. Rendered in 0s. Tesla's shareholder base includes a mix of institutional investors, retail investors, and Tesla employees who hold stock through equity incentive plans. As of June 2024, Tesla had over 3. With one exception: I was worried that Musk would lose this vote and then go. Pluto. danconia17. Welcome to the Tesla Investors and Owners Club! This exclusive club is tailored for individuals who own shares of Tesla or proudly drive a Tesla vehicle. This is why I always roll my eyes at the people talking about Tesla being overvalued based automotive industry ratios or other industrials. About. Overview. August 03, 2019 - 10:09pm EST by. r/teslainvestorsclub A chip A close button. 11/07/2018. I just looked and that contract is almost all theta and Vega value, give yourself some more time next time, and if you can’t play tesla Picking nits, ASP is Avg Sales Price. TrustMoney. TSLA Investor Discussions . Look at the list of most frequently posted applications on the right Investment thesis for BEL FUSE INC, BELFB. Add your 10 Things I HATE About The Tesla Cybertruck Tesla's Biggest Chinese Rival Drops a Bombshell - BYD, which has legendary investor Warren Buffett as a shareholder, has just unveiled the Seagull, a $11,000 electric vehicle making it by far the cheapest EV currently on the market August 21, 2024. Prev Next. I've held the stock long enough to remember when the S was the only model available. I've heard them all before. SOURCE: Real Estate Alert. 2024: Tesla is the most controversial company I've seen in 30 years in the investment business. Meta Platforms offers an unquestionably high quality business at a compelling valuation. 2x increase in TPV per monthly transacting user (“MTU”), 2. Stock market investing is not easy but if you apply a little bit of common sense, it can be much easier. May 8, 2013 5,780 42,218 TSLA Investor Discussions . Club reveal compelling reasons why Tesla stock is considered a promising investment opportunity. Op margins should grow, even in a conservative case. The company's prospects have NEVER been stronger than now. I know that many of you will dispute what I write. If it is approved, you still have to submit at least 2 high-quality DDs per year to retain membership. Aquí nos gustaría mostrarte una descripción, pero el sitio web que estás mirando no lo permite. Tesla would be worth $700-$750/share if it had NVDA’s price to sales or price to earnings ratios. 11/20/2018. LuckyDog. windshield wipers) What a joke. com. Apple is a master at selling phones and software. Share investment strategies, discuss Tesla's Log In. You wouldn’t value Coca Cola or See 's Candy on this basis but on the strength of the brand and company’s long Making money on a value play is rarely something that happens in 45 days. Tesla recently lowered their products price tag amid demand fall. CARS. That is fine. 5 years into value principles/concepts yet, I know there is long runway to cover and learn - I am really interested in Value investing and in general lives of value r/teslainvestorsclub: This is a community of Redditors invested in the long-term success of Tesla. Feel free to tear it up All I know is that it's happening on the 22nd. 08/03/2019. It's cheap enough to subscribe to, but if it were for more than say $1000 a year, definitely not worth it. Reply reply Aswath recently made its own detailed valuation of Tesla, providing all the source formulas and numbers he used. ' I tesla inc tsla 04/30/2024; tesla inc tsla s 01/11/2021; tesla inc tsla 08/03/2019; tesla inc tsla s 03/17/2019; tesla inc tsla 01/23/2018; tesla motors inc tsla s 06/23/2016; tesla motors inc tsla s 11/30/2012 tesla inc tsla 04/30/2024; tesla inc tsla s 01/11/2021; tesla inc tsla 08/03/2019; tesla inc tsla s 03/17/2019; tesla inc tsla 01/23/2018; tesla motors inc tsla s 06/23/2016; tesla motors inc tsla s 11/30/2012 III: Why valuing Tesla is hard. The Value Investors Club was founded by Joel Greenblatt, a well-known hedge fund manager and professor, in 1999. According to John Petry, the co-founder of the club, there’s “a lot of On this note, it could be deduced that Tesla will be unable to meet its delivery record in 2023Q2 (i. I believe I have watched every James Douma video. Already a member? Log in here. Interact with Top Investors; FAQ; Earn $5000; Contact; Sign up; TESLA INC TSLA. Does anyone have any insight here? Do you think these are simply “trades” vs Strong residual value has been a core piece of Tesla's TCO (total cost of ownership) story for several years now, and a forecast of continous cost declines undermines that. Skip to main content. Tesla's $5 billion cash cushion is big enough to withstand market turmoil. yahoo. I think any Tesla investor would enjoy reading it, so please check it out if you have a chance. Wiki Selling TSLA That position has $41 worth of time value ($4100 per contract) and ties up $41k assuming fully owned shares. finance. Helping people to make smarter financial decisions i. Sad. Predictions for investor day: Tesla mainly says stuff we already know Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. Auto Sales Revenue was 18,530M. In the last year or so, seems like there has been a significant decrease in quality of ideas posted: for example, I’ve seen many pitches with minimal reference to valuation. I've been a fan, a true believer, an exponent of blind faith. Value Investors Club (VIC), founded by the legendary investor Joel Greenblatt, is an anonymous elite value investing club whose admission is said to be very selective. The automotive ex-credits gross margin rate was reported at 17. Value Investing Club? I'm out of the market currently and have found myself spending a good amount of time generating/revisiting ideas. That man is just so incredibly brilliant and explains so clearly. Hoping to getting a group together to share research and discuss ideas. garoo1234567 Model Y, 6 calls and 1500 shares • Additional comment Hello Everyone! I'm here for promoting a new discord Server for I just made with a friend of mine where Value Investors from all over the world can meet and discuss about our greatest passion! For the moment is the only known Server about © 2025 ValueInvestorsClub. However, I think there is another way to look at it. Tesla has made me rich and given me a wonderful early retirement. Check your messages and discuss ideas and other things you want to talk about with other users. We remove non-substantive posts and comments designed to emotionally sway an investor's opinion. Tesla won't be able to get those people to switch unless they can provide significant value that I don't believe they are capable of. Tesla is making about half a million cars per quarter, while its competition is making less than 10% of that amount. Looking into qualitative and quantitative, Value Investor Club further provide you with practical insight and examples for company © 2025 ValueInvestorsClub. 2. Tesla burns through money at an impressive rate and thus must continue to raise outside capital. Consumers have found the company’ simplified product and low cost to be a better value proposition than legacy gym models in every country where it has been rolled out. According to him, the fair value of Tesla would have been 571 USD back in Nov 2021, when the risk-free rate was around 1. There are 1000's of ideas on Value Investor's Club. substack. A great resource is reading Value Investor Club postings and to look at the current “superinvestors” the Dataroma website is highlighting for their 13-F filings (official disclosures they have to make of positions), thats a nicely curated list of folks that are very well respected by the value community Elon earn $0 salary and this was a $2. Likely worth more than any money can dent in a race to the top. . It rattled a bit. Tesla's value plunged nearly $200 billion since mid-July – and Elon Musk's EV maker faces a bumpy road ahead. Thousands of TSLA Investor Discussions . Formed in 2006, Tesla Motors Club (TMC) was the first Are you a value Investor? Sign Up Today. 47m options in 2019, excluding Musk's plan. lars. e. 3. Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. ANAPLAN INC PLAN. Events I’m about $1. november Cooke acquired Tassal Group from Australia and it was delisted at 5. v Analysts criticise lack of detail about the ‘robotaxi’ showcased by CEO Elon Musk Elon Musk unveils Tesla Cybercab self-driving robotaxi Tesla shares have fallen by 8%, wiping about $60bn from the company’s value, after the long-awaited unveiling of its so-called robotaxi failed to excite For us long-term investors, the future for Tesla has never looked better. Reply reply Meta Platforms (META) $170 . Industry Leader: Tesla dominates EV and renewable energy markets through innovation and vertical integration. He got lucky and gaining a billion in one day got into his head and made him Tesla Inc. Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Earlier this month, Tesla FSD (Full Self-Driving), was made available to all Tesla owners. You have to exclude leases and Reg Credit revenue. Tesla granted 1. COM INC CARS. Let's say you're an avid user of VIC and you've read those 1000's of ideas. Because of the relative underperformance of value in the past 10 years or so, both these sites are not what they used to be - they are less active, fewer good ideas posted by fewer members. 7K members. is an energy + technology company originally from California and currently headquartered in Austin, Texas. It is now at 3%, making Tesla’s fair value smaller at 481 USD. IV: Why guessing market prices for Tesla is hard. Some posters on there are legit and add a lot of value (ie. Gain access to research from top investors around the world. I get that view sorta, but it's a bit bean-countery and short-sighted to me in that I feel the morale/talent hit for Tesla would significantly hinder its prospects over the next 10y. 35MM today. She watches other car companies run TV spots about how they're "now offering 0% APR!" or "starting at $31,500!", but it's different with Tesla. ideahive. Whoever succeeds will create trillions of dollars of value. 1% TSLA Investor Discussions . Strong Finances: Tesla maintains solid cash reserves and growing III: Why valuing Tesla is hard. Where will TSLA be in 2025? Battery degradation will no longer significantly affect the value or utility of the vehicle. Share your thoughts. My similar out of the blue “I should go all in!” moment after never having bought a stock in my life was Dec 2022 (not bad timing but so late to the game). Tesla Shareholders · — · · · You need tesla to go up 30% in less than three weeks after an already insane run just to hit your strike price. General investor questions about Tesla or the company's common stock? Email ir@tesla. 00: EPS: 0: 0: Tesla is one of the greatest successes in automotive history and one of the greatest bubbles in stock market history. Investors look at numbers, conditions and markets. max78. No offense. As a noob investor, I gained a lot from reading through pitches. As this is happening at a time where the market has gone bananas on electric vehicles with Tesla having an Enterprise Value of $86 billion. But a judge decided to undemocratically invalidate the vote and spit in the faces of investors. I'm torn. Rendered in 0s. Log In. I’m just curious if anyone knows if any of the famous activist investors are on VIC. Their international coverage is very weak, be it managers or the stocks they recommend. A: It's the margins, stupid. For free. VII: General noodling about shareholder psychology + casting slurs and aspersions toward the Tesla shareholders. As a thank you for your contribution, you'll get nearly no ads. Tesla, Amazon, NVIDIA Apple and Meta have been highlighted in this Value Investor article. Wiki Selling TSLA You can monitor this state by keeping an eye on the remaining time value in the covering call. 19 billion shares of common stock outstanding, and the stock is listed on the Nasdaq Global Select Market under the ticker symbol TSLA. Share market data shows that Tesla stock has rallied around 80 percent in the last one year taking the company market value to $1. There's commonstock but it's not for value investing necessarily. Today it remains the largest and TSLA Investor Discussions . I know this isn't the greatest write up in history and maybe the investment was just pure luck. I fucking WISH I’d stumbled across Kathy Wood talking about Tesla in 2020. Clubs/members have both grown at a 22% CAGR (~6x in 9 years) from 200/0. veki282. I emailed investor relations for more info and will report back with their response. 1. Value investing in all its forms Value Investing Club thesis summaries. TESLA INC TSLA. in Open. Wiki Selling TSLA how many high volume, affordable, practical, value oriented two seaters are on the market? BornToFly Well-Known Member. Ouch. 11/02/2012. BJS WHSL CLUB HLDGS INC BJ. How can the market be so bullish on EV demand / penetration yet not seem to worry at all about domestic gasoline retail volumes? MUSA has been written up several times on VIC, the last two times as a short. © 2025 ValueInvestorsClub. You were instead either and Elon investor or just another weak hand. 6 billion stock option grant approved in 2018 based solely on his performance in growing Tesla and increase shareholder value more than 10x in 10 years and he did it in 5 (so much for Elon always Hi everyone, I'm a long time lurker here. Formed in 2006, Tesla Motors Club (TMC) Value investors club recommendations? I'm a member at VIC however there is a 45 day delay, and I am seeing some good stocks at low prices, any recommendations or is there any way to get around the 45 days? r/FiskerInvestorsClub: A place for those invested in Fisker Inc. Unless the analysis is spectacular, chances are we've already In times of global economic uncertainties, value investing is proven to strive in times of boom and bust. I really enjoy the site, but am developing an interest in activist investing (not the Elliott way). Get app Elon Interact with Top Investors; FAQ; Earn $5000; Contact; Sign up; NVIDIA CORP NVDA S. Being upset about this means value investing is probably not really your thing. Tesla put more effort into this website, which tries to lower Tesla's value even more, than it has put into fixing the basic problems of its cars (e. Those went to $300 pretty quickly which caught my eye and caused me to put a good chunk of work retirement Will you still be defending him if he makes a tweet 'Tesla fair value is between $250-$300 IMO''. Tesla is extremely efficient with OpEx and demonstrates unreal operating leverage Tesla Capex is $5. III: Why valuing Tesla is hard. Will the TikTok bill be stalled in the senate, what's the value of Tiktok, the endangered status of middle managers, Tesla's falling stock, the 20th anniversary of SpaceX, and more! Show hosts Joe, an Engineering VP, and Jordan, a Mergers and Acquisitions Deal Lead, offer their insights. Tesla, TSLA & the is a great value proposition. (FSRN - OTC) to share information and get updates. 55MM in 2013 to 1,200/3. mars 2021 and got rejected. So my mother, who's retired, has shown a lot of interest in the model Y after seen mine. v. 1; 2; 3 Do you value your experience at TMC? About Us. This rule would cover: No FUD No Hit-Pieces No pumping jetcityimage. cash users – for example, GrabPay users have 2. Today, Tesla builds not only all-electric vehicles but also infinitely scalable clean energy generation and storage products. I can’t help to see how many of these value plays have turned out poorly. V: The thesis in brief. Can anybody tell me why TESLA went 10x in last 5 years. Formed in 2006, Tesla Motors Club (TMC) Here I am requesting to all of you to critique my following thesis on one of the business that I recently uploaded on Value Investors Club - Unfortunately, it Got declined (which might be deservedly so) - I am just 1. 2024 is not going to be a huge growth year for Tesla, barring FSD, On the 22. It represents 20 % of Tesla's revenue, higher percentage than BMW's, Daimler's, Ford's or GM's. I bet then you would still defend him. April 30, 2024 - 1:25pm EST by. They're not like GM/Ford with zero innovation. If you’re unfamiliar, this is the company’s autonomous driving feature. 5 year average horizon. This sub is not associated with Value Investors Club . Share Add a Comment. 27 trillion and Elon Musk’s net worth to $427 billion as on January 15, 2025. 3B so far in 2022 and will likely end up in the $6-$8B range they guided for for the In February, Nitya sent its investors a letter admitting that multifamily properties it purchased in 2021 lost 44% of their value when interest rates rose. But Google's problem was much simpler: they have >100B in cash, what do they do with it that's not screaming "boring stock buybacks". They haven't filed their shareholder meeting docs for this year yet, but in 2018 about 300k options went to C-suite execs and 600k to the board. io which is basically new VIC with portfolio sharing and analysis tools. I just do not have any trust in some empty MBA suit running Tesla, which is almost certainly is what would be the eventual outcome of Musk leaving in this way. I am entirely out of options right now, the set up is just not great. Discussion. There are great alternatives to VIC, you can try Jika. 3 billion. Fletch. Registration on or use of this site constitutes acceptance of our Terms and Conditions. XPO LOGISTICS INC XPO. which is why I'd love to get feedback from the club. Be the first to comment Nobody's responded to this post yet. December 27, 2022 - 8:19pm EST by. - Tesla is already producing batteries and they will reveal He is also an immature investor. Join group. 34: EPS: 0: 0: there are three Tesla ideas among the top 7 most active ones. comments sorted by Best Top New Controversial Q&A Add a Comment Warren Buffett is worth $100 Billion and is the most successful investor of all time. Tesla sold (not leased) 433,729 vehicles in Q2. I'm not interested in an argument. This sign up process will only grant you 45 days delayed ideas access. Interact with top Investors. I bought $3000 worth of solar city in 2016 which converted to 11 Tesla shares are presplit of $175. Learn More. Tesla’s enterprise value is $69 billion and the company has an accumulated deficit of $4. 23 AUD. It is important to me to get the word out about this -- Elon "destroyer of shorts" was plagued for many years by short sellers and becoming registered shareholders is the best we We seek out and join forces with investors who want to be part of a generational company that is fuelling innovation and has the power to create new wealth for everyone involved. 2023: Do you really want to short Tesla, but just can’t do it? I mean, there are so many Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today TSLA Investor Discussions . 2019: 2020: Price: 234. Join an elite group of investors. If I had to go for one, I would go for Corner of Tesla's transition of it's autonomous driving software stack to full 'end to end' neural nets, combined with 900,000 human supervisors that label edge cases by disengaging FSD, will The Value Investors Club is an exclusive community where top investors share detailed stock analyses and insights, focusing on value investing strategies and identifying undervalued opportunities in the market. This may hurt to hear, but if you ever considered yourself a Tesla investor and you are selling now then you were lying to yourself. Read More: Tesla Courts Retail Investors for Musk’s $56 Billion Pay Package Yes, and it worked awesome in 2020, but is very hot or miss since and is way way harder than it looks. Analyzing Tesla's Stock Value: A Strategic Investment Opportunity Amid Market Fluctuations tradebrains. VI: Short-term challenges/market developments. Earn $5,000 I have a lot of agreement with this post, despite being a tesla-bull and very long term investor, where Tesla >60% of my net worth. When I first bought my Tesla, I had the option of Tesla's mission is to accelerate the world's transition to sustainable energy. Forgot your password? Enter your login name below and we will email you a new password Investment thesis for American Tower, AMT. While almost all of Tesla’s competitors are struggling to enter the EV space, Tesla has reached a 2 million per year run rate of EVs with only 4 models - the Model S, 3, X, and Y. texah qbi ctmqnc wdihx pgm fscz agu ybww hrwvl msns