Tesla's Trillion Dollar Moment: A Valuation Revisit!
Musings on Markets
NOVEMBER 9, 2021
If you are interested, you can see my valuations from 2014 , 2016 and 2017. The second is on investment and capital intensity , where it has managed to take what critics pointed to as weaknesses (unwillingness to build large and expensive assembly plants ahead of time, to meet future demand) and made them into strengths.
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