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테슬라 주가 관련 영상으로, 최근 상승세와 CEO 머스크의 트위터 논란이 주가에 부담을 준다고 설명. 찰리 멍거가 테슬라에 대해 과거 회의적이었으나 최근 긍정적 발언을 했다고 언급. 테슬라는 2022년 3분기 매출 약 214억 달러, 생산 증가 등 강한 펀더멘털 제시. 모건스탠리는 머스크의 트위터 소유가 테슬라 시총 하락 요인이라 분석하며 2025년 PE 약 23배 가능성 언급. 멍거는 BYD를 최고 주식으로 꼽았다고 소개. 영상은 투자 권유 없이 전반적 관찰 위주.
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this year Tesla has been doing incredibly well which has led many people to think about buying the stock what other outstanding investors think of Tesla stock is a question that many investors have the question of whether Warren Buffett and Charlie Munger his right-hand man are bullish on the stock could scarcely be more pressing at this point Berkshire hathway Vice chairman Charlie Munger has previously expressed disapproval of Tesla while praising Tesla CEO Elon Musk in many aspects in 2018 he also had issue with his actions however Munger recently made some incredibly flattering remarks about Elon and Tesla it's possible that some changes in birkshire Pathways portfolio indicate that Buffett and Munger may have altered their minds about Tesla and are now ctly accumulating the stock in this video we'll go over everything so please watch hit the like button and subscribe in recent months there has been a notable surge in the value of tech and growth stocks including Tesla but despite this Rising Trend Elon musk's Twitter Antics have continued to be a distraction which has prevented Tesla from fully capitalizing on this gain and diminished the company's already excellent growth story and performance however Tesla is capturing a sizable market share and turning a profit as it makes tremendous strides in the quickly growing EV business additionally in response to the spike in demand the business is looking at creative ways to control this expansion according to Tesla the average cost of parts and assembly for one of their cars is $36,000 but the final price is usually at least $10,000 more by cutting the delivery weight times for its model 3 and model y cars to only one week Tesla has achieved a notable milestone for Tesla devotees who have been discouraged by the lengthy weight times that that have hampered sales this information is very reassuring now that the waiting period has been reduced there could be a big increase in demand for the company's electric cars in Q3 2022 Tesla generated a $3.29 billion profit which is quite remarkable given that Toyota delivered eight times as many cars as Tesla did in the same time frame this demonstrates how Tesla is not only leading the electric vehicle Market but is gradually taking the lead in the global automobile Market in a highly significant moment for the company the sage Charlie Munger has made public comments regarding Tesla in the business World Charlie Munger is well regarded for his Keen sense of humor remarkable intelligence and aptitude for spotting and funding profitable Ventures he has been a key contributor to Berkshire hathway success as Vice chairman and has shaped the investment philosophy that has made the company one of the most prosperous companies in history Munger is a well-liked and significant figure in the financial industry because of his views on life business and investing which are highly regarded and sought after by many Charlie has previously criticized Tesla while praising Tesla's CEO Elon Musk in several aspects in 2018 he also expressed disapproval of his action saying I don't think he needs to be tweeting he doesn't need to travel to Mars in my opinion Munger has also voiced doubts on Tesla's value stating in 2019 that it's unclear to me if Tesla will succeed or not the valuation placed on it seems excessive but I'm not sure Charlie Munger has doubts about the electric vehicle Market but one company that defies his misgivings is b a Chinese electric vehicle rival of Tesla since 2008 birkshire hathway has been a shareholder in B Munger has called B his all-time favorite stock with gains on the company's investment exceeding 600% when asked if he preferred buy to Tesla Munger was very clear in his response pointing out that while Tesla's car costs decreased in China last year B was able to boost theirs Munger claims that B has a large manufacturing facility in China which is practically absurd when contrasted to Tesla's facility which is larger than a sizable portion of Manhattan Island nevertheless despite his early misgivings Munger commended Tesla in a recent interview with CNBC Charlie Munger has expressed his admiration for Tesla's outstanding achievements and quick growth in the electric vehicle Market Munger recently stated in an interview that he was positive on Tesla and that the firm has outperformed forecasts Munger has called Elon musk's Tesla a small miracle and an amazing feat for the American Auto sector Tesla has become one of the most expensive corporations in the world surpassing $600 billion in market capitalization as of January this year despite skepticism in the first two quarters of 2021 Tesla produced 1.91 million automobiles at that time 386,000 759 Vehicles were produced by the business in the third quarter of 2022 the manufacturer ship nearly the same number of cars 34,300 with a significant 55.
95% increase in Revenue Tesla's quarterly revenue for the quarter ended in September was $21.44 billion Munger claims that Tesla's Revenue during this period was close to 75 billion doll a significant increase of 59.8% over the same period last year the CEO of Tesla Elon Musk has significantly improved Society in fact Munger said in public that Tesla's success in the auto sector is somewhat miraculous because it has been a very long time since a new successful automaker has emerged known for his Stellar investment track record Charlie Munger issued a warning earlier this year at the daily journal's annual meeting Munger forecast that some people's pitiful excesses were endangering the economy and that the investing markets were in serious peril in addition he mentioned that the shorts had at an all-time high and that venture capital and other forms of private Equity Funds were plentiful Munger ascribed the exorcism occurring in the investment markets to elements like Bitcoin and GameStop additionally he pointed out that while prices continued to climb in all areas of spending individuals were spending more on Commodities than they had a year ago which was contributing to a rapid increase in inflation globally Munger pointed to the Consumer Price index's 12-month percentage fluctuations as of October of last year's proof that inflation was on the rise the Investment Bank Morgan Stanley released a statement about Tesla in which it stated that even if musk's use of Twitter would have a negative effect on consumer sentiment investors could benefit from any subsequent decline in the price of Tesla's stock this comes after The Benchmark rate was increased by 0.75 percentage points to a range of 3% to 3.25% as a result of the Federal Reserves three rate Rises a recent analysis from Morgan Stanley claims that Elon musk's ownership of Twitter is one of the reasons why Tesla's market value has fallen below $200 billion nonetheless the analysis contends that a key element influencing the prices of Tesla's shares is investors faith in the company's ability to project the economic prognosis fell are its energy storage and electric vehicle EV businesses supported by a positive macroeconomic environment while it is challenging to measure the effect of this confidence on Tesla shares investors continue to express anxiety about it and it has recently been put to the test strong fundamentals at Tesla include remarkable car production High vehicle delivery rates stable revenue and profit margins and Cutting Edge Technologies whether Tesla can do even greater things is still up in the air organ Stanley projects that Tesla will make an effort to cut production costs in the future in an effort to bring down car pricing the Investment Group also thinks Tesla might keep bringing down the price of its cars the company's China team reports that there have been notable price reductions in that market and anticipates comparable price reductions in Europe once Tesla's Giga Berlin Factory starts producing over 5,000 units per week Morgan Stanley projects that the expansion of the renewable supply chain in the us might have a substantial positive impact on Tesla a company that can make money and expand on its own because of this the investment firm projects that on its 2025 prediction Tesla stock could trade at around 23 times its p and one 12.5 times its EV per eitaa earnings before interest taxes depreciation and amortization ultimately regardless of our stance on Charlie's overly optimistic assertions on bu Tesla's primary rival or a belief that he Harbors a bias towards the company we will always recognize his exceptional investment Acumen regarding Charlie munger's Tesla allegations what are your thoughts please let us know in the comments section if you enjoy this video please hit the like And subscribe buttons I'll see you in the upcoming video too music Morgan Stanley projects that the expansion of the renewable supply chain in the US might have a substantial positive impact on Tesla a company that can make money and expand on its own because of this the investment firm projects that on its 2025 prediction Tesla stock could trade at around 23 times its PE and one two.
five times its EV per ebit earnings before interest taxes depreciation and amortization ultimately regardless of our stance on Charlie's overly optimistic assertions on bu Tesla's primary rival or our belief that he Harbors a bias towards the company we will always recognize his exceptional investment Acumen regarding Charlie munger's Tesla allegations what are your thoughts please let us know in the comments section if you enjoy this video please hit the like And subscribe buttons I'll see you in the upcoming video too music
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