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so people are dumbfounded did Tesla stock and we worth almost as much as General Motors and Ford combined that's right test less than eighty four point five billion dollar mark he kept GM's at fifty blade for 237 billion we hear this griping every time Tesla takes out every time Tesla takes out an important level I remember the concentration when it grew bigger than four then bigger than GM now it's not mr.
size to them put together I gotta tell you I'm dumbfounded two dumbfounded at Tesla stock hasn't going even higher why because the stock market loves growth and this market in particular can't get enough of it this is a chart of growth people Tesla s growth in space of course investors will pay up for gym is barely adequate for it's actually tricking nobody wants to pay for stagnation plus Tesla's got a rapidly expanding business in China which is all the more impressive when you considered that Ford's China business is in big trouble and GM just told us it's Chinese business will be down this year just like last year fell fifteen percent people are mocking the fact that you I must hit a jig last night on the Shanghai stage where he unveiled the new cars I see who can blame him he built a new plant that could Bruce a 150,000 cars and he did it in just ten months Ford GM he's struggling to get that similar plant up running in eighteen months they're more in the habit of closing factories than opening them even better must says this new plane can get his capacity up to 250 thousand maybe a couple years as far as I'm concerned the guy can dance naked after those accomplishes I don't care more importantly though these kinds of comparisons between the old guard and the new ones worthless Wall Street will always pay much more for fast-growing companies with fabulous prospects I remember in the eighties when Merck and then coca-cola PepsiCo passed the valuation first you are still in the gym at Ford we're all agog it had to be wrong no it's silly this incredible bull market at the beginning 1981 it's been about one thing and one thing only growth if you have it your stocks worth more than a similar company in the same industry it doesn't have it unless s growth free companies can be taken over that is pretty much of a loser in the eyes of growth oriented investors and I don't see footage ham being acquired value investors just want the dividends and they hope they hope that they're being paid to wait for a turn crucially value investors the cheapstakes it just it's what they are that's why you can't compare gross talk to a value stock they pill two entirely different audiences most audiences like growth now I got really bullish on Tesla about 150 points ago when it became clear that the company can make money maybe even a lot of money as soon as next year at the moment you're getting another wave of conversion from bears to balls 27% of float is still sold short which is way too high for a couple of positive earnings that can raise two billion dollars if it needs it on a dime what else made me go Bush Elon got serious stop tweeting stop consoling the SEC solar business became a positive not a drag someone threw a rock to suppose the unbreakable window of a Tesla new pickup truck it went through it and no one cared in fact the Boston sky rocket what more can you ask for the Ford and GM versus Tesla comparison is just a parlor game Tesla's got electric electric vehicles that's the future GM has an electric vehicle no one seems to want who the heck knows what Ford's up to who cares wake me up when Tesla's double the value of Ford and GM put together it's double that's what I might take a pause of my policies' but only if GM and Ford gain in value from here because that they decline a double is too easy stick with Kramer [
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