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버핏과 멍거가 테슬라에 대해 비관적 견해를 가진다는 내용을 소개하는 영상. 자동 생성 자막 기반이라 발언 원문 확인이 제한적임. 결론: 영상은 버핏·멍거의 테슬라 회의적 시각을 강조하나, 명시적 1~3개월 가격 예측은 확인되지 않음. 버핏의 견해: 2억 6천만 대 규모의 기존 차량 교체는 어렵고 전기차 전환은 시간이 걸린다는 입장. 2030년경 전기차가 신차의 약 1/3 수준일 것이라는 취지의 발언 언급. 자동차 산업의 마진이 낮고 경쟁이 치열하다고 평가. 멍거의 견해: 테슬라의 중국 가격 인하와 BYD의 가격 인상을 대비하며 BYD의 중국 시장 우위를 강조. 테슬라 주가가 추측에 기반한다고 봄. 버크셔의 BYD 지분 매각 관련: BYD 주가가 이익의 약 50배 수준이며 과거 일부 매도했다는 언급. 멍거는 BYD를 테슬라보다 선호하는 취지의 발언. 보험·온라인 판매: 테슬라의 보험 진출과 온라인 판매가 기존 업체에 위협이 될 수 있으나 딜러 고객서비스 역량이 있으면 유지될 것이라는 견해. 애플 전기차 및 머스크의 '해자는 시시하다(moats are lame)' 발언에 대한 언급 포함. 리스크: 자동 자막 오인식 가능성 큼.
다듬은 글
hey there welcome back to the finance Zoom Channel get ready for an entreating exploration into investment insights and the automotive industry in today's video I will delve into the thoughts of financial icons Warren Buffett and Charlie Munger regarding Tesla join me as I uncover the reasons behind their unique take on the electric car Powerhouse oh I'm trying to have a future that they are the future over time but you can't change the world the base of the world I mean you've got 260 million vehicles on the road or whatever number it is in the United States and I don't know how many around the world and test the last year reduced its prices in China twice byd increased its prices for direct competitors we're so much ahead of by it did I mean byd is so much ahead of Tesla in China it's like a it's just it's almost ridiculous Tesla the electric car manufacturer has been making headlines for its rapid growth and innovation in the automotive industry the company's advancements in electric vehicle technology and its ambitious expansion plans have captured the attention of investors and enthusiasts alike as I talk about these two legends Warren Buffett's take on Tesla is grounded in the vastness of the automotive industry he highlights the challenge of transitioning an existing Fleet of 260 million vehicles to new technologies underscoring the deep-rooted nature of Transportation Systems meanwhile Charlie munger's insights bring market dynamics into play Tesla's pricing strategies in China which lowered prices while byd increased them reveal a competitive reality Munger emphasizes byd's dominance in the Chinese market questioning Tesla's perceived superiority in certain contexts collectively these viewpoints emphasize the complexities and challenges Tesla faces from the enormity of altering established Transportation Norms to the nuances of competing in a diverse Global Market in a recent Tesla earnings call Elon Musk made a statement that resonates with the whole world given the changing business landscape I think moats are lame what matters is the pace of innovation this observation underscores the evolving dynamics of competitiveness where Innovation and Technology play pivotal roles with these insights in Focus let's start with Warren Buffett given the changing Dynamics and intensifying rivalry does elon's Viewpoint carry significance according to his perspective blonde rights Elon says a conventional mode is quaint and that's true of a bottle of water and he says that the best mode would be to have a big committee position and that is also right it's ridiculous one does not intend to build an actual mode even though they're quaint yeah hmm there's certainly a great member a great number of businesses this has always been true but it does seem like it uh the paces in recent times we've seen some strengths become vulnerable to challenges but others are still strong it's important to keep improving and defending these strengths Elon Musk ideas might change things but certain strong points remain we won't underestimate his projects like his candy Venture but some businesses like making things efficiently and Geico maintain resilience think about Apple entering the electric car World maybe even by buying Tesla Warren Buffett talks about how old American cars are on average showing that big changes in how we power vehicles can't happen quickly he believes that while the world is moving towards using less carbon it takes time for major changes shifting to electric cars Charlie Munger recognizes Tesla's importance as a big change even though it won't happen overnight he knows electric cars are important but he thinks they might only make up about a third of new cars by 2030 so traditional cars will still be around to Electric tops or something like that worldwide I mean you can't change this mass of Transportation uh you can't change in it here it is changing it should change but but in terms of just the math of of of replacing if we said we're going to jump all the cars we have you know the con the economy would stop I mean we can't produce we couldn't replace them additionally when Buffett said I mean you can't change this mass of Transportation you can't change it here his words ring true he means that while change is happening replacing all the existing Vehicles is a huge challenge it shows how Innovation practicality and economics are all interconnected just think about how the economy would be affected if we got rid of all current cars it's a clear example of this transformation size turning to Tesla Buffett's thoughts make sense even though Tesla is making a big impact under Elon Musk his doubts about electric cars becoming widespread quickly make me think he says electric cars might only make up around a third of new cars by 2030 which is surprising considering how much we're hearing about them it's interesting how a seasoned Investor's ideas add a new perspective to the ongoing conversation about electric cars assassin and and it's not easy you know so it's probably easier to develop a new car this compete with stickers but some products have terrific moments and probably Elmer's Glue does you know WD-40 I mean there you go you can there's just certain things that you are not much inclined to be dissatisfied with it and see and I would say that incidentally that the that the iPhone uh you know has a terrific mode I mean people that have an iPhone uh uh or maybe have some other phone but they they want to continue with the product that they've got they want they want the new version it's just easier for them they've learned how to do everything and their life's built around it next up let's explore how Warren Buffett addresses these issues Elon musk's Declaration of Tesla's entry into the insurance realm raises queries about potential challenges for established insurers furthermore as Tesla Embraces online sales and traditional dealerships adapt to reduce Property Holdings driven by evolving consumer behaviors what potential effects could this have on Berkshire Hathaway Automotive ah it is an important it is important to have data on how people drive how hard they break how much they swerve all kinds of things so I don't doubt the value of the data but I don't think that the the auto companies will have any any advantage to that I don't think they'll make money in the insurance business the using the internet to shop for cars is like well using internet for shopping for everything it's another competitor and uh there's no question that people will look for better ways and the gross margin on used cars on new cars is about six percent are there about so there's there's not lots of room in the game but but that's that will be a method and that will sell some cars and that there are you know however Warren Buffett doesn't view it as a force that will dismantle auto dealerships that excel in customer care and service he believes dealerships that genuinely prioritize customer satisfaction and understand their needs will remain resilient while it's not an overwhelming threat the presence of Manufacturers entering the insurance market and shifting Car Sales Online will persist and impact the industry Warren Buffett's way of looking at things is marked by doubt about Tesla's value he talks about how tough it is to do well in the car business and how much money it needs he also points out how many car companies have had problems he talks about how hard it is to keep doing well and how much money it takes to run this business now let's talk about what Charlie Munger thinks he adds more ideas about Tesla Monger doesn't think Tesla will keep being the best because more companies are starting to make electric cars he's unsure about Tesla's value and believes its stock price is based on guesses Munger says the car business is tricky and problems could change what Tesla does his ideas make us think more about what Tesla's future could be like shifting gears let's address another query Berkshire Hathaway recently sold some of its ownership to companies like byd and Taiwan semiconductor this raises a question did they do it for money reasons or is there something more going on like the relationship between the United States and China this question makes us wonder if these choices were only about money or if other things like what Charlie Munger said influence them have anything to do with the relations between the United States and China or was it for purely economic reasons about 50 times earnings that is a very high price on the other hand they're likely to increase their auto sales by another 50 this year so it's we sold part of ours by the way years ago not years but about a year ago at a much higher price than selling for now and uh no we're not a mini Bircher we're not going to have a big correlation between us and what Berkshire does and uh you you could understand why somebody will sell virtual byd stock at 50 times earnings at the current price of byd stock uh little byd is worth more than the entire Mercedes Corporation market capitalization so it's not a cheap stock on the other hand yeah it's a very remarkable company and by the way I want to tell people the great contribution I made to the excessive S6 as a byd e i we got into it through Lulu and and there was a little company that knocked off the Japanese sailboats and I think the chairman who's kind of a genius say I want to buy a bankrupt little crappy Auto plan and I'm going to the auto business from dead scratch when he's making cell phones little tiny nothing governing and both Lilo and I started talking about it please don't do this Charlie munger's smart ideas about how we value stocks especially those trading at 50 times their earnings make us think it's interesting to think about companies like byd which have grown a lot even though their price compared to their earnings is high munger's way of looking at this shows us something unique and he also talked about them selling their stocks at a higher price which adds more to the story remember our way of investing might not be exactly the same as that of a big company like Berkshire Hathaway as Munger wisely says a company's stock price can show how important it is in the market even if it looks like it's worth a lot monger's advice to not rush into decisions reminds us to be careful with our investments see why Munger prefers to invest in byd over Tesla you'll find out why he made this choice well that's easy Tesla last year reduced its prices in China twice byd increased its prices for direct competitors we're so much ahead of by it did I mean byd is so much ahead of Tesla in China it's like a it's just it's almost ridiculous and if you look at byd which most people never heard of Charlie munger's insights help us understand why he might not be so sure about Tesla he looked at how Telus prices changed in China they went down several times at the same time byd a company like Tesla raised its prices this tells us something about how the market Works Munger also talked about how byd is doing better than Tesla in China byd has a huge car making plant like a big part of Manhattan this shows us how big they are and how much they're growing all of this helps us see why Munger thinks byd is important as we listen to their thoughts and they come together we see a detailed picture they've made it's like a complete puzzle that helps us look at Tesla differently this puzzle is based on their many years of being smart with Investments Buffett and Munger tell us that looking at companies for the long term is very important they don't just look at what's popular right now they want to find companies that will do well for a long time they believe that great companies stand out because they have strong qualities that make them better than others and are wise with their finances This Is How They approach investing their words help us understand why Warren Buffett and Charlie Munger might be cautious about Tesla they are experts in investing and their perspective looks at the present and the future giving us a complete picture as you've journeyed through Warren Buffett's and Charlie munger's insights on why they might bet against Tesla you've uncovered a wealth of knowledge now it's your turn to join the conversation how do these investment Legends thoughts resonate with you share your ideas in the comments sparking discussions that dive deep into the intricate world of finance and their cautious stance on Tesla your perspective matters as we explore this ever-changing landscape together if this exploration has sparked your curiosity don't forget to like share with fellow enthusiasts and stay tuned for more enlightening content until next time keep your curiosity alive
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