저자: CharlieMunger · 외국인
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Munger는 테슬라가 EV 사업에서 놀라운 성과를 냈다고 평가했다. 2022년 3분기 매출은 약 24.5억 달러로 전년 대비 55.95% 증가, 순이익은 약 33억 달러 수준으로 언급됐다. 반면 Morgan Stanley는 머스크의 트위터 인수 논란으로 주가가 150달러까지 밀릴 수 있다고 봤고, 이를 매수 기회로 해석했다. 영상은 인플레이션과 연준 금리 인상 같은 거시 환경이 투자심리에 부담이라고 언급한다.
다듬은 글
hello everyone the price of Tesla stock has gone up and down Trends the car company shares went down 45 this year after going up almost 50 in 2021 and a huge 743 in 2020 Market forces have put a lot of pressure on the stock price especially since the price kept going down for reasons that had nothing to do with Tesla's success hey everyone welcome back to everything the stock of Tesla almost all Tech and growth stocks recently went up a lot after the Consumer Price Index showed signs that inflation was going down during that session Tesla stock almost exactly matched the nasdaq's wild 7.3 rise however the stock hasn't been able to take advantage of this boost because musk's Sago with Twitter keeps taking away from its growth story and performance several amazing things have been done by Tesla in the electric vehicle Ed industry the company is growing at a rate that many of its competitors are finding hard to keep up with in a recent interview with CNBC investor Charlie mumber talked about how he thinks Tesla is doing better than expected watch this movie to find out what Charlie has to say about Tesla but first don't forget to like subscribe and turn on those notifications Bell to know what's going on with Tesla at all times the haway family Charles Munger musk's Vice chairman recently said nice things about musk's electric car company Tesla calling it an amazing achievement in the American Auto business Munger said that he is surprised that Tesla has done so well which shows how strong the automaker is in the EV business as of January of this year Tesla had a market cap of over $6 billion making it one of the most valuable companies in the world since 2009 Tesla has made a total of 1.91 million Vehicles the automaker made and delivered almost the same number of cars minus 386 759 in the first two quarters of 2021 and 340 0000 in the third quarter of 2022 the company made 2.45 4 billion in sales in the third quarter which is a 55.9 5% rise year-over-year Munger says that Tesla made close to $75 billion during this time which is a 59.8% rise year-over-year Tesla has made important contributions to society and ilon musk the company's CEO has done some good things that others couldn't he also said that there hasn't been a successful new auto company in a long time calling what Tesla has done in the car business a minor miracle Charlie muger has a history of successful investing at the daily journals annual meeting earlier this year the investor experts said that a lot of trouble was on the way for the investment markets he said that while some people were enjoying terrible excesses these were actually bad for the economy Mungus went on to say that the big shorts in GameStop and the Bitcoin Market at the time as well as Venture Capital throwing too much money around were the main causes of these excesses he also said that there was an excess in venture capital and other forms of private Equity manga added that if the government prints too much money it will eventually cause more trouble than any that has been seen in the past and that is no doubt what's happening today with inflation at an alarming rate globally as prices continue to increase across a broad range of spending categories most people find that they spend more on buying Commodities they used to according to the 12 months percentage change in the Consumer Price Index as of October this year prices in the United States have increased 7.7 compared with October last year with inflation on the high side fed had recently raised its Benchmark interest rate by 0.75 percentage points which was the third outsized rate increase in a row bringing the FED rates to 3 to 3.25% in a recent note by Morgan Stanley about Tesla the Investment Company stated that while musk's ownership of Twitter could affect some consumers set toits regarding Tesla any resulting weakness in Tesla shares could create an opportunity for investors Tesla stock is worth less than $200 right now and it looks like the deal with Twitter other issues are making it harder for the company to make money Morgan Stanley says that controversy creates uncertain certainty and that one of the main things that drove the price of Tesla shares so high was investors ability to confidently model the economic outlook for the company's core EV and energy storage businesses which is supported by a strong economic backdrop The Firm also says that this confidence has been tested recently and will continue to be tested until the end of the year while it may not be possible to quantify any possible effects that this may have on Tesla shares this is a common cause for concern among many investors in the territory Tesla has great prospects in terms of Technology car production deliveries Tesla needs to work closely with government agencies especially in the US and China to industrialize renewable ecosystems and develop batteries on land the car company is mostly self-funding right now but it will need to keep a strong relationship with investors to reach the growth that its current market capitalization of $600 billion in chiches it can achieve investment firm also said that Tesla's stock price could fall to $150 before the end of the year it said we'll see a window of opportunity open for prospective Tesla investors potential total sentiment concerns in decelerating EV demand especially in China could see Tesla test our $150 bare case before the end of the year Morgan Stanley also thinks that Tesla may keep lowering car prices in the future it said that it's China a team had talked about the recent big price Cuts in that market and that as a result it expects price cuts to happen in Europe as well where Tesla's G Berlin starts to make more than 5,000 units per week in the future Tesla will cut production costs to lower the price of its cars whenever it can however this will only work if the car company has a tight grip on its Supply so that it can meet the higher demand caused by the low prices of its EVs and its 150 bear at stock price Morgan Stanley said that Tesla shares could trade at about 12.5 times EV per earnings before interest taxes depreciation and ammortization and 23 times PE based on its 2025 forecast it sees this as a great deal for a self-funded Topline grower like Tesla that is in a great position to benefit from rearching the US renewable supply chain at scale Tesla has a big share of the UV Market which is growing very quick this is true both in terms of market share and profit Tesla previously said that in terms of parts and assembly each car costs about $36,000 to make but sells for $110,000 or more this difference in price makes Tesla the world's most successful automaker in this way Tesla is also facing higher demand and is working on ways to easily meet these demands the car maker recently cut the delivery wait time for all of its model 3 and model one buy cars to at least one week long wait times have been a big problem for people who want to buy Tesla cars and now that waight times have gone down demand for the company's EVS has gone down too could go up in related news as well a Japanese company made eight times as much money per car sold as Tesla did a Toyota Tesla reported a net profit of $3.29 billion in the third quarter of 2022 while Toyota said it made a net profit of$ 3.15 billion during the same period even though Toyota delivered eight times as many vehicles as Tesla it's clear that Tesla is not only leading the EV industry but also slowly becoming the biggest car company in the world what do you think about Charlie munger's comments about Tesla let us know below and don't forget to tell us how much you value the company if you want to see what Tesla has been up to in the last few days click on the next video
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