저자: RonBaron—영상내주발언인물 · 외국인
요약 보기
테슬라는 자동차 외에 배터리·태양광·AI·자율주행 등으로 성장 잠재력이 커서, 자율주행이 완성되면 세계 최고 시가총액 기업이 될 수 있다는 낙관론이 중심인 영상입니다. 론 배런은 2014년부터 테슬라에 투자해 약 20배 수익을 냈다고 언급되며, 주가가 최소 8년 더 오를 것으로 전망하고 장기 보유 의지를 밝힙니다. 배런 측은 2025년 주가 500~600달러, 8~10년 뒤 기업가치 약 4.5조 달러를 목표로 제시했고, 연간 2000만 대 생산 시 2030년경 매출 1조 달러·영업이익률 약 30% 가능성을 말합니다. 단기적으로 2022년 약 100만 대 인도, 연 50% 성장 가정이 제시되며, 판매와 점유율이 늘면 매출 목표 달성이 가능하다는 입장입니다. 머스크 역시 테슬라가 애플과 사우디아람코를 합친 것보다 커질 수 있다고 주장했고, 배런은 이에 대체로 동의합니다. 분기 인도 부진(약 7,000대 미달 등)과 수요 문제는 단기 걸림돌일 뿐 무시해야 한다는 입장이며, 한 종목 집중 투자에 대한 비판도 인지하고 있습니다. 배런은 로봇택시·로봇 사업과 자율주행이 장기 성장 동력이 될 것으로 보며, 스페이스X 투자 확대와 여행·헬스케어 기업 투자 확대 사실도 언급합니다. 리스크로는 자동차 매출 의존도, 인도 목표 미달, 머스크의 트위터 투자 등 경영 분산이 언급되었습니다. 영상 중간 광고(신원도용 보호 서비스)는 투자 내용과 무관합니다.
다듬은 글
Tesla has the ability to grow significantly from where it is today it is considerably more than just a car firm it also has battery solar Ai and other businesses hey guys glad to see you back Tesla shares if successful Tesla's expansion into autonomous driving technologies will usher in a new era of Transportation Innovation the business might start a robo taxi service and a number of other ongoing projects if it can fully develop self-driving technology this might Propel Tesla to become the most valuable company in the world and place it in a position that other automakers cannot match globally the stock expert claims that many Tesla supporters including billionaire investor and longtime Tesla supporter Ron Baron share this Viewpoint Tesla is in a good position to increase its own Revenue in the future what does Ron Baron have to say about Tesla from the perspective of its investors well it will be covered in this video but first if you enjoy this kind of material don't forget to hit the like button Subs subscribe and enable notifications to stay up to speed on Tesla news Ron Baron an American fund manager and Tesla investor has once more shared some long-term forecasts for Tesla despite a year tier declined nearly 40 the asset management firm is still bullish on Tesla and according to Baron his company have made about 20 times the Returns on his $380 million Investments on Tesla Baron is the CEO of Baron Capital Management which is currently one of Tesla's alleged investors Tesla bull stated in an interview that Baron Capital Management has invested in Tesla since the company's shares were trading for $40 per and that it has gained nearly $6 billion since that time having originally purchased a position in Tesla in 2014 through Baron's Holdings and client Holdings Baron has long been an advocate for the Electric Vehicle Manufacturer Tesla's stakes in Baron Capital owned by the billionaire are around $4 billion Ron Baron has long been one of Tesla's biggest investors and he has has no intention of changing that the financial expert recently told CNBC that he expects Tesla's soaring stock to continue Rising for at least eight more years and that he will continue to retain the company's stock I believe we will make three four or five times that much money from Tesla he claimed from here I believe this is just the start of what Tesla is doing Baron is confident that Tesla will have a successful future and that its investors will receive enormous returns speaking of which you should protect your funds and earnings from identity theft as an investor AA is the video sponsor for this section your data isn't always safe in today's ever expanding internet world because sensitive and personal data can be readily compromised America's fastest growing crime right now is identity theft over 49 billion Americans suffered from identity theft in 2020 at a total cost of $56 billion this is why we're thrilled to work with aura who is both the official digital security sponsor of the weakened Minnesota timber wall and the sponsor of this film the best identity theft and financial fraud security is offered by Aura it also functions as antivirus software a VPN and password management software Aura keeps an eye on the internet and the dark web and notifies you if any of your accounts or passwords have been compromised to be informed of any unauthorized credit card activity or suspicious transactions you can also activate expenditure alerts Aura is currently available for 2 weeks of free obligation free use visit aura.com testlab to begin your 14-day free trial Please be aware that by clicking the link in the description below to test Aura you're helping to support our little YouTube channel and the cost of making these films we really appreciate it thank you let's resume watching the video Baron has a significant stake in Tesla's stock but it is clear that the company is still far from being ready for him to profit from his investment the Tesla ball confirmed his Readiness and ability to achieve this when asked whether he anticipates owning Tesla shares in 8 to 10 years Baron is quite bullish on Tesla despite the fact that his company bearing Capital sold almost a billion dollars worth of Tesla stocked to lower investor risk and may still cut its holding in the future between 2014 and 2016 bearing Capital invested roughly $380 million in Tesla as of April of this year the company had roughly 12.8% of its entire assets under management invested in Tesla totaling about $6.2 billion at the time at an average price of just $50 per share describing his Target price for Tesla according to Brown he anticipates that Tesla stock will be worth between $500 and $600 per share in 2025 and that the firm will be worth roughly $4.5 trillion in 8 to 10 years but Mark pointed out that Tesla has a lot of work to do to get there according to Baron who spoke with CNBC Tesla is expected to produce huge games that would ultimately boost its estimated valuation of $4.5 trillion in order for Tesla to be valued at what Baron wants it to be it would need to increase its current value by $570 billion the stock Buu anchored his valuation even further targeting Tesla's annual car production he put a lot of emphasis on the company's potential to grow greatly over the next 10 years and eventually sell around 20 million Vehicles annually speaking specifically Baron said said that by 2030 Tesla might reach $1 trillion in revenues and operating profits at approximately 30% if it produces 20 million cars annually and sells them for about $50,000 a piece still on track Tesla will sell just over 1 million vehicles in 2022 and will experience annual growth of 50% Tesla may eventually meet Baron's Revenue forecasts if it continues to boost car manufacturing sales and market share globally according to baring he does concur with musk's previous claims that Tesla would bro to be larger than both apple and Saudi oranco put together which suggests an October valuation of more than $4 trillion musk stated that he thinks Tesla will one day surpass Apple oil Giant and Saudi aramco in terms of market capitalization although musk added that the road to this valuation will be very difficult he still thinks Tesla will be worth twice as much as Saudi oranco or roughly around that of apple and Saudi oranco for a combined market cap of $4.6 trillion if musk is correct then Tesla stock may be well on its way to extremely high levels High figures Ron Baron has acknowledged that his fervent bullishness on Tesla has drawn some criticism despite the fact that he does not appear to be changing his position anytime soon he claimed that he was receiving harsh criticism for holding a sizable portion of the company's assets in just one stock Ron Baron counselled investors to ignore short-term roadblocks like the company's missing deliveries in an interview in the first quarter Tesla delivered around 310 vehicles falling about 7,000 short of its Target Street's consensus estimate indicates that the automaker also underd delivered in the third quarter of this year which has caused various demand related issues according to Baron Tesla will be able to produce a million cars every quarter in four years and in 10 years his estimation of Tesla predicts that number might reach as high as 5 billion Baron underlined that this bull case excludes Tesla's other areas of development and entirely depends on the company's EVS Revenue Tesla's robotics driverless vehicles and even its battery business were not included by Baron he noted that there are many things happening at Tesla that make it difficult to stay up with the company when he reaffirmed that Tesla CEO Elon Musk believes the Tesla Bots would eventually outnumber the vehicles Baron may come across as humble in his new Target room at Tesla but as estimate gives him a margin of safety on his investment Baron has the same positive outlook for both Tesla and its sister firm face bran said that he has recently been investing in travel and Healthcare companies during a prior interview with CNBC he also disclosed that he increased his shareholdings by an additional $100 million during the SpaceX run despite the somewhat challenging market conditions Baron appears to have maintained his bullish stance on Tesla over the years he still holds the view that SpaceX will eventually rival Tesla as the largest corporation in the world in 10 years according to Baron Tesla would eventually produce 20 million automobiles annually or 5 million per quarter the size of Tesla's Automotive division will be comparable to that of Volkswagen and Toyota the two biggest automakers in the world today Elon Musk the CEO of Tesla continues to have Ron Baron's art and support he has previously stated that he isn't too concerned about musk's recent decision to invest in Twitter and that he won't let it become a distraction instead he believes that must investment in Twitter is helping his overall marketing and that the Tesla and Twitter CEO will continue to concentrate on issues that matter what do you think of Tesla's CEO Ron Baron's Revenue goal if you think it will be able to create 20 million cars annually let us know in the comments below if you want to learn more about recent events click the next video to the right on your screen
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