저자: SamEvans · 외국인
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결론: 영상은 테슬라를 '기적'이라 평가하며 전기차 산업 성과를 강조하고, 특정 종목의 가격 방향 예측은 없다. 찰리 멍거의 버크셔 해서웨이 투자 성과와 BYD 투자 수익(2009년 투자, 최근 지분 일부 매각으로 수십억 달러 순이익)을 언급하며, 멍거가 테슬라 실패를 예상했다가 입장을 바꿔 '사소한 기적(minor miracle)'이라 표현한 점을 소개한다. 진행자는 멍거의 평가에 동의하지 않고 테슬라의 전기차 제조 혁신을 '현대 산업사의 가장 위대한 기적 중 하나'로 평가한다. 일론 머스크는 멍거의 발언에 감사를 표했다고 전해진다. 진행자는 머스크가 세계에서 가장 많은 비판을 받는 인물 중 하나라고 언급하며 공감을 표한다. 테슬라는 2010년대 초 제조 품질 문제를 겪었으나 이후 제조 공정을 혁신했고, 차량 1대당 수익성 면에서 역사상 가장 높은 수준이라고 평가된다. BYD는 최근에야 이익을 내기 시작했고, 테슬라는 15년 전에 설립된 기업임에도 전기차 판매로 실질적 이익을 낸 세계 유일의 기업이었다고 설명된다. 진행자는 BYD 차량 구매 관련 개인 경험(호주 내 인도 지연, 결제 후 정보 부재)을 언급하며 BYD 호주 법인과 중국 본사가 별개라는 점을 지적한다. 진행자는 과거 테슬라에 대해 부정적 평가를 했던 자신의 영상이 클릭베이트라는 비판을 받은 사실과, 과거 테슬라 지분을 매도했다고 밝힌 사실을 언급한다. 종목별 1~3개월 가격 방향에 대한 구체적 예측이나 목표가는 제시되지 않았다.
다듬은 글
Charlie Mungo big part of the reason for Berkshire Hathaway's incredible success I mean you're looking at 40 years of returns where they've almost always beat the entire stock market index by incredible rates the truth is manga and Warren Buffett are absolute Geniuses and legends even though in the past few years sure they may have been left behind a little bit in some ways they've still gotten some things very very right for example look at the billions of dollars they've made in pure profit on the sales recently within the last few months of a small percentage of their original stake in byd I mean who else picked that who else picked that in 2009 that my friends was genius now manga has well he's sort of apologized to some degree to Elon Musk originally he said Tesla would fail and Elon he agreed now he's saying something very very very different hello my friends welcome to the channel I'm the electric biking great to see you welcome to all the new subscribers welcome back everyone else for those of you who are new my name is Sam Evans and I'm coming to you from Melbourne in Australia well I've got it in Chinese electric EB sitting out here in the yard and I've ordered another one just for interest sake to let you know byd 803 and I have no idea where it is I ordered it many many I think back in March of this year paid for it don't know I paid for it weeks ago don't know if my money's still where it is have been told whether or not I they've received payment haven't been told when I can get the car I know nothing about what's going on so yeah byd in China is a different entity to byd in Australia unfortunately uh the way things are being done here is well let's just say it's controversial but manga and Berkshire Hathaway and Warren Buffett have done incredibly well on their investments in the EV industry but they did not invest in Tesla they said Tesla would go bankrupt instead they well chose to wisely invest in byd now when I say wisely clearly they got it wrong on Tesla and they've admitted they got it wrong but they got it very right on byd now very few people invested in either byd or Tesla in the early years of both companies so you've got to give them credit for at least getting that right anybody give them credit for admitting that they were wrong and saying that Elon Musk performed what manga calls a minor miracle now I strongly disagree with Charlie Munger on this I don't believe it was a minor little in fact I believe it was one of the greatest miracles of modern industrialization that the world has ever seen we'll look back on the history of Tesla and we'll say that my friends was one of the greatest things to happen in the history of the planet now Elon Musk once said that Berkshire Hathaway's Charlie Munger told an entire table during a lunch back in 2009 all the ways that Tesla would fail all the many ways they'd fail why there was no chance that they would succeed must said that while monger's comments made him quite sad I told him I agreed with all those reasons and that we would probably die probably I would go bankrupt and that said it was still worth trying anyway since then manga stance on Tesla has changed dramatically the billionaire investor noted he does not really remember the lunch and hey the dude is ancient now he's a fossil in fact he's one of the oldest men on the planet he's now 98 years old so fair enough that he doesn't remember that conversation 13 years ago back when he was what 85.
I can't believe how smart this guy is for a 98 year old his mind is so sharp how many 98 year olds in existence can think the way he does I just don't know how this is possible whatever the dude's drinking whatever is eating whatever he does to keep his mind quick and smart I need to work out what that is so I can I can Channel some of that myself now the billionaire investor said he does not remember what must said or what he said but he believes Tesla deserves huge credit for what it has accomplished I was certainly surprised that Tesla did as well as a did Tesla made some real contributions to this civilization we haven't had a successful new auto company in a very very long time what Tesla has done in the car business is a minor miracle I could personally address Mass accomplishments as well he said that Tesla CEO has done some good things that others couldn't do and musk said he responded by saying Mr munger's words are much appreciated in fact he tweeted that within the last day I think this is kind of nice at the moment what's happened because you know what I'm getting some emails from you guys telling me I should be making videos saying what an Elon Musk is Rara but maybe it's worth stopping to consider for a moment that there's no one living on the planet right now even even Vladimir Putin himself that gets more criticism from individuals and companies and well just from people all over the world than Elon Musk now I felt the same way a few years ago about LeBron James LeBron James has gone through this period in time where he was just being criticized constantly a lot of public figures get this kind of criticism but have you ever stop to consider what that would be like if that was you in that position you're probably saying oh yeah but if I was a billionaire but we're still all human beings I didn't have any idea to know what it's like to be Elon Musk but I do know what it's like to be publicly criticized constantly it happens here on this channel there's probably a few thousand comments a day on the channel and on those if only five percent of those are negative I'm still getting railed out constantly and I do read some of these comments in fact I've read some of five minutes ago people saying I was clickbaiting people by telling what I thought was my honest opinion about Neo giving as many facts as I could on why I believe that company is in significant trouble why I sold my shares apparently I was clickbaiting and a bunch of other things that I won't repeat on here there was fufs and F right you know so I do kind of feel for Elon Musk because I'm getting this a little bit you know thousands of times but nothing nothing in comparison to what Elon Musk gets and I I actually think Charlie Munger kudos to him for saying this but at the same time I strongly disagree that it was a minor miracle it was a major Miracle what Tesla did the truth is the tests were able to do something that no other automotive company in the world was able to do until what like two quarters ago when byd started making a profit before that the only company in the history of the planet that made an actual real profit from selling electric cars was Tesla and that company didn't even exist only 15 years ago now the fact that they were able to just revolutionize manufacturing they have Revolution remember when Tesla started and Tesla's manufacturing was not very good they were new it was tough building cars is not easy getting the quality right is not easy and it was a nightmare situation but they went from there to as you can see in Sandy Monroe's videos revolutionizing the way that vehicles are made today now today companies rather than mocking them which is what they were doing They're copying them they're literally copying them and they should be because you should be copying the company that does it better than anyone else and they do just look at the weight of it tells the car it is Miles Ahead of the majority of the competition that is one key factor Tesla vehicles continue to get better and better and better they don't stand still Legacy auto yeah I think for the most part they're pretty happy to take it easy take it slow stand still you know revolutionizing manufacturing processes is not what they do Tesla on the other hand is constantly evolving to the point where they make more money per car than any other big company in history in history that my friends is a major Miracle what tells the port off what Elon Musk and Tesla pulled off together was one of the greatest miracles in modern industrial history and we'll look back at it when all the emotions gone when all the the hatred for some tweets and comments when all that's gone and disappeared and those feelings are gone we'll look back at it and we'll recognize it for what it truly was thank you for watching bye
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