저자: 미상 · 외국인
요약 보기
찰리 멍거의 테슬라 관련 발언을 재해석하며 멍거가 테슬라에 투자했을 가능성을 주장. 테슬라 인도 대기기간 단축, 2023년 초 주가 반등, 공매도 손실 등을 근거로 제시. 멍거의 과거 비판(2018~2019)과 최근 호평을 대비하고, 'Never bet against Musk' 발언을 강조하며 BYD와 비교.
다듬은 글
in this video we'll dive into a fascinating and often overlooked aspect of a question that is on the minds of many Tesla investors what do the investing Legends Warren Buffett and Charlie Munger think about Elon Musk and Tesla while many guide themselves by the fact that Buffett and Munger have been longtime supporters of Tesla competitor byd they often failed to consider one critical statement made by m about Elon Musk a statement that could change how investors perceive t TLA entirely here we explore why rumors about Charlie Munger purchasing Tesla stock have reached a fever pitch in the media and the overlooked reasons suggesting Munger may have already invested in Tesla stock so puckle up and get ready to learn more about the wise Charlie munder and the factors pointing to his confidence in Elon mus before we get started smash that like button subscribe to our Channel and stay tuned for more Tesla insights despite the ups and downs in Tesla's stock price the company has made significant progress recently for instance Tesla has managed to reduce the delivery wait time for its model 3 and model y vehicles to just one week this development is a GameChanger for Tesla enthusiasts who have long been frustrated by lengthy wait times which often discourage potential buyers the reduced waiting period could lead to a surge in demand for Tesla's electric vehicles potentially influencing major investors like Charlie M to change their perspectives on the company in a recent CNBC interview Charlie muner once a skeptic of Tesla and the broader Eevee Market praised the company for its rapid growth and groundbreaking achievements mja referred to Tesla as an incredible achievement in the American automotive industry this praise marks a stark contrast to mra's earlier criticisms in 2018 he acknowledged Elon Musk as a remarkable fellow but criticized his behavior particular ly his pension for tweeting and Ambitions to colonize Mars muner also expressed skepticism about Tesla's valuation in 2019 labeling it as extreme and speculative however Tesla's transformation into one of the world's most valuable companies with a market capitalization exceeding $600 billion as of January has undoubtedly reshaped munger's perspective munger's evolving view on Tesla underscores the company's monumental achievements and its dominance in the EV sector during the daily journal's 2019 shareholder meeting mja remarked that he would never hire someone like Elon Musk citing his preference for prudent individuals who understand their limitations however he also acknowledged that people who overestimate themselves sometimes achieve extraordinary success this nuanced view reflects munger's belief in the balance between confidence and humility it also serves as a reminder of musk's unique ability to achieve the seemingly impossible even when his methods appear unorthodox at a recent shareholder meeting munder shared his thoughts on Elon Musk and Tesla's roller coaster stock performance he remarked I would never sell Tesla short a direct reference to the dangers of betting against the company muner added never underestimate the man who overestimates himself while MRA acknowledge that musk may be peculiar and prone to overestimate his capabilities he also emphasized that musk's vision is often correct this advice has proven prophetic as Tesla stock has rebounded significantly despite periods of volatility leaving Short sellers with substantial losses the year 2022 was challenging for Tesla with a significant decline in its stock price this downturn was not solely due to broader Trends affecting tech stocks with inflated valuations other factors including coovi D9 lockdowns in China supply chain disruptions and the drama surrounding musk's acquisition of Twitter contributed to the company struggles despite these challenges Tesla's resilience has been remarkable in the first two months of 2023 Tesla's stock price surged by as much as 98% fueled by stronger than expected delivery reports and positive forecasts for the year ahead this recovery has validated monger's caution against betting against musk short sellers who once profited significantly from Tesla's declining stock price have faced substantial losses in recent months in 2021 Tesla's short interest peaked at $ 47.8 billion and in 2022 short sellers earned approximately $1 13.5 billion in Mark tomarket profits however by 2023 Tesla's stock rebound resulted in mark-to-market losses of around 6 .65 billion for short sellers these developments highlight the risks of underestimating Tesla and its Visionary CEO Charlie M's insights into Tesla extend beyond its stock performance as Vice chairman of birkshire halfway munder has played a pivotal role in shaping one of the most successful investment philosophies in history his wisdom on business and investment strategy is highly regarded making his views on Tesla particularly influential while munder has been a longtime advocate for bid a Chinese EV manufacturer his recent comments suggest a growing recognition of Tesla's unparalleled achievements buid and Tesla are both leaders in the EV Market but they catered to different segments Tesla an American company founded in 2003 focuses on high performance and luxury electric vehicles byd founded in 1995 in China emphas sizes affordable EVs and has a larger battery manufacturing capacity muner has praised buid as his favorite stock citing its ability to raise prices in China even as Tesla reduced theirs however Tesla's Global reach and groundbreaking Innovations have set it apart as a dominant force in the industry Tesla's ability to deliver nearly 1.91 million vehicles in 2022 coupled with significant Revenue growth underscores its strong position in the market for the third quarter of 2022 Tesla reported a 55.9 5% increase in quarterly Revenue totaling 2.45 4 billion this growth driven by technological advancements and operational efficiency has reinforced Tesla's reputation as a Trailblazer at the EV sector munger's comments about the broader Financial Market also provide context for usum Tesla he has warned about the excesses of venture capital and private Equity as well as the speculative nature of certain Investments despite these concerns Tesla's focus on Innovation and sustainability positions it as a company capable of navigating economic challenges musk's vision for Tesla including advancements in autonomous driving Energy Solutions and sustainable manufacturing aligns with long-term trends shaping the future of transportation and energy in conclusion Charlie mra's evolving perspective on Tesla reflects the company's extraordinary achievements and its potential to redefine the automotive industry mre's acknowledgement of musk's unique capabilities serves as a reminder of the importance of innovation resilience and vision in driving success for investors mre's words offer valuable insights into the opportunities and risks associated with Tesla as always we encourage you to share your thoughts in the comments below if you enjoyed this video don't forget to like subscribe and stay tuned for more updat
Comments 0