저자: 미상 · 외국인
요약 보기
영상은 찰리 멍거가 테슬라에 대해 과거 비판에서 칭찬으로 입장을 바꿨다고 주장한다. 멍거는 최근 CNBC 인터뷰에서 테슬라를 극찬했고, 주주총회에서 테슬라 공매도는 하지 않겠다고 말했다는 점이 근거로 제시된다. 테슬라 주가는 2022년 하락 후 2023년 초 약 98.8% 반등했고, 공매도 세력은 2022년 약 135억 달러, 2023년 들어 약 66.5억 달러 손실을 봤다고 언급한다. 영상은 멍거가 BYD 주식을 보유한 점도 함께 다룬다. 다만 멍거가 테슬라 주식을 샀는지는 불확실하다고 명시한다. 앞으로의 주가 방향에 대한 명확한 예측은 제시되지 않는다.
다듬은 글
in this video we'll talk about a frequently disregarded facet of a query that tops the list for a lot of Tesla investors what are the opinions of investing experts Charlie Munger and Warren Buffett on Tesla and Elon Musk the fact that Buffett and Munger have long held shares of Tesla's rival B serves as a guide for many but what many Overlook is the one crucial comment Monger made about Elon that has a profound impact on how investors should view Tesla the media speculation on Charlie Munger buying Tesla shares appears to have reached a peak and there is one frequently disregarded explanation for why Charlie in particular is probably going to have already purchased Tesla stock so fasten your seat belts and get ready to discover more about the astute Charlie monger and the possible reasons behind his wager on Elon continue watching and hit the Subscribe and like buttons Tesla has made some success in recent months cutting the weight period for delivery of its model 3 and model y sedans to only one week despite fluctuations in the price of its shares for fans of Tesla who have been detered by the lengthy weight times that have impeded sales this is a noteworthy development this is very comforting information a significant increase in demand for the company's electric cars could arise from the shorter weight times Charlie Munger the Titan of Finance may have had a sudden change of heart regarding the company because of it Charlie Munger praised Tesla profusely in a recent CNBC NBC interview despite his prior misgivings about the electric car sector he expressed his optimism about the company and its exceeding of expectations commending it for its outstanding accomplishments in quick expansion Munger even went so far as to call Elon musk's Tesla an amazing accomplishment for the US Auto sector has previously criticized Tesla and musk so this admiration stands in sharp contrast to that he called musk a remarkable fellow in 2018 but also criticized him for his actions saying that he shouldn't be visiting Mars or tweeting in 2019 Munger also voiced outs about Tesla's evaluation saying that even while he wasn't sure if the company would succeed the price tag was excessive even still as of January of this year Tesla's Market valuation exceeded $600 billion making it one of the most valuable corporations in the world munger's reconsideration of Tesla's position demonstrates the company's noteworthy achievements and standing in the sector this incident during the daily journal's 2019 shareholder meeting is still very much in my memory Munger said that he wouldn't personally hire Elon Musk although he did voice comparable opinions about the man hearing that Munger thought he would rather hire someone who knows their limitations than someone who doesn't was startling at the time nevertheless Munger conceded that overconfident people can occasionally succeed greatly and this is where we ought to stop and give munger's words a close inspection he clarified that he didn't want to be round folks who are constantly winning lar J are living in delusion rather he wanted responsible people in his personal life Monger remarks emphasized the value of self-awareness and striking a balance between humility and confidence however it appears that a shareholder questioned Burkshire hathway Vice chairman Charlie Munger about his opinions regarding Elon Musk and Tesla's recent ups and downs during the Daily Journal annual shareholders meeting my ideas are as well Munger remarked I would never sell Tesla short he declared alluding to a strategy used by speculators to wager on a stock future decline he went on and I'll have another comment a man who overestimates himself should never be underestimated Elon Musk is strange in my opinion and he might exaggerate his own accomplishments but he might not always be incorrect Monger conceeded that musk might be strange and perhaps exaggerate his own abilities but he might also occasionally be correct All Things Considered monger's remarks seem to indicate that he understands musk as a strong man who shouldn't be taken lightly if ever there was wise counsel it is this one MERS observations are sound as those who short Tesla that is those who bet against Elon can attest to the Elon Musk Le Corporation saw a dramatic decline in 2022 and have been listed on a public stock exchange since 2010 it is not sufficient to blame Tesla's stock price decrease to the general trend of tech stocks with inflated valuations going down the company's difficulties were also exacerbated by other elements such as the continuous Co lockdowns in China supply chain interruptions and the controversy billion worth of Tesla shares despite these difficulties Tesla's falling stock price benefited short sellers since the business was a popular Target for shorting due to its high valuations and speculation recent years have seen a high in short interest in Tesla of $478 billion in 2021 and a huge profit for short sellers in 2022 with Mark tomarket earnings of approximately $13.5 billion for the entire year however things took a turn for the worst for Tesla short sellers in the first two months of 2023 Tesla's stock experienced a notable Resurgence with a 98 8% increase from the start of January to the middle of February positive full year delivery projections for 2023 and news a better than expected fourth quarter deliveries propelled this upward Trend moreover the controversy around musk's purchase of Twitter faded especially after he decided not to sell any more Tesla shares furthermore Tesla lowered the price of a few of its models which bolstered investor confidence currently short interest in Tesla is estimated to be $15.75 billion or less than 3% of the total float of the company but as of now in 2023 Mark to Market losses for Tesla short sellers have totaled about $6.65 billion this demonstrates the validity of Charlie's advice you will eventually lose a lot of money if you wager against Elon Musk Charlie Munger has spoken other things in public regarding Tesla during this crucial period for the business as Vice chairman he has played a major role in the development of birkshire hathway and has shaped the company's investment philosophy making it one of the most successful in his munger's knowledge on business investing and life in general is WI appreciated and sought after by many making him a well-liked and respected figure in the finance industry furthermore by a Chinese manufacture of electric vehicles that competes with Tesla disproves Charlie munger's concerns regarding the electric vehicle Market Munger has stated that his all-time favorite stock is bued since taking over the business in 2008 Burkshire hathway has seen Returns on its investment exceed 600% here is a brief comparison between Tesla and B for those of our viewers who are unfamiliar with the company although both Tesla Tesla and B are producers of electric vehicles there are some distinctions between them B is a Chinese firm that was created in 1995 and Tesla is an American company that was founded in 2003 in contrast to bide which is mostly concentrated on the Chinese market Tesla has a larger market capitalization and is more well-known worldwide a greater variety of models including premium Automobiles and trucks are offered by Tesla whilst SP primarily concentrates on producing inexpensive electric vehicles but by he intends to join the European and American markets and has been adding new products to its lineup in recent years in general bid and Tesla are both Market leaders for electric vehicles and are expected to grow even more in the years to come in conclusion Charlie Munger may have modified his opinion on Tesla based on his recent remarks complimenting Elon Musk and the firm's accomplishments even if it is unknown if he has purchased stock in the company given Tesla's recent achievements and Monger realization that musk is a strong person who should not be taken lightly he might have changed his mind about his initial skepticism Munger may still prefer buy to Tesla though based on his long-standing stake in the Chinese electric car maker munger's remarks about Tesla however emphasized the business's noteworthy achievements and its sway over the electric vehicle Market Charlie Munger and other investors reactions to Tesla's upcoming Innovations will be intriguing to watch as the firm innovates and grows its product lineup please inquire if you need any extra modifications or if you have any other queries in conclusion Charlie Munger may have modified his opinion on Tesla based on his recent remarks complimenting Elon Musk in the the firm's accomplishments even if it is unknown if he has purchased stock in the company given Tesla's recent achievements and Monger realization that musk is a strong person who should not be taken lightly he might have changed his mind about his initial skepticism Monger may still prefer B to Tesla though based on his long-standing stake in the Chinese electric car maker munger's remarks about Tesla however emphasized the business's noteworthy achievements and its sway over the electric vehicle Market Charlie Munger and other investors reactions to Tesla's upcoming Innovations will be intriguing to watch as the firm innovates and grows its product lineup
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