Cathie Wood calls out Charlie Munger on TSLA Stock (Must Watch)!

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Cathie Wood가 Charlie Munger의 BYD 선호 발언을 반박하며 테슬라 강세를 재확인. Wood는 기술 혁신에 따른 배터리·구동계 원가 하락이 수요 급증을 일으켜 Phillips curve 모델을 반박한다고 주장하고, 이로 인해 Fed가 금리를 인하할 여지가 생긴다고 봄. Munger는 CNBC 인터뷰에서 중국 내 BYD의 제조 규모와 가격 경쟁력을 근거로 BYD를 테슬라보다 선호한다고 밝힘. 테슬라는 중국에서 최근 1년간 두 차례 가격을 인하했고 BYD는 인상함. Robert Kiyosaki와 Patrick Byrne도 Munger를 비판. Kiyosaki는 Munger를 기존 금융 시스템을 신뢰하는 세대로 규정하고 Byrne은 Munger를 과대평가된 인물로 평가. 수치 비교: 테슬라 대당 이익 9,761달러, BYD 1,190달러로 약 8배 차이. 두 종목 PER은 테슬라 57배, BYD 58배로 유사. 영상 결론: 두 기업 모두 EV 업계에서 경쟁 우위를 유지하며 성장 중이라는 중립적 평가.

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01. why do you think Kathy Wood called out Berkshire Hathaway CEO Charlie Munger regarding Tesla stock well wood has always been known as a Tesla bull while Munger is known to be a believer in Tesla's rival byd Charlie Munger and many on Wall Street do not understand that passing along the lower cost associated with technologically enabled innovation in Tesla's case batteries and drive trains will cause a boom in unit demand discrediting the kinesian fed's Phillips curve model wood tweeted on February 18th wood said this in response to Charlie munger's CNBC interview a few days prior in the interview Charlie Munger shared the reason why he prefers an investment in byd over Tesla according to the billionaire investor Tesla reduced its prices in China twice in the last year while byd increased its prices byd is so ahead of Tesla in China it's almost ridiculous if you count all the manufacturing space byd has in China China to make cars it would amount to a big percentage of all the land in Manhattan Island said Monger to this he received backlash from arkhenvest CEO Kathy Wood Rich Dad Poor Dad author Robert Kiyosaki and former Overstock CEO Patrick Byrne that said Kathy Wood threw a tweet retorted that Charlie Munger along with many others on Wall Street does not understand that the lower cost associated with technologically enabled innovation in Tesla's case batteries and drive trains will cause a boom in unit demand discrediting the kinesian fed's Phillips curve model wood believes that Tesla's Innovations will drive down its costs enabling it to slash prices and supercharge demand without sacrificing its profit margins wood also expects Tech advances to alleviate U.S inflation Paving the way for the Federal Reserve to reduce interest rates and fuel economic growth wood also shared her belief that over time Tesla's battery cost will become more competitive as the company continues to invest in its manufacturing capabilities well Kathy Wood has been a Tesla bull for many years she Compares Tesla's disruption of the Auto industry to Amazon's revolutionization of retail or Netflix's effects on the entertainment industry in fact what is so bullish on Tesla that the EV company is the top holding of her Arc Innovation ETF arkk one of the reasons why Kathy Wood and her firm Are confessed are so bullish on Tesla is because of the company's Battery Technology she believes that Elon musk's company has the most advanced Battery Technology in the industry and sees this as a key advantage over its competitors wood also thinks that Tesla's drivetrains are a critical component of the company's future she noted that they are the most efficient and Powerful on the market and give Tesla vehicles a performance and range Advantage besides wood the author of Rich Dad Poor Dad Robert Kiyosaki also expressed disagreement with monger's words in a recent interview with Stansberry Research Kiyosaki said that Charlie Munger is an old man like him Kiyosaki believes that Monger belongs to an older generation of Americans who like and Trust the mainstream Financial system whereas younger people are more eager to disrupt the status quo former CEO of Overstock Patrick Byrne also shared his thoughts Munger is the most overrated mind in America Burns said in a tweet if Buffett had not picked him up Monger would have been the wealthiest good lawyer in La he continued the one great idea he's found and hammered all the way to heaven is explaining how everyone else's good ideas were obvious curmudgeonly between Kathy Wood and Charlie Munger who got it right well Kathy Wood who is a strong proponent of innovation believes that many Market participants can't see the potential of Tesla's technology for optimizing future product costs in theory this should result in an increased demand for the company's EVS meanwhile Munger believes that byd's advantage in China will keep it ahead of its peers including Tesla however it is well worth noting that although byd sells more cars than Tesla today it makes eight times less profit per vehicle on average Tesla makes 9761 dollars per vehicle and byd makes eleven hundred ninety dollars that said Tesla has been lowering prices and offering incentives to attract more customers while byd is just beginning to enter several giant new markets and has very ambitious plans for the next few quarters overall both companies are ahead of the competition in the EV industry and continue to grow and multiply their profits furthermore both stocks trade at nearly identical price to earnings p e ratios Tesla trades at 57 times PE while byd trades at 58 times click on part two to know more about Kathy Woods thoughts