저자: MichaelBurry · 외국인
요약 보기
마이클 버리는 테슬라 주가가 추가로 약 70% 하락할 것이라 주장하며, 2020년 이후 테슬라 약세 베팅을 해온 이력과 2022년 2월 주가 35% 이상 급락 등을 근거로 든다. 그는 현재 시장 투기가 1929년 이후 보지 못한 수준이며 자산이 닷컴버블 붕괴 당시보다 비싸다고 우려한다. 반면 영상 후반의 다른 분석가(Luke Longo 등)는 금리 인상기에도 성장주가 반등할 수 있다며 버리와 반대 의견을 제시한다. 이는 영상 내용 중 사회자/다른 분석가 의견으로, 출연자 소속은 제목·설명란에 명시되지 않아 확인되지 않았다.
다듬은 글
Michael bur is welln to movie gor and investors hedge fund manager and investor Michael bur is American he achieved significant profits betting against the real estate market during the 2008 financial crisis the movie The Big Short based on Michael Lewis book told this story Tesla bear bu has predicted a drop in Tesla stock since 2020 Tesla has been hit by Falling electric vehicle share prices supporting bur's expectations bur forecasts another 70% Tesla stock price drop how does bur justify his claims will Tesla stock fall what do other analysts and experts say find out Dr Michael bur is an American doctor computer scientist value investor and hedge fund manager he founded Sign capital LC a hedge fund that made billions of customers when the American housing market collapsed in 2008 in 2001 bur launched S capital LSD which returned 50 5% in its first year bur's smart investment strategy with C earned him $600 million in assets under management by 2004 making him an eye-catching investor in 2020 Michael bur publicly bet against Tesla calling it stock a bubble about to explode he later accused Elon Musk of selling company shares because he thinks they're costly not to pay taxes or peas Regulators we'll revisit this the Tesla stock price fell more than 35% to800 .77 on February 25 2022 shocking investors the Ukraine crisis and Russia sanctions are likely behind this drop a dark cloud hangs over high-tech Enterprises and the electric vehicle industry several Tesla specific issues may be causing Market turmoil its CEO is fighting the SEC on a 2018 deal T successful the firm's bearish put options were because they were never disclosed last month bur told CNBC that he had ended his Tesla bet and that it was a trade does this suggest he no longer expects Tesla stock to fall bur stated in a recent interview that stock market speculation has reached a crucial level not seen since 1929 and that assets are more expensive than when the dot bubble burst he worries the current geopolitical and economic instability May eclipse the 197s he seems to worry that the Securities and Exchange Commission and Federal Reserve are doing little to prevent economic disaster bur stell's shares besides stalking and criticizing Tesla's CEO Elon Musk on Twitter he decreased his common stock Holdings from $137 million to $42 million in Q3 2021 Tesla isn't doing well lately its German Factory is still under construction the opening date has been postponed many times Tesla's European development and expansion depend on the factory their electric pickup vehicle will not be produced until at least the first quarter of 2023 the late 2022 date has been pushed back what do other experts say Tesla Incorporated may be the most popular Wall Street business with more expected outcomes a small group of investment Banks thinks the electric vehical giant will reach $1,400 next year in editorial JP Morgan analyst Ryan Brinkman on the other hand anticipates a decrease in Tesla shares to $325 despite recently upping his firm's price goal the company he wrote recently that the price reflected advantages like a unique business model appealing product selection and cuttingedge Technology he added that its products are daring distinctive elegant and thrilling to drive a functionally strong management team and imaginative leadership Drive the organization however Brinkman revealed difficulties that affect his company valuation late expansion in a higher volume lower priced markets increases demand execution and competition risk the business has a history of over promising and underd delivering so even though technological and execution risk are lower than expected this is compelling this doesn't mean Tesla and musk haven't invented Innovative electric cars and solutions to stress that product launching dates rarely become reality cybertruck rollout will be delayed by at least 2 years Tesla is the first vehicle maker in over 50 years to build itself from scratch for mass production but it still has a long way to go other experts suggest investors shouldn't worry and that current circumstances May favor Grove stocks Tesla Stock May survive a crash According to some analysts while Rising interest rates may worry investors Tesla Shariff are well positioned to weather the storm according to investor Place analyst Luke Longo Grove stocks May climb in 2022 despite popular assumption clearly his theory applies to Tesla he gives the example of the federal reserve's first consecutive rate rise cycle in December 2016 16 eight times in 2 years the FED hiked interest rates this period saw Grove stock surge Kathy Woods Ark Innovation exchange traded fund which represents the Market's fastest growing companies had surged 90% since its launch grow stocks underperformed in 2021 ahead of what most expect to be a new rate hike cycle in 2022 however history implies that growth stocks will recover and Rise significantly once the rape hike cycle begins even even though everyone thinks growth stocks would suffer in 2022 owing to a rate hike cycle buying them now maybe the smartest move history suggests 2022 will be a significant year thus we disagree with bur after a low point we expect the stock to rise and increase faster what do you think about bur's predictions Tesla stock price decline or rise comment below
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