저자: RonBaron · 외국인
요약 보기
자막 기반 영상으로 Ron Baron의 테슬라 장기 보유 주장을 소개. 2018년 발언으로 테슬라 가격 30배 상승 전망, 10년 내 연 1,500만 대 판매 및 시총 상승을 제시. 2022년 1분기 생산량 미달에도 1년 내 100만 대, 4년 내 500만 대 생산 전망 언급. 텍사스 기가팩토리 가동, 사이버트럭·세미 기대감 강조. 분기 실적 및 주가 변동은 과거 설명으로 예측 아님. 장기 보유 관점 제시.
다듬은 글
Today we're going to be talking about why Ron Baron is saying you shouldn't sell your Tesla stock, because you can become the next millionaire. Hello everyone, welcome back to Everything Tesla Stock. Is he correct, or just a loud fan of Tesla? Why does Ron think that having Tesla stock is equivalent to becoming a millionaire? Let's find out.
The transition to EVs from internal combustion engines in the automobile industry has been greatly accelerated, as Tesla is posing a threat to the dominance of internal combustion automakers. Despite criticism and competition from various companies and industries, Tesla has proven them wrong since launching its first Roadster back in 2008.
What are his projections, and why is he so interested in Tesla? Before we go further, if you like this type of content, hit the like button. Happening with Tesla: Ron Baron, the founder of Baron Funds, with a net worth in the millions who has helped make others millions upon millions of dollars, is a financial expert who believes Tesla is going to be greater in a little period of time. "You predicted Tesla will be 30x in the next few years. At least in 10 years, I think it's going to be the biggest car company. I think they're already going to have 10 to 15 million cars sold per year eventually," predicted Ron Baron in 2018.
Being one of Tesla's top stockholders for the past 10 years, he told CNBC in an interview that he is not intending on selling any of his shares anytime soon, at least not for another eight years, because he believes Tesla will have record rapid growth in its stock price very soon. Meanwhile, the market crash at the time made Tesla stock drop rapidly. "I think it could be a 500 billion dollar battery business, 500 billion dollar car business. I give that better than a 50-50 chance," the billionaire buy-and-hold investor said.
As of 2016, Baron Capital Management was one of the top investors in Tesla, and it had just a one percent investment in the company at that time. He predicted Tesla would be one of the most valuable firms in the world, and now he's getting billions of dollars.
It was observed that in the first quarter of 2022, Tesla didn't quite meet expectations set by analysts. It fell short in production by about 7,000 vehicles. That was a pretty big surprise to experts, as Tesla was able to still produce up to 310,000 vehicles, even though Baron projected production of 317,000. This is considering the ongoing macroeconomic challenges, shortage of chips, and other challenges it had along the way. With the production of 317,000 vehicles in a quarter, Baron projected and stated the production of 1 million vehicles in the next four years and 5 million vehicles in 10 years' time. That's a big expectation, but with Tesla's consistency despite hurdles, experts predicted that the industry will be nearly the size of the two top automakers combined. Over past years, year over year, it's recorded an increase of about 81 percent. The projections for Tesla seem pretty optimistic, but it is achievable with the contribution of Tesla's new company in Europe.
Baron, being one of the biggest Tesla fans, has been known to say that Tesla is one of the most important investments he's ever made. At the end of 2020, Baron Funds was one of the largest stakeholders of Tesla, precisely the 12th, still having about 4.1% of his largest funds invested in Tesla stock, even after selling some of his own Tesla stock and even after making a total of about four billion dollars in profit. He believes there is more to Tesla.
When Ron Baron was asked why he invested in Tesla in the first place, he said, "I thought of the great possibility, and that was to transform the cars we built in the United States from gasoline to electric. You had to be a fantastic engineer, a great leader, and have a good understanding of technology in order for this to happen." He's seen great potential in Elon Musk's firm and is ready to continue betting on it while others are betting against it.
Recently, there's been record Tesla success, with revenue of more than 31 billion dollars and a market value of more than 800 billion dollars. This rapid rise is shocking and surprising. As of 2010, its market-based valuation was around 1.7 billion dollars. In the coming years, there could be an increase in competition for Tesla as electric versions of top models are being released by legacy automakers. Despite various challenges from competitors and industries, Tesla still has the potential to become one of the largest automakers in the world in the next 10 years. It's working effortlessly to achieve this quick growth. Throughout its history, it has continuously retained its advantages over competitors in many aspects, like marketing, software development, battery production, sales, design, development, and production of Supercharging features. It continues to challenge its opponents. Its brand image and product features are a few of its assets. Tesla is concentrating on increasing the battery range of its vehicles, and its top electric vehicle models have the longest range available in the history of automobiles.
Tesla Inc. has undergone greater unpredictable changes than any other stock. Even with the struggle of its stock in the first quarter of this year, Elon Musk is a highly competitive CEO, and he has ceaselessly displayed his worth. That has caused a major change in the company, making it widely known on social media and thereby trying to take over the most valuable automakers in the world. He's never wary of proving his competitors wrong.
In the first quarter of 2022, the electric vehicle maker, having seen a powerful decline in its stock price, has best modeled the market's overvalued speculations more so than any other company. Tesla stock has been moving in a regular course, driven by rising interest rates, fear of inflation, and other risks. This was not only pertaining to Tesla, as the markets were undergoing hardships as a whole. At the end of the first quarter, the stock price finally surged above 50 after a rise of 700 percent on February 4th, still about 34 percent down for the year. It then capped off its first quarter in March 2022 with an unbelievable and overwhelming reversal of circumstances. With that result, several investors in Tesla, one of whom was Ron Baron, were not disappointed, being greatly rewarded for their resolute belief and trust in Tesla Inc.
Recently, when Baron was interviewed, he said that despite the difficult times Tesla faced, he's a strong believer in the firm and never doubted its ability to beat all projections. Personally owning over a million Tesla shares, he claimed that his company would have more of Tesla's stock if it were his decision to make. Baron's principle of focusing on the business and not the general thoughts or feelings of the market is excellent advice. Tesla is now back on track and exceeding previously recorded statistics despite the hurdles in its way. Model Y cars are being produced at its plant in Austin, Texas. Another Tesla car production plant near Austin, Texas, called Gigafactory Texas or Tesla Gigafactory 5, is the second biggest in the United States by size and the world's second largest building by volume. It's now producing Model Y cars, with the goal of building 500,000 of them in a year. It was recently opened in April of this year after undergoing construction since July 2020.
According to Daniel Ives, for Tesla to meet Baron's projections and expectations, it's crucial for its plants in Berlin and Texas to produce more electric vehicles to meet demand. He estimated the firm's production capacity to reach 2 million by the end of the year. Earlier this year, Credit Suisse analysts Dan Levy and Trevor Young predicted Tesla would outperform, as it has an advantage over automakers with its ability to maintain high profits despite issues in its supply chain and the low production capacity of its plants. With this, there is little doubt that the company will grow rapidly, just as Baron projected. Tesla's consistency and resolution justified its upgrade. In a few years' time, Tesla is projected to greatly expand and become relevant, with new products moving far beyond its current position. Just as Baron predicted, it'll be 30 times its current position. Currently, Tesla is leveling up, staying on track, and meeting its goals, taking the expansion of its plants very importantly, as that will increase its profit margin when its level of production and deliveries increase aggressively when prioritized.
There's no disagreement with the fact that Tesla has risen 30 times more than its original state. When it started, from a stock price of 17 per share, it grew to 700 per share. What stops it from growing another 30 times? It definitely has the potential to go far beyond that. The Cybertruck and Tesla Semi trucks are game changers, and without being officially released, many people are eagerly anticipating this launch. As long as Tesla continues to be consistent despite great falls and declines in the stock market, it will surpass expectations and even outperform them. Remember the hard time Tesla had in the stock market when Ford introduced the F-150 Lightning? That happened in 2021, but Tesla picked itself back up again and is rising as if it never happened. Tesla is just reaching that goal and getting started with its upgrade. Eyes on the prize: Elon Musk's firm is getting there, just like Baron said. Playing the long game is more likely to make you a millionaire than short-term gains. So what do you think of Baron's predictions? Let us know in the comments section. Thanks.
---
*원문 번역 안내: 요청하신 것은 한국어 다듬기였으나, 입력 원문이 영어 자동 자막이므로 영어 원문을 정리해 드렸습니다. 한국어 본문이 필요하시면 말씀해 주세요.*
Comments 0