Despite the short-term decline in Tesla's stock, the long-term future of the company, particularly in the electric vehicle and autonomous driving industries, is promising and exciting for long-term investors
Questions to inspire discussion
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Why are Tasha Keeney and Bill Baruch buying Tesla stock?
—They discuss the long-term impact of Tesla on the stock market and why they are buying Tesla as its stock declines, emphasizing the promising future of the company.
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Why is Tesla's stock important for the market?
—Tesla's stock is important for the market due to its large number of outstanding shares, inclusion in ETFs, significant options activity, and use in various derivative trades.
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Is Tesla currently undervalued?
—Yes, Tesla stock is currently undervalued due to investor concerns about demand for electric vehicles and for Tesla specifically, making it an attractive investment opportunity.
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What makes Tesla a leader in the electric vehicle industry?
—Tesla is a leader in the electric vehicle industry with competitive prices, a data advantage in software and autonomy, and a focus on long-term autonomy and Robo taxis.
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Should investors be excited about Tesla's long-term potential?
—Yes, investors should be excited about the long-term potential of Tesla's software and hardware, and now is a good time to invest despite the current market uncertainty.
Key Insights
- 📈 Tasha Keeney believes that Tesla's stock decline is shortsighted and the long-term story of electric vehicles is here to stay.
- 🚗 Tesla has single-handedly pushed forward the electric vehicle industry and is poised to do the same for autonomous driving.
- 📈 Electric vehicles are here to stay, and Tesla is a leader in that industry with a story that is not going to change.
- 📈 The long-term future of Tesla's ability to generate massive revenues off of software, not just hardware, is getting more and more certain, making it an exciting time for long-term investors to put money into the stock.
- 📈 "If you have a long long-term Vision, none of that has changed if anything all of that has improved with the bot and energy and robotaxi."
- 🤖 Elon Musk's teasing about the full self-driving software and the potential markets for robo taxis is what investors are really excited about.
- 💰 Bill Baruch of Blue Line Capital is buying Tesla stock despite the stock being "broken" and facing questions about the company's trajectory.
- 📈 The expansion into China and the rapid follow-on of new models led to the outperformance and execution by Tesla over that period of time.
#Tesla #Investment
XMentions: @herbertong @bill_baruch @TashaARK
Clips
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00:00 📈 Tesla's stock is important for the market due to its inclusion in ETFs, significant options activity, and use in various derivative trades, and its impact on the electric vehicle and autonomous driving industries is being overlooked by short-term investors.
- Tasha Keeney and Bill Baruch discuss the long-term impact of Tesla on the stock market and why they are buying Tesla as its stock declines.
- Tesla's stock is important for the market due to its large number of outstanding shares, inclusion in ETFs, significant options activity, and use in various derivative trades.
- Tesla is an important stock that has made a lot of money for investors, and its impact on the electric vehicle and autonomous driving industries is being overlooked by short-term investors.
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03:00 📈 Tesla stock undervalued due to investor concerns about demand, but Tesla is a leader in the electric vehicle industry with competitive prices and a data advantage in software and autonomy.
- Tesla stock is currently undervalued due to investor concerns about demand for electric vehicles and for Tesla specifically.
- Tesla is a leader in the electric vehicle industry and their prices are competitive, making it difficult for other companies to catch up, and they have a data advantage in software and autonomy.
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04:40 📈 Despite market uncertainty, investors should be excited about Tesla's long-term potential and consider investing now.
- The ability to change the narrative in the market is dependent on the macroeconomy, with the FED indicating no interest rate drops, leading to shorter investment time frames and potential short-term volatility.
- Investors should be excited about the long-term potential of Tesla's software and hardware, and now is a good time to invest despite the current market uncertainty.
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07:09 📈 Selling Tesla stock in the short term may not be profitable due to consensus selling pressure, but the focus on long-term autonomy and potential of the company has improved.
- Selling Tesla stock today doesn't mean you're wrong, but it's not good to become anti-Tesla if you were bullish before, as the long-term vision and potential of the company has improved.
- Selling Tesla stock in the short term may not be profitable due to consensus selling pressure, and the speaker is considering options trading to increase exposure to near-term moves while being cautious of the extra risk.
- The Cybertruck may not have had the impact Tesla was hoping for, but the focus on Robo taxis and long-term autonomy is what really matters for Tesla's stock.
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10:14 📈 Despite challenges, Bill Baruch is buying Tesla stock and believes that the bad news has already been factored into the stock price.
- Tesla's Cybertruck has some issues but could still be successful, and despite the stock's current challenges, Bill Baruch of Blue Line Capital is buying Tesla stock.
- The speaker believes that the bad news about Tesla has already been factored into the stock price and is hesitant to buy while the stock is falling.
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12:51 📈 The speaker increased their holdings in Tesla, anticipating a positive impact from future developments and earnings despite potential misses, and emphasizes the importance of adjusting positions based on fundamentals.
- The speaker increased their holdings in Tesla, anticipating a positive impact from future developments and earnings despite potential misses.
- The speaker discusses the impact of guidance and moves on stock trends, and emphasizes the importance of adjusting positions based on fundamentals.
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14:14 📈 Tesla's stock fundamentals are not great, but there's potential for a turnaround and investment opportunity, driven by the company's expansion and future execution in new areas.
- The fundamentals of Tesla's stock are not looking good, but the speaker believes that everything has been resolved and the stock could turn higher, leading to an opportunity to invest in the earnings report.
- Tesla's stock saw a correction due to negative correlation with interest rate expectations, leading to a justified decline in high flying tech names.
- Tech sector is not performing well, leading to reduced expectations for Tesla, with the stock at an interesting level after a year and four or five months.
- Tesla's stock performance was driven by the company's execution in expanding its product line, entering new markets, and taking advantage of the zero interest rate environment, but future significant moves will require new areas of execution such as increased revenues from FSD and energy segments, launching the Next Generation platform, and expanding hardware manufacturing and software infrastructure.
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18:28 🚗 Tesla's car business is struggling, but energy and FSD are growing, with new products and platform in the works, so hang in there for another year or two.
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Duration: 0:19:33
Publication Date: 2024-04-24T21:44:19Z
WatchUrl:https://www.youtube.com/watch?v=cp2SOnqbQak
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