Tesla's success and profitability are driven by a strong sense of purpose, belief in the company's initiatives, and the potential impact of innovations like the Tesla bot, despite challenges and negative perceptions
Questions to inspire discussion
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What is driving Tesla's success and profitability?
—Tesla's success is driven by a strong sense of purpose, belief in the company's initiatives, and the potential impact of innovations like the Tesla bot, despite challenges and negative perceptions.
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What are the concerns about Tesla's growth and earnings?
—Tesla's growth is slowing, earnings are decreasing, and there are concerns about whether the earnings can support the valuation from the car business and if other projects can come along quickly enough to support the valuation.
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What are the challenges facing Tesla stock?
—Tesla stock is facing challenges due to Elon Musk's controversial statements, institutional control, uncertainty about AI, and the perception of Tesla as just an auto business, causing investors to question the investment.
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What is the potential for future growth in Tesla?
—Despite recent price cuts and decreasing earnings, Tesla's intrinsic value is growing, leading to a fair valuation and potential for future growth.
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Why is investing in Tesla a smart choice?
—Investing in Tesla is a smart choice because of their potential for growth and innovation, making it a valuable asset in the future.
Key Insights
- 🚀 The early days of Tesla were marked by a strong sense of purpose and belief in the company's success, which has now been realized with Tesla's profitability.
- 🔮 The future success of Tesla's energy and FSD initiatives will be crucial in supporting the company's valuation and earnings.
- 🚗 The car business isn't that good of a business, and the decreasing earnings have been priced into the stock, making it a great opportunity to add more stock.
- 🌱 The initial phase of fighting FUD on Twitter was mission-driven and about survival, not just about the stock price.
- 🔮 The concept of big giant option plays could potentially blow open the market for Tesla.
- 📈 Gali's videos explaining Tesla's finances and the potential for profitability with the Model 3 ramp convinced a numbers guy to invest and do research, showing the impact of retail investors on the company's success.
- 💰 "I'm betting on this company because of Elon I want to give him as much power as possible. I feel like he's at third."
- 🌍 The potential impact of the Tesla bot on humanity has prompted Elon Musk to prioritize control over the technology, highlighting the significance of who controls such powerful innovations.
- 📰 "It's like the greatest Heist mental Heist that we've seen in the country or in the world ever is that the convincing of the American people that Elon Musk is bad at business and bad for America and not doing the right thing."
#HerbertOng #XanderSky #AlexandraMerz #GaliFilche #Tesla #Investment
Clips
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00:00 🚗 Tesla's growth is slowing and facing challenges, but its intrinsic value is growing and there is potential for future growth, with the focus shifting to different venture capital projects like FSD and robotaxi.
- Gali Russell, a prominent Tesla investor and influencer, discusses the evolution of the retail Tesla community and their initial purpose of supporting the company through its early challenges.
- Many different voices in the community have shifted their opinions on Tesla, with some bullish investors questioning certain decisions and the company's growth.
- Tesla's growth is slowing, earnings are decreasing, and there are concerns about whether the earnings can support the valuation from the car business and if other projects can come along quickly enough to support the valuation.
- Tesla stock is facing challenges due to Elon Musk's controversial statements, institutional control, uncertainty about AI, and the perception of Tesla as just an auto business, causing investors to question the investment.
- Tesla's intrinsic value is growing, despite recent price cuts and decreasing earnings, leading to a fair valuation and potential for future growth.
- The initial phase of fighting FUD and focusing on survival is over, but Tesla is still a collection of different venture capital projects, with FSD and robotaxi being key components.
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08:12 🚀 Investing in $TSLA is a risky but potentially rewarding opportunity, with a focus on trust in Elon Musk and the company's promises, and potential for significant growth from large option plays.
- Elon Musk's risky expansion plans and the unpredictable nature of Tesla's stock make it a less stable investment compared to other companies like Apple.
- Tesla is in a competitive field for stock investors, facing a burned out period and competing for attention with other companies, but it still has a unique Venture Capital-like business model.
- The stock market is trying to figure out how much value to put on FSD and Tesla bot, which is getting layered onto the core business, making it look super expensive with just the core business but super cheap when considering future developments.
- Investing in Tesla comes down to trust in Elon Musk and the company's promises, with a focus on the potential of Bots and FSD technology.
- Investing in $TSLA has become a safer and more promising opportunity over the years, despite impatience and frustration from some community members.
- Investing in $TSLA is relatively safe due to its strong market position and potential for significant growth from large option plays.
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15:16 🚀 Tesla's financial environment has changed, investors are uncertain about profitability, competition has capitulated, and Gali Russel has influenced others to invest in Tesla.
- Tesla's financial and investing environment has changed, with the company no longer in hyper growth mode and facing a shift in the market.
- Investors are uncertain about Tesla's ability to be profitable and generate cash, leading to no movement in the stock price.
- Tesla is not yet in the AI conversation, but needs to show progress in earnings, gross margins, and breakthroughs in FSD and partnerships.
- Competition has capitulated, Tesla needs to light the path forward, and $26 billion is not enough for the necessary AI investment.
- Tesla has strong financials with $26 billion in cash reserves, but it's not yet at a comfort level for investors to buy.
- Gali Russel made a difference to Tesla by standing up against attacks and educating retail shareholders on the company's finances, ultimately influencing others to join the community and invest in Tesla.
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23:17 🚀 Gali Russel discusses his media empire, passion for investing in Tesla stock, and journey from ETFs to individual stocks, as well as his venture capitalist work and plans for a YouTube series documenting his investment journey.
- Gali Russel discusses his media empire, including the podcast HyperChange and the sitcom 2 VC Bros, as well as his venture capitalist work with Hyper Guap.
- The speaker discusses their passion for investing in Tesla stock and building a community around it, as well as their plans to document their investment journey through a YouTube series.
- The speaker started investing in startups, launched a venture capital firm, and is creating a sitcom about a YouTuber teaming up with a friend to launch a VC fund, inspired by the show "Dave" by rapper Lil Dicky.
- The speaker discusses their journey from ETFs to individual stocks, with a focus on their love for markets and inspiration from G's videos.
- Gali Russel's humor may not be mainstream, but it's well done and appreciated by some, and he is willing to take risks and put himself out there.
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28:14 🚀 Elon Musk's plan to increase his voting control in Tesla, the performance of Tesla stock, and the pending court case regarding his compensation plan.
- The speaker discusses the concept of investing in Tesla stock and other companies, and the idea of creating a show to inspire people to save and invest in order to build wealth.
- The speaker discusses the performance of Tesla stock, Elon Musk's proposal for voting control, and the concept of buyback, with the hope of buying Tesla stock at a low price.
- Elon Musk should be compensated with a new plan, and the Tesla board of directors is working on it, but there is still a pending court case regarding the old Compensation Plan.
- Elon Musk wants to increase his voting rights in Tesla to ensure that retail investors have a super majority and to prevent institutional investors from having too much influence, especially in the context of AI becoming a main topic of Tesla products and expansion.
- Elon Musk should reach 25% ownership in Tesla through ambitious milestones, and there are various options to consider, but the outcome depends on the Delaware case.
- Shareholders have tried to put a phrase into the bylaws for two years now, allowing them to nominate directors and put them in power.
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38:16 🚀 Elon Musk's power at Tesla is a hot topic, with suggestions to increase his ownership and tie his compensation to milestones, despite concerns about media attention and legal issues.
- Tesla lost a proposal vote and is now making it difficult for directors and executives to be voted in with less than 66.6% of shares, but the speaker believes Elon Musk's value to the company justifies giving him as much power as possible.
- Elon Musk owns 13% of Tesla, which could increase to 22% if he exercises options, and it is suggested to give him a similar compensation package to bump his ownership to 30% to account for dilution and taxes.
- Elon Musk's negotiation strategy and motivation as an executive are important factors for Tesla investors.
- Investors believe that Elon Musk should be paid and that it will benefit shareholders, despite the perception that he is already the richest man in the world.
- The speaker has mixed feelings about the situation, expressing concern about the media attention and legal case surrounding Elon Musk's actions, and questioning the uncertainty and lack of answers regarding XAI and its impact on Tesla.
- Elon Musk should have an active compensation plan tied to milestones to enrich shareholders and should be taken off the marketplace by Tesla.
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45:21 🚀 Investors should consider the risks of Tesla's pursuit of AI and Elon Musk's control, as well as the potential impact of activist board members, while finding practical solutions for the company's success.
- The relationship between Xai and Tesla needs clarification, and there are consequences to Elon's tweets.
- Investors should consider the potential risks and uncertainties surrounding Tesla's pursuit of AI and Elon Musk's relationship with the board.
- Elon Musk is concerned about the control of powerful technology like the Tesla bot and wants to ensure he has a bigger say in it.
- Activist board member Ross's attempt to gain votes for his candidature illustrated the potential impact of activist board members, and the speaker also discusses the need for Elon to secure more votes for his Compensation Plan.
- The board will work with Elon to keep him motivated and within Tesla, despite having gone through tough times and legal cases.
- Elon Musk's control over Tesla's decision-making is a concern for stakeholders, but practical solutions must be found to ensure the company's success without hurting regular shareholders.
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56:39 🚀 Tesla and Elon Musk face backlash from government and media, but investing in Tesla is a smart choice due to their potential for growth and innovation.
- The speaker discusses the increasing attacks and misinformation against Elon Musk and Tesla, attributing it to political leanings and divisive comments, leading to a loss of support from former allies and fueling mainstream media's negative narrative.
- Elon Musk and Tesla are facing backlash from the government and mainstream media, causing a loss of trust and faith from the people.
- EVs, including Teslas, work well in cold weather and charging issues in Chicago were due to user error and not a systemic issue.
- There is a lot of misinformation and fear-mongering surrounding Tesla, and it is important to focus on prevention, education, and understanding the context of the issues being reported.
- Investing in Tesla is a smart choice because of their potential for growth and innovation, making it a valuable asset in the future.
- The speaker discusses the upcoming Tesla event and shares their thoughts on Elon Musk's strategy for gaining control of the company.
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Duration: 1:15:33
Publication Date: 2024-01-18T15:32:23Z
WatchUrl: https://www.youtube.com/watch?v=TOpm4ivkvSU
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