Tesla: From Disruptor to Just Another Automaker?
In October 2021, I wrote that Tesla's massive valuation might be justified. At that time, Tesla was valued at $1.1 trillion,close to its all-time high. Only four U.S. companies were worth more - Apple, Microsoft, Alphabet, and Amazon. I owned Tesla stock then, believing that traditional metrics of valuing a company did not apply to Tesla.
May 6, 2024
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4 min read
Structural analysis
of automotive disruption
What investor decks don’t cover.
And industry coverage doesn’t ask.