r*m
发帖数: 16380 | 1 but TSLA's stock price is |
v******r
发帖数: 1630 | 2 tsla P/S = 9.96, it is just fine for a growth tech stock. |
r*m
发帖数: 16380 | 3 Let's do some elementary school math:
a few years later, TSLA may sell 100,000 cars per year
assuming (very generously)TSLA can make $10,000 profit per car
100,000 x $10,000 = $1 Billion profit per year
That's a few years later, and everything has to work out perfectly from now
on.
TSLA has a market cap of 20 Billion as of now
That's already a PE of 20. |
c********r
发帖数: 649 | 4 tesla's gross margin is 25% already, their goal is 35%.
now
【在 r*m 的大作中提到】
: Let's do some elementary school math:
: a few years later, TSLA may sell 100,000 cars per year
: assuming (very generously)TSLA can make $10,000 profit per car
: 100,000 x $10,000 = $1 Billion profit per year
: That's a few years later, and everything has to work out perfectly from now
: on.
: TSLA has a market cap of 20 Billion as of now
: That's already a PE of 20.
|
t******y
发帖数: 1942 | 5 卖萌（cellardoor-->selladoor-->卖门-->卖萌）
你今天表现不错！
【在 c********r 的大作中提到】
: tesla's gross margin is 25% already, their goal is 35%.
:
: now
|
c********r
发帖数: 649 | 6 as long as the music is playing, you've got to get up and dance
【在 t******y 的大作中提到】
: 卖萌（cellardoor-->selladoor-->卖门-->卖萌）
: 你今天表现不错！
|
v******r
发帖数: 1630 | 7 Elon Musk, "the stock price is probably about right, compare with other
equities,given where the company is heading"
http://money.cnn.com/video/technology/2014/01/16/t-tesla-cheape
now
【在 r*m 的大作中提到】
: Let's do some elementary school math:
: a few years later, TSLA may sell 100,000 cars per year
: assuming (very generously)TSLA can make $10,000 profit per car
: 100,000 x $10,000 = $1 Billion profit per year
: That's a few years later, and everything has to work out perfectly from now
: on.
: TSLA has a market cap of 20 Billion as of now
: That's already a PE of 20.
|
q******9
发帖数: 925 | |
v******r
发帖数: 1630 | 9 nope, not after a parabolic movement like this. buy the dips.
【在 q******9 的大作中提到】
: 想问一下现在加仓是不是好机会？
|
d**j
发帖数: 23329 | 10 苹果当年卖iphone跟ipad都没现在卖得多，但是估计都飚到700。就是因为但是苹果产
品独步天下，等到其他竞争对手跟上来的时候，股价就会慢慢下降了。
【在 r*m 的大作中提到】
: but TSLA's stock price is
|
|
|
L*******n
发帖数: 3169 | 11 所以你的逻辑就是搏傻，等人接盘，哪怕你也知道股价之后会跌，就如苹果。
这当然是个策略，只要你能保证你不是最后一棒，比如nflx上一次涨到300的时候
【在 d**j 的大作中提到】
: 苹果当年卖iphone跟ipad都没现在卖得多，但是估计都飚到700。就是因为但是苹果产
: 品独步天下，等到其他竞争对手跟上来的时候，股价就会慢慢下降了。
|
d**j
发帖数: 23329 | 12 不是搏杀，任何股价都有跌的一天。产业更新，十年河东。跟着潮流而已。
【在 L*******n 的大作中提到】
: 所以你的逻辑就是搏傻，等人接盘，哪怕你也知道股价之后会跌，就如苹果。
: 这当然是个策略，只要你能保证你不是最后一棒，比如nflx上一次涨到300的时候
|
v******r
发帖数: 1630 | 13 US sales 2013
Tesla Model S: 17,650
Mercedes-Benz S-Class: 13,303
BMW 7 Series: 10,932
Lexus LS: 10,727
Audi A8: 6,300
Porsche Panamera: 5,421 |
r*m
发帖数: 16380 | 14 Tesla has only model S
others have >10 models
【在 v******r 的大作中提到】
: US sales 2013
: Tesla Model S: 17,650
: Mercedes-Benz S-Class: 13,303
: BMW 7 Series: 10,932
: Lexus LS: 10,727
: Audi A8: 6,300
: Porsche Panamera: 5,421
|
d**j
发帖数: 23329 | 15 当初apple就卖mac，后来才有ipod，iphone，ipad。卖多少真的不重要，关键是是否领
先。
【在 r*m 的大作中提到】
: Tesla has only model S
: others have >10 models
|
v******r
发帖数: 1630 | 16 明年出 Model X， 估计也会是美国 full size luxury SUV的销量老大。三年后 Model
E.进军 small size luxury sedans市场。
【在 r*m 的大作中提到】
: Tesla has only model S
: others have >10 models
|
d**j
发帖数: 23329 | 17 无论怎么样，只要一堆跟尾狗跟着tesla做车，这个股价就是好的。看看三星跟着苹果
。nokia就好象现在一些老牌车厂。
Model
【在 v******r 的大作中提到】
: 明年出 Model X， 估计也会是美国 full size luxury SUV的销量老大。三年后 Model
: E.进军 small size luxury sedans市场。
|
