HyperChange | Does Tesla's Valuation Make Sense? š¤ w/ Mayur Thacker @HyperChangeTV | Uploaded September 2021 | Updated October 2024, 2 hours ago.
Deep dive on what is priced in to Tesla's current ~$850B fully-diluted valuation, featuring special guest Mayur Thacker. Starting with Tesla's financials today ($48B revenue & $5.2B EBIT run-rate) and going through the ROIC numbers compared to other automakers and big tech. We try and determine how much robotaxi business or revenue is priced into Tesla stock. Let us know what you think in the comments below! Was Elon right? Is the market giving Tesla a lot of credit for Robotaxi's already? Special thanks to the newest Patreon Producer: Jon Krumerman
Mayur: twitter.com/freshjiva
0:00 Fundamentals Overview
6:13 Interview with Mayur
Support me on Patreon! patreon.com/hyperchange
Music by Marko: soundcloud.com/markothedon & Fritz Carlton: soundcloud.com/fritzcarlton
Disclaimer: This video is purely my opinion and should not be regarded as factual information. I am not a financial advisor. This is not a recommendation to buy or sell securities. Do not assume any facts and numbers in this video are accurate. Always do your own due diligence.
As of 09/22/2021 I'm invested in the following companies/startups/assets: Tesla, SpaceX, Bitcoin, Ethereum, Unisocks, VeeFriends, JOYToys, Square, Arcimoto, Dogecoin, Snap, NFTX, Rainbow Wallet, Atoms, Carta, Pipe, Alloy Automation, Genies, DMN8, Haus, Community, Dadi, Pigeon Loans & others.
Deep dive on what is priced in to Tesla's current ~$850B fully-diluted valuation, featuring special guest Mayur Thacker. Starting with Tesla's financials today ($48B revenue & $5.2B EBIT run-rate) and going through the ROIC numbers compared to other automakers and big tech. We try and determine how much robotaxi business or revenue is priced into Tesla stock. Let us know what you think in the comments below! Was Elon right? Is the market giving Tesla a lot of credit for Robotaxi's already? Special thanks to the newest Patreon Producer: Jon Krumerman
Mayur: twitter.com/freshjiva
0:00 Fundamentals Overview
6:13 Interview with Mayur
Support me on Patreon! patreon.com/hyperchange
Music by Marko: soundcloud.com/markothedon & Fritz Carlton: soundcloud.com/fritzcarlton
Disclaimer: This video is purely my opinion and should not be regarded as factual information. I am not a financial advisor. This is not a recommendation to buy or sell securities. Do not assume any facts and numbers in this video are accurate. Always do your own due diligence.
As of 09/22/2021 I'm invested in the following companies/startups/assets: Tesla, SpaceX, Bitcoin, Ethereum, Unisocks, VeeFriends, JOYToys, Square, Arcimoto, Dogecoin, Snap, NFTX, Rainbow Wallet, Atoms, Carta, Pipe, Alloy Automation, Genies, DMN8, Haus, Community, Dadi, Pigeon Loans & others.
