This is the worse analysis I have read so far. Estimating revenue is not just taking CAGR from the air. A respectable analyst will look at the details. Without the details, it is just a number game anyone can do. Revenue needs to be estimated from the point of view of cars to be delivered based on capacity and ASP. And useprofit margin that is in line with the current situation and the fact that Tesla is doing lots of cost reduction through operational efficiency and giga casting, eliminating many parts and costs. 

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  • littlesweetie
    ·2022-05-11
    现在马斯克完全被推特分散了注意力,让特斯拉公司的业绩变得不那么确定。未来几年对特斯拉来说将是一场艰苦的战斗。如果CEO在关注特斯拉24x7就好了。
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  • CyrilDavy
    ·2022-05-11
    In addition to building more factories and achieving the annual sales target of 20 million vehicles, Tesla also needs to increase models to meet the needs of more consumers.
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  • KittyBruno
    ·2022-05-11
    The point being, serious competition is coming, which will likely squeeze margins, which will likely impact valuation.
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  • CET 789
    ·2022-05-11
    [What] [What] [What] [What] [What]
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  • Hosay_hosay
    ·2022-05-11
    [LOL][LOL]
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  • MinisterZY
    ·2022-05-11
    :)
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  • Henryee18
    ·2022-05-11
    WTH?
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  • Sheldon85
    ·2022-05-11
    Gd
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  • stsockli
    ·2022-05-11
    :)
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