Tesla (TSLA) do you want it in your portfolio?

[marylander1940]

OP note I would only buy after the product actually works as expected! 

Uber, Lyft stocks jump on heels of Tesla robotaxi event

FINANCE.YAHOO.COM

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Tesla (TSLA) stock is sliding following its robotaxi event, which failed to impress investors with its Cybercab offering. This has sent other rideshare stocks like Uber...

 

Elon Musk shows off two-seat robotaxi

ARSTECHNICA.COM

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Tesla regularly makes bold promises it has not kept. Last night, it made many bold promises about autonomous driving and robotics.

 

[handiacefailure]

I've been dollar cost averaging into TSLA for a long time  and it's had a great return for me.   Took a nosedive today but still double the 12 month low and I have a nice gain on the stock.    Just wish it paid a dividend 

[BuffaloKyle]

There's a Tesla factory here in Buffalo and all they do lately is lay off people.

[+ Vegas_Millennial]

Tesla (TSLA) do you want it in your portfolio?

In my portfolio: yes.

In my garage: no.

[Constantine]

I haven't looked too closely at my US large cap ETFs lately but I'm sure it's in there somewhere.

[NJF]

Time to sale TSLA. The long-term future is bleak 

[MikePDNA51]

I don’t think most people can drive a Tesla. Most people are poor, including me, we live in apartments where there is no charging station to plug in overnight. The garage where I rent a parking spot has a couple chargers that cannot be used overnight. 

[handiacefailure]

15 hours ago, MikePDNA51 said:

I don’t think most people can drive a Tesla. Most people are poor, including me, we live in apartments where there is no charging station to plug in overnight. The garage where I rent a parking spot has a couple chargers that cannot be used overnight. 

That’s why I didn’t buy a Prius prime.   My condo is deeded parking but it’s a shared garage with no outlet    A charging start ion would be expensive and the garage electric is on the common shared line so don’t think the other owners would appreciate paying for me to charge my car

The tax credit would have been really nice though 

[marylander1940]

6 minutes ago, Duwop said:

Am thinking markets may take a hit based on what we've read. What are you all thinking of doing?

 

Buy Tesla!

[+ Just Sayin]

I sold my shares the day after the election despite the possibility that share price would increase in the coming months; corporate leadership is important to me as an investor, and I want stock in my portfolio that I am proud to own; I will keep my Model 3 however, until it's time for a new car, but I do not anticipate buying another Tesla

[+ purplekow]

Given the tenuous nature of business relationships tied to DT, Elon Musk may be jumping for joy now but there is a reasonable chance he will consider jumping off a bridge when he is no longer the Trump flavor of the week.  Any monetary gain from Tesla is not worth it to me and I think it comes with a certain incalculable risk given the bizarre nature of both Musk and Trump.  

Edited November 9, 2024 by purplekow

[mike carey]

A summary usually is that buying or holding shares should be influenced by market fundamentals first and foremost, but also on prospects and predictability. We all have our own reasons for how we assess the predictability of the shares of any company, and our reasons and assessments change over time. ESG is still a thing for some investors and that might include character assessments of CEOs and management. And yes, certainty in market conditions can be affected by external factors, and this appears to be such a time. In this forum, we need to keep some of our reasons for our assessments to ourselves and we all know what to keep to ourselves here.  

[handiacefailure]

I bought another 50 shares Friday.   Keith Fitz-Patrick thinks it is going to really take off.   His advice was great about pLTR 

[pubic_assistance]

The downward pressures on Tesla are a sudden political reaction. Perfect timing to jump-in. It's a temporary market reaction to negative news cycles. The viability of the company growth is still strong. The personal/political implications are still only coming from 50% of his target audience.

[Nightowl]

No

[GTMike]

Contrary to conventional market wisdom of reacting too strongly to "recent temporary" news cycles which i believe and support, in this case he may actually be doing irreparable damage to the "Brand" value and equity attributal to the Company's valuation beyond the nuts and bolts of fundamental financial analysis metrics.

I would be hesitant to naively believe a cynical narrative that what's happening now is a "50% of a target audience" issue, when referring to a Global corporate entity like this.

But who knows lol maybe the other implied 50% (of the domestic target audience), will now be totally enthusiastic to be an engine to force more Electric Vehicle sales!!  

 

Tesla Sales Fall Off A Cliff Globally, Including Germany, Australia, And China | Carscoops

WWW.CARSCOOPS.COM

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German sales were down by a massive 76.3% last month, with Australia posting a similar 71.9% decline

 

Edited March 9 by GTMike
Grammar correction

[Kevin Slater]

Moderator's note:  Alright, let's steer clear of the politics.  We all know where this is heading elsewise. 

[+ sniper]

If TSLA traded at Ford's P/E, it would be something like $14 a share. They're not the only game in town any more and I can't see their multiple making sense if they're not. The long rally is the classic case of "the market can stay irrational longer than you can stay solvent." To be fair, I think the same thing about the market as a whole. 

[BeamerBikes]

Part of me wants to see if it will do a dead cat bounce, but the other part of me is…. The cat just fell off the cliff, the bottom is still a ways down.  As others have mentioned, if you compare it to Ford or GM, you will have valuations maybe $20-$30.  What makes Tesla special? Elon?  Maybe that’s not such an advantage anymore?  
Robo-taxis?  Who’s going to get in a robo taxi when there going to be a crap load of folks driving for uber again as a side hustle?  
Self-driving tech?  Only an advantage if they can sell their cars and right now, that’s questionable. 
I’m also an EV owner btw. Just never was a fan of Tesla’s design philosophy and lock in. So it’s not the car for me. 

[+ FrankR]

On 3/8/2025 at 11:37 AM, pubic_assistance said:

The downward pressures on Tesla are a sudden political reaction. Perfect timing to jump-in. It's a temporary market reaction to negative news cycles. The viability of the company growth is still strong. The personal/political implications are still only coming from 50% of his target audience.

You may be right. But I see too much risk with very little upside. There is no doubt that Musk is distracted with other endeavors and that Tesla is facing a great deal of competition from China and Germany.  PE is 108 - so I would not be surprised if it drops a lot more in the short term. Leaving this falling knife alone. 

[EZEtoGRU]

I don’t see Tesla stock being a good buy. This could be a problematic brand for some time to come…if it survives at all. Penetration in foreign markets is going to decrease rather than increase for the foreseeable future.   In my trips to Toronto/Montreal last year, many of the Ubers I took were Tesla vehicles. That is sure to decline now. I’m sure the same will happen in most other international markets. At least 50% of potential US buyers won’t touch Tesla even if they were interested in purchasing an electric vehicle. 
 

In summary, the future does not look bright for Tesla. 

[GTMike]

On 3/10/2025 at 7:33 PM, BeamerBikes said:

Part of me wants to see if it will do a dead cat bounce, but the other part of me is…. The cat just fell off the cliff, the bottom is still a ways down.  As others have mentioned, if you compare it to Ford or GM, you will have valuations maybe $20-$30.  What makes Tesla special? Elon?  Maybe that’s not such an advantage anymore?  
Robo-taxis?  Who’s going to get in a robo taxi when there going to be a crap load of folks driving for uber again as a side hustle?  
Self-driving tech?  Only an advantage if they can sell their cars and right now, that’s questionable. 
I’m also an EV owner btw. Just never was a fan of Tesla’s design philosophy and lock in. So it’s not the car for me. 

Yeah personally/anectodally I've been a little puzzled regarding the mega hype of Tesla's "Robo-taxi's" as somehow being so new and revolutionary? 

After seeing this article I see why my perspective was too myopic living in LA.

Numerous Waymo self-driving taxi's have been operating all over LA for quite some time. 

 

Ex-Waymo CEO shares why he still thinks Tesla can't compete with Waymo's robotaxis

WWW.BUSINESSINSIDER.COM

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Former Waymo CEO John Krafcik told BI that Tesla has yet to demonstrate a single fully-autonomous ride...

Total anectodal tid-bit;

i live in an area that was in an "Official Warning" Zone during the January LA fires. Very close to one of them.

I didn't have to evacuate but opted to that 1st night and as I left there were fleets of these Waymo driverless taxi's driving towards surrounding neighborhoods of the fire picking up folks transporting them. 

Edited March 23 by GTMike
Just adding to original comment

[EZEtoGRU]

12 minutes ago, GTMike said:

Yeah personally/anectodally I've been a little puzzled regarding the mega hype of Tesla's "Robo-taxi's" as somehow being so new and revolutionary? 

After seeing this article I see why my perspective was too myopic living in LA.

Numerous Waymo self-driving taxi's have been operating all over LA for quite some time. 

 

Ex-Waymo CEO shares why he still thinks Tesla can't compete with Waymo's robotaxis

 

Yea…Tesla seems late to the game on driverless vehicles. I was just in Phoenix and there are Waymo driverless taxis everywhere. 

[Km411]

Just returned from San Francisco; same there—waymos everywhere.

[EZEtoGRU]

Major fallout in Europe has already started.  According to Reuters, February vehicle sales numbers are out for the continent.  Things are not looking pretty for Tesla.  Below is a quote from the article:

Tesla's battery-electric vehicle (BEV) registrations in 25 European Union markets, the UK, Norway and Switzerland fell on average by 44% from the same month of 2024, to under 16,000 cars sold in February. Its market share in the month fell to 9.6%, the lowest February reading in the last five years.

Edited March 24 by EZEtoGRU