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by GreenPlastic
3358 days ago
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A couple things here: 1. Profit margin is more like 24% than 15%.
2. Tesla energy generation is currently negative 1% margin, but there was a small note in the most recent investor letter that said they expect long-term margin to be similar to automotive with much faster growth rate - the automotive business has basically doubled year on year for the last 5 years. I think this isn't properly priced in.
3. Demand for MS and MX were way underestimated by most analysts and my guess is the same for M3. Especially with a rumored Model Y.
4. A lot of the execution risk has been worked out with the M3 on track
5. You get a free call option on Tesla roof + Solar City securities start paying out |
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