[ketamine__]

Tesla is 9% of their portfolio. Tesla has a P/E of over 1000. It seems incredibly risky to hold Tesla now.

[webinvest]

Tesla is expected to 4x it’s revenue in 2 years. So in 2 years that could be a much lower PE. Maybe try a PEG ratio or discounted future cash flows

[erhk]

Do you expect $TSLA to stagnate for the next two years then?

[webinvest]

No, you’re misinterpreting it. I don’t expect Tesla’s growth to be flat for 2 years and then 4x in 1 quarter; that would be insane.

[dwohnitmok]

I think parent is talking about the price of Tesla's stock, since your comment seems to suggest that this growth is already priced into Tesla's stock price, meaning that, based on that reason alone, Tesla's stock price is unlikely to increase in the next two years unless it exceeds even those targets.

[LanceJones]

It's their strongest conviction holding. They're limited to 10% exposure to any 1 company...