tag:blogger.com,1999:blog-1520302325239963360.post3506934387219272207..comments2024-01-23T14:04:29.555-08:00Comments on Risk Laboratory: Ophir Gottlieb: * Tesla (TSLA) - Ten Charts that Will Challenge Your Conviction & Everything Else You Know Ophir Gottliebhttp://www.blogger.com/profile/14504557662647338626noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-1520302325239963360.post-74065057089338541582014-08-23T11:43:48.540-07:002014-08-23T11:43:48.540-07:00Agreed. The risk of competition is enormous as wel...Agreed. The risk of competition is enormous as well as technical obsolescence. Market us wildly underpricing risk.Ophir Gottliebhttps://www.blogger.com/profile/02699643319377083669noreply@blogger.comtag:blogger.com,1999:blog-1520302325239963360.post-54203982067968216802014-08-23T10:44:39.783-07:002014-08-23T10:44:39.783-07:00As a percentage the growth is huge. As a dollar am...As a percentage the growth is huge. As a dollar amount it is not. Tesla is priced to perfection for 2024 with the assumptions being: ICE has no life left, nobody can compete with Tesla tech, another tech won't obsolete lithium battery power, the masses will accept EV, gasoline won't get cheaper, there is actually a price point with a positive margin that sells, the gigafactory materializes, Elon remains healthy and focused, etc.. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1520302325239963360.post-88970457574359578832014-08-21T10:15:10.916-07:002014-08-21T10:15:10.916-07:00The results in your study seem to depend on the de...The results in your study seem to depend on the definition of the peer group. Can you please name elements in peer group? It seems to be a bit short sighted to compare very different elements (young start up company and established companies). Would have been very interesting to see results of a comparison with other new tech companies / start up companies. Thanks for your good work!Anonymousnoreply@blogger.com