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Why I keep holding TESLA STOCK even though the markets are getting roasted (Ep. 505) webfi network



I examine why Tesla’s 2022 and 2023 revenue, margins and profits will likely experience extreme growth. Quantitative + Qualitative approach to investing. My 2022 & 2023 estimates (note: they could be wrong so do your own due diligence): https://twitter.com/heydave7/status/1485115022741229569

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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

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Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Stocks

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40 Comments

  • Scott Curtis on January 23, 2022

    Ok good video, thanks for sharing.. let's agree on auto sales increases to 2023 . Cyber truck, semi, FSD not in the assumptions because they do not exist at this point in time. If investing is about paying out money now , $900, to receive more money in the future. Question I have is when will I get returns? What form is the return?

  • Michael Miller on January 23, 2022

    Great video Dave! Tesla is going to have awesome performance even though they've been spending gobs of money to get those 2 new factories built plus money funding all of the work they're doing on AI. Should be an interesting quarterly report this week. If $TSLA was worth ~$800 a year ago and they have +87% deliveries, one might think the value would be at least ~$1500 now – or even more taking into account the huge growth in income your charts show. Very cool.

  • Jim Hitch on January 23, 2022

    The Cyber Truck on the road will be great advertising. The Charging sites is great advertising.

  • 01molch01 on January 23, 2022

    These numbers are great to see and just includes the automobile sales, everything else on top like battery production for their megapacks / insurance/ solar etc. which will come to speed in 2022/2023. Mindblowing!

  • clncl L on January 23, 2022

    Always sound and proven voice of investing in a generational company. Thank you Dave !

  • william woo on January 23, 2022

    I support Tesla to help save the environment. I getting old so my last opportunity to help the planet is what Tesla represent. Previous investment was windmills and thenTesla showed up on my radar. Iknowfor certain that i am investedin the right company

  • transendre1 on January 23, 2022

    Operating expenses wouldn't nearly double when they are opening two and a half additional manufacturing plants(Berlin, Austin, Shanghai) ?

  • LA Style on January 23, 2022

    Elon says a recession is coming Summer 2022.

  • Emery Chen on January 23, 2022

    Cash cow! 🐮

  • High Tech on January 23, 2022

    These are the times to pick what YouTubers you want to follow in future. There are a lot I am unsubscribing including meet Kevin.

  • Matthew de Jong on January 23, 2022

    Really appreciate the awesome content as of late Dave! Please keep it up family permitting.

  • Eddie Hong on January 23, 2022

    i've never heard dave more bullish. this is a good sign.

  • creator generator on January 23, 2022

    I have no problem with how Musk much has achieved constructing Tesla (SpaceX & others). I'm a Systems Analyst so I see how it is built up. I also see that Mr.Musk plays 3D chess – thank goodness.
    My concern is that these company's are bucking the status quo and have garnered the attention of the "establishment". We all know, but dare not articulate, that there is a vendetta against Tesla & Mr. Musk. You cannot help but see it once you delve into the company and KNOW the reality verses the MSM FUD.
    We've seen large (apparently bottomless) hedge funds shorting Tesla in the $billions! Legacy auto covertly leveraging their advertising revenue to coerce magazines, TV etc. to paint Tesla in a bad light.Picking up on the slightest issue and inflating it, while only us investors know it's all bogus.
    There's also Bezos constantly suing SpaceX because he's now in bed with that crowd (ULA Boeing etc.), with Boeing being almost forced out of the space industry because of SpaceX.
    My point is that this is to secure support in their vendetta, riling up the masses like a mob going after Frankenstein (Not a great analogy, sure). Many are in positions of authority, like Sen. "Karen" & Sen. Sanders. These people I consider dangerous as they too are supported often by gullible, indoctrinated citizens.
    I'm HODLing but I'm concerned that these efforts and the apparent disparate events of chip shortages, supply issues (GM openly directing suppliers to buy from Tesla suppliers to impact them), & bureaucratic delays in Germany, are conspiring to cause Tesla grief.

    The current California bill to tax Solar PV, in the "biggest" state is also another apparently unrelated attack on Tesla because they have the inside track in that arena. We all see these "headwinds".I for one am under NO illusion that many are coordinated. (The playbook of evil is large, endless and well padded with tactics.)
    While I'm relieved to see "Influencers" calling out this evil crap, I'm pretty sure this runs very deep in society and I'm scared there is worse, more extreme efforts yet to come as Tesla makes in roads in improving our lot in society. So is this going to be enough to stem a possible decline in the perception & hence valuation?

  • 12InchesUnBuffed on January 23, 2022

    in 2025, we will all look back to 2022 and realize that 2022 was the year of accumulation phase.
    $TSLA!

  • robert talavera on January 23, 2022

    Tesla the new apple? 🙂

  • Enkiie LOL on January 23, 2022

    In these numbers, where do you account for the tax Tesla pays? Does the tax come under operating expenses? Or do you have to subtract the tax(25%) from net income?

  • Roger McNair on January 23, 2022

    Dojo, Giga factories for cars and batteries, charging stations by the hundreds, etc. Can anyone tell us how this is being accurately and reasonably included in the cost of operations? For example are they being written off over time or over expected units of production? The most dubious case, in my opinion, would be calculating a cost per unit as a forecast of expenses divided by a forecast of units sold.

  • buff24seven 365 on January 23, 2022

    this is a 60 dollar stock lee….come on man.
    at least that's what Gordon Jonson said lol
    yea Gordon you should wait for Tesla to be 60 dollar again. you dumb shit.
    come on Lee you got to stop saying that word EBITDA its like Nails on a
    chalkboard bro. love the videos great insight.

  • Kiran Jonns on January 23, 2022

    Thanks Dave once again ! I knew when you did the FAANG analysis video, that a dedicated Tesla video was on its way !!! 🙂

  • Pocket Fella on January 23, 2022

    I don’t think they are worth anything like the market says , it only manufactures a small amount of vehicles compared to their competitors so big share price vs small numbers in manufacturing output don’t make any sense

  • Michael Brown on January 23, 2022

    Dave, are you concerned about issues with Tesla service/repair, which look like they’ll get worse as more Teslas are on the road? Now You Know put out a good vid on this recently.

  • Corey Coddington on January 23, 2022

    Thanks for shining a light in the dark murky corners of doubt

  • J Sunshine on January 23, 2022

    Diamond hands👍

  • Raymond H on January 23, 2022

    Insightful share. Love it. Thanks Dave.

  • TENET on January 23, 2022

    I wonder once the Asian EVs land in the USA will Tesla slowly loose Market share like what Happened to legacy US Automakers once Honda and Toyota came over. Long term can Tesla still maintain this stock price level with all the competition coming soon.

  • Richard Scully on January 23, 2022

    Great analysis. People don’t realize the insane margin!
    But…China has incredible vehicles, and many people will grow tired or Tesla design (not me).

  • R.o on January 23, 2022

    I love it!

  • qkktech on January 23, 2022

    Automotive is ok but in 22 they start pr & marketing that takes op a pit down. Tesla has hudge problem with service an that is reason for pr and marketing. Tesla starts their own taxy/rental service platform 22 that makes 2x per car those cars convert later to robotaxies but they start collect client base.

  • ken 1 on January 23, 2022

    Tom Brady is now a spokesman for Tesla. And Elon got it for free.

  • steve cook on January 23, 2022

    Tesla Superbowl ad possible?

  • Don Catalano on January 23, 2022

    Dave, thank you. Your videos are a MUST watch! You bring great analysis and sagacious advice to investors.

  • mindlessnick on January 23, 2022

    Dave, great video!
    I really appreciate you going into more detail with the balance sheet and income statement and helping us understand the more technical side of the companies profits. Don’t be afraid to go more technical. There is plenty of fluff out there and not enough analytical content.

  • Matt Phoenix (Hextraordinary) on January 23, 2022

    I agree totally. I’ve used this strategy with Tesla, and all of my cryptos. Everyone trading has lost. I’ve won plenty.

  • Ravi K on January 23, 2022

    Thank you, Dave!

  • Peter S on January 23, 2022

    When you exclude the noise you’ve got a company that is put together so well, has the worlds leading experts, has growing actual profits, whose products are second to none, and whose operations are state of the art (ahead of the textbooks). That’s why it’s so easy to agree with the concept that shares in the company themselves are a better indication of value than their price. Don’t be too concerned about the price when the object has intrinsic value!

  • raph1260 on January 23, 2022

    What I'm gonna get concerned is that Tesla's are expensive, I really hope they gonna pull out the new cheaper model soon if they want to keep those deliveries super high.

  • Meditation Center on January 23, 2022

    Great stuff Dave, as always!

  • Leo Rock on January 23, 2022

    How do you factor in Tesla energy?

  • Markus S. on January 23, 2022

    If I wanted to lose money, I would sell my Tesla stocks right now.
    So I sit and wait. Not a difficult task, right? LOL
    Thank you Dave for cheering up the community! I think your input, the way you explain things is a really important and valuable mental support for many here, including me.

  • Mark Pelle on January 23, 2022

    Tesla bought and holds 42,902 BTC at avg price of $34,963, or $1.5B. This has close to a 0 down side impact on value of Tesla but holds potential to bring enormous gains in the future. Musk is neither buying or selling BTC and has expressed no guidance on this topic other than to hold. ER may shed more light. GL

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