Wednesday, October 13, 2021

TSLA in Sweet Spot for Global EV Domination

Elon Musk’s TSLA is in the sweet spot for Global EV domination. EV sales account for only 2% of global and US auto sales but this is expected to skyrocket in the next years to 2030. 

As of today TSLA Market Cap equals that of all other auto makers combined. This may be meaningful given the product superiority TSLA has, strides in autonomous driving capability and research and the fact that TSLA is not just a car company but also an Energy, Battery, AI and Software & Services company. 

Comparing valuations:

Tesla                  $808 billion

GM
Ford
Toyota
Ferrari                $807 billion 
BMW                  (combined)
Honda
Daimler
Hyundai
Mazda
Subaru
Volkswagen

Wednesday, August 18, 2021

Top 10 S&P 500 stocks Today

Top 10 S&P 500 stocks Today: 

1 $AAPL      - Apple
2 $MSFT     - Microsoft 
3 $AMZN    - Amazon
4 $FB          - Facebook
5 $GOOGL - Alphabet A
6 $GOOG   - Alphabet C
7 $TSLA      - Tesla
8 $BRK.B   - Berkshire
9 $NVDA    - Nvidia
10 $JPM     - JPMorgan

Saturday, June 26, 2021

TSLA Revenue Growth Last 12 Years

TSLA Revenue Growth Last 12 Years

TSLA Revenue Growth over the Last 12 Years has been very impressive. TSLA was at 200M annual revenue run-rate in 2012. Analysts predict Tesla’s annual revenue in 2021 to increase on average by 55% for 2021 to $49.07 Billion. Average revenue forecast for 2022 is $65.71 Billion. The revenue forecasts suggest strong financial performance for Tesla as the EV market continues to grow in 2021/22. Looking forward 5-10 years if TSLA can main its innovation edge  Tesla could generate $500 Billion in revenue before the end of the decade.




Sunday, March 28, 2021

2021 S&P 500 Sector Returns YTD to 26Mar2021

2021 S&P 500 Sector Returns YTD to 26Mar2021

A reversion to mean in early 2021 for lagging sectors in 2020.