Your analysis blindly takes management’s current 50% rev growth goal and extends it through 2030 without any analytical support (market share, $ rev per installed base of EVs, nothing). What’s the point of being an analyst if you’re just going to extrapolate management’s assumptions without challenging them?
I would actually like full TSLA bull thesis from you - please write one.
You have put precise words to some of my thoughts. I love your articles.
Please update when masterplan 3 is out, THX!
Your analysis blindly takes management’s current 50% rev growth goal and extends it through 2030 without any analytical support (market share, $ rev per installed base of EVs, nothing). What’s the point of being an analyst if you’re just going to extrapolate management’s assumptions without challenging them?