Dave Lee on Investing

Comment on when do you think TSLA will close over $800?

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla Stock has been on rampage over past 8 months:

June 3 - closed at $178.97

Oct 25 - closed at $328.13

Dec 19 - closed at $404.04

Jan 13 - closed at $524.86

Jan 30 - closed at $640.81

Feb 3 - closed at $780

4x !!! in just 8 months

Even Elon Musk tweeted today about the stock price.

In this video I introduce the concept of “Dispersion of Beliefs” to explain Tesla’s stock rise.

High growth companies will have dispersion of beliefs. Some though have extremely large dispersion of beliefs

Tesla one of the most controversial companies in past decade with extremely large dispersion of beliefs.

Much of Tesla’s valuation is based on their ability to execute in the future.

When investors are down on Tesla’s execution and demand, then they give a low multiple for future cash flow.

When investors are high on Tesla’s execution and demand, then they will give a high multiple for future cash flows.

The dispersion of beliefs around Tesla has remained strong until perhaps very recently. And it’s starting to converge somewhat.

People are agreeing on Tesla as having a great future. And the credibility of the shorts is now at all-time lows.

Market agreeing on future is huge and Tesla has good chance to capture large market

Tesla’s Model 3 is receiving rave reviews from owners. Tesla Model Y is ahead of schedule. And Tesla is likely planning on manufacturing their own battery cells.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

@Tesla @Teslanomics with Ben Sullins @Third Row Tesla @Like Tesla

Here's a video from @Wall Street Journal, https://www.youtube.com/watch?v=mCkmZHFXOng, but I think it only covers shallow reasons behind TSLA's rise.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla has been surprising people with strong execution.

The Model Y started production in January 2020, many months ahead of schedule.

Tesla was able to build a Gigafactory in China and deliver cars all within one year.

In this video, I go through who I think are the key executives helping Tesla to execute well.

1. Jerome Guillen, Tesla’s President of Automotive

2. Zachary Kirkhorn, Tesla’s Chief Financial Officer

3. Drew Baglino, Tesla’s Chief Technology Officer

They all have the following qualities:

1. They know how to work with Elon Musk.

2. They know how to manage complexity.

3. They are all overachievers.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla has been surprising people with strong execution.

The Model Y started production in January 2020, many months ahead of schedule.

Tesla was able to build a Gigafactory in China and deliver cars all within one year.

In this video, I go through who I think are the key executives helping Tesla to execute well.

1. Jerome Guillen, Tesla’s President of Automotive

2. Zachary Kirkhorn, Tesla’s Chief Financial Officer

3. Drew Baglino, Tesla’s Chief Technology Officer

They all have the following qualities:

1. They know how to work with Elon Musk.

2. They know how to manage complexity.

3. They are all overachievers.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

TSLA Breaks 600, https://youtu.be/f32-qNH11u0

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

Tesla has been surprising people with strong execution.

The Model Y started production in January 2020, many months ahead of schedule.

Tesla was able to build a Gigafactory in China and deliver cars all within one year.

In this video, I go through who I think are the key executives helping Tesla to execute well.

1. Jerome Guillen, Tesla’s President of Automotive

2. Zachary Kirkhorn, Tesla’s Chief Financial Officer

3. Drew Baglino, Tesla’s Chief Technology Officer

They all have the following qualities:

1. They know how to work with Elon Musk.

2. They know how to manage complexity.

3. They are all overachievers.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

In this video I’ll share my thoughts on TSLA stock price and my approach to dealing with volatility.

Recently Tesla Stock broke the $600 barrier after Tesla’s 4th Quarter 2019 earnings report.

I share some tips on how to deal with stock volatility.

1. The addvantage of getting in early in a generational company like Tesla

2. Having clear and probable valuation goal posts to track progress

3. Understanding fickleness of human sentiment

Sometimes sentiment is driven by the stock price.

When the stock price is low, sentiment is down.

And when the stock price is high, sentiment is enthusiastic.

However, as an investor I like to use human sentiment as an advantage.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

In this video I’ll share my thoughts on TSLA stock price and my approach to dealing with volatility.

Recently Tesla Stock broke the $600 barrier after Tesla’s 4th Quarter 2019 earnings report.

I share some tips on how to deal with stock volatility.

1. The addvantage of getting in early in a generational company like Tesla

2. Having clear and probable valuation goal posts to track progress

3. Understanding fickleness of human sentiment

Sometimes sentiment is driven by the stock price.

When the stock price is low, sentiment is down.

And when the stock price is high, sentiment is enthusiastic.

However, as an investor I like to use human sentiment as an advantage.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

In this video I’ll share my thoughts on TSLA stock price and my approach to dealing with volatility.

Recently Tesla Stock broke the $600 barrier after Tesla’s 4th Quarter 2019 earnings report.

I share some tips on how to deal with stock volatility.

1. The addvantage of getting in early in a generational company like Tesla

2. Having clear and probable valuation goal posts to track progress

3. Understanding fickleness of human sentiment

Sometimes sentiment is driven by the stock price.

When the stock price is low, sentiment is down.

And when the stock price is high, sentiment is enthusiastic.

However, as an investor I like to use human sentiment as an advantage.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

All eyes are on Tesla today as they reported their Q4 2019 earnings.

Tesla stock has divided investors into ragAll eyes are on Tesla today as they reported their Q4 2019 earnings.

Tesla stock has divided investors into raging bulls and angry shorts.

And today Tesla made the case that they’re just getting started.

Tesla announced $105M GAAP net income; $386M non-GAAP net income in Q4.

Also, their cash and cash equivalents increased a whopping $930M to $6.3 billion.

This shows the critics that Tesla has plenty of cash in the bank, and with some left over.

Tesla had record deliveries of 112,095 vehicles in the quarter.

Perhaps the biggest news is Tesla announced Model Y has already started production.

Model Y production ramp started in January 2020, ahead of schedule.

And the first customer delivered are expected by the end of Q1 2020.

Model Y all-wheel drive now has an increased EPA range of 315 miles (from 280 miles).

The Model Y production ramp will be gradual as Tesla adds more machinery.

By mid-2020, Model 3 and Model Y capacity should reach 500,000 units per year.

Tesla is also expanding overseas.

They have broken ground on the next phase of the Gigafactory Shanghai.

And they expect first deliveries from their Gigafactory Berlin in 2021.

For full year 2020, vehicle deliveries should comfortably exceed 500,000 units.

Both solar and storage deployments should grow at least 50% in 2020.

We expect positive GAAP net income going forward, with possible temporary exceptions, particularly around the launch and ramp of new products

Overall, Tesla showed that they continue to be on a roll.

They’re expanding to new markets and silencing skeptics.

They’re making a profit and putting more cash in the bank.

And they’re about to deliver the first Model Y vehicles by the end of March this year.

Congratulations Tesla on an amazing quarter.

Subscribe to my channel Dave Lee on Investing more investing and Tesla videos. Also, check out my other videos where I share in-depth analysis and thoughts on Tesla’s Q4 earnings and Tesla’s potential grow to 10x valuation in 5-10 years.ing bulls and angry shorts.

And today Tesla made the case that they’re just getting started.

Tesla announced $105M GAAP net income; $386M non-GAAP net income in Q4.

Also, their cash and cash equivalents increased a whopping $930M to $6.3 billion.

This shows the critics that Tesla has plenty of cash in the bank, and with some left over.

Tesla had record deliveries of 112,095 vehicles in the quarter.

Perhaps the biggest news is Tesla announced Model Y has already started production.

Model Y production ramp started in January 2020, ahead of schedule.

And the first customer delivered are expected by the end of Q1 2020.

Model Y all-wheel drive now has an increased EPA range of 315 miles (from 280 miles).

The Model Y production ramp will be gradual as Tesla adds more machinery.

By mid-2020, Model 3 and Model Y capacity should reach 500,000 units per year.

Tesla is also expanding overseas.

They have broken ground on the next phase of the Gigafactory Shanghai.

And they expect first deliveries from their Gigafactory Berlin in 2021.

For full year 2020, vehicle deliveries should comfortably exceed 500,000 units.

Both solar and storage deployments should grow at least 50% in 2020.

We expect positive GAAP net income going forward, with possible temporary exceptions, particularly around the launch and ramp of new products

Overall, Tesla showed that they continue to be on a roll.

They’re expanding to new markets and silencing skeptics.

They’re making a profit and putting more cash in the bank.

And they’re about to deliver the first Model Y vehicles by the end of March this year.

Congratulations Tesla on an amazing quarter.

Subscribe to my channel Dave Lee on Investing more investing and Tesla videos. Also, check out my other videos where I share in-depth analysis and thoughts on Tesla’s Q4 earnings and Tesla’s potential grow to 10x valuation in 5-10 years.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Watch my previous videos on TSLA:

My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY

Tesla Crushes 500, https://www.youtube.com/watch?v=w_VAoVj-ZxI

Tesla Breaks 400, https://www.youtube.com/watch?v=HwvXHRXH8hs

All eyes are on Tesla today as they reported their Q4 2019 earnings.

Tesla stock has divided investors into ragAll eyes are on Tesla today as they reported their Q4 2019 earnings.

Tesla stock has divided investors into raging bulls and angry shorts.

And today Tesla made the case that they’re just getting started.

Tesla announced $105M GAAP net income; $386M non-GAAP net income in Q4.

Also, their cash and cash equivalents increased a whopping $930M to $6.3 billion.

This shows the critics that Tesla has plenty of cash in the bank, and with some left over.

Tesla had record deliveries of 112,095 vehicles in the quarter.

Perhaps the biggest news is Tesla announced Model Y has already started production.

Model Y production ramp started in January 2020, ahead of schedule.

And the first customer delivered are expected by the end of Q1 2020.

Model Y all-wheel drive now has an increased EPA range of 315 miles (from 280 miles).

The Model Y production ramp will be gradual as Tesla adds more machinery.

By mid-2020, Model 3 and Model Y capacity should reach 500,000 units per year.

Tesla is also expanding overseas.

They have broken ground on the next phase of the Gigafactory Shanghai.

And they expect first deliveries from their Gigafactory Berlin in 2021.

For full year 2020, vehicle deliveries should comfortably exceed 500,000 units.

Both solar and storage deployments should grow at least 50% in 2020.

We expect positive GAAP net income going forward, with possible temporary exceptions, particularly around the launch and ramp of new products

Overall, Tesla showed that they continue to be on a roll.

They’re expanding to new markets and silencing skeptics.

They’re making a profit and putting more cash in the bank.

And they’re about to deliver the first Model Y vehicles by the end of March this year.

Congratulations Tesla on an amazing quarter.

Subscribe to my channel Dave Lee on Investing more investing and Tesla videos. Also, check out my other videos where I share in-depth analysis and thoughts on Tesla’s Q4 earnings and Tesla’s potential grow to 10x valuation in 5-10 years.ing bulls and angry shorts.

And today Tesla made the case that they’re just getting started.

Tesla announced $105M GAAP net income; $386M non-GAAP net income in Q4.

Also, their cash and cash equivalents increased a whopping $930M to $6.3 billion.

This shows the critics that Tesla has plenty of cash in the bank, and with some left over.

Tesla had record deliveries of 112,095 vehicles in the quarter.

Perhaps the biggest news is Tesla announced Model Y has already started production.

Model Y production ramp started in January 2020, ahead of schedule.

And the first customer delivered are expected by the end of Q1 2020.

Model Y all-wheel drive now has an increased EPA range of 315 miles (from 280 miles).

The Model Y production ramp will be gradual as Tesla adds more machinery.

By mid-2020, Model 3 and Model Y capacity should reach 500,000 units per year.

Tesla is also expanding overseas.

They have broken ground on the next phase of the Gigafactory Shanghai.

And they expect first deliveries from their Gigafactory Berlin in 2021.

For full year 2020, vehicle deliveries should comfortably exceed 500,000 units.

Both solar and storage deployments should grow at least 50% in 2020.

We expect positive GAAP net income going forward, with possible temporary exceptions, particularly around the launch and ramp of new products

Overall, Tesla showed that they continue to be on a roll.

They’re expanding to new markets and silencing skeptics.

They’re making a profit and putting more cash in the bank.

And they’re about to deliver the first Model Y vehicles by the end of March this year.

Congratulations Tesla on an amazing quarter.

Subscribe to my channel Dave Lee on Investing more investing and Tesla videos. Also, check out my other videos where I share in-depth analysis and thoughts on Tesla’s Q4 earnings and Tesla’s potential grow to 10x valuation in 5-10 years.

Please share this video with others on Reddit, Facebook groups, and forums.

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

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

Subscribe to Dave Lee on Investing on Soundwise

In this live stream I will review the TSLA Q4 Shareholder Letter.

All eyes are on Tesla today as they reported their Q4 2019 earnings.

Tesla stock has divided investors into raging bulls and angry shorts.

And today Tesla made the case that they’re just getting started.

Tesla announced $105M GAAP net income; $386M non-GAAP net income in Q4.

Also, their cash and cash equivalents increased a whopping $930M to $6.3 billion.

This shows the critics that Tesla has plenty of cash in the bank, and with some left over.

Tesla had record deliveries of 112,095 vehicles in the quarter.

Perhaps the biggest news is Tesla announced Model Y has already started production.

Model Y production ramp started in January 2020, ahead of schedule.

And the first customer delivered are expected by the end of Q1 2020.

Model Y all-wheel drive now has an increased EPA range of 315 miles (from 280 miles).

The Model Y production ramp will be gradual as Tesla adds more machinery.

By mid-2020, Model 3 and Model Y capacity should reach 500,000 units per year.

Tesla is also expanding overseas.

They have broken ground on the next phase of the Gigafactory Shanghai.

And they expect first deliveries from their Gigafactory Berlin in 2021.

For full year 2020, vehicle deliveries should comfortably exceed 500,000 units.

Both solar and storage deployments should grow at least 50% in 2020.

We expect positive GAAP net income going forward, with possible temporary exceptions, particularly around the launch and ramp of new products

Overall, Tesla showed that they continue to be on a roll.

They’re expanding to new markets and silencing skeptics.

They’re making a profit and putting more cash in the bank.

And they’re about to deliver the first Model Y vehicles by the end of March this year.

Congratulations Tesla on an amazing quarter.

Subscribe to Dave Lee on Investing on Soundwise