In this episode I summarize and respond to a recent Wall Street Journal article questioning the current Tesla stock market valuation. I also respond to popular investing YouTuber Joesph Carlson’s reaction to that Wall Street Journal Tesla analysis.

Timestamps:

00:00 Intro: The Wall Stree Journal hit piece and Joseph Carlson’s response

01:40 Good company in a bad industry?

03:02 Not just an auto company?

04:11 Tesla ecosystem 

04:49 Tesla destination: does it need Elon?

05:43 Market valuation too expensive?

07:35 Renewed enthusiasm for Tesla Stock (TSLA)

08:53 Why the recent parabolic stock rise?

09:51 Is Tesla an AI company?

11:02 AI + Full Self Driving (FSD) + robotaxis  

13:02 GM’s Cruse and Google’s Waymo robotaxis 

14:46 Tesla Supercharging Network for all 

16:14 Supercharging the Tesla ecosystem

20:11 The destination for Tesla and its valuation

20:57 Are small caps a better bet?

21:32 Tesla the spawner company

22:48 Elon Musk: Twitter distraction?

23:56 To buy or not to buy?

Related episodes:

I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4

Is Tesla Stock Going to $60? https://youtu.be/MqN_rnkGDnE

The Art of Value Tesla Stock playlist (8 episodes):

https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ

Chuck Akre Said This About How to Find 100 Baggers

https://youtu.be/xoKe1AvquTI

Joseph Carlson After Hours: The Wall Street Journal Attacks Tesla https://youtu.be/23pPMUOD2nY

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Using a referral link helps support the pod, thanks!

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.