02-07-2023, 10:25 AM
Ken,
I’m not sure I like any of the automakers, imho, they’ve been stuck in an era that didn’t exist anymore—I know people are most likely tired hearing about Tesla and Musk, but he came in at a different angle, he re-invisionized the industry and took it to new levels. The big 3 and European/Japan automakers will be playing catch up for a long time.
TSLA will be a very long hold and accumulating investment for me as it stands today. I think the last 6–8 months or so have been a wonderful buying opportunity in this company.
We get caught up in growth vs value, sometimes I think investors should look beyond those terms, not ignore them but beyond or in a different mindset. Is the company/business in an accelerating phase, a stagnant phase or a decelerating phase? We look at data/numbers then sometimes we have to look at the people, cause the people matter.
Imho—Tesla—amazon—apple—Microsoft—meta—alphabet—Netflix—are still very much on the uptrend—im long and will remain long in Tesla/apple/msft/Googl/Goog/amzn because I think they’re still growing businesses
Amazon is pushing close to 600k working robots and they have around 1.5million employees, there will be a day within the next couple to few years they’ll have more working robots then employees. Part of me thinks while the big 3 and European automakers are figuring themselves out as automakers, Tesla is building robots in a cars skin, Tesla is an ecosystem that never sleeps.
I’m not sure I like any of the automakers, imho, they’ve been stuck in an era that didn’t exist anymore—I know people are most likely tired hearing about Tesla and Musk, but he came in at a different angle, he re-invisionized the industry and took it to new levels. The big 3 and European/Japan automakers will be playing catch up for a long time.
TSLA will be a very long hold and accumulating investment for me as it stands today. I think the last 6–8 months or so have been a wonderful buying opportunity in this company.
We get caught up in growth vs value, sometimes I think investors should look beyond those terms, not ignore them but beyond or in a different mindset. Is the company/business in an accelerating phase, a stagnant phase or a decelerating phase? We look at data/numbers then sometimes we have to look at the people, cause the people matter.
Imho—Tesla—amazon—apple—Microsoft—meta—alphabet—Netflix—are still very much on the uptrend—im long and will remain long in Tesla/apple/msft/Googl/Goog/amzn because I think they’re still growing businesses
Amazon is pushing close to 600k working robots and they have around 1.5million employees, there will be a day within the next couple to few years they’ll have more working robots then employees. Part of me thinks while the big 3 and European automakers are figuring themselves out as automakers, Tesla is building robots in a cars skin, Tesla is an ecosystem that never sleeps.