New Street's Ferragu Says Tesla at Turning Point, Sees Shares Going to $800

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  • Опубліковано 31 гру 2024

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  • @wickedfifth
    @wickedfifth 4 роки тому +96

    Pierre Ferragu has actually done some research. One of the few intelligent TSLA analyst I have seen on mainstream news.

    • @bvishal2kn
      @bvishal2kn 4 роки тому +2

      Pierre has always been a TSLA Bull.

    • @clu4u
      @clu4u 4 роки тому

      BattleMage, A SMART BULL $725

    • @wattlebough
      @wattlebough 4 роки тому

      clu4u $960

  • @jchang996
    @jchang996 4 роки тому +10

    Finally, an analyst that has done his homework. Came to a very similar conclusion. We need more analysts like Pierre. New Street is lucky to have him.

  • @KJSvitko
    @KJSvitko 4 роки тому +122

    Tesla is building a better product.
    Once you drive a Tesla everything else feels like old technology.

    • @cesarforte617
      @cesarforte617 4 роки тому +7

      You aint lying i drove the P90 4 years ago i haven't felt the same since! At the moment i drive a VW jetta ill milk it for all that its got until about 4-5 years from now get myself a model S by then the price should come down at the moment tesla is too expensive for me

    • @KJSvitko
      @KJSvitko 4 роки тому +6

      @@cesarforte617 Get a Model 3 or Model Y for half the cost of the Model S. Tesla also sells used Teslas on its web site. You can buy at pretty reasonable prices. No reason to wait. Go electric, enjoy the ride and help the planet.

    • @Pinkielover
      @Pinkielover 4 роки тому +1

      You ain’t driving a Tesla if you’re homeless good luck with the charger

    • @simoc24
      @simoc24 4 роки тому +4

      Like moving from blackberry to iPhone :)

    • @reviewcrewforyou
      @reviewcrewforyou 4 роки тому

      This is the truth. Until someone builds a car that drives like the 3 or S they are going to be way ahead.

  • @justinpeterson7246
    @justinpeterson7246 4 роки тому +51

    Amazing Bloomberg even posted this video, doesn't match their bearish stance at all. Also quite shocking to hear an analyst who is basing his insights off reasonable data and sounding intelligent while doing it!

    • @wickedfifth
      @wickedfifth 4 роки тому +1

      Justin Peterson
      One of the few analyst I have heard that have a clue.

    • @qinby1182
      @qinby1182 4 роки тому +1

      Well TESLA might be > 700 by this week so 800 in another 11 months seems bearish…
      650 now

  • @chrisr2507
    @chrisr2507 4 роки тому +26

    Finally someone gets it!!!!

    • @gergc4871
      @gergc4871 4 роки тому +1

      I get it, do you?
      Tesla is not a car company.

  • @nolanabell703
    @nolanabell703 4 роки тому +34

    It’s crazy that so many people doubted Tesla, they all look like fools now

  • @AscendedSaiyan3
    @AscendedSaiyan3 4 роки тому +20

    This man GETS IT!

    • @gergc4871
      @gergc4871 4 роки тому

      No. No he does not.
      Tesla is NOT a car company.

    • @debadityasaha1684
      @debadityasaha1684 4 роки тому

      @@gergc4871 wtf

    • @Uberkilltoecheese
      @Uberkilltoecheese 4 роки тому

      @@debadityasaha1684 well he's kinda right, but also wrong.
      Tesla isnt JUST a car company, they are a car, solar, and battery company, with all those divisions having the potential to raise teslas value by few orders of magnitude.

  • @2008israelramos
    @2008israelramos 4 роки тому +41

    EV's are becoming better and cheaper while ICE cars are getting progressively more expensive. Tesla is years ahead of the competition. Most of the hard headed Bears will eventually jump on board sending the stock to +3000.

    • @JetsonNityagospel
      @JetsonNityagospel 4 роки тому

      Israel Ramos like years what .. they sold 360,000 cars 😂

    • @cobrachannel100
      @cobrachannel100 4 роки тому +2

      @@JetsonNityagospel wow another delusional man. So what does BMW sell annually? Like slightly over 1 million vehicles? Correct me if im wrong but they have been around for how long? How long did it take them to reach their sales volume? How long did it take to introduce the line up they have now? Do u think it just happens over night? Wow, people are so stupid.... unbelievable.

  • @bigding8977
    @bigding8977 4 роки тому +19

    @4:53 . "The previous price target I set two years ago was $530. I look at Tesla on a 5-year horizon and what kind of potential the company has... Beyond 2025, Tesla is going to be as large as BMW, much more profitable, and it's still going to be gaining a lot of market share. And it's going to potentially expand margins again, with the software component, like autopilot getting to maturity. By that time the price will be between $1,500 and $2,000. Having a price target of $800 by the end of this year seems against all odds, reasonable."

    • @qinby1182
      @qinby1182 4 роки тому +4

      Well TESLA might be > 700 by this week so 800 in another 11 months seems bearish…
      650 now

    • @cameron1221
      @cameron1221 4 роки тому

      Qinby 1 sup

    • @qinby1182
      @qinby1182 4 роки тому

      I seems to be a genius...
      After the MY launch, ramp up of Shanghai and battery day… it should go > 1000 even that seems low…
      Then add a start of the SEMI... Will be an interesting year.
      Really if 2020 ended like this I would be pleased but there are 11 months left… we are getting spoiled.
      Shorters down 6,2 Billion so far this year and Einhorns fund down 7.6% in 2020...
      I am starting to believe Musk taunt him just to keep him shorting the stock...

  • @cristiansoutside
    @cristiansoutside 4 роки тому +7

    Tesla is the Apple of the Auto Industry

  • @nitaimatan2247
    @nitaimatan2247 4 роки тому +2

    And guess what, just now their share passed 900$

  • @GoBananasForiPad
    @GoBananasForiPad 4 роки тому +2

    five days later and he's already right

  • @danielsoe7426
    @danielsoe7426 4 роки тому

    Good interview! Bloomberg always deliver the good stuff. Keep it up guys!

  • @draxdred
    @draxdred 4 роки тому +5

    Who feeds these shills questions? She says "they lowered the price of the Model 3 in China" but that's just the reality of building a product locally(Tesla built a manufacturing plant in China in 10 months that is now ramping up production, currently 1000 cars per week) as opposed to shipping it overseas.

  • @american5564
    @american5564 4 роки тому +1

    Is it time to short the other manufactures?

  • @sgtsnakeeyes11
    @sgtsnakeeyes11 4 роки тому +13

    The company is worth more than all other companies combined. Its real value is like 850 trillion.

    • @davidck1
      @davidck1 4 роки тому +2

      *Zimbabwe dollars

    • @michelangelobuonarroti916
      @michelangelobuonarroti916 4 роки тому +2

      More like 500 trillion.

    • @davidck1
      @davidck1 4 роки тому

      @@michelangelobuonarroti916 www.amazon.co.uk/Reserve-Bank-Zimbabwe-Dollar-Banknote/dp/B00DMIHGH2

    • @qinby1182
      @qinby1182 4 роки тому

      Well that would be problematic since earths total assets are 100-200 trillion but even this number is problematic since the worlds total amount of money is "only" 80 trillion.

    • @davidck1
      @davidck1 4 роки тому

      @@qinby1182 tesla is from planet Bong

  • @ek9772
    @ek9772 4 роки тому +2

    Ferragu has great Tesla insight.

  • @aryasharma6588
    @aryasharma6588 4 роки тому

    And today, he is proven right!

  • @dwaynejava
    @dwaynejava 4 роки тому +2

    Awesome insight. Awesome accent.

  • @MyUniversalUniversity
    @MyUniversalUniversity 4 роки тому

    Finally positive opinion, thanks for that!!!

  • @bshl3866
    @bshl3866 4 роки тому

    Well, $800 doesn't sound crazy after a day when the stock just moved up by $130, good call Pierre

  • @pashapasovski5860
    @pashapasovski5860 4 роки тому +4

    In NYC a stolen Tesla is called Edison!😂🥊

  • @qinby1182
    @qinby1182 4 роки тому +5

    Well TESLA might be > 700 by this week so 800 in another 11 months seems bearish...

    • @andrewhernandez7928
      @andrewhernandez7928 4 роки тому +2

      I hate watching these analysts videos because they just can’t see what tesla has to offer. They have cars that are faster than a Lambo, at an insanely cheap price (in comparison). And even if they realize that it seems they forget they have battery technology years ahead of the competition, solar roofs soon to be released, a semi truck that drives itself and this is just the tip of the iceberg. Yet for some reason big name analysts think of this company as solely an automaker

  • @henryzhang9915
    @henryzhang9915 4 роки тому +1

    TSLA has been building its muscle for more than a decade, no one is going to catch up, they are all doomed.

  • @MaxPlaid
    @MaxPlaid 4 роки тому +1

    There are what, around 7 Tesla analysts that understand the deal and Pierre is one of the. The rest have no clue, or if they do, they're just trying to keep the SP down for either accumulation or their shorty clients (good luck with that!!)

  • @dingdongchingchong8659
    @dingdongchingchong8659 4 роки тому +1

    STOCKS OPEN GUYS! BUY BUY BUY!!!! IT WILL REACH 800 NEXT WEEK!!!!

  • @superfly19751
    @superfly19751 4 роки тому +6

    Why did he say Tesla will be bigger than BMW in a few years? Tesla is already 2nd only behind Toyota.
    Edit: may be he meant popularity among luxury cars and not market capital.

    • @kschleic9053
      @kschleic9053 4 роки тому +7

      I think he meant physically. # of vehicles manufacturered, # of factories. Combine that with Teslas gross margin, and you get the price target he mentioned...

    • @sandeeprana-yo3wm
      @sandeeprana-yo3wm 4 роки тому +2

      @@kschleic9053 yes in terms of volumes.

    • @BjorckBengt
      @BjorckBengt 4 роки тому

      revenue

    • @reviewcrewforyou
      @reviewcrewforyou 4 роки тому

      Yeah I think in terms of sales. Hoever in December SEC started investigation on BMW couting cars in inventory as sales so....

    • @reviewcrewforyou
      @reviewcrewforyou 4 роки тому

      Yeah I think in terms of sales. Hoever in December SEC started investigation on BMW couting cars in inventory as sales so....

  • @saminthe11
    @saminthe11 4 роки тому +7

    Dear Elon musk. What did you have done in honor of great Nikola Tesla. Thank you

    • @Ye-tf9im
      @Ye-tf9im 4 роки тому

      Saif-ul Kamal don’t get it confused he’s a Thomas Edison fan more than Tesla

    • @Ye-tf9im
      @Ye-tf9im 4 роки тому

      Wretch Gunk there was a 2008 interview of wether Tesla or Edison and Elon favored Edison more.

    • @Ye-tf9im
      @Ye-tf9im 4 роки тому

      Wretch Gunk “Musk, "I'm a bigger fan of Edison than Tesla." Why? Because "Edison brought his stuff to market and made those inventions accessible to the world." The shunned Serbian-Croatian inventor Tesla "didn't really do that," points out Musk.”

    • @ynordia
      @ynordia 4 роки тому

      @@Ye-tf9im well, Elon isn't wrong. As a matter of fact, Elon is even more similar to Edison than to Tesla, seeing as he as well has the unique ability to harness engineering and technology as a world changing forces. Imagine if Elon was the same genius he is, but bad at economics and with no entrepreneurship capabilities. We'd have no Tesla, no SpaceX.

    • @androwwsarnejo2635
      @androwwsarnejo2635 4 роки тому

      @@ynordia an idea/invention is shit if you cant make money off of it.

  • @santiagomartinezq.8050
    @santiagomartinezq.8050 4 роки тому

    Funny how accurate could he be again after the stock split

  • @mcrane2653
    @mcrane2653 4 роки тому +1

    Tesla needs to split to keep their retail support basis

  • @jackevans4285
    @jackevans4285 4 роки тому

    They hit 200B. Unbelievable

  • @davidck1
    @davidck1 4 роки тому +8

    electricity prices already increased dramatically last year and I dont even have an EV...

    • @miguellopez3392
      @miguellopez3392 4 роки тому +5

      Seams the same too me. I have an electric furnace its pretty much a EV.

    • @michelangelobuonarroti916
      @michelangelobuonarroti916 4 роки тому +16

      Good. That will help Tesla's solar roof sales.

    • @jonathanweimane6926
      @jonathanweimane6926 4 роки тому +1

      in China? 🤔

    • @anow2
      @anow2 4 роки тому +6

      good thing its still cheaper than gas, and more luxurious + faster than any other car at its price range.

    • @davidck1
      @davidck1 4 роки тому

      @@anow2 most people dont need speed/faster most drivers want smooth acceleration and long range. The price of the vehicle is not cheap and is inferior to most vehicles in that price range when it comes to comfort and quality. Where I live charging costs equate diesel prices when takes into consideration all costs.

  • @xXAndr3wBmxXx
    @xXAndr3wBmxXx 4 роки тому

    highly doubt it

  • @SourBogBubble
    @SourBogBubble 4 роки тому

    Sometimes you nail it!!!

  • @maxmaxie1328
    @maxmaxie1328 4 роки тому +5

    2:17 Beaten face.

    • @1943vermork
      @1943vermork 4 роки тому

      max Maxie
      Guy: what’s your opinion about the ramp up cost weight on the balance sheet?
      Pierre: you can be sure it will be my #1 question on the call. Then proceed to explain.
      Beaten face: So what will be your Question? 🤦🏼‍♂️

    • @maxmaxie1328
      @maxmaxie1328 4 роки тому

      @@1943vermork 😂😂😂

  • @turbonium999
    @turbonium999 4 роки тому

    800 is pretty high after split

  • @sadigov
    @sadigov 4 роки тому

    Tesla is like french cheese - it tastes better than it smells.

  • @gergc4871
    @gergc4871 4 роки тому

    Wtf is tesler?

  • @GoldenHellcat
    @GoldenHellcat 4 роки тому

    911 last week, 808 right now lol

  • @Kenneth_James
    @Kenneth_James 4 роки тому +1

    Rule of thumb, do not bet against Elons companies guy.

  • @pedrohernandezjr4340
    @pedrohernandezjr4340 4 роки тому +1

    $6000 😂😂😂 slow down y’all

  • @daurenasrymbetov2382
    @daurenasrymbetov2382 4 роки тому +8

    Come on #yanggang donate to Andrew Yang's campaign. We need to hit 3 million by end of tomorrow

    • @AdRock
      @AdRock 4 роки тому

      Dauren Asrymbetov lol go away he’s a loser and this isn’t the forum for tour politics

    • @patchybeardopinions9340
      @patchybeardopinions9340 4 роки тому

      We don’t gaf about yang bro

  • @MyUniversalUniversity
    @MyUniversalUniversity 4 роки тому

    Wicked, I agree 100%

  • @investingforthefuture2137
    @investingforthefuture2137 4 роки тому +11

    As I said Tesla will hit $1500 in the next 2-5 years

  • @satoshigerbil8789
    @satoshigerbil8789 4 роки тому +7

    Wtf did he say?? Can you get subtitles when this guy talks??

    • @satoshigerbil8789
      @satoshigerbil8789 4 роки тому

      @Weed To sophisticated for me, I'm only a gerbil

    • @HellblazersChannel
      @HellblazersChannel 4 роки тому +2

      Click on the subtitle button inside the UA-cam player.

    • @JanBruunAndersen
      @JanBruunAndersen 4 роки тому +3

      English is not my forts language, and I understood him fine. Maybe you are just not good at English?

    • @satoshigerbil8789
      @satoshigerbil8789 4 роки тому +1

      @@JanBruunAndersen Maybe, I am from New Jersey

    • @michelangelobuonarroti916
      @michelangelobuonarroti916 4 роки тому

      @@satoshigerbil8789 You mean people from New Jersey can't even spell 3 letter words?

  • @zoltan87887
    @zoltan87887 4 роки тому +1

    good job, fomo in and buy at all time high. prepare to get rekt....

  • @hansonkewl2377
    @hansonkewl2377 4 роки тому +1

    Elon Musk = Global Defiance

  • @GroovyVideo2
    @GroovyVideo2 4 роки тому

    6 weeks ago stock analyst to me he wanted to make money and not buy tesla-
    me buy $30k tesla - who is do U want to listen to now -lol

  • @groslait7814
    @groslait7814 4 роки тому

    Fk me I sold Tesla at 569, yesterday...fk me.

  • @ryanolson2430
    @ryanolson2430 4 роки тому

    Loose the suit! You know nothing media! No one can take someone serious in a suit 2020

    • @shadowdestroyer5033
      @shadowdestroyer5033 4 роки тому

      Whom are you mad at?

    • @ryanolson2430
      @ryanolson2430 4 роки тому

      Not pierre, 6 years of listening to people who cannot comprehend how smart Elon is. Media, Cramer, many annylists! They always have a good looking suit!

  • @originalsubwayjones
    @originalsubwayjones 4 роки тому

    Yup.. Go Tesla!!

  • @sharpendesign6604
    @sharpendesign6604 4 роки тому

    They finally wake up, 7 years later xD..

  • @burak3924
    @burak3924 4 роки тому

    Huge dump incoming ----____

  • @tedra8143
    @tedra8143 4 роки тому

    Always do opposite of these guys

  • @jamemann4700
    @jamemann4700 4 роки тому

    The short on this will be a lot of money what goes up must come down

  • @jjpracticingaloha
    @jjpracticingaloha 4 роки тому

    LOL

  •  4 роки тому

    James " the idiot" WAAA ! the facts hurt your little "feelings" Musk is grabbing money from taxpayers, lying idiot ! Deal with FACTS! $4.9 Billion in taxpayer money goes to Musk companies, Idiot ! www.latimes.com/business/la-fi-hy-musk-subsidies-20150531-story.html Musk defends taking US government money " The $1.3 billion that Nevada may wind up awarding Tesla is actually spread out over 20 years" www.latimes.com/business/la-fi-hy-elon-musk-defends-subsidies-20150601-htmlstory.html Musk is one of the top 50 donors to Republicans globalnews.ca/news/4332590/elon-musk-donated-40k-republicans/ Thank for proving your continued stupidity and that you can't find or deal with FACTS! another FACT! anyone over the age of 10 that posts emojis, is a self proven, idiot, LOSER! thank you for confirming that FACT! " Facts do not cease to exist because they are ignored" Aldous Huxley

  • @User-nu6km
    @User-nu6km 4 роки тому

    Bear gang

  • @incrediblehulk7811
    @incrediblehulk7811 4 роки тому

    Uh, uuh, uhh

  • @JetsonNityagospel
    @JetsonNityagospel 4 роки тому

    It will be nothing once competitions come up with better products. Unfortunately software revolution is simpler than industrial revolution

    • @shadowdestroyer5033
      @shadowdestroyer5033 4 роки тому +3

      Not a single car made yet even matches the 2012 tesla model S. Not even any car announced/slated to be launched matches the 2012 model S. Open your eyes man.

    • @cobrachannel100
      @cobrachannel100 4 роки тому

      LOL. Did u just say software revolution is simple? :D "Any fool can be a programmer" - Rob Martin. However, not every one can be a good programmer. FYI, Tesla's advantage is software over legacy due to its location in Silicon Valley where top notch talent is located and most of the top of the class graduates (from the likes of Cal tech, MIT, Stanford, etc) desire to work for either Tesla or Space X. There is the power of Musk on full display. In short, Tesla will have the brightest guys working on their Machine Learning and AI teams. FYI, Software engineer salaries with total comps (like stock grants) is $350-$500K a year in Bay Area. In Germany, where Porsche is headquartered, they are measy $50-80K in comparison. So, how do u think these other guys can compete?

  • @danh5637
    @danh5637 4 роки тому

    The problem is Tesla’s model is built heavily on a stack of sun - solar - battery - then charge to another battery in the car. Aside from anything else it’s inefficient. A total loss of energy which Nikola Tesla would scream at. The better option seems to be fuel cells. Hydrogen being the rising vector. And technology is getting better with hydrogen every day. And it solves the one hour wait time to recharge and range anxiety.

    • @cobrachannel100
      @cobrachannel100 4 роки тому

      Total loss of energy? :DDDD Wow, so something that uses Sun to be sustainably is a total loss? Wow.

    • @tripnils7535
      @tripnils7535 4 роки тому +2

      Scan End Speaking about fuel cells and energy loss, fuel cells need about twice the amount of energy for the same range. Speaking of range: Toyota Mirai - 500km, Tesla Model 3 - 530km. Hydrogen is a waste of energy with current technology.

    • @cobrachannel100
      @cobrachannel100 4 роки тому +1

      @@tripnils7535 I doubt they will ever figure out how to extract/make Hydrogen efficiently. And even if they do, one is still faced with transport and storage of it. It aint gonna scale. I doubt those will ever take off.

  • @Pinkielover
    @Pinkielover 4 роки тому

    All Hidden costs to owning a tesla ,,,,, battery range gets weaker and weaker every year until you’re down to only short trips yup only in 5 years time,,,Unless you get the top model With the top range ..But even thenyou still have the same problem .....then you have to spend 7,000 to get a new battery.Then you start all over again.The hidden costs Tesla doesn’t tell you about ...good luck with that.. And good luck with long road trips.. And the extra speeding tickets you’ll get

    • @goodyKoeln
      @goodyKoeln 4 роки тому +5

      All data we have until today tells us another story. 90% left after years of daily charging for a model S taxi for example isn’t near „just short trips“.
      With an ice car you’ll be spending the same amount on breaks and repairs, so what is the problem?

    • @MonsterSound.Bradley
      @MonsterSound.Bradley 4 роки тому +2

      Pinkie Love
      has been misinformed.

    • @cobrachannel100
      @cobrachannel100 4 роки тому +1

      wow, another fool spreading propaganda. Do you own a Tesla? If not then STFU.

  • @dingdongchingchong8659
    @dingdongchingchong8659 4 роки тому

    STOCKS OPEN GUYS! BUY BUY BUY!!!! IT WILL REACH 800 NEXT WEEK!!!!

  • @dingdongchingchong8659
    @dingdongchingchong8659 4 роки тому

    STOCKS OPEN GUYS! BUY BUY BUY!!!! IT WILL REACH 800 NEXT WEEK!!!!

  • @dingdongchingchong8659
    @dingdongchingchong8659 4 роки тому

    STOCKS OPEN GUYS! BUY BUY BUY!!!! IT WILL REACH 800 NEXT WEEK!!!!