Tesla Still Undervalued: Ark Investment Management CEO
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- Опубліковано 13 жов 2024
- Jan.31 -- Cathie Wood, Ark Investment Management Founder & CEO, maintains her bullish case for Tesla and speaks about the struggles traditional auto manufacturers will have adjusting to succeed in the electric vehicle market. She speaks to David Westin on "Bloomberg Wall Street Week."
What an intelligent Lady, she's in a class of her own.
I like Cathy and Tasha.
She’s the next warren buffet !
@NibiruLives - she Also works for ARK Invest, she is sometimes a Guest on CNBC, Fox Business, and Yahoo Finance.
@NibiruLives Tasha Keeney, CFA
Analyst at ARK Investment Management LLC
Are you mad? No you have to be trolling...or you haven't been watching her for last 5 years...she a con
In short, Tesla is a car company to the same degree as Amazon is a bookstore.
exactly
András Bíró
: That's every investor's dream ... thousands of stocks hoped for and STILL ONLY ONE AMAZON. #1 rule of stock investing, if people are claiming to see the future, they will be wrong... for its the completely unanticipated future that will be the stocks that really do explode and retain huge gains. (i.e. not TSLA)
@@ljunderground have you seen the charts?? .. it goes up and it goes down .. with TONS of retail stock buyers and short sellers driving that price action ... up/down .. all manic, just like Krispy Kreme donuts years ago, when it was briefly valued at more than the entire global market for donuts, why? .. because it was going to be the next Amazon, so much more than just donuts .. nope, just donuts ... CRASH!!!!!
@@KrustyKlown That is some technical analysis you have there. I bet it has served you well. You must be a Congress to have that sort of grasp on valuation.
@@KrustyKlown Crocs!
Cathie woods is that woman you respect i bet alot men in the trading business envy her! Shes smart leader!
yep
rare for women to be good leaders too
makes her even more special
@@mostafaelshafie4550 what fucking century are you living in, smfh, you're a fool.
Elon Musk is the Edison, Tesla or Einstein of our time.
The world will be a better place because of his genius.
He came along at the right time to give us hope that Climate Crisis can be dealt with.
His work on solar energy combined with battery storage made solar 24/7 base load power.
His work on sustainable transportation has pushed every other auto maker to go electric.
He’s a brilliant manager but not an inventor. Put him next to Jack Welch, Richard Branson, Jeff Bezos.
@@TyKOmain
Elon is not just the CEO, he's also the Lead Designer of SpaceX and Product Architect of Tesla.
He spends 80% of his time in Engineering and Design.
TyKOmain he’s actually responsible for designs so yes he is an inventor. He has the credentials too
He’s better than Einstein and Edison
No one wants to be Edison, he's a thief.
Tesla shorts have lost their shorts.
Kenz300 x 🤣sounds about right
we make our money on the way down... its coming.
their pants are about to be fully pulled down
@@schopen-hauer good luck with Tesla going down. The company is starting to generate free cash flows. Honestly Tesla could sell 50 million shares and raise 32 billion dollars.
@@roblop6322 so tesla 90 pe is normal right because they are a tech company, problem is they don't sell tech they sell cars with tech, that cost a lot money, by the way if vw group or Toyota get the same software and tech do they deserve the 90 pe ratio? that would make them 3 trillion dollars market cap companies since they would be tech companies too? and you ppl think its deserved? think vw or Toyota don't have that tech already? they can get anything they want. the tesla story is a bubble story and its a float story, the float is very thin because of short sellers that's why when the market goes up pulls tesla, same thing with beyond meats, I understand productivity is stagnant and innovation is where growth is but the tesla valuations make no sense.
so glad this is not on cnbc, the amount of crap that network puts out is rediculous
It used to be on public television.
Your spelling is ridiculous.
They are fox news in the financial world
Cathie Wood, you are very intelligent, and, you are above the Game with Tesla. 💯💯👏🏿👏🏿👏🏿.
The right answer to whether we should count the incumbents out is, of course not. She’s not arguing that Tesla will build ALL the EVs. She’s arguing that they will hold onto their current market share. The issue is whether the incumbents will make any money on EVs. This is eerily similar to the smartphone market. Apple got so far out in front of the technologies involved, they were controlling the supply chain for years in advance. Sure Android manufacturers sold lots of cheap smartphones, but they made very little or, often, lost money on them because they could never get the components for less than Apple. The same will happen here. Tesla has first mover advantage of almost 8 years. It is making half of the world’s batteries. They’re building their cars in the most advanced plants in the world and are securing raw material contracts that others will struggle to match. The incumbents are having to put money into downsizing their ICE business and putting their diminishing capital into a product that they are losing money on? Some of them will survive this. Some will not. And, yes, they will make lots of EVs, just as there are lots of Android phones out there. But, if this follows the same script, the premium profitable slice will go to Tesla and they will be one of the world’s major auto makers and one of the most profitable.
👍 Richard Hamilton 🎯
Exactly. It will play out like Apple and the Androids. Tesla having much higher profit margins than the other car makers, even though it may not have a monopoly on the market
While I don't disagree with some of your opinion pieces, but your factual statements are way off the chart wrong. " Tesla has first mover advantage of almost 8 years. It is making half of the world’s batteries."
@@ecpgieicg Maybe you should just restrain yourself and see how this plays out. It may not evolve as you think.
@@ecpgieicg Well, it's a short comment, lots of stuff glossed over. Agreed, and you made me go back and do some research. The 50% stat came from here and I should have said EV batteries thedriven.io/2018/11/05/tesla-and-panasonic-produce-60-of-global-ev-batteries/. Looking more closely today, however, that is an out of date stat since both LG Chem and CATL have seriously ramped production and are now the clear leaders. Eight-year lead is based on Cathy's statement that the 2012 Model S still outpaces the competition on features and performance. You can take that with a grain of salt, but judging by recent efforts of incumbents they still have a lead.
On the Apple analogy, yes the cheap Androids used different components, but it was the high end components for high end phones that were in short supply, especially screens (this is going back to 2010-14 period when I was following this issue (here is just an example of one of many articles on Apple's supply chain dominance www.allthingssupplychain.com/what-can-we-learn-from-apples-supply-chain/). With the entry of Huawei and Xiaomi into the market this changed, but Apple are still at 66% in terms of share of profit on 30% of revenue for smartphones (www.counterpointresearch.com/apple-continues-lead-global-handset-industry-profit-share/). Part of this in rooted in its premium pricing, of course, but also in its supply chain cost control: they buy in big quantities.
This all comes down to scaling. Will Tesla be able to re-produce what Apple did? I was throwing it out as a possible scenario, but there are a lot of imprecise brush strokes in there. Apple, for instance, made a lot of big bets back in the day, like assuming their iPhone business would double every year and buying components 3 years forward on those assumptions. It worked out but it might not have. Certain statements by Tesla suggest they are highly committed to securing supplies and getting ahead of the market, including getting into mining. They may have to in order to scale as fast as Cathy is assuming, but it could seriously backfire if demand turns out not to be there. When I try to research the state of TSLA's long-term supply contracts, there is next to no information on it that I can find, so I was and am still speculating on their forward situation. You were right to call me on it.
If there is a stock market crash I'm going to plug everything in to the Ark funds, I want this lady managing my investments.
It’s cheaper to just look at their stock picks and copy them
I was thinking the same exact thing. I'm sitting on piles of cash right now waiting for "the crash" and then I'll pump it all into the bottom of the new economy.
Create a list, do your research, follow the markets and invest into the dips. If your long term 20-30 yrs you will 10x your funds and that’s a low number
She dead right about Tesla but she does have some bad picks over the years as well if your going to invest in a ETF you might be better of with the S and P 500. Ark has a 100 percent return in the last 5 years witch is not bad but 20 percent a year is ok for investing I’m up 163 percent on Tesla in 6 months for me at least investing in new growth stocks is worth the risk over ETF’s I sold my ark shares at a profit for Uber stock and I’m already up 25 percent in just a few months. The best stock advice I ever received is from a UA-cam channel called Financial Education I followed most of his stock pick and investing strategies and advice for over two years now and I’m dame happy with a 65 percent return rate on account I’ve haven’t had open for a year now. Ark not a bad stock but i feel like it’s overvalued right now and still may not be the greatest deal in a crash ETF’s don’t normally get hit to hard in a crash you could see a 10 or 15 percent drop but during a crash safe company’s like Apple can be 50 percent down temporarily and you can 2x or 3x in a 6 month span. Best of luck to you I hope this helped.
KimiDesu agreed
I need to watch more of this lady. She’s teaching me a lot.
Go to her firm's web site: www.arkinvest.com Read the white papers on Wright's Law and other Tesla topics. Her team is the best on Wall Street in my opinion.
She has no clue what she’s talking about. The whole range argument is just bullshit. I live in Norway, the most EV friendly country in the world. Yes we have a lot of Teslas because we’re rich as fuck and they look good, but in terms of range there are many cars that can compete. The Mercedes eqc, the Huyndai kona, and most probably the future VW ID 3. Plus Teslas are notoriously unreliable and spend more time in the the tesla service center than they do at the roads.
The lady is a shill and a con, period.
Men’s Kingdom lots of twaddle
I can't help but get excited trying to imagine the future that Cathie Wood (Ark Investment Management) envisions. She is such a breath of fresh air in the stuffy room full of backwards thinking stock price "analysts". Many thanks to those smart enough to invite her onto this program.
Seriously! I love this woman.
Tesla is going to be the largest automaker in the new era. She is 1000000% right
Only if you ignore Tesla's problems, and everyone else catching up. She's delusional.
@@chrissullivan8879 Tesla's problems? Like 2 profitable quarters? Like a rabid fan base? Like enough media attention to equate to BILLIONS in free advertising? Like Orders of magnitude more data in self-driving than all the other car companies combined? Like the number one scholar in battery tech being on your team? Like inking deals with several lithium mines when lithium was significantly cheaper? Like a design team that keeps churning out designs that are sleek and modern or at least jarring enough to create a buzz? What is Tesla's problem? I'm just waiting for the technical entry to go long .... this is a name everyone should own....but not at this price...yet
@@chrissullivan8879 They can't catch up. It's like saying shopify will catch up to Amazon. The first mover advantage is huge in this space. The other issue the old OEM's have is they're married to a dealer network that has NO incentive to sell cars that require minimal service. If a dealer can sell an M3 electric vs ICE M3 he will push the latter every time. Old OEM's will make nice cars (I actually like the Porsche Taycan ...despite it being inferior to the old Model S) but its too late to catch up.
@@chrissullivan8879 I would like you to explain HOW everyone else is catching up? How do they even beat the 2013 Model S?!
@Owliyfs purpose and the understanding that you are working towards something amazing should trump the wages. Also, the company being successful, you will actually make way more money long term, personally, if you take your shares and invest more. Long term better than short term, always. I'm thinking to join Tesla, on any position. Everyone wants to be part of something amazing!
This lady is a genius 💯 makes so much sense. Just bought more $tsla
Liberty TV I want to marry her.
@@alphatesla684 she's 60
@@charlech maybe he is too xD
Tesla is a winner. Automated Uber-killer will make them mega billions. I'm HEAVILY invested over the past 2 months. Elon is winning, SMART
char if that’s true, she looks good for 60. Two, I need her for her intelligence.
You nailed it!
"They have just gotten started..." "That is the problem..."
Andrew Binning , not really. If you look at their product line up, it is pretty well defined. What Tesla will announce last is probably the economy model. This will probably be designed by the new design house in Shanghai and because of the volume produced will need LOTS of batteries. So, I would disagree that they are just getting started.
@@shepherdsknoll8 I think you misinterpreted my quotes up there... Everyone else is "just getting started" which means they are 8+ years behind Tesla.
Andrew Binning , yes, I re-read, and I believe I did. You were just quoting Cathy, sorry.
@@shepherdsknoll8 Life is all good my friend =)
Can we all agree Cathie Woods gets why millineals are crazy about the future and if we are the future, any compaany that fails to cater to us will end up like Nokia and Kodak ?
@@zlatkov8 I care that my investments bring me returns, whether it is by saving the planet or harvesting organs from aborted fetuses.
@@gorthorki well, not everyone is like you...
Agree - you are the future, you are also about to receive the largest transfer of wealth from one generation to the next in human history - we Boomers - the greatest & wealthiest ever generation all slowly dying off now - passing on our vast riches to the next generation - I wonder will you have any time on this fragile planet to use it ???
You sound like an entitled brat.
gorthorki
You lack ethics. You will fail. Bad karma.
Cathie Wood is straight gangster!
Should she be arrested?
Yeah, she’s a professional con woman.
Deplorable Me how?
“The winner will have the most data, and the highest quality data. Tesla has 14 Billion miles of data, Waymo only 20 Million.” Looks like we have a winner!
Auto companies are screwed.
DonMikimax, you’re probably right:
Tesla 🆚 Competitors - 5 Advantages
📺 ua-cam.com/video/MyfRM3Z3v6Y/v-deo.html
(12.5 minute video | August 6, 2019)
"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage."
- Warren Buffett
source: 10 Growth Investing Tips From Master Investors:
www.fool.com/investing/2017/05/07/10-growth-investing-tips-from-master-investors.aspx
Dude, electromotor is a simple technology. Once large car manufacturers like Toyota and Volkswagen starts to produce el. vehicles in huge numbers, they will own the market. They have the capacities and they can produce it much cheaper than tesla. The only advantage tesla has right now is being the first. That is all.
@@monsterboomer8051 self driving advantage!
Edgy Doge Then why are they not doing it? You realize it’s not that simple when you have 100’s of billions of dollars invested in factories and technology that is not electric vehicles. Switching that will be difficult. Tesla is obviously already a electric car company 100 percent which gives them a massive competitive advantage
@@monsterboomer8051 they don't have a bidirectional Kobald free Battery for 1 mil mile and no Superchargenetwork and no selfdriving and not the best crash results, not the Best Onborde Computer not the best cw value, OTA Update etc. .... They old Carmanufactur are 8 Years behind. VW BMW and Toyota may less Daimler and Ford are already dead in this decade...
They have had there IPhone Moment.
Tesla produce 20 million Vehicles in 2030 in all Segments.
New Factorys planed in: Oklahoma, Texas, Mexico and Grait Britan - Shanghai and Berlin Ramp up.
I only see Renault and Tesla on the Street where are the Tesla killer?
It’s mind boggling that just by finding the right crazy human on UA-cam can make you rich! Really wish if I would have found Cathie few years back 😻
She must be so happy with these gains
Her "I told you so" smile would be so much wider today. Wise woman! Hurray for Elon!
Andras hit it on the nail! "Tesla is a car company to the same degree as Amazon is a bookstore" 👍🏽 In regards to Cathie Woods well, let's just say, I could listen to her all day!
Where is the rest of this? This cant be the end of that discussion
Watch the full show and scrub to when you see her:
ua-cam.com/video/DhaTN_nu6JU/v-deo.html
Not much after the laugh though
@@tipoomaster thanks!
Yeah, this video kinda fell off a cliff at the end.
There's only like a minute more material with her on the original video, so you're not missing much. They looked at her like she was some religious nut after she said all that.
Her record speaks for itself. She's one of the best in the world.
*This lady is incredibly smart...*
Cathie gets it, and will be rewarded for her foresight.
Listen between 07:02 and 08:15 and set it on repeat. This matters!
TheEd555, yes, that does matter. ...I have more:
Tesla 🆚 Competitors - 5 Advantages
📺 ua-cam.com/video/MyfRM3Z3v6Y/v-deo.html
(12.5 minute video | August 6, 2019)
"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage."
- Warren Buffett
source: 10 Growth Investing Tips From Master Investors:
www.fool.com/investing/2017/05/07/10-growth-investing-tips-from-master-investors.aspx
I could listen to her all day
These guys are humouring her, and you can almost catch them laughing at the end like "ha well you're so excited you should be a tesla salesman" -- I've heard this line so many times when I try to explain the same things Cathie is doing here, and so many times I've gotten the same reaction. You almost feel bad for them, they're going to totally miss it and then wonder what happened! Ha!
9:02 "They haven't really almost gotten started".. You said it yourself!
Hva fanden, der er sgu en kendt ansigt her 😄🙏🏻👌🇩🇰
@@pkcsgochannel5412 Haha. Man er jo Tesla investor ;-)
I know Tesla is using nvidia’s GPU for running their autonomous driving technology. Nvidia has specifically designed one GPU (a multiple cores data processing unit that is the fastest in running huge amount of data for supercomputing) for Tesla about 1 1/2 years ago.
Now cathie said that Tesla has their own chips now that are 4 years ahead of all of the semiconductor companies that design and make chips for supercomputers. If it’s true, Tesla’s ingenuity is not limited to auto design and EV-battery-making, it can assuredly create the top-notch supercomputing chips for not only self-driving technology, but also for cloud-learning technology.
It is not just an auto company then.
Cathie is the boss.
Cathie Wood has it nailed. When I read, or listen, to anyone from ARK Investmest, they give extraordinary detail to support their thesis. As a comparison, I listened to a interview of a well know short seller giving reasons why Tesla is going to get crushed by the "big" guys. He mentioned Porsche, Jaguar and Audi. Well, I looked at their cars and prices and Tesla wins hands down. Perhaps GM with the Bolt, and Nissan with the Leaf will chew away at the lower cost end, but when customers want autonomous, Tesla will be the big guy.
Hint for analysts:
1. Tesla is not just a car company. It is a tech conglomerate.
2: Tesla's are now more reliable, safer, and more efficient than your ICE vehicle, plus, lower costs of ownership.
3. No other automaker is even close - they are at least 5 - 10 years behind the tech curve.
4. Demand is strong. Do the in-depth research. e.g. 63% of new car buyers in America are at least considering an EV.
Biggest problem with autonomous is what happens in heavy pedestrian areas. If I step out in front of one does the car stop, swerve or run down a person.
Cathie Wood is a fantastic fund manager and i love her innovation platforms approach. Working at her fund would be a dream job.
These lady is so smart! I need her as a mentor lol
If I get caught drunk driving with autopilot on can I blame the Coronavirus?
Stephen Kunkel That you are posing this question suggests that you should not drink alcohol ever again. Enjoy sobriety!
Stephen Kunkel , no, you should have switched to Bud Light.
Couldn't agree more with the comment at 4:24.
Cathie is absolutely BRILLIANT. I follow her not just to make $$$ in her ARK funds but to be enlightened about our future. “Imagination is the preview of life’s future attractions” (Albert Einstein).
is she bullish on CRSP NTLA and EDIT? i cant tell..
Yes
This lady is the smartest investor I’ve ever heard
RIP
(cant the traditional OEMs do EVs) Oh... they're failing miserably
haha well said Cathie
Tesla 🆚 Competitors - 5 Advantages
📺 ua-cam.com/video/MyfRM3Z3v6Y/v-deo.html
(12.5 minute video | August 6, 2019)
"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage."
- Warren Buffett
source: 10 Growth Investing Tips From Master Investors:
www.fool.com/investing/2017/05/07/10-growth-investing-tips-from-master-investors.aspx
@@platoscavealum902 which is TSLA got all that
@@ahmadfauzi5757 I'm still iffy on TSLA myself, and think they're overvalued. Their chief assets are their batteries, software and charging network. I'd rather see them stop making cars and license/sell their tech to the companies that have been making cars for decades, instead of waiting for Tesla to improve their build quality, and after-sales support network (areas where even fans acknowledge they're way behind established companies).
Murr d That’s not true at all. Ford, GM and others have made great advances.
I don’t get it. Tesla stock is way up but the ark fund barely moves. Good thing I invested in Tesla stock directly.
The looks on their face kind of show that they find it hard to believe what Cathie has said, but refuses to rebuke as Tesla’s shares has gone through the roof, because it doesn’t matter you are right or wrong, what matters is you make money
With technology progressing, no doubt Tesla will be big presence in the future of automotive. My worries are the complete reforming of technical skill sets need for the future automotive industry. I mean from a bottom up view, would we expect the typical car mechanic person to be experienced in electrical or even software engineering once EV becomes the norm. Sounds like a huge gap in skill.
I admire the fact that her opinion is backed by facts, data and makes logical sense. There is one thing that prevents me from buying TSLA: volatility. i genuinely hate volatility. I really hope the stock can settle down so I can feel comfortable putting my money in this company, because it is the future. Sometimes I wish I was less risk adverse
Why include Netflix? I wish they asked about that, I always found it a weird outlier in ARKK
Netflix might actually start to decline when new forms of media take it's place.
Glad I listened to this woman.....ive already made a nice profit.... thanks Cathy 😉😉😉
I’m a big fan of Cathie Wood and Ark 👏
Another thing to note is these automotive companies haven't had this challenging of a task (completely revamping car production) in decades. They've only worked on slight improvements and have no idea how to build from the ground up.
Exactly, those who knew how to build an auto business at Ford or GM are long gone. Big difference compared to just business as usual.
I think the real challenge will be to actually convince people to go electric. A lot of people are uncomfortable with a robot having any control of a car. Car guys like to have the control and be able to work on a car. I cannot possibly see their hideous truck being a hit among truck drivers
@@natestrades When you start seeing Cybertrucks in traffic, traditional trucks will look so yesterday. Also, if you want the most robust, powerful and versatile vehicle, there is no alternative. I am a car guy with many cars and bikes. I realise that my ICE knowledge will not be useful in ten years, just as steam engine knowledge is no longer common.
Cathie Wood might be my favorite finance-related person. She always goes straight to the point, no bs.
Plus: what a cougar
Tesla 🆚 Competitors - 5 Advantages
📺 ua-cam.com/video/MyfRM3Z3v6Y/v-deo.html
(12.5 minute video | August 6, 2019)
"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage."
- Warren Buffett
source: 10 Growth Investing Tips From Master Investors:
www.fool.com/investing/2017/05/07/10-growth-investing-tips-from-master-investors.aspx
@@platoscavealum902 pls gtfo of my comment, don't spam ur crap around
Hello, The Paladino
It was not my intention to upset you. I merely wanted to share some competitive advantages that Cathie has not mentioned.
@@platoscavealum902 No, here is the right version of your last sentence.
"I merely wanted to share my bull case for tesla and advertise my channel"
Thank you for sharing your thoughts, The Paladino
I can’t blame you for thinking that. You’re on the internet, after all. (I admire your skepticism.)
However, in reality, I don’t have a "channel" that I’m trying to promote. I don’t even have a single video uploaded.
I’m merely trying to expose you to information that wasn’t covered by Cathie.
I suspect you’ll enjoy the video if you watch it. ...Competitive advantages are extremely important to understand if one wants to be an above average investor.
This lady works for Tesla marketing departament?
Cathie Wood is crazy. She is so clear and so encyclopedic in her grasp of data!
This is a good explanation of why the Tesla price has gone up. Investors want to position for a changing market. So that would be a fundamentals move, not just stock investors looking to ride a wave.
Never heard of this Cathie Wood before this video but its OBVIOUS that she's gotten her research done in Tesla! That and her enthusiasm for said company shows through and through!
Now, can anybody answer me just why in the world they cut her off so abruptly once she started dropping some serious FACTS?!?!?
"...Tesla is the only auto manufacturer, STILL... that delivers over the air software updates to modify performance!"
I know I'm not the only one who caught that.
When you invest a good portions of your funds., your firm would obviously say it is undervalued.,
WHERE IS THE REST OF THIS INTERVIEW ?!?!?!?!?!?!
It is funny to hear questions from those who doesn’t study, or too stupid to understand technologies, but just counting on old matrixes,
I buy what Cathie invest in. Worth it to listen her for sure. Ark Investment is always ahead of the game.
“Simon says” - sign me up!!!
Simon says - Legacy must Die.
Simon Say's - "Charge the truck up !" (with Paroahe Monch beat playing in the back ground)
@@messyl1900 lol
The truth is that Tesla would not even exist today if GM had kept making and improving the EV1. People loved that car so much they held a vigil when GM killed it in 2003. GM and other automakers IGNORED this consumer demand, saying it's an unprofitable niche. In reality they didn't want to stomach the disruption. Now they look like zombies plodding along toward perceived profit while totally ignoring progress.
Now, any significant advance in battery technology/cost will make ICE(cars first) obsolete. That's because most of cost in an EV's is the battery, and the advantages of using an electric motor are HUGE. An engine-trans needs hundreds of complicated metal parts that were forged/cast/rolled, shipped turned/milled shipped hardened/tempered /ground/washed/tested/ shipped again from dozens of locations to be assembled into an inefficient machine that turns fire into motion. An EV needs only a few of the simplest of those parts, and has far better control due to low drivetrain inertia.
It's amazing to see companies still insist on not moving forward with future tech and innovations. Blockbuster died, Sears and most department stores dying, yet no one is reading the writings on the wall.
Tesla will be the first to level 5 autonomy due to their massive fleet of real world training data and will remain in the lead with battery tech vehicle integration for the next 7 years easily.
👍 Joseph Wong, you got it right. Good for you!
Tesla 🆚 Competitors - 5 Advantages
📺 ua-cam.com/video/MyfRM3Z3v6Y/v-deo.html
(12.5 minute video | August 6, 2019)
"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage."
- Warren Buffett
source: 10 Growth Investing Tips From Master Investors:
www.fool.com/investing/2017/05/07/10-growth-investing-tips-from-master-investors.aspx
Good Points!! Great Information!!
she know her stuff
Cathy you're brilliant!
Everyone's jumping in at the top. This stock is way over hyped. They made 105 million last quarter people. Market cap is at 123 billion. Not saying It won't be worth more in the future. But it's not worth 123 billion market cap right now. Too much risk at this evaluation.
If you look at the EV adoption trends, you can see the world is transitioning to EV's. The question you have to ask yourself at that point is what a 5-10 year lead on batteries, EV tech and innovations is worth to other car manufacturers, even if Tesla wasn't in the business of manufacturing.
Just their tech breakthroughs alone are worth more. Some examples: Autopilot cpu with double redundancy 21x faster than next best option, ground up EV design a decade in the works, solar roof tech, worlds largest grid-stabilizing battery that pays for itself in 3 years, factories capable of producing half of the worlds lithium ion batteries, over the air update tech, overlapping benefits from spacex/boring company, etc.
I would say so. Tesla is a solar company, space company, solar company, battery storage company, car company obviously. The future potential just from the vehicle side is amazing. Profits In the future is looking really great.
TSLA talk at 6:00
ARKK investors anyone?
I’m now a Cathie Wood fan
Even though I'm super in favor of Tesla and love Ark's analysis, his point at the end stands, that it may be too early to write the other car companies off. They may still yet catch up, behind projections just like Tesla did.
she taught them like they are in nursery.
was she talking about EDIT , CRSP , NTLA and ILMN ?
I'm so happy for TSLA and Cathie Wood. I've always wanted TSLA to succeed, but I didn't think they would. I'm so glad to be proven wrong, and no, I didn't buy any stock. Morgan Stanley just upped their target to $1200. This is gonna be the greatest short squeeze of all time when all is said and done.
This lady has the best performing non leveraged ETF of the last 5 years by far. ARKW.
I love this woman so precise with her future prediction on Tesla.
Where is the rest of the interview please?
It wrapped up about 2 seconds after this video
I guess they got cold feet with their latest sale amounting to 17% reduction in position as of March 31, 2020 as reported in business news.
wymo is a device for automated driving, that data cant compare with all tesla feet on the consumer hand since those are not automated driving, am i correct?
Omg I just discovered cathie a few days ago and she is so brilliant
I just wonder wich conventional auto company out there will fall first .
GM stock at $33.78 this morning and falling rapidly.
@@donkanis6141 ford is under 9 bucks so far
@@jjrrxx1981 Tesla closed at $780 today.
@@donkanis6141 I saw , it almost got to 800, great I own tesla shares
Super capacitors are the real game changer that solves many of the electric car deficiencies. I know what a capacitor is, but I am not exactly sure what a super capacitor is, other than it is cheap, charges quickly, and Tesla bought a startup company. Electric cars will always have inherent deficiencies like no heater, so a self charging electric with a small gas powered ancillary charger might be the way to go.
A crazy idea I had was to synchronize the charging motor to the electric motor to simulate the sound of a traditional motor. I have heard complaints about the boring nature of the electric car experience.
Where is the full video of this.
Her argument is that Tesla will be to the electric car the same way Apple was with the iPhone -- it alone can take a significant market share compared to its competitors. It's a good argument.
I don't think ARK’s bull case even took into consideration Tesla launching a Vehicles as a Service subscription model for the taxi fleet. Which seems likely to happen.
Jordan I think the internet Satellites Space X is launching this year is a Tesla product.
@@alphatesla684 Elon already explained on the latest earnings call that it's not. Satellite connectivity is too high latency in comparison to cellular networks. It makes more sense for rural/remote areas with poor cellular connectivity, which he admitted. But satellite antennas on Teslas is not really something he has been thinking about. SpaceX satellites are just a way to get some level of internet access to every region on earth.
I would not be surprised to see Tesla develop their own UBER like network in the next 6 months. If they do it, that could result in the market tacking Uber's market cap onto TSLA stock in a very short period of time.
@@glenmullet That would be nice to see. But I doubt TSLA creating a taxi fleet until they reach full autonomy. ARK believes that will happen by 2021. But I think even that date seems too aggressive. But who knows, the China and German factory will significantly boost supply to reach the demand. So with the number of cars that they will have on the road, maybe they can achieve full autonomy by then.
I foresee Tesla reaching 1 zillion market cap by 2121.
This lady has made her case very clear
What a super intelligent G.I.L.F.! 😍
Why can't we have intelligent people running for president??
Kathy Woods is an amazing person.
I converted my portfolio to 100% TSLA the morning before earnings were revealed. Prior to that, I was 30% TSLA and 70% BYND (sold at $129.64)
I'm long on tsla and bynd. Waiting for mcdonalds to adopt bynd world wide.
No u didn't
@@john-ze7eu I certainly did and also converted my wife's portfolio to 100%TSLA at the same time! Look at where the stock is today. We are up 36.89% since the morning of earnings and totally thrilled.
@@ReevansElectro you are in for a rude awakening
@@dizzitube84 I wonder is selling my stock is possible if it drops a bit one day? Do you think that it is possible?
Then why did she dump a bunch of Tesla shares last week?
This lady is BRILLIANT!
most detailed explanation of Tesla's rise. Damn!
At least the guy admits that he had no clue about genomics
Neither do I am that’s why I don’t invest
the past 3 months her words became a reality and i just can't see why we should not listen to her now
Cathie Wood is so awesome!
Tesla at $729.50 PS at 11 am this morning and rising rapidly. GM at $33.72 and falling rapidly.
"But the other car companies are just getting started". Yeap and still behind the 2012 Tesla Model S. Hehehe, I thought that was pretty good comeback. I'm surprized she didn't mention the Tesla Solar Glass Roof, which is supposed to be about 80% the price of a Tesla Model 3, with about 1 million new homes each year, and their being able to retrofit it on older roofs, and install it in under 8 hours. Batteries, Cars, Solar, and Self-driving are the 4 big advances, and Tesla has them all.
I.want to buy Tesla vehicles. Why it is not available yet in.my.city?
close to 100% on my stocks. thank you very much
Cathie so so so good !!!