Re:Everyone Despises SolarCity Deal, Except Tesla Shareholders
by mholmes680 on Thursday August 04, 2016 @04:31PM
(#12228238)
I agree. TSLA aims to be GE, not GM.
From a stock perspective, I'm long TSLA. The car business is nice, but its just a vehicle for changing the world (and already priced into the stock, really). The real things we have to price is how the technology in a car can apply to all transportation problem/solution sets, how legitimate electric is as a solution for fuel/energy problems (and, long, for space), and also - can TSLA avoid existing regulation barriers and use the US market/economy in time.
From a stock perspective, I'm long TSLA. The car business is nice, but its just a vehicle for changing the world (and already priced into the stock, really). The real things we have to price is how the technology in a car can apply to all transportation problem/solution sets, how legitimate electric is as a solution for fuel/energy problems (and, long, for space), and also - can TSLA avoid existing regulation barriers and use the US market/economy in time.