facebookEsty got in to S&P500 but Tesla did not?? Oof. What a blow to Tesla... Would you still want to invest in the latter? - Seedly

Anonymous

15 Sep 2020

βˆ™

Stocks

Esty got in to S&P500 but Tesla did not?? Oof. What a blow to Tesla... Would you still want to invest in the latter?

https://finance.yahoo.com/news/tesla-not-added-...

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HC Tang

15 Sep 2020

Financial Enthusiast, Budgeting at The Society

Beside what Justin shared. I like to highlight two points :

  1. Largest data lead in FSD

Basically , every Tesla car on the road worldwide is their data point. There are 5 levels of true autopilot self driving and Tesla are at most level 3 or 4 while the rest of the world at level 2 or 3. The huge amount of data give them the ultimate advantage of being the first candidate to achieve level 5 fully automated self driving.

Coupled with their full in-house sign AI chips, advanced Electronic motor design, much more efficient manufacturing car design and capabilities from body molding , reduces lengths of wires used for whole car use by 300% or so, and many other innovations with the continuous innovations and lean design , makes them 2 years ahead of electrical car design and automated driving as acknowledged by Audi CEO.

  1. Superior battery technology

They have their self own largest gjgafactory producing the most important parts of electrical car, the battery. In Nevada and another location in USA. With Shanghai gjgafactory completing soon for china market. With china manufacturing capabilities, they can scale up very soon while the rest of the car manufacturer had difficulties producing / sourcing battery.

The have been investing in all details tech in electronics car design that is way ahead and game changer of any car design that has not been innovating much for so many years. Take example of their battery innovations, they are going to launch new design of battery that will increase the milleage by a huge percentage that is going to put them way way ahead of all car manufacturer.

Just Google the 2 points above and you can find out more details.

Cheers.​​​

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Justin Mok

07 Sep 2020

Bachelor of Business Management at Singapore Management University

S&P500 or not, it doesn't affect the fundamentals of Tesla, its vision, mission, and business model. In fact, if Tesla was included in the S&P500, the only implication is Funds/ETFs replicating the S&P500 are obligated to snap up Tesla shares. That is all. Nothing fundamentally changes to their overall business.

I am personally vested in Tesla. Sharp falls like this only makes me smile. Because I am convinced that the stock falling for the wrong reasons:

  1. Stock split (doesn't change the fundamentals)

  2. $5 Billion offering (smart move to raise capital at high valuation)

  3. Second largest shareholder shaving positions (inevitable, they have regulations to follow as they have fiduciary duties)

Every sharp fall is like a black Friday sale for me. I will be glad to accumulate positions. Why so?

  1. Safest vehicle tested

  2. Largest data lead in FSD

  3. Lowest cost of ownership

  4. Massive supercharging network

  5. Superior battery technology

  6. Infotainment

  7. Energy storage

  8. Solar roofs

  9. Robo Taxis

  10. Autonomous Semi Fleet

  11. List goes on...

I'm entirely convinced that Tesla will be the future. That's why such news doesn't spook me. Nevertheless, if you are interested in Tesla, do your DD before making any decisions. Don't invest solely on emotions (FOMO, FUD).

For now, I am a massive Tesla bull, and I believe in Elon Musk.​​​

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Lin Yun Heng

06 Sep 2020

Senior Analyst at Delphi

Short term news and noises like this won't affect the fundamentals of Tesla (or any stocks) in any w...

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