Makes sense why it dropped almost 60% from the peak. Didnāt realize the next 3 yearsā estimates were so dire! If you had to assign a multiple based on forward earnings, how would you value TSLA here?
Iām thinking it could get cut in half again from here before we get a durable bottom. I donāt think the bad news flow has ended and the current valuation doesnāt suggest much of it is priced in yet. Thanks for the 1-pager!
Makes sense why it dropped almost 60% from the peak. Didnāt realize the next 3 yearsā estimates were so dire! If you had to assign a multiple based on forward earnings, how would you value TSLA here?
Ya I honestly have no idea. Think youād need to have a proper view of the story 5+ years from now and Iām donāt really have one.
Iām thinking it could get cut in half again from here before we get a durable bottom. I donāt think the bad news flow has ended and the current valuation doesnāt suggest much of it is priced in yet. Thanks for the 1-pager!