I look at the suggestion of Tesla's 3rd largest specific shareholder for Tesla to redeem $1 trillion in 2026-2030.
Leo Koguan: Satisfy the 3rd Largest Person TSLA Investor (Ep. 435):.
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Aside from the content of your videos, what I really appreciate is the fact that you seem focused, only on making the video long enough to get your point across, and not to reach any advertising metrics, etc. π
@Charles other way around. When you give you get
HERE HERE!!!;)
Dave is rich enough to care not about the ad money and also caring enough to share his thoughts for free with us.
so amazing. his crazy deep dive with James on AI day was so awesome. long form content with no advertising and no Patreon shout out. crazy.
β@matzouks do you think he writes off his RV milage as business expense when he makes a video on the road?
He didn’t become a billionaire from being timid and mousy. Greater risk, greater reward. Most billionaires are on another level.
Buybacks after all funding for research, development and growth – yes. Any other reason, including whinging shareholders – no.
The primary goal of buybacks should be to mitigate the share dilution of stock related compensation. 25% dilution over the past 5 years is hard to keep up with for existing shareholders.
It’s fine to buy back but it needs to be done when at low prices. I am afraid by 2030 Tesla will be worth more than people think. The only way is up
200000k
Two problems with continuous stock buybacks.
1. It makes no sense to buy back stock when the stock is high. They should only do buybacks on the dips.
2. This analysis assumes that Tesla is only completing and maturing the current products. I would assume that Tesla will be expanding in many new directions and will need capital to expand manufacturing for those new, unannounced products.
I regard Tesla as a safe haven. Even through a financial collapse/reset, the EV and AI behind Tesla stock will be valuable in whatever currency they come up with.
No individual stock is a safe haven.
Buy a emergin msrket without china etf and a Indonesian etf and a Vietnam and turkey etf and dont forget to buy a ukraine index and a south america etf!
@Nieder rheiner can you elaborate?
@TreeSquared3 Yes. But its not my responsibility to educate you. Research yourself!
Excellent video…provocative thesis and thought provoking analysis. Thank you for this!
Man. I get even more excited about Tesla as both the company and the stock daily.
I hear a lot about a stock buy-back but the I can’t get over the question of should they? Does a stock buy-back feed into their goal of accelerating the transition to sustainable energy? Could they use the money to make their business more robust than it is today? Can they sacrifice a little bit of capital efficiency to experiment with technologies that may give them an even stronger edge in product efficiency and manufacturing prowess? To bring more advanced tech to whatever field they may find themselves operating in?
As a shareholder, a stock buy-back is awesome but I’m not convinced that it’s ideologically the right direction. I’m not investing in Tesla just for the money, I’m in it for the technical prowess they bring to the global market and the positive impact they leave every day.
Where does Tesla show more ” technical prowess” than any other car manufacturer?
@Nieder rheiner you are joking, right?
Itβs an old joke though, funnier in 2017.
I like best the “car company” bit.
@An Errant Photon The point here is that Musk believes that Tesla is spending all the money that they can to expand the business without wasting it. What do you do with the extra cash before you need it in the future? If I had extra cash right now, I would invest it in Tesla. So would Musk. Buying Tesla stock does that.
@Ian Davies A truly great engineer is not made overnight. Three years at University, then some more years gaining experience. So in six to eight years problem solved. Can Tesla wait that long?
@John Glazer Your right, tesla is growing by roughly 50 percent a year. It wouldn’t be possible to double in size every year even with unlimited funds.
Love what youβre doing Daveβkeep up the great work π π
My takeaway is financial forecast donβt matter, the single most important thing that matters is Tesla being able to, and continue to solve ambitious engineering problems.
Dave, you come up with some amazing info, and your analysis is always intriguing. Fantastic job!!
Love this perspective and calculating positive future for all. Value to increase – timing is likely to skew from predictions. Supporting genius and validating progress is part of this communityβs core strengths.
Elon just did a couple of splits to allow Tesla workers to profit from share purchase each quarter. You can think like an investor or a CEO positioning his work force to prosper as they build this unbelievable dynamic company.
Rather than focusing only on buybacks, I would like to see Tesla put some of its “money printing” prowess toward a modest dividend as well. Not at first, of course, but in a few years, when they’re generating $100B in FCF… even a 0.5% dividend would add up nicely. π
Another nice analysis, however I question the value of such massive buybacks. Focus should be on factory expansions/ramping, battery ‘verticalization,’ FSD and AI/robot. The add the new platform. Seems like that is enough and if executed as well as ModelY the stock price will take care of itself.
Wouldn’t a massive dividend be a better use of such large cash flow once it exists? Dividends would have a tax advantage for most investors, and would provide cash without requiring the selling of TSLA shares. Dividends would also provide cash flexibility for the company if they have a new product line to put in production.
Anything that is huge, profitable, famous, or influential is the result of a tail even-an outlying one in-thousands or millions event. And most of our attention goes to things that are huge, profitable, famous, or influential. When most of what we pay attention to is the result of tail, itβs easy to underestimate how rare and powerful they are
@Angelo D Great It’s much harder to piece together every investment I made over my career.ππ‘No one talks about the dud picks, the ugly investment, the poor acquisitions. But they’re a big part of my story. They are the other side of tail-driven returns.
@Sophia Wilfredo”It’s not whether you’re right or wrong that’s important,” George Soros once said, “but how much money you make when you’re right and how much you lose when you’re wrong. “You can be wrong half the time and still make a fortune.
@Angelo D GreatOMG thanks alot, I just glanced the F.A you mentioned and i’m super impressed with her credentials.
@Angelo D Greatwell as you know bigger risk, bigger results, impeccable high-value trades are often carried out by pros.
I was just waiting for the scammer hook. If you use a financial planner from a comment section on a YouTube video, you deserve to lose ALL your money!
I’m well aware that the IRS has been weaponized. Although, Stock Dividends are what got me into investing in the stock market. The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. Have over $600K in my portfolio as I bought a lot of dividend stocks before, I’m buying more now, and I will buy more when it drops further.
I do believe from practical reasons that such high-volumes near impeccable trades can only be carried out by real-time Trading experts
@Trazz Palmer Please can you leave the info of your investment analyst here? I overheard someone talking about how a couple made $200k during this red season. I need such luck lol
Johanna really seems to know her stuff. I found her webpage, read through her resume, educational background, qualifications and it was really impressive. She is a fiduciary who will act in my best interest. So, I booked a session with her
This is good. Investing with the aid of an experienced trader is a very good way to generate passive streams of income. Just wrote the lady