@iamtomnash@YouTube@iamtomnash your content once was like a breath of fresh air, free of bullshit and clickbaity, FUD inducing titles. Sad to see another great channel getting progressively closer to 'Meet Kevin' levels of fear mongering for clicks and money. Unsubbed
As long as Tesla continues to execute its roadmap, we will likely see a similar scenario unfold again, albeit in differing magnitudes.
^ Notes to future self when it doubt, courtesy of @robmaurer
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A company that's growing earnings at 50% or more per year with /../ high prob of sustaining that growth over a multi-year horizon, should have a high PE; given the ratio stays stagnant and earnings continue to grow, the PE will get slashed 50% every year.
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Markets will NOT allow a 50% return on capital every year, hence the sudden $TSLA run-up late 2019-2021. Once the market processes that 50% earnings growth (and furthermore, its sustainability), the numerator of PE will shoot up.
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@garyblack00 How is the improvement of adherence to the principles of free speech deleterious to advertising? Wouldnโt that attract larger appeal from the audience, given most people appreciate speaking their mind?
Why would someone invest in pre-revenue EV moonshots w/ minuscule chance of survival long term when you have a company that has a >10x potential with almost guaranteed certainty
$TSLA
@wholemars@heydave7