Ivan Koay 🇲🇾

Tesla Investor | Entrepreneur

[Ivan Koay 🇲🇾 @ivankts]

A very underrated yet POWERFUL tool to progress further consistently :

Observe other people’s mistake & LEARN from it.

Although learning from your own mistake is useful, it’s even more POWERFUL to leverage other people’s mistake so you can progress further & faster.

[Ivan Koay 🇲🇾 @ivankts]

@Chicky_Think What are the top 3 tools (if any) that you are currently using or benefited the most from ? 😇

[Ivan Koay 🇲🇾 @ivankts]

😂😂😂😂 $tsla

[Ivan Koay 🇲🇾 @ivankts]

🤓🤓

[Ivan Koay 🇲🇾 @ivankts]

This is legit nonsense.

[The Futurizts @TheFuturizts]

If you’re living in the Klang Valley, the Belanjawanku Study expects you to only spend RM22/day on food.

• Breakfast: RM4.90
• Lunch: RM9.00
• Dinner: RM6.50
• Afternoon tea: RM1.90

TOTAL: RM22/day

MONTHLY COST: RM660

[Ivan Koay 🇲🇾 @ivankts]

I still live by this & my life has improved A LOT ever since.

[Ivan Koay 🇲🇾 @ivankts]

A very underrated yet POWERFUL tool to progress further consistently :

Observe other people’s mistake & LEARN from it.

Although learning from your own mistake is useful, it’s even more POWERFUL to leverage other people’s mistake so you can progress further & faster.

[Ivan Koay 🇲🇾 @ivankts]

I set myself this financial milestone for 2025, but somehow, I've managed to reach it today. It's pretty surreal. 🙏🏻

Grateful. $TSLA

[Ivan Koay 🇲🇾 @ivankts]

Will I be able to end 2024 with a W?

[Ivan Koay 🇲🇾 @ivankts]

@Viper19863 LinkedIn.

[Ivan Koay 🇲🇾 @ivankts]

$TSLAQ is getting very unhappy.

$TSLA We keep rising 🚀

[Elon Musk @elonmusk]

@wholemars The path to overwhelming victory is clear, but a massive amount of work remains

[Ivan Koay 🇲🇾 @ivankts]

i genuinely believe $TSLA will solve FSD in 2025.

[Ivan Koay 🇲🇾 @ivankts]

@ZUSCoffee Team, please seek for a solution to enhance the speed of getting the drinks ready during lunch hour.

Having to wait an hour plus for a drink is such a painful experience.

[Ivan Koay 🇲🇾 @ivankts]

2025 - The Year of Bulls. 🐂

$TSLA

[Ivan Koay 🇲🇾 @ivankts]

we’re all gonna make it $TSLA

[Ivan Koay 🇲🇾 @ivankts]

@MyMaybank Pls reply DM. I received a missed call from CS, could you call me back again.

[Ivan Koay 🇲🇾 @ivankts]

@MyMaybank Hi Maybank, I made multiple transfer attempt just now due to your system error. Right now, my money has been deducted, but the money did not reflect into recipient account! PLS RESPOND ASAP.

[Ivan Koay 🇲🇾 @ivankts]

@MyMaybank Pls check DM.

[Cern Basher @CernBasher]

Dan Ives' $400 Price Target for Tesla is Conservative

In my view, Dan's price target is very low and it tells us that the Robotaxi and Optimus opportunities are barely factored into the current stock price.

You only need a 5% probability for each of Robotaxi and Optimus in order to reach his target.

Using my models I can get to Dan Ives' $400 Tesla price target by adjusting the probabilities in my model so that my present value calculation equals his target.

Here's one way I can adjust the probabilities of each part of the model:

100% Autos
100% Energy
100% Service & Other
5% Robotaxi
5% Optimus
0% Autobidder
0% AI Inference

Other assumptions in the model:

1) The required rate of return (discount rate) is 14% per year.
2) The long-term growth rate of earnings post 2035 is 18%.
3) The P/E ratio post 2035 is 18.
4) The growth in shares outstanding is 2.25% per year (this results in another 1 billion shares outstanding between now and the end of 2035).
5) No share buybacks.

Alternatively, I can get to Dan's $400 price target with these probabilities:

75% Autos
75% Energy
100% Service & Other
7% Robotaxi
7% Optimus
0% Autobidder
0% AI Inference
Higher expectations than Dan...

With just a 10% probability for each of Robotaxi, Optimus, Autobidder and AI Inference, I calculate (with the same long-term growth and P/E assumptions listed above) a present value of $560 per share.
I don't do price targets, but if you assign only a 10% probability to those four business segments, you can justify a current price of $560 for Tesla's stock.

Not financial advice. Please do your own research and calculations.

[Ivan Koay 🇲🇾 @ivankts]

@CernBasher Great analysis!

[Ivan Koay 🇲🇾 @ivankts]

I’ve been told countless times to sell my $TSLA stock because the CEO was ‘too busy ruining the company with politics.’

So… how’s that expert advice working out now?