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  • Tesla has just killed it with the Q4 earnings call, the Tesla stock is still surging, and many rightfully

  • ask us the question: Is it still a good time to buy more Tesla stock?

  • And if yes, when and how should I buy?

  • Well, we think we know the answer of when and how to acquire more Tesla stock

  • Then a lot of amazing news were revealed on the Q4 earnings call, about the Model Y, about

  • the Tesla semi, about updated ranges for Model S and X, and about Tesla Energy.

  • So really a lot to talk about!

  • Then we also want to take a look at other manufacturers, what are they doing?

  • For example Mercedes and GM.

  • And also take a look at electric buses in the US.

  • You won't believe who is the biggest manufacturer for those electric buses.

  • And also again about a startup that we mentioned last time, Arrival.

  • So many interesting developments, so stay tuned!

  • So we suspected that the Q4 earnings call might end up being good, but Tesla just killed it

  • They just absolutely killed it, with

  • a revenue of 7.38 billion dollars, 1.1 billion of free cash flow and 105 million of net profit

  • Now this of course leads to the Tesla stock rising even more, much to the dismay

  • of the shorters, who try everything they can to come up with new anti Tesla FUD stories

  • as discussed in our last week's electric car video, which you can watch right here.

  • However, at time of recording this video, the Tesla stock is trading at above 650 USD

  • It basically went already almost x4 since the low in early June last year at around

  • 170 US dollars.

  • TIMES 4 !!! So now of course many who didn't buy the stock back then, think that they have missed

  • the boat.

  • Oh man, I'm too late to the party.

  • The choo choo train has left without me.

  • And other similar thoughts.

  • Some people asked in the comment section the valid question: Does it still make sense to

  • buy the Tesla stock?

  • And if yes, when and how?

  • So first of all, if you know us, we think that Tesla is, together with SpaceX, the most

  • disruptive company on this planet right now.

  • And as we also tried to lay out in the last episode, we think that Tesla will expand more and more,

  • but not only in the automobile sector, but also in the energy sector, and at some point also

  • conquer the sky and the sea.

  • So Tesla will easily be a 1 trillion dollar company at some point in the late 2020s,

  • and probably quite a lot over 1 trillion in the 2030s

  • This means that even at this price point, the Tesla stock still easily has a x10 growth potential

  • longterm yes

  • TIMES TEN

  • And now our opinion on how to best acquire more Tesla shares

  • and note this is just our opinion so not meant as financial

  • advice. We always have to say it right to to not get sued by anyone

  • And the rule on how to best acquire more Tesla shares is actually extremely simple

  • Buy the dip. That's right buy the dip

  • Don't get yourself into the so-called FOMO mode.

  • FOMO stands for fear of missing out. now if FOMO gets hold of you when this happens

  • Your brain gets into an extremely emotional panic mode, you are afraid to miss the train

  • and have brutal visions in your mind all the time of Tesla going straight to 6000 dollars

  • without pause and that you have missed the train and have

  • missed the party forever

  • But believe us, it is absolutely impossible for any asset to just go straight up without any correction whatsoever

  • There is always profit taking in trading and therefore a correction WILL come.

  • And the best time to acquire more Tesla shares is when a socalled crash happens

  • or when the stock dips again as a rough rule of thumb

  • Just read what the media would advise you to do or the so-called analysts

  • and just do the opposite.

  • Oh so the media and the super smart analysts say Tesla is super dangerous and you shouldn't buy?

  • Perfect, buy.

  • Because it was Warren Buffet himself who said:

  • Be greedy when others are fearful but be fearful when others are greedy

  • A simple, yet, very brilliant and true statement.

  • so the best option to acquire more Tesla shares is to wait

  • every time the Tesla stock dives down then acquire more and keep doing this

  • every time the Tesla stock dives down over longer periods of time therefore you

  • cost-average and then you get over longer periods of time a very good entry price

  • this is the so-called cost averaging strategy and you should just ignore all the random fluctuations

  • on shorter time frames and just focus on the very long time frames

  • because long term we all know that Tesla will be even worth much much more than it is today

  • so it doesn't play any role if the stock is on one day 20% higher 20% lower

  • if it goes lower just buy more perfect

  • But remember Never invest more than you can afford to lose.

  • extremely important extremely important be totally detached from this money as if you would

  • not need this money

  • So this is of course how we invest you can invest however you like

  • and we don't want to give you advice in any way of course but this is just what we will do

  • and you're free to follow us of course and now back to the earnings call.

  • because quite a lot of amazing stuff was discussed there

  • so what else was discussed

  • First of all, the Model Y production has already started at the Fremont Factory, to the

  • surprise of many, and they are even starting deliveries, with the first customers probably

  • already receiving their Model Ys in March.

  • This is just crazy!

  • Tesla is now really developing a habit of being ahead of schedule instead of being too late.

  • Remember that the Model Y was only announced not even a year ago.

  • And the range has now been apparently boosted so that the Model Y now has an EPA rated range

  • of 315 miles or 500 km.

  • It even will come with the very cool wheel option of Überturbine.

  • or is't Überturbine

  • Interesting choice of name And the construction of Model Y production facilities

  • at Giga Shanghai has already started, so that the Model Y will also be produced there from 2021 onwards.

  • At the same time, the range of the Model S and the Model X will soon get a boost to around

  • 400 miles or 640 km.

  • And the plaid Model S will come out later this year and will probably be an insane

  • beast with even higher range and brutal acceleration.

  • Other news included that indeed the Tesla Semi is well underway to enter production later this year,

  • with the first Semis being delivered starting as early as the second half of the year, so

  • probably by summer, we will see the first units being delivered.

  • now Tesla could of course build many more already, but the battery production capacity effectively

  • places an upper limit because in order to build more of these beasts

  • Tesla will first have to expand battery production capacity in order to build more of these beasts,

  • because the battery capacity will probably be around the 1MWh mark for the longer range version.

  • So this means 1000 kWh. Per truck!

  • And because this thing will have such large batteries, like one semi 10 model S batteries, basically

  • they cannot produce so much already in 2020, and therefore

  • the full production will start in 2021.

  • The next interesting thing we were shown, were in-app purchases, where you can just buy upgrades for a Tesla via

  • app, for example higher acceleration, or the full self driving option.

  • Just amazing, via the app on the smartphone!

  • Now we would also hope to also see an app-store for third party apps of all kinds coming soon to the

  • Tesla ecosystem.

  • Then on the energy side, Tesla energy is expanding like a crazy berserk on steroids.

  • It is so funny how Tesla energy is actually often overlooked by the so-called experts and analysts at Wall St.

  • Because this here ladies and gentlemen, is an exponential curve.

  • And that is exactly how Tesla energy is growing, with more and more solar roof installations,

  • and more and more giant batterypacks, so-called megapacks being installed at renewable energy

  • parks, all the time.

  • And Tesla energy is expected to rise another 50% this year.

  • Elon himself actually is expecting that Tesla energy will one day be bigger than the

  • automobile branch of Tesla. Crazy!

  • But the automobile branch is of course also expanding like crazy as we know, with over

  • 500,000 cars to be built this year.

  • And we think that even 600,000 cars might be possible this year.

  • And we think that by 2022 at the latest, Tesla will have surpassed the magical 1 million

  • cars per year threshold.

  • And we thin that by 2030, Tesla will be the largest car manufacturer in the world, producing many more

  • cars than any other car manufacturer.

  • Yes, that's true, mark our words, Tesla will become the largest car manufacturer in the world.

  • So while Tesla is just totally killing it and expanding like crazy, what else is happening

  • in the world of electric cars?

  • Turns out, a lot.

  • First of all, GM's president Mark Reuss gave us some insight GM's electric vehicle

  • plans for the next few years.

  • They sound pretty good, for example a new plant in Detroit only dedicated to EV production.

  • Or a modular electric car platform to span all of GM's brands.

  • Or the return of the Hummer as an electric car.

  • And of course some cool looking new Cadillac models.

  • And the upcoming pickup truck.

  • Or even that they plan on being profitable on all those new electric cars from the beginning.

  • Sounds really really good.

  • But of course, in the good style of legacy carmakers, many announcements, many words,

  • but not many deeds yet.

  • We remain skeptical if GM can make their transition to electric cars happen in time.

  • We hope yes, but the iphone moment of GM and other legacy carmakers might already have come.

  • By the time GM will start to electrifiy their portfolio and be able to produce electric

  • cars in large volumes, by the way, only if they will be able to have enough battery

  • supplies from asian battery manufacturers, by that time, Tesla will confortably dominate

  • every possible market with their ever increasing portfolio and will probably already sell well

  • over 1 million cars worldwide.

  • So let's see if GM can make the transition fast enough.

  • Then after the disastrously low sales of the Mercedes EQC, Mercedes is busy testing their

  • EQS, which will be the flagship Sedan of their all-electric EQ line of Evs.

  • It is rumored to have a 100kWh battery.

  • We hope they can increase the efficiency as compared to their EQC so that we can see a decent

  • real world range of over 300 miles.

  • The design might end up being pretty nice however, it seems that for once, Mercedes is really

  • sticking closely to the concept car upon which the EQS is based on.

  • In other news, electric buses are growing in the US.

  • Slowly, slowly, very, very slowly, but they are growing.

  • And who is building them you might ask?

  • Well China of course! Of the around 650 electric buses currently operating in the

  • US, 400 of them are built by BYD, which stands for "Build your dreams",

  • They have a range of up to 220 miles and can charge with up to 200kW.

  • Now we hope to see more and more electric buses on the road in the US, because in that regard,

  • the US is lagging extremely far behind China. Like, extremely far!

  • I mean in Shenzhen for example, all taxis and buses have been electric already since years now.

  • There are by the way 16,000 electric buses in Shenzhen.

  • And even Beijing plans to replace all buses to be electric and already more than half

  • will be electric by the end of 2020, so this means 11,000 electric buses in Beijing alone by the end of 2020.

  • So if you take only Beijing and Shenzhen, two very large chinese cities, there are then 27,000 electric buses

  • in use this year, this is 40x more than in the entire US.

  • Now granted, these two cities are very big and probably have around 10% of the entire population of the US

  • But still, this shows that China is very far ahead in electrification

  • and the US should really get going, you know?!

  • But still, it's really good to see that there is a bit of progress with regard to electric buses in the US.

  • So in our last week's video, we already talked about the UK startup arrival, which have this

  • cute electric delivery van here planned for release.

  • So now UPS has apparently already ordered 10,000 of them.

  • This seems to be a new trend.

  • Remember when Amazon ordered 100,000 delivery vans from Rivian?

  • Well, we are really glad about these developments, and hope to see all delivery vans

  • being switched to full electric.

  • So Arrival certainly has a promising cute delivery van here.

  • And thanks to this new giant UPS order, they will hopefully be able to produce their vans

  • as soon as possible.

  • So as we have mentioned in our last video we are considering a name change for the channel.

  • We already put up a poll in the community tab and we would be extremely glad if you could participate.

  • Alternatively, you can write us in the comment section if you have any other suggestions

  • regarding the name for this channel.

  • We would really appreciate your help.

  • And what's your favorite piece piece of news from Tesla's Q4 earnings call?

  • Model Y, Tesla Semi, increased range for Model S?

  • Be sure to tell us in the comments.

  • And do you agree with us that it might already be too late for the legacy carmakers

  • to catch up with Tesla?

  • I think they might be in the position like Blackberry or Nokia a bit more than 10 years ago.

  • And if you want to help this channel to grow, please give this video a like, or even share it with your friends.

  • Then see you next time! See you next time!

Tesla has just killed it with the Q4 earnings call, the Tesla stock is still surging, and many rightfully

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    林宜悉 に公開 2021 年 01 月 14 日
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