tag:blogger.com,1999:blog-8152901575140311047.post215913516876325536..comments2024-03-27T09:01:53.517-04:00Comments on Musings on Markets: Valuation of the week 1: A Tesla TestAswath Damodaranhttp://www.blogger.com/profile/12021594649672906878noreply@blogger.comBlogger89125tag:blogger.com,1999:blog-8152901575140311047.post-74974111622284083942014-06-16T11:22:08.518-04:002014-06-16T11:22:08.518-04:00What is the most that you have seen a property go ...What is the most that you have seen a property go for? It seems like some property can go for quite a bit of money. It would be interesting to see how much a beach house would go for. <a href="http://www.propertyvaluationsmelbourne.com.au/valuation-services" rel="nofollow">http://www.propertyvaluationsmelbourne.com.au/</a>Anonymoushttps://www.blogger.com/profile/13042585381760156096noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-59530775834421516572014-03-18T07:25:57.181-04:002014-03-18T07:25:57.181-04:00Thanks for this post! I learned a lot about freigh...Thanks for this post! I learned a lot about freight brokers. I learned there are different type of <a href="http://www.ebitassociates.com" rel="nofollow">Business Valuation Expert</a> as well. Produce freight brokers have to make sure that they get to their destinations on time or else they produce can go bad. Anonymoushttps://www.blogger.com/profile/13013619708384185343noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-59938211943152132642014-03-03T23:44:24.399-05:002014-03-03T23:44:24.399-05:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/13013619708384185343noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-14951869358687202302014-03-03T10:55:59.435-05:002014-03-03T10:55:59.435-05:00I looked back at this thread and happy to find tha...I looked back at this thread and happy to find that the stock price went the way I expected. Once again I would like to emphasize financial models are not reliable enough to valuate this kind of stock as entrepreneurship can't be correctly valued.Anonymoushttps://www.blogger.com/profile/02712609084922091796noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-5958371562375365032014-02-13T23:30:13.248-05:002014-02-13T23:30:13.248-05:00Rule No.1: Never lose money
Rule No.2: Never forge...Rule No.1: Never lose money<br />Rule No.2: Never forget Rule No.1<br /><br />TSLA has a current Value of $30 per share. <br />Www.updown.com/member/nagendra<br />WwwNagendrahttps://www.blogger.com/profile/07779931527141306132noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-90432038840269133942014-02-10T13:14:37.151-05:002014-02-10T13:14:37.151-05:00This stock has way to much hype.This stock has way to much hype.PENNY STOCK INVESTMENTShttp://www.manhattancalumet.comnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-81691284591131187352014-02-05T01:59:58.107-05:002014-02-05T01:59:58.107-05:00Many people don’t make use of the stock market bec...Many people don’t make use of the stock market because they don’t know where to start, or where to invest although there are risks involved with the stock market, and your participation should be taken seriously.NCDEX Tipshttps://www.epicresearch.co/commodity-tips/ncdexnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-5579077002162753572014-01-28T05:09:02.792-05:002014-01-28T05:09:02.792-05:00MOST ACCURATE TRADING TIPS FOR TODAY
LEAD (31 JA...MOST ACCURATE TRADING TIPS FOR TODAY<br /><br /> LEAD (31 JAN.) TREND: CONSOLIDATE<br />RES 1: 137.00<br />RES 2: 138.00<br />SUPP 1: 135.50<br />SUPP 2: 134.40<br />STRATEGY: BUY ON DIPS<br /><br /><a href="http://www.theequicom.com/agri-tips" rel="nofollow">NCDEX Tips</a>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-86093500293280908292014-01-07T06:31:37.659-05:002014-01-07T06:31:37.659-05:00What they do among others is giving financial advi...What they do among others is giving financial advice. They must have advised some of their customers to buy as much cheap Tesla as they can before it goes up and stays up permanently.<br /><br /><a href="http://goo.gl/RmtktE" rel="nofollow">Business valuation also helps you raise equity capital</a>QCEP Consultinghttp://www.qcepconsulting.com/noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-50375477696893730642013-12-10T10:10:47.904-05:002013-12-10T10:10:47.904-05:00a investment that need fairly optimistic assumptio...a investment that need fairly optimistic assumption lacks a good margin of safety.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-27184767139667744612013-12-01T10:52:27.140-05:002013-12-01T10:52:27.140-05:00I can't comment on the probability that your a...I can't comment on the probability that your analysis is accurate or not. What is apparent is that the stock price is not driven by any fundamentals at this time.<br /><br />Additional risks may become apparent with time. <br /><br />Lithium Ion batteries have a fail mode that results in self combustion as evidenced by the UPS cargo jet crash in Dubai and the 787 grounding due to battery fires, so we may not have heard the end of this subject yet.<br /><br />As far as EV's becoming a mass market solution, I believe there are two challenges that will limit that solution. One is summer commute times in the major metropolitain markets. Summer temperatures in bumper to bumper traffic with long commute times may become problematic as cooling needs consume more usable range, driving the need for more daytime charging kWH, which at some point is going to affect electrical load peaking and the need for more power plants. <br /><br />Fuel cell vehicle introducion combined with CNG may offer a better mass market solution. This is something on which hopefully TESLA can capitolize early.<br /><br />A quick glance at a three year chart shows TESLA to clearly be a speculative stock. Fun to own, appropriate for a small, high risk tranche of a portfolio. Skypilothttps://www.blogger.com/profile/16040616131839774671noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-81079392738953232472013-11-23T23:19:00.930-05:002013-11-23T23:19:00.930-05:00I see that your models use a fixed ratio, say 1.5 ...I see that your models use a fixed ratio, say 1.5 for auto companies. Isnt it that some companies will be less efficient in converting capital to sales and some will be more ? How do we factor that , when taking this fixed sales to capital raio?fidodidohttps://www.blogger.com/profile/01882462596576867277noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-51566015041970402732013-11-06T16:52:11.342-05:002013-11-06T16:52:11.342-05:00Oh Oh: "More Tesla cars on fire, exploding. T...Oh Oh: "More Tesla cars on fire, exploding. Tesla Stock tanks:<br /><br /><br />http://abrege.eu/truth<br /><br /><br />http://lithium-ion.weebly.com"Deannahttp://abrege.eu/truthnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-87622050315827069012013-10-31T13:21:33.199-04:002013-10-31T13:21:33.199-04:00Tesla Is Worth $67.12Tesla Is Worth $67.12Anonymoushttps://www.blogger.com/profile/04365916487996442778noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-89809397199004053352013-10-28T10:29:28.530-04:002013-10-28T10:29:28.530-04:00This comment has been removed by the author.fidodidohttps://www.blogger.com/profile/01882462596576867277noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-61291349400216383962013-10-14T08:57:54.340-04:002013-10-14T08:57:54.340-04:00The problem with the MSFT, Apple comparisons is th...The problem with the MSFT, Apple comparisons is that there is adverse selection in choosing this names. For every Apple/MSFT/Google that succeeded there was many a hype stock (or companies that didn't even get to list) that fizzled and died along the way. Its a human bias to look at outcomes and not think about companies that showed the same potential but are not visible today (because they went under). It's one of the points constantly made by Taleb in his books.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-61599565918184791442013-10-08T09:53:50.586-04:002013-10-08T09:53:50.586-04:00Thanks for sharing this post about car valuation. ...Thanks for sharing this post about car valuation. Here you mention the truth ,that is BMW and Daimler make the top ten in the list, but they are selling far more than just luxury cars. People always check current market price with online tools. People should evaluate used car with help of best technicians or through used car valuation tools. If you need a reference point for determining the price then compare with someone from who own a same auto. Here i have given some suggestions for <a href="http://www.rightcar.com/used-car/valuation" title="Cars valuation" rel="nofollow">Cars valuation</a>Anonymoushttps://www.blogger.com/profile/14296980530663523922noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-44576360297157761912013-10-06T13:34:50.857-04:002013-10-06T13:34:50.857-04:00Unknown.... When Bulls became bullies it's be...Unknown.... When Bulls became bullies it's best to walk away. Joel seems more focused making negative assumptions about the prof then better understanding possible outcomes.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-26077596102986209132013-10-03T14:20:45.597-04:002013-10-03T14:20:45.597-04:00RE: http://wp.me/p2BJXK-b2
One of the people whe...<br />RE: http://wp.me/p2BJXK-b2<br /><br /><br />One of the people where I work has a Tesla, we saw the articles about multiple Tesla fires at http://wp.me/p2BJXK-b2<br /><br />I have now read that many Tesla owners have complained of fire incidents in their blogs. Please clarify to me how there are multiple documented fire incidents yet you say there has only been one? Do Tesla batteries blow up after they get wet? DOn't park your Tesla anywhere near your home or you may find your house burned down.Bruce Kehnhttp://wp.me/p2BJXK-b2noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-82997123883295266152013-09-25T06:07:00.122-04:002013-09-25T06:07:00.122-04:00Is circular reference in valuation s/s intentional...Is circular reference in valuation s/s intentional (sheet "Option Value": C15/C26)?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-24461218661192909032013-09-25T03:21:25.298-04:002013-09-25T03:21:25.298-04:00Has anyone noticed how may staff Ford and GM and s...Has anyone noticed how may staff Ford and GM and so on have? It seems to be in the hundreds of thousands. Tesla has barely 3200. How will Tesla become a big car company without also having to hire tens of thousands of people? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-64807819659658581792013-09-25T03:19:33.026-04:002013-09-25T03:19:33.026-04:00One issue on Tesla which does not appear to have b...One issue on Tesla which does not appear to have been addressed thus far here or pretty much anywhere else is this : 30% of customers sign up for the buyback scheme whereby Tesla guarantees to buy the car back at a fixed price at a certain date in the future. This is, I think, therefore, a future liability and it only goes up as they sell more cars. How do we account for this? Clearly there is a huge balance sheet/inventory risk here since whilst TSLA is guaranteeing a buyback at a fixed price, we cannot know what price the second-hand/used market will assign to Tesla's going forward. Also they will necessarily be permanently be sitting on inventory, perhaps in the thousands or even tens of thousands. One thing we do know about cars is that over time they depreciate. Would welcome any thoughts from the Professor on this overlooked issue. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-27793418888177342372013-09-20T10:57:41.188-04:002013-09-20T10:57:41.188-04:00The model simply suggests to us that theory someti...The model simply suggests to us that theory sometimes does not apply to reality, especially in stock market. Financial models can only be built on assumptions. For a company like Tesla, there's no correct assumptions, not even a closed one. Comparing the EV maker with traditional auto makers will be proved totally wrong. With the help of advanced technologies, Tesla is able to produce cars with far less labor costs than traditional car makers. It does not have the legacies, or in another word, burdens which others have.<br /><br />The model can not capitalize the critical success factor in this company, the entrepreneurship. You can't imagine what other great innovative ideas Mr Musk would have to make the company more successful.<br /><br />Even if it possible to value the stock by DCF method, the assumptions of capes and profit margin were based on traditional car manufacturers which I'm quite sure not applicable to Tesla. And that maybe the reason that why so many investment bankers set the target price of this magic stock to $200 and maybe above.Anonymoushttps://www.blogger.com/profile/02712609084922091796noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-34699844792226470462013-09-16T02:39:27.298-04:002013-09-16T02:39:27.298-04:00In some cases the spreadsheet is password protecte...In some cases the spreadsheet is password protected and can't be opened without passwords.Is it possible to cracjk this password by hit and trail method.<br /><br />Thanks<br />Sanola Jerry <br /><br /><a href="http://www.h-tech.me/" rel="nofollow">Accounting Software</a> <br />Anonymoushttps://www.blogger.com/profile/08005580090831546640noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-85435916839719317692013-09-13T05:54:34.140-04:002013-09-13T05:54:34.140-04:00May I know why the operating leases are not capita...May I know why the operating leases are not capitalised in this model? <br /><br />please refer to pg 124 of Tesla's 10K report. <br /><br />Please advise.<br /><br />Thanks!CCCnoreply@blogger.com