Mainstream brand EVs surpass Tesla in customer appeal

Trav said:
IMO a lot of people bought into Tesla hoping to make some big bucks quick, I am sure anyone that bought it a $300-400 is not as gung ho as you are about it.
Click to expand...
As you say, many try and time the market; I am not one of those investors. Too dang risky. I believe it's far worse, but I do not want to offend anyone.

I am not talking about me, gung ho, whatever. I am talking about the market. I am a long term hold on the little TSLA I own, just like the rest of my portfolio. Even with the roller coaster, my little TSLA investment has still nearly doubled. Sometimes you get lucky.

Sure, if you bought TSLA at $400 you are not happy. Conversely I am not happy I bought the car in Dec 2018 instead of the stock. Hind sight is 20-20, as they say.

If you want to build wealth, it takes time, just like your impressive KSAs and your contribution to your customers, to this website and to me personally.

FYI, in Silicon Valley KSAs is an acronym for "Knowledge, Skills and Abilities". KSAs will take you far because they result in results.
 
Silicon Valley isn’t the investment panacea some make it out to be.

Nike (NKE) has had the highest return between August 25, 1974 and August 25, 2024 by a US stock in the S&P 500 (GSPC), returning 3,820,354.5%.​



Nike (NKE)8/25/1974 - 8/25/20243,820,354.55%
US Bancorp (USB)8/25/1974 - 8/25/20242,669,900%
McDonald’s (MCD)8/25/1974 - 8/25/20242,517,465.22%
Home Depot (HD)8/25/1974 - 8/25/20242,146,128.57%
Walmart (WMT)8/25/1974 - 8/25/20241,351,685.71%
Hasbro (HAS)8/25/1974 - 8/25/2024839,653.09%
Microsoft (MSFT)8/25/1974 - 8/25/2024763,251.65%
UnitedHealth (UNH)8/25/1974 - 8/25/2024530,308.35%
Johnson Controls International (JCI)8/25/1974 - 8/25/2024395,677.78%
Danaher (DHR)8/25/1974 - 8/25/2024391,017.56%
Adobe Systems (ADBE)8/25/1974 - 8/25/2024363,850.46%
Hormel Foods (HRL)8/25/1974 - 8/25/2024325,206.12%
NVIDIA (NVDA)8/25/1974 - 8/25/2024322,518.45%
Oracle (ORCL)8/25/1974 - 8/25/2024263,019.09%
General Dynamics (GD)8/25/1974 - 8/25/2024237,430.56%
Apple (AAPL)8/25/1974 - 8/25/2024229,262.99%
Paychex (PAYX)8/25/1974 - 8/25/2024209,916.16%
Progressive (PGR)8/25/1974 - 8/25/2024205,920.5%
Aflac (AFL)8/25/1974 - 8/25/2024200,911.24%
Sysco (SYY)8/25/1974 - 8/25/2024196,736.73%
Lockheed Martin (LMT)8/25/1974 - 8/25/2024177,162.86%
Fastenal (FAST)8/25/1974 - 8/25/2024169,302.99%
Church & Dwight (CHD)8/25/1974 - 8/25/2024161,035.65%
Applied Materials (AMAT)8/25/1974 - 8/25/2024155,321.78%
Amazon (AMZN)8/25/1974 - 8/25/2024145,133.8%
 
JeffKeryk said:
CEO Blume is steering VW in a path toward the future, as he sees it. That's his job. He has stated his company is behind the curve in software tech, mfg efficiencies and electric vehicles. And he is doing something about it. Remember what happened to CEO Diess...

Look at BMW ad the Neue Klasse. They are collapsing the multiple software systems into 1, the "Heart of Joy". This is the first time BMW has ever combined the power train software (engine) and driving dynamics (handling) in one unified system.

Everything changes. Everything has a product life cycle.
Click to expand...
I don’t think he’s wrong as far as the success of VW, but it will alienate the core enthusiasts. They’ll go to Hyundai and Honda which is what I would think would be my next move for ICE. EV would be Tesla or Hyundai for me.
 
JeffKeryk said:
His Twitter/X and mouth have dug him in a deep hole...
Click to expand...
I love his mouth, because I am not into totalitarian control from the other's we can't mention. We have a very big Overton Window problem. He is a breath of fresh air to the closing sliding Overton Window problem.
 
JeffKeryk said:
P/E ratio; fair point. Let's take a look.
Low P/E ratios are often considered value stock, with room to grow. But not in VW's case.
Tesla's high ratio gives it growth potential, according to the forward looking market.
Strike a Linear Regression line over the last 5 years for VW and TSLA. What do you get? Where would you put your money?
Of course if you use a longer timeline it is not fair; VW looks like a junk stock in comparison.
View attachment 237207

View attachment 237209

I like your asset comparison. Who get the best ROA? Who has aging, scattered factories (a procurement nightmare) and ill suited for new product development.
"No longer competitive." in their own words.
This is a key reason I salute BMW for their brave steps forward. Of course mistakes will be made, but in business you grow or you go.
Click to expand...
Bmw is the only automotive manufacturer that can produce vehicles for multiple regions/countries continuous on the same line and not have to retool. I was pleasantly surprised when they showed a video years ago from the Spartanburg plant manufacturing the X5. American spec then several going to France then RHD going to the UK all on the same line. I've never seen any manufacturers pull this off. Tesla talks about efficiency at their factories but can they even do this?
 
JeffKeryk said:
His Twitter/X and mouth have dug him in a deep hole...
Click to expand...
Then add in the Cybertruck boondoggle as apparently people have placed orders only to be notified that their truck is ready the next day. Add to that recently Tesla service/sales centers aren't buying back Cybertrucks any longer.
 
Vercingetorix said:
Silicon Valley isn’t the investment panacea some make it out to be.

Nike (NKE) has had the highest return between August 25, 1974 and August 25, 2024 by a US stock in the S&P 500 (GSPC), returning 3,820,354.5%.​



Nike (NKE)8/25/1974 - 8/25/20243,820,354.55%
US Bancorp (USB)8/25/1974 - 8/25/20242,669,900%
McDonald’s (MCD)8/25/1974 - 8/25/20242,517,465.22%
Home Depot (HD)8/25/1974 - 8/25/20242,146,128.57%
Walmart (WMT)8/25/1974 - 8/25/20241,351,685.71%
Hasbro (HAS)8/25/1974 - 8/25/2024839,653.09%
Microsoft (MSFT)8/25/1974 - 8/25/2024763,251.65%
UnitedHealth (UNH)8/25/1974 - 8/25/2024530,308.35%
Johnson Controls International (JCI)8/25/1974 - 8/25/2024395,677.78%
Danaher (DHR)8/25/1974 - 8/25/2024391,017.56%
Adobe Systems (ADBE)8/25/1974 - 8/25/2024363,850.46%
Hormel Foods (HRL)8/25/1974 - 8/25/2024325,206.12%
NVIDIA (NVDA)8/25/1974 - 8/25/2024322,518.45%
Oracle (ORCL)8/25/1974 - 8/25/2024263,019.09%
General Dynamics (GD)8/25/1974 - 8/25/2024237,430.56%
Apple (AAPL)8/25/1974 - 8/25/2024229,262.99%
Paychex (PAYX)8/25/1974 - 8/25/2024209,916.16%
Progressive (PGR)8/25/1974 - 8/25/2024205,920.5%
Aflac (AFL)8/25/1974 - 8/25/2024200,911.24%
Sysco (SYY)8/25/1974 - 8/25/2024196,736.73%
Lockheed Martin (LMT)8/25/1974 - 8/25/2024177,162.86%
Fastenal (FAST)8/25/1974 - 8/25/2024169,302.99%
Church & Dwight (CHD)8/25/1974 - 8/25/2024161,035.65%
Applied Materials (AMAT)8/25/1974 - 8/25/2024155,321.78%
Amazon (AMZN)8/25/1974 - 8/25/2024145,133.8%
Click to expand...
Ya think? Gee, since 1974? Time in the market wins.
Look at the top companies today. Dominated by tech.
 
JeffKeryk said:
Ya think? Gee, since 1974? Time in the market wins.
Look at the top companies today. Dominated by tech.
Click to expand...
25 years?

TickerName25Y Price Return25Y Total ReturnMarket Cap
NVDANVIDIA Corp309990.4%337918.6%$3.06T
MNSTMonster Beverage Corp109504.4%109504.4%$49.2B
DECKDeckers Outdoor Corp80702.9%80702.9%$24.06B
TSCOTractor Supply Co63167.7%75327.1%$28.87B
AAPLApple Inc50835.4%60152.3%$3.32T
ODFLOld Dominion Freight Line Inc33779.3%34770.2%$38.83B
CLHClean Harbors Inc24854.5%24854.5%$11.89B
TPLTexas Pacific Land Corp24581.3%31598.7%$16.69B
NVRNVR Inc14441.0%14441.0%$23.43B
FICOFair Isaac Corp14229.3%14808.2%$37B
10 years? How low you want to go?

IMG_7265.jpeg

5 years, give me home staples everytime
IMG_7266.webp
 
DriveHard said:
Interesting...everything I have read and experienced is that a similar performing model Y is MORE expensive without discounts.
Click to expand...
Not in the US. The Model Y is the cheapest for what you get. With tax credit, you can get one starting under $40k.
 
Torrid said:
Cost is the biggest detractor on the i4 M50. I've never seen one in person and I'm assuming that's why.
Click to expand...
Yep. A Model 3 is roughly $30k less than any equivalently-equipped i4 if you qualify for the tax credit. Of course the i4 has better build quality, but for nearly 2x the price, it really oughta.
 
97prizm said:
Edmunds ran an article recently showing although down a little something like 55 percent of Tesla owners trade in for a gas or hybrid vehicle. Tesla makes it sounds like everyone is trading in their gas car for a Tesla.
Click to expand...
TV watchers are easy to fool.
 
paqza said:
Not in the US. The Model Y is the cheapest for what you get. With tax credit, you can get one starting under $40k.
Click to expand...

I'm in the US...you can find scores of EV6's below $40k, no tax credit needed.

Here is one for under $34k
https://www.cars.com/vehicledetail/f20d532e-ee9b-4aa6-9989-0617451bb9e2/

not just the base spec either...
https://www.cars.com/vehicledetail/a390a823-2aaf-47e7-971f-744a9a5076f2/

https://www.cars.com/vehicledetail/4a0d430d-0b9e-4c9d-b215-599467e1ae24/
 
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