19 Comments

1. 

   Dax Chenier

   March 30, 2021 at 9:17 pm

   Lol look at the lies they speard they control the game so you can make it look like anything they want blumberg your the problem with the world , greedy basterds

   Reply
2. 

   Erik Barsingerhorn

   March 30, 2021 at 9:22 pm

   And Tesla no sales demand problem, they can’t meet demand professor.

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3. 

   Mr. Wolf

   March 30, 2021 at 9:27 pm

   Tesla P/S is 18.61 TTM

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   • 

     robertoppenheimer

     March 30, 2021 at 11:59 pm

     Which is too high by any standards. GM F Toyota VW all have P/S under 1

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4. 

   Erik Barsingerhorn

   March 30, 2021 at 9:29 pm

   Remove the truth… Pathetic.

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5. 

   Erik Barsingerhorn

   March 30, 2021 at 9:31 pm

   Rob Arnott of Research, he should be ashamed.

   Reply
6. 

   Lost my Password

   March 30, 2021 at 9:33 pm

   We’ve only just seen the beginning of tomorrow/the future… I wouldn’t compare this particular market like that. It is brand new market in perspective and we’ve only just started. This is no bouble in the typical way.

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7. 

   Aloysius Fekete

   March 30, 2021 at 9:52 pm

   Hey, wait a sec. If TSLA triples it’s production, it has tripled – give or take – its sales, and likely more than that for its profits as it exploits operational efficiency. When a traditional automaker triples its EV production, has it tripled its sales? Likely no – they sell EVs at the expense of their ICEs. And are they more profitable? Likely no, at least if they want to price competitively with TSLA.

   I think the big market delusion is not what he thinks it is.

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8. 

   Mp_20

   March 30, 2021 at 10:02 pm

   nio will dominate though..

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9. 

   Tim Rebel

   March 30, 2021 at 10:45 pm

   this guy seems to think German car brands will actually be able to make an EV as good as TESLA… LOL as IF …
   That is impossible because Germans have never ever been good at electrics
   Only the Japanese brands actually have a chance in the EV segment

   Reply
   • 

     Azamanis Ishak

     March 30, 2021 at 10:50 pm

     Tell that to siemens and bosch

     Reply
10. 

    Jay Jay

    March 30, 2021 at 11:05 pm

    Tesla isn’t in a bubble…Arnott is wrong about that, but correct about his Big Market Delusion. Arnott doesn’t understand what kind of company Tesla really is. Hint: they are far more than a car company.

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11. 

    skyline220

    March 30, 2021 at 11:06 pm

    This guy is clueless, reasoning by analogy rather than by facts. Tesla is on a 50% CAGR, is legacy auto? No there sales are decreasing.. so of course Teslas valuation is going to be much higher

    Reply
12. 

    bkinstler

    March 30, 2021 at 11:41 pm

    Shockingly shortsighted. This guy seems to be willfully ignorant of the market and the lack of progress by traditional OEMs.

    Reply
13. 

    Tony Nguyen

    March 30, 2021 at 11:42 pm

    Why do they keep bringing on these people who do the traditional valuation?

    Reply
    • 

      Sugarsail1

      March 31, 2021 at 12:22 am

      because the traditional valuation has always been validated in the long run……and fools always think “it’s different now, this is the new normal.” Those of us who have lived through a few bubble cycles have witnessed this human behavior pattern a few times, and now is exactly the same.

      Reply
14. 

    Sugarsail1

    March 31, 2021 at 12:17 am

    2:40 Musk is not a visionary, he’s a futurist huckster that knows how to play technophilic eco-nuts like a fiddle. Let’s just say his fanboys and customers take their science fiction a bit too seriously.

    Reply
15. 

    Alexandre Lamarre

    March 31, 2021 at 12:25 am

    Every EV stock is priced according to Tesla’s execution and that’s a big mistake.

    Reply
16. 

    SidDaTrippyKid

    March 31, 2021 at 12:35 am

    They’re trying to tank our investments boys

    Reply