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Evs Are a Big Market Delusion: Rob Arnott

Mar.30 — Rob Arnott of Research Affiliates talks about the future of electric vehicles and the value of Tesla with Matt Miller.

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Mar.30 — Rob Arnott of Research Affiliates talks about the future of electric vehicles and the value of Tesla with Matt Miller.

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19 Comments

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

  2. Erik Barsingerhorn

    March 30, 2021 at 9:22 pm

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

  3. Mr. Wolf

    March 30, 2021 at 9:27 pm

    Tesla P/S is 18.61 TTM

    • 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

  4. Erik Barsingerhorn

    March 30, 2021 at 9:29 pm

    Remove the truth… Pathetic.

  5. Erik Barsingerhorn

    March 30, 2021 at 9:31 pm

    Rob Arnott of Research, he should be ashamed.

  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.

  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.

  8. Mp_20

    March 30, 2021 at 10:02 pm

    nio will dominate though..

  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

    • Azamanis Ishak

      March 30, 2021 at 10:50 pm

      Tell that to siemens and bosch

  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.

  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

  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.

  13. Tony Nguyen

    March 30, 2021 at 11:42 pm

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

    • 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.

  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.

  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.

  16. SidDaTrippyKid

    March 31, 2021 at 12:35 am

    They’re trying to tank our investments boys

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